Subject:

Fwd: Millennium - Rome Aloise introduction

From:
"Eric Schwerin" eschwerin@rosemontseneca.com
To:
"Hunter Biden" hbiden@rosemontseneca.com
Date:
2011-10-28 17:54




Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
WashingtonDC 20007
(202) 333-1880
P Consider the environment before printing this email.

Begin forwarded message:

From: Arlene Busch <abusch@rosemontseneca.com>
Subject: FW: Millennium - Rome Aloise introduction
Date: October 28, 2011 4:49:12 PM EDT

 

 

Arlene Busch
202-333-1880

 

From: Buck, Charles [mailto:Charles.Buck@mlp.com] 
Sent: Friday, October 28, 2011 4:45 PM
To: Arlene Busch
Subject: FW: Millennium - Rome Aloise introduction

 

Kickoff due diligence call scheduled for the 8th!  I hope their response time ( almost immediate) is indicative of their interest in us...  Thanks again and have a great weekend.   

 


From: Matthew Zuck [mailto:mzuck@alanbiller.com] 
Sent: Friday, October 28, 2011 2:32 PM
To: Buck, Charles
Cc: Alan Biller
Subject: RE: Millennium - Rome Aloise introduction

Charles:

 

I will be travelling next week, but we could do an intro call on the morning (between 9 AM & Noon Pacific time) of November 8th – just let me know what time would work for you and we will get it on the calendar.

 

Also, feel free to email me any materials which you think would be useful in introducing us to Millennium.

 

Sincerely,

 

Matthew Zuck, CFA
Director of Research

Alan Biller and Associates
Investment Consultants

535 Middlefield Road, Suite 230  | Menlo Park, CA  94025 | Tel 650.328.7283 x308 | Fax 650.323.4417 | www.alanbiller.com | mzuck@alanbiller.com
From: Buck, Charles [mailto:Charles.Buck@mlp.com] 
Sent: Friday, October 28, 2011 10:45 AM
To:Alan Biller
Cc: Matthew Zuck
Subject: RE: Millennium - Rome Aloise introduction

 

Thanks Alan.  I look forward to speaking with Matt and your team.  Have a great weekend. 
Matt, I can be available whenever it is convenient for you.   
 -Charles

From: Alan Biller [mailto:alan@alanbiller.com] 
Sent: Friday, October 28, 2011 1:40 PM
To: Buck, Charles
Cc: Matthew Zuck
Subject: RE: Millennium - Rome Aloise introduction

Charles,

 

I’s happy to talk with you, but given my schedule, I think it would be better to set up something with the appropriate people in our research department. I’ll participate if I’m available.  I’m forwarding this to Matt Zuck, our director of research  (x.308, mzuck@alanbiller.com).

 

Cheers, alan

 

From: Buck, Charles [mailto:Charles.Buck@mlp.com] 
Sent: Friday, October 28, 2011 10:36 AM
To: Alan Biller
Subject: Millennium - Rome Aloise introduction

 

Alan,
Per the suggestion of Rome Aloise, I am reaching out to you for the possibility of scheduling a call to initiate your due diligence process on Millennium.  For reference in advance of a potential call, I have attached some informational material on the Fund (internally estimated MTD and YTD 10/26 performance is 1.34% and 6.35%, respectively) .  Once you have had a chance to review the attached, please let me know if there is a convenient time for you to discuss Millennium in further detail.  Thanks in advance and I look forward to speaking with you. 

 

Best regards, 
Charles  

 

Charles Buck
Millennium
212.841.4189 w
917.748.6302 c

 

 

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