Subject: RE: IPS Update
From: "Neil Callahan" <[email-masked]>
To: <[email-masked]>, "'Eric D. Schwerin'" <[email-masked]>, "'Chris Heinz'" <[email-masked]>, "'Hunter Biden'" <[email-masked]>
Date: Wed, 12 May 2010 13:06:48 -0400

How about something around Merger Arbitrage.
http://www.mergerinvesting.com/index

We set up a list of pending mergers (i.e., Continental | United) and provide
a news feed / periodic analysis of the buzz of what the elites/onion
leaders/decision makers are saying/doing around each particular deal (or
maybe even rolling them up to an index) and then sell this "Service" or
custom analysis to the merger arb funds/traders.

A good friend of mine was a proprietary trading strategist at Lehman and
invested in distressed debt (she is now at Avenue with Mark Lasrey) - she
traded in airlines bonds and when the Delta Northwest deal was approved in
Nov of 08 her group made $280m that day - most people were betting that the
deal would not go through, she was on the other side and did well.

----------------------------------------------------------------------------
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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) 

From: [email-masked] [mailto:[email-masked]] 
Sent: Monday, May 10, 2010 6:28 PM
To: Eric D. Schwerin; Chris Heinz; Neil Callahan; Hunter Biden
Subject: Re: IPS Update

In regards to currency I think the devaluation of the Pound Sterling and the
increase in value of the RMB (or imminent increase).

Can't they just predict something that hasn't happened yet and we can
discuss that.

Sent via BlackBerry by AT&T

  _____  

From: Eric Schwerin <[email-masked]> 

Date: Mon, 10 May 2010 18:15:25 -0400

To: Chris Heinz<[email-masked]>; [email-masked]
Archer<[email-masked]>; Neil
Callahan<[email-masked]>; Hunter
Biden<[email-masked]>

Subject: IPS Update

FYI, Michael Andrews called me today and said they are running some case
studies that they think could be useful to our clientele based on our
meeting.  They already ran one on the Greek Default.   He asked if we had
any thoughts on 2 or 3 others that would be helpful to us as we talk to
likely or current clients that we would like them to run through the system.
Hunter suggested one regarding the devaluation of the Yuan.   Any other
thoughts?

 

Eric D. Schwerin

Rosemont Seneca Partners, LLC

1010 Wisconsin Ave., NW

Suite 705

Washington, DC 20007

(202) 333-1880

[email-masked] <x-msg://59/[email-masked]> 

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