EMAIL DETAILS

Hey guys,


Here are some suggested key Items for discussion:


1. Fundraising

a. Soft circled, target for 1st close

b. Next wave of meetings

c. Anchor LP candidates

d. Time commitment / schedule for March & April

2. Pipeline

a. Gunnar

b. HighQ

3. Fundraisers

a. DAP

b. Jay Chanden

c. NYC Russians

d. 3rd party?

e. Others?

4. Admin & Marketing

a. PPM

b. Calling Program Development

c. Marketing letter, one page, prospect database

d. RSTP I - fees & expenses

e. RSTP II - MOU/Docs

5. Funding, Fee Opportunity

a. Broker Dealer

b. M&A

c. Advisory & Consulting

i. Bob
Cohn companies

ii.
Counsyl


Best,


Neil


Neil Callahan

Rosemont Seneca Partners

401 Greenwich Street, Suite 300

New York, New York 10013

917-945-9516 (m)

866-749-8879 (f)


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