EMAIL DETAILS

Sounds good. Joan is going to reach out and try and find a time next week - perhaps Wednesday to do an initial call to run through our action items. Clearly, finding a time to do a weekly check-in makes a lot of sense, let's discuss next Wednesday if we want to do it on the already scheduled delivery call or set some other mechanism up.

Thanks,

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.

On Oct 21, 2010, at 7:24 PM, Alexandra Stanton wrote:

Eric,

Thanks for this email -- good set of points to focus on.

I would suggest that we go one step further and do a brief fund advisory call every Monday with this group. Clearly there are a host of issues that we should all collectively address, which include legal, logistical, research, and beyond. This would be separate from the client delivery call.

This will allow us to really get this effort off the ground and ready for expansion and to make sure that information is efficiently and consistently shared between our two offices.

I'll loop back tomorrow with some proposed times.

I think we're really making progress on this workstream -- all good!

Alex


On Thu, Oct 21, 2010 at 3:51 PM, Eric Schwerin <eschwerin@rosemontseneca.com> wrote:
Following up on our meeting in DC a couple of weeks ago and on subsequent conversations, I thought it would be helpful to put down some bullets that detail the near-term action items/plan between now and the end of the year so we are all focused and on the same page. None of this should be seen as a pause in our current activities, quite the contrary, but more as a way to use the next few weeks to set us up to expand and grow the business going forward. Let me know if you have any questions. I think we can cover a lot of the day to day coordination in our weekly delivery call, but it also might make sense to do a separate call sometime next week to focus on follow up specific to these bullets.

Thanks for everyone's input thus far - I know we can really grow this business in the near and long term.


Alternative Investment Advisory

Plan through the end of 2010


1) Assess regulatory compliance issues with deadline of having at least an interim mechanism in place by Jan. 1st.
2) Arlene to schedule day or two in early to mid November in New York for pitches/current client follow up
3) Continue bi-weekly newsletter and all other policy related work
4) Continue networking on behalf of our clients, with an eye towards low hanging fruit in the high net worth, foreign investor, and university, endowment or Taft-Hartley space. Public (state and local) funds should be avoided for the time being.
5) Work on developing CRM systems (Sugar) (i.e., uploading contacts, training, etc.)
6) Aim for a dinner in NY on December 8th
7) Further develop Marketing Materials/Pitch Deck, etc.


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.