EMAIL DETAILS

Thanks, Josh. I am sure Hunter will review tonight but this all sounds good.


Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com <x-msg://59/eschwerin@obblaw.com>
P Consider the environment before printing this email.


> On May 5, 2015, at 2:22 PM, Joshua Alcorn <josh@beaubiden.com> wrote:
>
> Hi guys, I’ve attached two memos from the firm. One about Ocwen financial and one about Petrobras. For tomorrow’s call, I think we start with a general introduction to why Beau joined G&E and appraisal actions (Hunter/Eric) a brief overview of the things the firm does (me) and then, briefly touch on the attached memos. I figured I’d say something like, “and I know you’ve worked with the firm in the past (UBS) and we’re advising some of our clients to opt-out of the securities class in Petrobras and Ocwen. We believe you have holdings - either in your name or in that of your clients - and it may make sense for you, if that’s part of your investment strategy.”
> Make sense? Thanks, talk to you both at 10:30 tomorrow morning.
> Thanks,
> Josh
>
> Joshua Alcorn
> 302/295.8340 (office)
> 302/598.1885 (cell)
> josh@beaubiden.com <mailto:josh@beaubiden.com>
>
>
>
>
>> Begin forwarded message:
>>
>> From: Joshua Alcorn <JAlcorn@gelaw.com <mailto:JAlcorn@gelaw.com>>
>> To: Joshua Alcorn <josh@beaubiden.com <mailto:josh@beaubiden.com>>
>> Subject: Fwd: State Street
>> Date: May 5, 2015 at 2:15:57 PM EDT
>>
>>
>>
>> /ja
>> 302-598-1885 (cell)
>>
>> Sent from my iPhone, which is responsible for any typos.
>>
>> Begin forwarded message:
>>
>> From: Megan McIntyre <mmcintyre@gelaw.com <mailto:mmcintyre@gelaw.com><mailto:mmcintyre@gelaw.com <mailto:mmcintyre@gelaw.com>>>
>> Date: May 5, 2015 at 7:40:49 AM EDT
>> To: Joshua Alcorn <JAlcorn@gelaw.com <mailto:JAlcorn@gelaw.com><mailto:JAlcorn@gelaw.com <mailto:JAlcorn@gelaw.com>>>
>> Subject: RE: State Street
>>
>> Here they are.
>>
>> From: Joshua Alcorn
>> Sent: Monday, May 04, 2015 2:46 PM
>> To: Megan McIntyre
>> Subject: Re: State Street
>>
>> Hi there - can you send the memos for Ocwen and (if still relevant) Petrobras? I'd like to review before our call on Wednesday.
>> Thanks!
>> /ja
>> 302-598-1885 (cell)
>>
>> Sent from my iPhone, which is responsible for any typos.
>>
>> On Apr 28, 2015, at 11:43 AM, Elise Martin <emartin@gelaw.com <mailto:emartin@gelaw.com><mailto:emartin@gelaw.com <mailto:emartin@gelaw.com>>> wrote:
>> Thanks,
>> Elise
>>
>> From: Joshua Alcorn
>> Sent: Tuesday, April 28, 2015 11:07 AM
>> To: Elise Martin
>> Cc: Megan McIntyre
>> Subject: State Street
>>
>> Hello, just an update on State Street: we have a call with the General Counsel on Wednesday, May 6. Will let you know how it goes.
> <Memo to State Street re Ocwen.DOCX>
> <Memo to State Street re Petrobras.DOCX>
>