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Awesome

On Jul 20, 2010, at 22:28, "Arlene Busch" <abusch@rosemontseneca.com> wrote:

> Re-balance at the end of each year on Dec 31st. I am making some assumptions regarding liquidity which we can discuss tomorrow, but I am confident with the proper planning we can re-balance each year.
> Arlene Busch
> 202-333-1880
> Abusch@rosemontseneca.com
>
> From: "Chris Heinz" <cheinz@rosemontcapital.com>
> Date: Tue, 20 Jul 2010 18:08:55 -0400
> To: Arlene Busch<abusch@rosemontseneca.com>
> Cc: <darcher@rosemontseneca.com>; Neil Callahan<ncallahan@rosemontseneca.com>; Hunter Biden<hbiden@rosemontseneca.com>; Eric Schwerin<eschwerin@rosemontseneca.com>
> Subject: Re: Meeting tomorrow....
>
> Thanks Arlene. Numbers look strong. One question on the construction of the proforma methodology (fund weightings over time). did you rebalance the portfolio or is it essentially a cum wealth or treated otherwise?
>
>
>
> On Jul 20, 2010, at 18:04, "Arlene Busch" <abusch@rosemontseneca.com> wrote:
>
>> Guys,
>>
>> Please disregard the previous pro-forma and use the one attached. We found a slight mistake in the first one.
>>
>>
>>
>> Thanks,
>>
>>
>>
>> Arlene Busch
>>
>> 202-333-1880
>>
>> abusch@rosemontseneca.com
>>
>>
>>
>> <Pro-Forma (071910).pdf>
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