Subject: Call in and discussion items
From: "Neil Callahan" <[email-masked]>
To: "'Hunter Biden'" <[email-masked]>, "'Devon Archer'" <[email-masked]>, "'Eric Schwerin'" <[email-masked]>
Date: Tue, 27 Apr 2010 17:59:40 -0400

Conference #: 202-446-0483 Pass Code: 333188#

 

Some things to discuss:

1.       Strategic Business Objectives:

a.       Integrate and build the firm

b.      Develop market position, presence and deal flow

                                                               i.
Assist in accelerating Co-Invest

c.       Own long term assets

d.      Generate cash

e.      Influence the conversation

2.       Organizing Principles

a.       Global Markets

                                                               i.
Advisory Services

1.       Business Development

2.       Regulatory

                                                             ii.
Research (Financial Services Focus)

1.       Primary research and analysis

2.       Technology / Analytics tools and services

b.      Alternatives Investments

                                                               i.      "Best
In Class" Fund of Funds

1.       Leverage talents and track record of team

2.       Leverage broker-dealer

                                                             ii.
Focused SPVs - Energy, Transportation, Technology

                                                            iii.
Co-Invest Fund II

                                                           iv.      Venture
Fund / Deals

 

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Neil Callahan

Rosemont Seneca

401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965

1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880

917-945-9516 (mobile) 

866-749-8879  (fax)