EMAIL DETAILS
SUBJECT:
9/30 Management Status Meeting Agenda & Updates
PRI: NORMAL
FROM:
N
ncallahan@rosemontseneca.com
DATE:
2010-09-30 03:23:08
MSG_ID:
<000901cb604e$ce9507a0$6bbf16e0$@com>
RECIPIENTS:
TO:
C
'Christopher D. Heinz'
<cheinz@rosemontseneca.com>
D
'Devon Archer'
<darcher@rosemontseneca.com>
E
'Eric Schwerin'
<eschwerin@rosemontseneca.com>
H
'Hunter Biden'
<hbiden@rosemontseneca.com>
CC:
A
'Anne Marie Person'
<amperson@rosemontseneca.com>
CONTENT:
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Hi guys, Here are some agenda items and brief updates for tomorrow at 11am. Agenda: 1. Rosemont Realty a. Update on Sante Fe trip b. Potential structure c. Potential road show plan 2. Fund Advisory a. Pipeline progress with Alex and Arlene b. Policy / Editorial Newsletter progress c. Offering & delivery discuss with Alex and team 3. Corporate Advisory a. Priorities - Equity + i. DuCool / Advantix 1. Focus on marketing plan and financing ideas ii. Ormazabal 1. State selection iii. Ybrant 1. Brazil partner selection - 4Q10 b. Other updates i. CAF, et al ii. Collections / cash flow 4. Snowflake a. Weekly Work Session with Curt on Product Development (Today 2-pm) i. Working on "Weather System" building blocks ii. Update on progress on Australia report b. Awaiting "white paper" from Thad on IPS capabilities c. Awaiting Term Sheet updates / feedback from Thad d. Competitive Intelligence i. Meeting with Bloomberg marketing executive 1. Bloomberg launching "Bloomberg Government" Product in January 2011 a. Hired 100+ people in DC in the last few months (http://www.mediabistro.com/mediajobsdaily/more-details-on-bloomberg-governm ents-hiring-spree_b3792) b. Real-time analysis of Federal and State decisions and impacts on economy i. Launching "Bloomberg Legal" focused on modeling NY State and Securities laws and impact on Financial Community ii. Launching "Bloomberg Real Estate" to provide commercial real estate modeling for negotiations and market information 1. Opportunity for Rosemont Realty iii. Likely "big splash" in market, could "race to the top" as market leader immediately 1. Opportunity to partner, etc. iv. Former #1 at Bloomberg now leading "Bloomberg Ventures" - potential introduction (http://www.bloomberg.com/about/ventures/) 2. Retainer opportunity to be "Consigliari" to CMO and Marketing Executives a. Could leverage to develop partnerships, etc., as well as generate advisory fees ii. AON/Oxford Analytics "Risk Map" 1. Supports AON Political Risk Re-Insurance Line of Business a. (See attachment) 2. World Bank / MIGA published a 4 volume, 1,000 page thesis on Political Risk Analysis - reviewing this week iii. Need to re-build momentum and get to market with "beta test" clients - marketing timing is important 1. Product/offering on track 2. Business agreement and marketing plan / approach is slipping 5. RSP Global Risk Services a. Continuing to pursue advisory and delivery engagement with Cataphora b. Continuing to facility equity dialog with interested Rosemont LPs c. Development of "black ops" services offering - partnering with Rob Mitchell d. Opportunity to build of a "risk/security" offering congruent with portfolio, expertise/interest and market opportunity 6. Business Planning a. Revisit open items b. Goals for 4Q c. Planning for 2011 7. Open items a. Review of marketing materials b. Contact management i. RHB's contacts to be uploaded ii. System in place to support Fund Advisory and Fund Raising efforts Long agenda, but I wanted to get what I think are the key items out there. Please add anything and have a point of view on the priority areas we should focus on tomorrow. Best, Neil ---------------------------------------------------------------------------- -------------- Neil Callahan Rosemont Seneca 401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 | 212-796-4037 1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880 917-945-9516 (mobile) 866-749-8879 (fax)
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