EMAIL DETAILS

I did talk to Stuart about this yesterday. We don’t do any work with Jana, but he’d like to. So I’ll add this to the list of things to discuss when we visit with Walker.

Joshua Alcorn
302/295.8340 (office)
302/598.1885 (cell)
josh@beaubiden.com


> On Mar 20, 2015, at 11:27 AM, 261penn@gmail.com wrote:
>
> Perfect
>
> Confidentiality Notice: This electronic message and any attachment(s) are confidential and may be subject to the attorney/client privilege and/or work product immunity. This e-mail is only for the use of the intended recipient(s). If you have received this e-mail in error, please notify the sender immediately by replying to this e-mail, then delete this message and any attachment(s) from your system. Any unintended transmission expressly shall not waive the attorney/client privilege or any other privilege.
>
> On Mar 19, 2015, at 8:08 AM, Joshua Alcorn <josh@beaubiden.com <mailto:josh@beaubiden.com>> wrote:
>
>> Interesting. Walker will have a greater stake in a fund that does just about everything we at G&E do. He may not have a controlling stake, but I think there's a chance for us to do more with Jana (the fund he's investing in). I'll check with SG today to see what if anything we've done with Jana before.
>> Have a great vacation Beau.
>>
>> /ja
>> 302-598-1885 (cell)
>>
>> Sent from my iPhone, which is responsible for any typos.
>>
>> On Mar 19, 2015, at 7:19 AM, 261penn@gmail.com <mailto:261penn@gmail.com> wrote:
>>
>>> Good or bad?
>>>
>>> Confidentiality Notice: This electronic message and any attachment(s) are confidential and may be subject to the attorney/client privilege and/or work product immunity. This e-mail is only for the use of the intended recipient(s). If you have received this e-mail in error, please notify the sender immediately by replying to this e-mail, then delete this message and any attachment(s) from your system. Any unintended transmission expressly shall not waive the attorney/client privilege or any other privilege.
>>>
>>> On Mar 19, 2015, at 6:21 AM, Joshua Alcorn <josh@beaubiden.com <mailto:josh@beaubiden.com>> wrote:
>>>
>>>> This may have been why Walker raised Petsmart on the call.
>>>>
>>>> http://www.nytimes.com/2015/03/19/business/dealbook/investment-firm-buys-stake-in-activist-hedge-fund-jana-partners.html?smid=nytcore-ipad-share&smprod=nytcore-ipad <http://www.nytimes.com/2015/03/19/business/dealbook/investment-firm-buys-stake-in-activist-hedge-fund-jana-partners.html?smid=nytcore-ipad-share&smprod=nytcore-ipad>
>>>>
>>>> The purchase by the private equity unit of Neuberger Berman is a sign that activist investors are gaining broader acceptance.
>>>>
>>>>
>>>> /ja
>>>>
>>>> Josh Alcorn
>>>> 302/598.1885 (cell)