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Eric,

After two meetings Donnie has a better feeling for sales trading that most of Wall Street!!

I will be putting together some real life examples for Donnie to keep an eye out for, and I hope to get in front of a couple of his better contacts shortly.

Thanks for the intro!

MJE

MICHAEL J. EARLYWINE | Managing Director Institutional Trading
Burnham Securities Inc. | 40 West 57th Street | 28th Floor | New York, NY 10019
212 603 7586w | 917 804 6422c | mearlywine@burnhamfinancial.com<mailto:mearlywine@burnhamfinancial.com>

From: dstorino@fidelityconsultinggroup.net [mailto:dstorino@fidelityconsultinggroup.net]
Sent: Tuesday, September 22, 2015 8:04 PM
To: Earlywine, Michael <mearlywine@burnhamfinancial.com>
Cc: Schwerin, Eric <eschwerin@burnhamfinancial.com>; Archer, Devon <darcher@burnhamfinancial.com>; Hunter Biden <hbiden@rosemontseneca.com>
Subject: Re: Introduction

Team-
Mike and I just met and we had a great meeting!
He's great and he did a good job explaining everything even to an idiot like me.
We are meeting again tomorrow am to regroup and then we are off and running!
Hope to see you guys soon.
Donnie

Sent from my iPhone

On Sep 18, 2015, at 7:09 AM, Earlywine, Michael <mearlywine@burnhamfinancial.com<mailto:mearlywine@burnhamfinancial.com>> wrote:
Donnie,

A pleasure to meet you! I am in Chicago on the 22nd and 23rd with openings at 11am and 4:30pm on the 22nd and before 12pm on the 23rd.

Depending on your schedule maybe drinks on Tuesday at 4:30 would work? I can be fairly flexible outside of Tuesday afternoon.

I look forward to meeting you.

Best regards,

MJE

MICHAEL J. EARLYWINE | Managing Director Institutional Trading
Burnham Securities Inc. | 40 West 57th Street | 28th Floor | New York, NY 10019
212 603 7586w | 917 804 6422c | mearlywine@burnhamfinancial.com<mailto:mearlywine@burnhamfinancial.com>

From: Schwerin, Eric
Sent: Thursday, September 17, 2015 6:13 PM
To: Donald J. Storino <dstorino@fidelityconsultinggroup.net<mailto:dstorino@fidelityconsultinggroup.net>>
Cc: Earlywine, Michael <mearlywine@burnhamfinancial.com<mailto:mearlywine@burnhamfinancial.com>>; Archer, Devon <darcher@burnhamfinancial.com<mailto:darcher@burnhamfinancial.com>>; Hunter Biden <hbiden@rosemontseneca.com<mailto:hbiden@rosemontseneca.com>>
Subject: Introduction

Donnie-

Per our conversation, I am connecting you with Mike Earlywine, who heads up Burnham’s Institutional Trading.

I briefed Mike on our conversation and he’s excited to meet with you next week.

I told him there were three things to focus on:

1) A one-on-one meeting with you to get a better idea of the services Burnham offers.

2) A potential meeting with Achievement Capital’s trading people.

3) A potential meeting with the City of Chicago Treasurer. FYI, Mike has met with the Assistant Treasurer (who I know you know) already. If you can arrange a meeting with the City of Chicago’s Treasurer, Mike may ask the Bonwick guys to fly out for that.

Also, Mike, as an FYI, Donnie knows Brian Wrubel at Marquette very well and I told him you were trying to reach out to Brian to get a meeting next week. And in addition, Donnie is meeting with the CIO of the University of Notre Dame tomorrow and that could be a good contact down the road.

Let me know if you have any problems connecting.

Best,

Eric

Eric D. Schwerin
1010 Wisconsin Avenue NW
Suite 705
Washington, DC 20007
(202) 333-1880
eschwerin@burnhamfinancial.com<mailto:eschwerin@burnhamfinancial.com>