EMAIL DETAILS
SUBJECT:
Tomorrow's Mgmt Call
PRI: NORMAL
FROM:
E
eschwerin@rosemontseneca.com
DATE:
2010-09-08 04:01:56
MSG_ID:
<AANLkTin+2UkUciX9fjSMCwGYN_2vTP3njGUTN4e4GZXR@mail.gmail.com>
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TO:
H
Hunter Biden
<hbiden@rosemontseneca.com>
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PROCESSED
Talked to Devon and Neil today about tomorrow's 11am Mgmt call and really wanted to use it as we discussed to drill down on priorities and focus going forward (and sounds like you and Devon had a similar conversation). Would like to talk for a few minutes before-hand. I have a memo which I didn't want to email to you which I think encapsulates what you and I discussed and is a good discussion document for the RSP plan going forward (may want to read it tomorrow before 11am). I was going to send around an agenda before hand but wanted to make sure you were in agreement with the approach. Would be: 1. Advisory Business - little more selective on corp. advisory if there is no long-term value add; little less selective and more focus on bringing in Fund clients a. Corporate Advisory b. AI Advisory c. TA relationship 2. Principal Investments - need to determine which potentials to focus on: Rosemont Realty, FOF, Iberdrola Solar (and other TA fundraising projects), Co-Invest 2, etc. 3. Analytics - need to determine what everyone's initial focus is (of RSP principals) 4. General Admin - need to put system in place now that includes mktg materials, mission, contact database and generally finish some of the things we discussed six months ago (talked to Neil about this today already) Let's discuss before 11am tomorrow. -- Eric D. Schwerin Rosemont Seneca Partners (202) 333-1880 eschwerin@rosemontseneca.co
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