EMAIL DETAILS

Avi is a pretty connected guy. Also, his wife is the lead Energy Portfolio Manager in an Asset Management firm running money for Vanguard. She may be interested in our Fund Advisory offering, so this may be a trial balloon.

Sent from my Verizon Wireless BlackBerry

-----Original Message-----
From: Eric Schwerin <eschwerin@rosemontseneca.com>
Date: Tue, 9 Nov 2010 20:51:47
To: ncallahan@rosemontseneca.com<ncallahan@rosemontseneca.com>
Cc: Hunter Biden<hbiden@rosemontseneca.com>; Mike Muldoon<mmuldoon@rosemontseneca.com>
Subject: Re: Possible client for your DC advisory business

Mike, maybe you can jump on? What time?

Eric D. Schwerin
eschwerin@rosemontseneca.com

Sent from my iPhone

On Nov 9, 2010, at 7:44 PM, ncallahan@rosemontseneca.com wrote:

> Don't know. Will have an intro call on Thurs. Do any of you want to join?
>
> ------Original Message------
> From: Eric Schwerin
> To: ncallahan@rosemontseneca.com
> Cc: Hunter Biden
> Cc: Mike Muldoon
> Subject: Re: Possible client for your DC advisory business
> Sent: Nov 9, 2010 7:41 PM
>
> Let's discuss. I assume they are looking for help with sales? Not policy help, right?
>
>
>
> Eric D. Schwerin
> Rosemont Seneca Partners, LLC
> 1010 Wisconsin Ave., NW
> Suite 705
> Washington, DC 20007
> (202) 333-1880
> eschwerin@rosemontseneca.com
> P Consider the environment before printing this email.
>
> On Nov 9, 2010, at 4:23 PM, Neil Callahan wrote:
>
> Take a look and let me know what you think.
>
> ------------------------------------------------------------------------------------------
> Neil Callahan
> Rosemont Seneca
> 401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 | 212-796-4037
> 1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880
> 917-945-9516 (mobile)
> 866-749-8879 (fax)
>
>
> -----Original Message-----
> From: avi lindenbaum [mailto:avi@allianceventuresllc.com]
> Sent: Tuesday, November 09, 2010 11:04 AM
> To: ncallahan@rosemontseneca.com
> Subject: Possible client for your DC advisory business
>
> Hey Neil. I work with and have a small investment in a healthcare IT firm called Transengen www.transengen.com. They are a company that specializes in integrating payment transactions and healthcare services onto single platforms. One product called HelpEngine is the best offering out there and essentially demystifies and simplifies the enrollment process for all kinds of public service benefits (Medicaid, Foodstamps etc). Similar to what tax planning software did for the tax code.
>
> The company is headed by pioneers in product development within the healthcare space and includes United Health Care as an investor through their Lemhi Ventures fund.
>
> I'd like to explore whether your DC advisory business might accelerate uptake on what is proving to be a tremendous product and how you guys look to structure relationships. See the attached product overview for HelpEngine.
>
> Can we chat?
>
> Avi
> <HE_Overview_EB.pdf>
>
>
>
> Sent from my Verizon Wireless BlackBerry