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FYI, Kevin Lynch was on the list because Arlene thought he did a lot to help us for free and this was a nice thank you. I could care less as you know. We won't do anything with him for now and we can decide later. I like having one non-client on the investment side there - but Charlie Ledley would be that guy.


Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com
P Consider the environment before printing this email.

On Jun 17, 2010, at 3:03 PM, Hunter Biden wrote:

I'm not sure why Kevin Lynch but if A has a good reason then fine. The idea here is for each participant to feel they got something out of the meeting. For our clients it's a chance to meet people in control of or direct relation to pension dollars. For the other invitees it is a chance to meet very successful high profile people in the alternative investment world who have unique views on the state of the US/ world economy. I think anything larger than 12-15 people makes the above very difficult to achieve. One thing that we could do is have a larger group at the cocktail portion of the evening- the larger group could include our friends partners whatever- people that won't be offended about not sitting for dinner. If the Governor is available he would clearly be the first to speak at dinner- I envision that everyone remains seated. Then if Charley was available he could spend ten minutes on whatever is on his mind. Then back to a "public" policy guest who could explain the challenges they are facing etc...

Everyone would be given a heads up before hand as to their role. One last idea is to have Mike Andrews and/ or Thad or an IPS representative there that could do an interesting power point presentation on something cool and interesting that people would not otherwise ever get a chance to see.

Sent from my iPad

On Jun 17, 2010, at 2:30 PM, Eric Schwerin <eschwerin@rosemontseneca.com> wrote:

> Just wanted to send a quick email to keep everyone in the loop.
>
> Hunter and I talked briefly this morning on this and we were trying to think through how best to accomplish our goals on this and make it something people would enjoy and want to come back to.
>
> He thought that we may want to limit the numbers even further and eliminate the "formal" remarks part of the program.
>
> So, make it around 12 people max and do it around one big table. Start with a cocktail reception (30-45 minutes maybe) and then go right to dinner. Then for dinner conduct a discussion around the table. We should use the "Lady Bird Johnson Rule" - there should only be one conversation around the table at one time. Make the topic a little broader - "the economy" (which will certainly focus on the struggles the participants are facing - be it state budget deficits, pension gaps, etc., but also allow the investment folks to talk about their prospective on the domestic and global economy. Nick Rohatyn can talk about the global economy, Izzy can talk about it from his perspective and we can get someone like a Charlie Ledley to talk about it from his perspective and the Governor from his perspective. Have everyone go around the table and say a few words to start things off and then have a free flowing conversation. Obviously, if the Governor is there we can have him kick things off if he is comfortable doing so.
>
> So, if we say a max of 4 RSP folks, we would have 8 other attendees. (We may be able to go to 14 total depending on the table size - but wouldn't go more than that.)
>
> Potential Attendees:
>
> Hunter
> Chris
> Arlene
> Alex
> Nick Rohatyn
> Izzy Englander
> Governor Paterson
> Rep from Teachers Union per Randi Weingarten's suggestion (would this be Ianuzzi himself or the pension fund head?)
> Charlie Ledley
> Joe Rocks (Trustee of PA Pension Fund)
> 2-3 additional including possibly Greg Floyd of the Teamsters, a think tank type, Kevin Lynch of Morgan Stanley (Arlene's suggestion) - we can decide who to plug in.
>
> This makes it easier and a little less complicated on program.
>
> Hunter did this accurately reflect your thoughts? Alex, what do you think?
>
>
>
>
> Eric D. Schwerin
> Rosemont Seneca Partners, LLC
> 1010 Wisconsin Ave., NW
> Suite 705
> Washington, DC 20007
> (202) 333-1880
> eschwerin@rosemontseneca.com
> P Consider the environment before printing this email.
>
> On Jun 17, 2010, at 9:12 AM, Alexandra Stanton wrote:
>
> Hunter,
>
> I see this as an intimate evening -- both in setting and in attendees. So, re locale: a library setting, nice mouldings, attractive, with books, a clubby feel -- for cocktails and possibly for a speaker to make some brief remarks -- moving then into an adjoining space for dinner, 2 round tables of 10, also a small intimate space that both facilitates discussion and doesnt make folks feel like we've shrunk a ballroom.
>
> make sense?
>
> if so, then I think it's easy for any of us to get up, welcome folks, intro a speaker, facilitate discussion, suggest we move into the next room for dinner, etc. I think the space is actually impt re setting a tone for our clients: this is well thought thru, exclusive, they'll feel comfortable, if they're not socially at ease generally we'll be able to intro them to enough folks that they'll feel take care of. And with only 2 tables of 10, you can not only see everyone at the table (as opp to a rectangular table) but you can switch tables halfway through the meal to make all folks feel they've have time with you.
>
> Your thoughts?
>
> A.
>
>
>
> --- On Wed, 6/16/10, hbiden@rosemontseneca.com <hbiden@rosemontseneca.com> wrote:
>
> From: hbiden@rosemontseneca.com <hbiden@rosemontseneca.com>
> Subject: Re: Policy Dinner
> To: "Eric Schwerin" <eschwerin@rosemontseneca.com>
> Cc: "Alexandra Stanton" <acstanton@yahoo.com>, "Joan Peugh" <jpeugh@rosemontseneca.com>
> Date: Wednesday, June 16, 2010, 2:39 PM
>
> Also reach out to Chaffe to see if he can suggest anyone from SEIU. What about Karen Maza the general counsel from NYCERS. There is a club that I went to on Upper East Side that was very cool that was relaxed and more modern- Marc LoPresti will remember name of it.
>
> Also I think agenda will shape invite list. How do we see this working? Who presents to whom- are there formal presentations- do we have discussion and then a dinner or is it all one thing. How many people. You guys have probably thought this all through so sorry for asking questions already answered.
> Sent on the Sprint® Now Network from my BlackBerry®
>
> From: Eric Schwerin <eschwerin@rosemontseneca.com>
> Date: Wed, 16 Jun 2010 13:11:55 -0400
> To: Hunter Biden<hbiden@rosemontseneca.com>
> Cc: Alexandra Stanton<acstanton@yahoo.com>; Joan Peugh<jpeugh@rosemontseneca.com>
> Subject: Policy Dinner
>
> Hunter-
>
> Alex and I had a talk today about our policy dinner on the 14th of July in NY. Wanted to make sure you were OK with a few things we decided and get your input. I cc:ed Alex so it is easier to get input to both of us.
>
> 1) We are confirming but at least Izzy Englander and Nick Rohatyn will be attending.
> 2) The theme of the dinner will be Pension Fund Unfunded Liabilities.
> 3) Alex is going to reach out to Gov. Paterson to see if he can attend and reach out to Randi Weingarten to see if either she can attend or if she thinks it it more appropriate have the relevant head of the AFT's pension fund attend.
> 4) Should Alex consider reaching out to NY State Comptroller Napoli? She knows his Chief of Staff well. I forgot to mention to Alex but I know you wanted to invite Joe Rocks (Alex, he's a trustee on the PA State Pension Fund). Should we reach out to Joe Rocks first? I think so, but let me know your thoughts.
> 5) Alex is looking at Midtown locations - mostly hotels but hotels that have a intimate, library like feel. Not hotel ballrooms.
> 6) We are going to reach out to Chris Chafe to see if he has some suggestions. May be good to get someone from EPI (Jared Bernstein's old shop) to come and talk about unfunded liabilities from a think tank perspective.
>
> Hunter, do you agree with all of the above? Thoughts? We'll obviously need more to fill out the guest list, but these are just our initial thoughts.
>
> Best,
>
> Eric
>
>
>
> Eric D. Schwerin
> Rosemont Seneca Partners, LLC
> 1010 Wisconsin Ave., NW
> Suite 705
> Washington, DC 20007
> (202) 333-1880
> eschwerin@rosemontseneca.com
> P Consider the environment before printing this email.
>
>