Subject:

Fwd: 27th July

From:
"Eric Schwerin" eschwerin@rosemontseneca.com
To:
"Hunter Biden" hbiden@rosemontseneca.com
Date:
2011-06-10 10:28
What do you think about getting Anders together with IPS.  We had talked about IPS over lunch, remember?   Not going to lead to much but they both might find it interesting. 

Eric D. Schwerin
eschwerin@rosemontseneca.com

Sent from my iPhone

Begin forwarded message:

From: "Arlene Busch" <abusch@rosemontseneca.com>
Date: June 10, 2011 9:42:24 AM EDT
To: "Eric Schwerin" <eschwerin@rosemontseneca.com>,"Hunter Biden" <hbiden@rosemontseneca.com>
Cc: "Joan Peugh" <jpeugh@rosemontseneca.com>
Subject: Fw: 27th July
Reply-To: abusch@rosemontseneca.com

Eric,
Can you speak with Mike and arrange an hour prior to our dinner for him and/or Chuck to meet Anders. Is there anyone else you can think of that Anders could meet in DC?

Arlene Busch
202-333-1880
Abusch@rosemontseneca.com


From: Anders Lindell - IPM <Anders.Lindell@ipm.se>
Date: Fri, 10 Jun 2011 07:39:40 +0000
Subject: RE: 27th July

Thanks Arlene,

 

I have contacted CAIS, and would of course be interested in meeting with your DC contacts too. I’ll fly in to DC late on the 26th, so I have all day on the 27th at your disposal.

 

Best regards,


Anders

 

From: Arlene Busch [mailto:abusch@rosemontseneca.com]
Sent: Wednesday, June 08, 2011 15:57
To: Anders Lindell - IPM
Cc: Eric Schwerin; Joan Peugh
Subject: Re: 27th July

 

Anders,
Currently, the two meeting I may potentially have in NYC is with Morgan Stanley and Cais funds. Cais is a platform that works with groups like Macquarie Bank, Montgomery Securities, Jeffries, etc. who aren't big enough to have their own platform like a UBS or Citi Bank. I have recommended both of them to you and suggested that Jamil contact them. I don't know the current status of the relationship with Cais. I will contact both groups today to see if they would like to meet you in person.
While you are in DC, I'd like you to spend some time with Mike Mathis and Chuck Harple, two very good friends of the firm who have great relationships in the pension space.

Best,
Arlene

Arlene Busch
202-333-1880
Abusch@rosemontseneca.com


From: Anders Lindell - IPM <Anders.Lindell@ipm.se>

Date: Wed, 8 Jun 2011 06:13:55 +0000

To: Arlene Busch<abusch@rosemontseneca.com>

Subject: RE: 27th July

 

OK, thanks. Good to know…

 

I’m tentatively planning to be in Boston on the 25th, New York 26th, DC all day 27th, then New York (possibly Stamford) 28th and 29th. If you have any meetings that would fit this agenda please get back to me as soon as possible as I need to plan this rather carefully.

 

Best,


Anders

 

From: Arlene Busch [mailto:abusch@rosemontseneca.com]
Sent: Tuesday, June 07, 2011 17:50
To: Anders Lindell - IPM
Cc: Eric Schwerin; Joan Peugh
Subject: RE: 27th July

 

Anders,

Our dinners are very informal. We don’t have handouts or give any type of presentation. It’s more to get to know the other guests and to take business cards and follow-up at a later point. Hunter typically picks a topic (something like the problems of underfunding in the US pension community) and then opens up the discussion to the others around the table. Hunter may also tell a funny political story or two.

During the cocktail hour, Hunter or I will make sure to introduce you to the people you will want to meet who aren’t sitting near you. I expect we may have a meeting for you prior to the dinner also. The dinner will take place at the Ritz and we have blocked out rooms at our corporate rate. If you are going to be in NY on the same trip, we may also have one or two meeting for you there.

 

Feel free to contact myself, Eric, or Joan if you have any additional questions.

 

Best,

Arlene

 

Arlene Busch

202-333-1880

abusch@rosemontseneca.com

 

From: Anders Lindell - IPM [mailto:Anders.Lindell@ipm.se]
Sent: Tuesday, June 07, 2011 4:05 AM
To: Arlene Busch
Subject: 27th July

 

Hi Arlene,

 

I received the info on the dinner from Joan – what I would need from you is some info on how these dinners are conducted; what I am I supposed to do and prepare? Presentation; formal? Using slides? Handouts? Etc etc…

 

Best regards,


Anders

 

 

IPM Informed Portfolio Management

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