EMAIL DETAILS

Hi Hunter –

I work for Joe looking at some of the mortgage servicing names, including Ocwen. We don’t currently have a position in the equity, but are involved in the credit and have been following the story quite closely. We’d be happy to share our thoughts; would you be more focused on what we think of the specific legal cases OCN are facing, or more broadly on what we expect to the business in general? I fear there may be far smarter legal guys to help with the first, but on the second hopefully we have a good handle.

In case helpful, I would say the best two sell side analysts on Ocwen are Chris Gamaitoni at Autonomous (bear on the name - latest report attached) and Indroneel Chatterjee at Nomura (a bull – unfortunately he doesn’t publish). Both are quite involved in coordinating some of the legal cases involved.

I am on vacation for the next three days, but would be able to jump on the phone– please let Cherie know what times would work in the mornings for you (I will be 8hrs ahead in Oman!).

Kind regards,
Toby

[cid:59458F79-0B7B-481E-913D-9A2920F43942]
Toby Dodson
Achievement Asset Management LLC
Cavendish Court, 11-15 Wigmore Street
London, W1U 1PF
Direct +44-203-819-7363
Mobile +44-7789-20-6393
tdodson@achieveam.com<mailto:tdodson@achieveam.com>
www.achieveam.com<http://www.achieveam.com/>


From: Joe Scoby
Sent: Tuesday, May 19, 2015 10:19 AM
To: 'Hunter Biden'; Toby Dodson; Cherie Farrell; James Hanna
Subject: RE: Beau

Just saw this. Sorry, hunter. Hope ur good. lets go to montana this summer with stroino.

Sorry. I can get someone smart on the phone. May be my guy- maybe a sell side analyst. Happy to help.
Can also get u street research.
My guys jimmy and toby will coordinate.
Cherie invite me to the call.


From: Hunter Biden [mailto:hbiden@rosemontseneca.com]
Sent: Friday, March 13, 2015 11:03 AM
To: Joe Scoby
Subject: Beau

Joe-

I hope you are well. I know you and Eric are talking about the timing for moving forward with the broker-dealer, but I had another thing I wanted to talk to you about in the meantime. When my brother, Beau, left his job as Attorney General of Delaware in January he joined the plaintiff’s securities firm, Grant and Eisenhofer. They are currently working on a case involving Ocwen Financial and I understand that Peak 6 may have had a position in them. Do you have a few minutes next early next week to talk about this?

Best,

Hunter


--


R. Hunter Biden
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880


______________________________________________

See http://www.achieveam.com/disclaimer/ for terms and conditions related to this email