Re: Meeting tomorrow.... - BidenLaptopEmails

SUBJECT:

Re: Meeting tomorrow....

PRI: NORMAL

FROM:

C

cheinz@rosemontcapital.com

DATE:

2010-07-20 22:08:55

MSG_ID:

<99916CE4-6592-486F-8633-7F2CA7E4FB32@rosemontcapital.com>

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TO:

A

Arlene Busch <abusch@rosemontseneca.com>

CC:

D

darcher@rosemontseneca.com

E

Eric Schwerin <eschwerin@rosemontseneca.com>

H

Hunter Biden <hbiden@rosemontseneca.com>

N

Neil Callahan <ncallahan@rosemontseneca.com>

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PROCESSED

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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