DATA TIMESTAMP
SENDER IDENTIFIER
SUBJECT & CONTENT PREVIEW
TS:
2010-05-21 12:56:13
ID:
ncallahan@rosemontseneca.com
SUBJ:
Re: Today!
Thank Dan's great aunt for me - she invented Barbie (and co-founded Mattel). My girls are big fans.
Sent from my Verizon Wireless BlackBerry
-----Original Message-----
From: hbiden@rosemontseneca.com
Date: Fri, 21 May 2010 11:22:25
To: Eric Schwerin<eschwerin@rosemontseneca.com>; <ncallahan@rosemon
VIEW
TS:
2010-05-21 12:59:38
ID:
eschwerin@rosemontseneca.com
SUBJ:
Specifically on Volcker....
A version of the proprietary trading restrictions exists in the current Dodd
bill. While the Merkley-Levin amendment would have mandated new rules,
Dodd's bill calls for a study on the issue, after which time regulators can
decide whether the restrictions should be implemented.
--
Eric D. Schwerin
R
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TS:
2010-05-21 13:02:02
ID:
mmuldoon@rosemontseneca.com
SUBJ:
RE: Change request/HNTB's Designer magazine
Hunter – let me know if you have any objections. The exact sentence change
is as follows:
OLD: What we really need is to create an economic system in which the middle
class has the opportunity to be a major player.
NEW:* What we really need is to create an economic system in which the
middle cla
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TS:
2010-05-21 13:07:32
ID:
ncallahan@rosemontseneca.com
SUBJ:
Re: Today!
Dude, I did my research! Read the article I sent last night.
Dan worked for Island Records.
Third Point is a section of a Malibu beach where he grew up surfing
He goes to India every 18 months to do yoga.
He started third point with only 3m
Hi is very controversial in publicly criticizing manag
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TS:
2010-05-21 13:10:36
ID:
ncallahan@rosemontseneca.com
SUBJ:
Re: Today!
Got it. Good luck.
Will have an updated IPS Approach deck out to the team this afternoon.
Sent from my Verizon Wireless BlackBerry
-----Original Message-----
From: hbiden@rosemontseneca.com
Date: Fri, 21 May 2010 12:56:04
To: <ncallahan@rosemontseneca.com>
Subject: Re: Today!
I go from 3rd Point
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TS:
2010-05-21 13:17:33
ID:
abusch@rosemontseneca.com
SUBJ:
Re: Democrats announce deal on extenders, tax on hedge fund income
My quick analysis of the info below:
Hedge funds make a management fee and performance fee. They pay short term tax on the money they receive on their on-shore funds. The money they receive on their off-shore funds (until they bring it into the US) they accumulate tax free (I am 99% sure but not 100
VIEW
TS:
2010-05-21 14:04:32
ID:
mandrews@ips.edu
SUBJ:
The Age of Political Risk (Financial markets) - New Yorker _ May 24, 2010
I think this piece nails why we can be successful in partnering our
resources to assess political risk since political risk now dominates
the market sentiment.
Michael
From the current issue of the New Yorker:
The Financial Page
The Age of Political Risk
by James Surowiecki May 24, 2010
It se
VIEW
TS:
2010-05-21 14:09:42
ID:
abusch@rosemontseneca.com
SUBJ:
Re: Explain
Michael Barry is the CIO of Maryland University's endowment. His "boss" (who is the chairman of the investment committee board is Ken Brody (of Taconic, whom you met last year). Anyway, I met Michael when I went to the Caravel meeting and became friends with him. Since they invest in hfs, he said he
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TS:
2010-05-21 14:51:42
ID:
eschwerin@rosemontseneca.com
SUBJ:
From Andrew Ross Sorkin on Carried Interest Tax
Bobbing as the Taxman Weaves
By ANDREW ROSS SORKIN
To the long list of new financial regulations that were once considered improbable but now seem possible, add this one: a tax rule that would treat the investment gains of partners in hedge funds and private equity firms as ordinary income rather
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TS:
2010-05-21 15:11:19
ID:
ncallahan911@gmail.com
SUBJ:
Bloomberg news: LBO Debt Tumbles Revealing 'Leveraged Fantasy': Credit Markets
How about an LBO Bailout fund raised from SWFs - a sort of Mezzanine type
play.
LBO Debt Tumbles Revealing 'Leveraged Fantasy': Credit Markets
http://www.bloomberg.com/apps/news?pid=email_en
<http://www.bloomberg.com/apps/news?pid=email_en&sid=aZJBrz0PGiQE>
&sid=aZJBrz0PGiQE
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