EMAIL DETAILS

Here is the agenda for our meeting with Mike & Chuck on Wednesday. Is there
anything that should be added or changed? Thanks!

Best,
Joan

1. Open Items


1. Marquette/Pat Krolak- Dave Laughton
1. Third Point: had good initial call (12/9); no response after
multiple calls and emails
2. Guardian: had good inital call (12/12)- was told only do due
diligence on client request
3. Millennium: status unknown
4. IPM: status unknown
5. ACTION NEEDED:: ask Dave Laughton to ask Pat to start due
diligence process


1. Alan Biller/Matt Zuck- Rome Aloise
1. Third Point: had good inital call with Matt Zuck (11/17); no
further response
2. Guardian: had 2 good inital calls with Zuck and Colin Murfit;
no further response
3. Millennium: Charles Buck is addressing their questions
following inital calls- not sure of status
4. ACTION NEEDED: Need Rome’s help to push the due diligence
process along


1. NEPC- Brian Tobin
1. Status on Tobin’s contact with consultant to ask them to look
at Guardian, Third Point and Millennium?
2. Matt Vinci


1. National Labor College update
1. Negotiate success fee


1. Walter Cahill


1. Pat Lynch


1. Greg Floyd update


1. New Opportunities


1. Jimmy Beloff


1. Jimmy Curran


1. Policy dinners


--
Joan K. Peugh
Rosemont Seneca Partners
o: 202-333-1880
m:202-841-854