EMAIL DETAILS

Obviously she didn't do anything wrong. I know how BBR thinks and they
want to invest in groups that eat, breath, and sleep the specific
investment opportunity they're committing to, so this threw up a red flag.
I just want to make sure that we block any contact to the groups we're in
real discussions with, just like I'm holding off pitching any external
funds that we work with to those same folks until an RSTP decision is made.


On my end, those firms are: BBR, KKR, Gatemore Capital, Kemnay, Ascent
Private Capital, Cohen Private Ventures, Grosvenor for now.


On Mon, Jun 2, 2014 at 7:57 AM, Eric Schwerin <eschwerin@rosemontseneca.com>
wrote:

> Agreed 100%. And Dan, you should always be the main point of contact for
> any of your allocators not anyone else.
>
> Eric D. Schwerin
> eschwerin@rosemontseneca.com
>
> Sent from my iPhone
>
> On Jun 2, 2014, at 7:35 AM, Daniel Mchale <dmchale01@gmail.com> wrote:
>
> In my opinion, it's really important that we're not hitting RSTP targets
> on Realty or other items right now. BBR emailed me early this AM about this
> and while it's not a huge deal, I know them well enough to know that this
> will be brought up in their investment committee and may question if we're
> properly focused and organized. Pls see below.
>
> Sent from my iPhone
>
> Begin forwarded message:
>
> *From:* Todd Whitenack <TWhitenack@bbrpartners.com>
> *Date:* June 1, 2014 at 9:23:01 PM EDT
> *To:* "Dan McHale (dmchale01@gmail.com)" <dmchale01@gmail.com>
> *Subject:* *FW: Rosemont in NYC June 25-27*
>
> Whats the deal here?
>
> Todd Whitenack
>
> BBR Partners, LLC
> Tel. 212.313.9870 | Fax. 646.588.5022 | Email.
> twhitenack@bbrpartners.com
> Two Grand Central Tower | 140 E. 45th Street, 26th Floor | New York,
> NY 10017
> www.bbrpartners.com
>
>
> The information transmitted herein is intended only for the person or
> entity to which it is addressed and may contain confidential and/or
> privileged material. Any review, retransmission, dissemination or other use
> of, or taking of any action in reliance upon, this information by persons
> or entities other than the intended recipient is prohibited. If you
> received this in error, please contact the sender and delete the material
> from any computer.
>
> -----Original Message-----
> From: Marianna Fazylova [mailto:mfazylova@rosemontrealty.com
> <mfazylova@rosemontrealty.com>]
> Sent: Sunday, June 01, 2014 6:17 PM
> To: Todd Whitenack
> Subject: Rosemont in NYC June 25-27
>
> Dear Todd,
>
> I hope this finds you well.
>
> Our CEO, Michael Mahony, and CIO, Don Henry, are in our NY offices June
> 25-27 (Wednesday - Friday) and we would be pleased to connect if
> appropriate.
>
> Rosemont Realty is a fully integrated commercial real estate company with
> significant investment and operational infrastructure throughout the U.S.
> Rosemont's focus is on delivering attractive risk adjusted returns to high
> net worth individuals, family offices and institutional investors. Rosemont
> employs nearly 200 real estate and other professionals to manage the
> company's 17.5 million square foot portfolio in 23 states. We consider
> ourselves a market leader, with a demonstrated track record of delivering
> superior returns for our investors in select secondary markets since 1992.
>
> In addition, I will be glad to add you on our list to receive Rosemont
> monthly real estate newsletter if you like to follow real estate markets.
>
> Many thanks, and I look forward to following up with you.
>
> ***
>
> Rosemont Realty - Overview
>
> . As of December 2013, Rosemont has sponsored 165 investment vehicles,
> deployed over $780 million of investor equity to make over $2.4 billion in
> commercial real estate purchases
> . Proven nationwide asset management platform managing 17.5M square
> foot portfolio across 23 states in the U.S.
> . 200 employees located in 9 offices: Santa Fe, Albuquerque, Atlanta,
> Dallas, Denver, Houston, New York, Washington D.C., and San Antonio
> . Investment criteria is focused on Class A/A-, multi-tenant office
> buildings in select secondary markets
> . The Senior Management team has on average over 23 years of commercial
> office sector experience
> . The 6 person advisory team averages 20 years of diverse experience in
> business and politics. Sample experience includes Soros, JP Morgan,
> Citigroup, The Heinz Family Trust, John Kerry 2004 Presidential Campaign,
> U.S. Department of Commerce, World Food Program USA, and Boies, Schiller,
> Flexner
> . Investment team is led by CIO Don Henry. Most recently, Mr. Henry was
> Chief Real Estate Officer of Wells Real Estate Funds in Atlanta where he
> led a team of 100 professionals across 20 site offices and managed a
> portfolio in excess of $6 billion
> . 101 full-cycle real estate investment programs produced an aggregate
> IRR of 27.77% for investors
> . 63 current real estate investment programs are producing an aggregate
> annualized yield of 7.48%
> . The 5 most recent Rosemont real estate investments which were made as
> part of the RREAF I program are producing an aggregate annualized yield of
> approximately 8.14%
> . Existing investor base includes family offices, UHNWI, institutional
> investors, etc.
>
> Rosemont Capital, the predecessor of Rosemont Realty was formed by Chris
> Heinz and Devon Archer, trustee of the Heinz Family Office, with whom I
> work from our New York office. Another Rosemont affiliate is Rosemont
> Seneca - our D.C. based advisory business practice headed by Hunter Biden.
>
> Best,
>
> -
> Please note new contact information
>
> Marianna Fazylova
> Vice President
> Rosemont Realty | 152 West 57th Street, 47 Floor | New York, NY 10019
> 718.404.7665 (cell phone)
> mfazylova@rosemontrealty.com
>
> <winmail.dat>
>