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SUBJECT:
Corrum Update
PRI: NORMAL
FROM:
J
jpeugh@rosemontseneca.com
DATE:
2014-05-19 21:31:23
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<CA+8wgDZeO3BXTv9G_pVs0ikf58Y9bpjkKXT9=04_AkpVbHEm6g@mail.gmail.com>
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TO:
H
R. Hunter Biden
<hbiden@rosemontseneca.com>
CC:
E
Eric Schwerin
<eschwerin@rosemontseneca.com>
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For your coffee with Allyson tomorrow, here is some background on where we are with things: *1. Current DC Trip* -Monday Met with *Stuart Potter* (Sr Portfolio Manager, Montgomery County Employees Retirement System). Corrum said it was a good meeting as he seemed more receptive than their previous meeting. He also told them that the staff has a lot of autonomy and are able to make investment decisions without the Board of Trustees' approval. They also had a meeting with *John Gibson*, but we have not received any download from that meeting yet. -Tuesday: Before your coffee they will be meeting with *Mike Johnson* (Gallagher; Chuck Graham's consultant) and *Monte Tarbox* (IBEW) *2. Eric's Lunch with Allyson and Jay (and Mike & Chuck)* - Jay asked if there was anything they could be doing better. Eric discussed how scheduling with labor guys can often be difficult and last minute so just to be patient. - Broker- dealer: Eric explained it is a separate business model that focuses on the high net worth/family office market and for emerging managers. There could be a possibility to switch their contract to the broker-dealer. Something to think about. *3. NYC Comptroller's office-- meeting on Wednesday* *4. Tommy Gesualdi (Teamster Local 282)* - Consultant, Mark Lotrogulio, is doing onsite due diligence of their New York office on Wednesday. They also received an RFP for the investment that they are submitting. *5. Walter Cahill* - Corrum is presenting to Walter's local Board of Trustees at the end of the month. Walter is also helping them get in front of Jamie Wood at the national level. *6. Steve Cassidy* - black hole *7. Hooptee Golf Tournament* - July 9-11 in Charlotte. It looks like Maisy has AAU Nationals in TN starting on the 10th. Please let me or Eric know if you have any questions or need any additional information. -- Joan K. Peugh Rosemont Seneca Partners o: 202-333-1880 m:202-841-854
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