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Eric

We hope you had a nice weekend. Walker and I wanted to follow-up with you on your email last week. Did Mike have the conversation with North Carolina? Finally, we would enjoy very much an introduction to the GW CIO. Please let us know how to proceed.

Best,

Jayson

From: Eric Schwerin [mailto:eschwerin@rosemontseneca.com]
Sent: Tuesday, April 29, 2014 5:57 PM
To: Walker Lewis
Cc: Jayson Traxler; Hunter Biden
Subject: Re: Schedule

Thanks, Walker. I know Brenda was trying to find a time for us to talk but let us work on the North Carolina meeting and get back to you. Mike Mathis (who was on the phone when we met) will be seeing the North Carolina Treasurer's Chief of Staff on Sunday at a conference and will mention this to him. I can let you know what the next steps are after that if that works?

In addition, Hunter and I met yesterday with a woman who was the COO and Deputy CIO of the George Washington University Endowment. She had a lot of experience with co-investments and we thought that she would also be a good person for you to talk to. Happy to connect you with her as well.

Best,

Eric


Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com<x-msg://59/eschwerin@obblaw.com>
P Consider the environment before printing this email.

On Apr 29, 2014, at 4:22 PM, Walker Lewis <wlewis@devonvalue.com<mailto:wlewis@devonvalue.com>> wrote:

Eric

We think that for a great next step it would make sense to access your friend in North Carolina. We believe that it could potentially be a great meeting. We would treat the meeting as a homework session and get a broad sense of their co-investment needs. Please let us know how we should proceed.

All the best,

Walker


_____________________________
Walker Lewis
Chairman
Devon Value Advisers
399 Park Avenue, 38th Floor
New York, NY 10022
(212) 317-8396
(646) 349-3581 fax
wlewis@devonvalue.com<mailto:wlewis@devonvalue.com>

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