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Michael Andrews called me this AM and said he was going to Australia in a couple of weeks to meet with the Sovereign Wealth Funds there. Wanted to do a soft pitch with them on our nascent partnership. We decided on our internal call today that that was fine. Michael's coming by tomorrow afternoon to see me and discuss further.

Chris (who is still fired up) thought it couldn't hurt to check IPS out a little. Can you ask Tony about them this week maybe? He may not know, but may be able to check just so we can say we ran our traps.

I was thinking that maybe you (and Chris or Devon or Neil) should stop by 3rd Point on the 13th of May while you are up there and see what they might use IPS for, what questions they would want answered, etc. What do you think? Should I try and set up? Meet with Dan Loeb or someone else?


Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com
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