EMAIL DETAILS

Yeah - that's why I said I didn't feel strongly. I do think he was
helpful.

Eric D. Schwerin
eschwerin@rosemontseneca.com

Sent from my iPhone

On Jun 17, 2010, at 7:32 PM, "hbiden@rosemontseneca.com" <hbiden@rosemontseneca.com
> wrote:

> If ARB wants him then don't fight it- and if he actually did help
> get them some money than its a good person to have there.
> Sent on the Sprint® Now Network from my BlackBerry®
>
> From: Eric Schwerin <eschwerin@rosemontseneca.com>
> Date: Thu, 17 Jun 2010 19:25:12 -0400
> To: hbiden@rosemontseneca.com<hbiden@rosemontseneca.com>
> Subject: Re: Look and feel
>
> Unclear to me - but I think he got Edgewater either some money or on
> their platform and maybe Third Point too. I think it was something
> - just don't know that if we go with the scaled back, smaller dinner
> that it works. I'll ask ARB tomorrow. I like the expanded cocktail
> hour idea (or a post-dinner dessert/coffee thing would also work).
>
> Also, FYI, I asked Alex to ask Randi about this Teamsters guy in NY
> and she said no red flags with him. I'll give u more color by phone
> or in person.
>
> Eric D. Schwerin
> eschwerin@rosemontseneca.com
>
> Sent from my iPhone
>
> On Jun 17, 2010, at 7:04 PM, "hbiden@rosemontseneca.com" <hbiden@rosemontseneca.com
> > wrote:
>
>> What did he actually do?
>> Sent on the Sprint® Now Network from my BlackBerry®
>>
>> From: Eric Schwerin <eschwerin@rosemontseneca.com>
>> Date: Thu, 17 Jun 2010 15:25:23 -0400
>> To: Hunter Biden<hbiden@rosemontseneca.com>
>> Subject: Re: Look and feel
>>
>> FYI, Kevin Lynch was on the list because Arlene thought he did a
>> lot to help us for free and this was a nice thank you. I could
>> care less as you know. We won't do anything with him for now and
>> we can decide later. I like having one non-client on the
>> investment side there - but Charlie Ledley would be that guy.
>>
>>
>>
>> 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 Jun 17, 2010, at 3:03 PM, Hunter Biden wrote:
>>
>> I'm not sure why Kevin Lynch but if A has a good reason then fine.
>> The idea here is for each participant to feel they got something
>> out of the meeting. For our clients it's a chance to meet people
>> in control of or direct relation to pension dollars. For the other
>> invitees it is a chance to meet very successful high profile people
>> in the alternative investment world who have unique views on the
>> state of the US/ world economy. I think anything larger than 12-15
>> people makes the above very difficult to achieve. One thing that
>> we could do is have a larger group at the cocktail portion of the
>> evening- the larger group could include our friends partners
>> whatever- people that won't be offended about not sitting for
>> dinner. If the Governor is available he would clearly be the first
>> to speak at dinner- I envision that everyone remains seated. Then
>> if Charley was available he could spend ten minutes on whatever is
>> on his mind. Then back to a "public" policy guest who could
>> explain the challenges they are facing etc...
>>
>> Everyone would be given a heads up before hand as to their role.
>> One last idea is to have Mike Andrews and/ or Thad or an IPS
>> representative there that could do an interesting power point
>> presentation on something cool and interesting that people would
>> not otherwise ever get a chance to see.
>>
>> Sent from my iPad
>>
>> On Jun 17, 2010, at 2:30 PM, Eric Schwerin <eschwerin@rosemontseneca.com
>> > wrote:
>>
>>> Just wanted to send a quick email to keep everyone in the loop.
>>>
>>> Hunter and I talked briefly this morning on this and we were
>>> trying to think through how best to accomplish our goals on this
>>> and make it something people would enjoy and want to come back to.
>>>
>>> He thought that we may want to limit the numbers even further and
>>> eliminate the "formal" remarks part of the program.
>>>
>>> So, make it around 12 people max and do it around one big table.
>>> Start with a cocktail reception (30-45 minutes maybe) and then go
>>> right to dinner. Then for dinner conduct a discussion around the
>>> table. We should use the "Lady Bird Johnson Rule" - there should
>>> only be one conversation around the table at one time. Make the
>>> topic a little broader - "the economy" (which will certainly focus
>>> on the struggles the participants are facing - be it state budget
>>> deficits, pension gaps, etc., but also allow the investment folks
>>> to talk about their prospective on the domestic and global
>>> economy. Nick Rohatyn can talk about the global economy, Izzy can
>>> talk about it from his perspective and we can get someone like a
>>> Charlie Ledley to talk about it from his perspective and the
>>> Governor from his perspective. Have everyone go around the table
>>> and say a few words to start things off and then have a free
>>> flowing conversation. Obviously, if the Governor is there we can
>>> have him kick things off if he is comfortable doing so.
>>>
>>> So, if we say a max of 4 RSP folks, we would have 8 other
>>> attendees. (We may be able to go to 14 total depending on the
>>> table size - but wouldn't go more than that.)
>>>
>>> Potential Attendees:
>>>
>>> Hunter
>>> Chris
>>> Arlene
>>> Alex
>>> Nick Rohatyn
>>> Izzy Englander
>>> Governor Paterson
>>> Rep from Teachers Union per Randi Weingarten's suggestion (would
>>> this be Ianuzzi himself or the pension fund head?)
>>> Charlie Ledley
>>> Joe Rocks (Trustee of PA Pension Fund)
>>> 2-3 additional including possibly Greg Floyd of the Teamsters, a
>>> think tank type, Kevin Lynch of Morgan Stanley (Arlene's
>>> suggestion) - we can decide who to plug in.
>>>
>>> This makes it easier and a little less complicated on program.
>>>
>>> Hunter did this accurately reflect your thoughts? Alex, what do
>>> you think?
>>>
>>>
>>>
>>>
>>> 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 Jun 17, 2010, at 9:12 AM, Alexandra Stanton wrote:
>>>
>>> Hunter,
>>>
>>> I see this as an intimate evening -- both in setting and in
>>> attendees. So, re locale: a library setting, nice mouldings,
>>> attractive, with books, a clubby feel -- for cocktails and
>>> possibly for a speaker to make some brief remarks -- moving then
>>> into an adjoining space for dinner, 2 round tables of 10, also a
>>> small intimate space that both facilitates discussion and doesnt
>>> make folks feel like we've shrunk a ballroom.
>>>
>>> make sense?
>>>
>>> if so, then I think it's easy for any of us to get up, welcome
>>> folks, intro a speaker, facilitate discussion, suggest we move
>>> into the next room for dinner, etc. I think the space is actually
>>> impt re setting a tone for our clients: this is well thought thru,
>>> exclusive, they'll feel comfortable, if they're not socially at
>>> ease generally we'll be able to intro them to enough folks that
>>> they'll feel take care of. And with only 2 tables of 10, you can
>>> not only see everyone at the table (as opp to a rectangular table)
>>> but you can switch tables halfway through the meal to make all
>>> folks feel they've have time with you.
>>>
>>> Your thoughts?
>>>
>>> A.
>>>
>>>
>>>
>>> --- On Wed, 6/16/10, hbiden@rosemontseneca.com <hbiden@rosemontseneca.com
>>> > wrote:
>>>
>>> From: hbiden@rosemontseneca.com <hbiden@rosemontseneca.com>
>>> Subject: Re: Policy Dinner
>>> To: "Eric Schwerin" <eschwerin@rosemontseneca.com>
>>> Cc: "Alexandra Stanton" <acstanton@yahoo.com>, "Joan Peugh" <jpeugh@rosemontseneca.com
>>> >
>>> Date: Wednesday, June 16, 2010, 2:39 PM
>>>
>>> Also reach out to Chaffe to see if he can suggest anyone from
>>> SEIU. What about Karen Maza the general counsel from NYCERS. There
>>> is a club that I went to on Upper East Side that was very cool
>>> that was relaxed and more modern- Marc LoPresti will remember name
>>> of it.
>>>
>>> Also I think agenda will shape invite list. How do we see this
>>> working? Who presents to whom- are there formal presentations- do
>>> we have discussion and then a dinner or is it all one thing. How
>>> many people. You guys have probably thought this all through so
>>> sorry for asking questions already answered.
>>> Sent on the Sprint® Now Network from my BlackBerry®
>>>
>>> From: Eric Schwerin <eschwerin@rosemontseneca.com>
>>> Date: Wed, 16 Jun 2010 13:11:55 -0400
>>> To: Hunter Biden<hbiden@rosemontseneca.com>
>>> Cc: Alexandra Stanton<acstanton@yahoo.com>; Joan Peugh<jpeugh@rosemontseneca.com
>>> >
>>> Subject: Policy Dinner
>>>
>>> Hunter-
>>>
>>> Alex and I had a talk today about our policy dinner on the 14th of
>>> July in NY. Wanted to make sure you were OK with a few things we
>>> decided and get your input. I cc:ed Alex so it is easier to get
>>> input to both of us.
>>>
>>> 1) We are confirming but at least Izzy Englander and Nick Rohatyn
>>> will be attending.
>>> 2) The theme of the dinner will be Pension Fund Unfunded
>>> Liabilities.
>>> 3) Alex is going to reach out to Gov. Paterson to see if he can
>>> attend and reach out to Randi Weingarten to see if either she can
>>> attend or if she thinks it it more appropriate have the relevant
>>> head of the AFT's pension fund attend.
>>> 4) Should Alex consider reaching out to NY State Comptroller
>>> Napoli? She knows his Chief of Staff well. I forgot to mention
>>> to Alex but I know you wanted to invite Joe Rocks (Alex, he's a
>>> trustee on the PA State Pension Fund). Should we reach out to Joe
>>> Rocks first? I think so, but let me know your thoughts.
>>> 5) Alex is looking at Midtown locations - mostly hotels but hotels
>>> that have a intimate, library like feel. Not hotel ballrooms.
>>> 6) We are going to reach out to Chris Chafe to see if he has some
>>> suggestions. May be good to get someone from EPI (Jared
>>> Bernstein's old shop) to come and talk about unfunded liabilities
>>> from a think tank perspective.
>>>
>>> Hunter, do you agree with all of the above? Thoughts? We'll
>>> obviously need more to fill out the guest list, but these are just
>>> our initial thoughts.
>>>
>>> Best,
>>>
>>> Eric
>>>
>>>
>>>
>>> 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.
>>>
>>>
>>