EMAIL DETAILS

To be clear, the idea of mentioning the BD to Jay was that we might at some point want to just shift the retainer agreement to the BD but not change the retainer compensation (or at least not if we don't want to).

Eric D. Schwerin
eschwerin@rosemontseneca.com

Sent from my iPhone

> On May 19, 2014, at 5:31 PM, Joan Peugh <jpeugh@rosemontseneca.com> wrote:
>
> 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