EMAIL DETAILS

Still a ways down the road, but Lyric and David Hale think they have another Alt Inv Advisory Client for us - it is a $5B Infrastructure Fund based out of Australia but they are open for business in the US and have an office in Chicago. Arlene is doing a call with the guys below. Will keep you posted.


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.


Begin forwarded message:

> From: Arlene Busch <abusch@rosemontseneca.com>
> Subject: Fwd: RARE Infrastructure Biographies/ Matt Dell and Dave Paredes
> Date: September 25, 2012 1:20:47 AM EDT
> To: Schwerin Eric <eschwerin@rosemontseneca.com>
>
> FYI
>
> Arlene Busch
> 312-498-9595 (m)
> 202-333-1880 (w)
>
>
> Begin forwarded message:
>
>> From: Lyric Hale <lyrichale@davidhaleweb.com>
>> Date: September 24, 2012 9:56:35 PM EDT
>> To: Arlene Busch <abusch@rosemontseneca.com>
>> Subject: FW: RARE Infrastructure Biographies/ Matt Dell and Dave Paredes
>>
>> Arlene, FYI.
>>
>> Good to talk to you today!
>>
>> Lyric
>>
>> From: Mark Zoff <markzoff@davidhaleweb.com>
>> Date: Thursday, September 20, 2012 5:05 PM
>> To: Lyric Hughes Hale <lyrichale@davidhaleweb.com>
>> Subject: RARE Infrastructure Biographies
>>
>> http://www.rareinfrastructure.com/about-rare/our-team/
>>
>> Matthew Dell – Head of Distribution
>>
>> Matt Dell is the Head of Distribution for RARE Infrastructure. He manages the team responsible for distributing RARE’s products around the world, in particular, Australia, New Zealand, UK/Europe and North America. Matt has spent 16 of his 22 years in the financial services industry in sales and distribution, having previously worked for Fidelity, ASGARD and AMP Capital. During this time he has been responsible for the distribution of managed funds, SMAs, wraps and master trust platforms through various intermediaries, as well as the recruitment and development of financial planners in several dealer networks.
>>
>> Matt holds a Bachelor of Economics from Macquarie University, a Graduate Diploma in Financial Planning from the Financial Services Institute of Australasia (FINSIA) and is both a CPA and a Fellow of FINSIA.
>>
>>
>> Dave Paredes – Vice President, Institutional Sales
>>
>> Dave Paredes is Vice President of Institutional Sales for RARE Infrastructure. Dave is responsible for new business development focusing on the consultant and pension plan community in the United States. He is based in Chicago, Illinois.
>>
>> Dave has over 23 years of investment management experience in sales and marketing. Dave recently was President of ENDURANCE Investment Management, LLC a small cap long only firm. Prior to ENDURANCE Dave worked for Principal Financial Group, Northern Trust and JP Morgan Chase as Vice President of Sales, marketing to the pension plan community. Prior to his investment management experience Dave started his professional career as an economic analyst for the Chicago Board of Trade. Dave has experience selling traditional and alternative products to both consultants and plan sponsors. Dave also serves as a trustee for an Illinois police pension plan. Dave has a Bachelor of Science in Finance with a concentration in Economics and Computer Science from Northern Illinois University, DeKalb, Illinois.
>>
>>
>>
>>
>> Mark Zoff
>> Director of Research
>>
>> DAVID HALE GLOBAL ECONOMICS INC.
>> 546 Lincoln Ave #2A
>> Winnetka, IL 60093
>> Tel: 847-386-6009
>> Fax: 847-386-6011
>> Mob: 651-334-1852
>> E-mail: markzoff@davidhaleweb.com
>> Website: www.davidhaleweb.com
>>
>> We are pleased to announce that What's Next: Unconventional Wisdom on the Future of the World Economy, a compendium of economic forecasts from pre-eminent independent economists, is available for purchase.
>>
>> Copyright 2012, David Hale Global Economics Inc. All rights reserved. Please do not forward the attached document to individuals not authorized by David Hale Global Economics to receive it. It contains confidential information and is intended only for the individual named. This document is not for attribution in any publication, and you should not disseminate, distribute or copy this e-mail without the explicit written consent of David Hale Global Economics.
>>
>>