Subject: Re: Look and feel
From: "Eric Schwerin" <[email-masked]>
To: <[email-masked]>
Date: Thu, 17 Jun 2010 19:55:16 -0400

Yeah - that's why I said I didn't feel strongly. I do think he was  
helpful.

Eric D. Schwerin
[email-masked]

Sent from my iPhone

On Jun 17, 2010, at 7:32 PM, "[email-masked]" <[email-masked] 
 > wrote:

> If ARB wants him then don't fight it- and if he actually did help  
> get them some money than its a good person to have there.
> Sent on the Sprint® Now Network from my BlackBerry®
>
> From: Eric Schwerin <[email-masked]>
> Date: Thu, 17 Jun 2010 19:25:12 -0400
> To: [email-masked]<[email-masked]>
> Subject: Re: Look and feel
>
> Unclear to me - but I think he got Edgewater either some money or on  
> their platform and maybe Third Point too.  I think it was something  
> - just don't know that if we go with the scaled back, smaller dinner  
> that it works.  I'll ask ARB tomorrow.  I like the expanded cocktail  
> hour idea (or a post-dinner dessert/coffee thing would also work).
>
> Also, FYI, I asked Alex to ask Randi about this Teamsters guy in NY  
> and she said no red flags with him. I'll give u more color by phone  
> or in person.
>
> Eric D. Schwerin
> [email-masked]
>
> Sent from my iPhone
>
> On Jun 17, 2010, at 7:04 PM, "[email-masked]" <[email-masked] 
> > wrote:
>
>> What did he actually do?
>> Sent on the Sprint® Now Network from my BlackBerry®
>>
>> From: Eric Schwerin <[email-masked]>
>> Date: Thu, 17 Jun 2010 15:25:23 -0400
>> To: Hunter Biden<[email-masked]>
>> Subject: Re: Look and feel
>>
>> FYI, Kevin Lynch was on the list because Arlene thought he did a  
>> lot to help us for free and this was a nice thank you.  I could  
>> care less as you know.  We won't do anything with him for now and  
>> we can decide later.  I like having one non-client on the  
>> investment side there - but Charlie Ledley would be that guy.
>>
>>
>>
>> Eric D. Schwerin
>> Rosemont Seneca Partners, LLC
>> 1010 Wisconsin Ave., NW
>> Suite 705
>> Washington, DC 20007
>> (202) 333-1880
>> [email-masked]
>> P Consider the environment before printing this email.
>>
>> On Jun 17, 2010, at 3:03 PM, Hunter Biden wrote:
>>
>> I'm not sure why Kevin Lynch but if A has a good reason then fine.   
>> The idea here is for each participant to feel they got something  
>> out of the meeting.  For our clients it's a chance to meet people  
>> in control of or direct relation to pension dollars. For the other  
>> invitees it is a chance to meet very successful high profile people  
>> in the alternative investment world who have unique views on the  
>> state of the US/ world economy.  I think anything larger than 12-15  
>> people makes the above very difficult to achieve.  One thing that  
>> we could do is have a larger group at the cocktail portion of the  
>> evening- the larger group could include our friends partners  
>> whatever- people that won't be offended about not sitting for  
>> dinner.  If the Governor is available he would clearly be the first  
>> to speak at dinner- I envision that everyone remains seated.  Then  
>> if Charley was available he could spend ten minutes on whatever is  
>> on his mind.  Then back to a "public" policy guest who could  
>> explain the challenges they are facing etc...
>>
>> Everyone would be given a heads up before hand as to their role.   
>> One last idea is to have Mike Andrews and/ or Thad or an IPS  
>> representative there that could do an interesting power point  
>> presentation on something cool and interesting that people would  
>> not otherwise ever get a chance to see.
>>
>> Sent from my iPad
>>
>> On Jun 17, 2010, at 2:30 PM, Eric Schwerin <[email-masked] 
>> > wrote:
>>
>>> Just wanted to send a quick email to keep everyone in the loop.
>>>
>>> Hunter and I talked briefly this morning on this and we were  
>>> trying to think through how best to accomplish our goals on this  
>>> and make it something people would enjoy and want to come back to.
>>>
>>> He thought that we may want to limit the numbers even further and  
>>> eliminate the "formal" remarks part of the program.
>>>
>>> So, make it around 12 people max and do it around one big table.    
>>> Start with a cocktail reception (30-45 minutes maybe) and then go  
>>> right to dinner.  Then for dinner conduct a discussion around the  
>>> table.  We should use the "Lady Bird Johnson Rule" - there should  
>>> only be one conversation around the table at one time.  Make the  
>>> topic a little broader - "the economy" (which will certainly focus  
>>> on the struggles the participants are facing - be it state budget  
>>> deficits, pension gaps, etc., but also allow the investment folks  
>>> to talk about their prospective on the domestic and global  
>>> economy.  Nick Rohatyn can talk about the global economy, Izzy can  
>>> talk about it from his perspective and we can get someone like a  
>>> Charlie Ledley to talk about it from his perspective and the  
>>> Governor from his perspective.  Have everyone go around the table  
>>> and say a few words to start things off and then have a free  
>>> flowing conversation.  Obviously, if the Governor is there we can  
>>> have him kick things off if he is comfortable doing so.
>>>
>>> So, if we say a max of 4 RSP folks, we would have 8 other  
>>> attendees.  (We may be able to go to 14 total depending on the  
>>> table size - but wouldn't go more than that.)
>>>
>>> Potential Attendees:
>>>
>>> Hunter
>>> Chris
>>> Arlene
>>> Alex
>>> Nick Rohatyn
>>> Izzy Englander
>>> Governor Paterson
>>> Rep from Teachers Union per Randi Weingarten's suggestion (would  
>>> this be Ianuzzi himself or the pension fund head?)
>>> Charlie Ledley
>>> Joe Rocks (Trustee of PA Pension Fund)
>>> 2-3 additional including possibly Greg Floyd of the Teamsters, a  
>>> think tank type, Kevin Lynch of Morgan Stanley (Arlene's  
>>> suggestion) - we can decide who to plug in.
>>>
>>> This makes it easier and a little less complicated on program.
>>>
>>> Hunter did this accurately reflect your thoughts?  Alex, what do  
>>> you think?
>>>
>>>
>>>
>>>
>>> Eric D. Schwerin
>>> Rosemont Seneca Partners, LLC
>>> 1010 Wisconsin Ave., NW
>>> Suite 705
>>> Washington, DC 20007
>>> (202) 333-1880
>>> [email-masked]
>>> P Consider the environment before printing this email.
>>>
>>> On Jun 17, 2010, at 9:12 AM, Alexandra Stanton wrote:
>>>
>>> Hunter,
>>>
>>> I see this as an intimate evening -- both in setting and in  
>>> attendees. So, re locale: a library setting, nice mouldings,  
>>> attractive, with books, a clubby feel -- for cocktails and  
>>> possibly for a speaker to make some brief remarks -- moving then  
>>> into an adjoining space for dinner, 2 round tables of 10, also a  
>>> small intimate space that both facilitates discussion and doesnt  
>>> make folks feel like we've shrunk a ballroom.
>>>
>>> make sense?
>>>
>>> if so, then I think it's easy for any of us to get up, welcome  
>>> folks, intro a speaker, facilitate discussion, suggest we move  
>>> into the next room for dinner, etc. I think the space is actually  
>>> impt re setting a tone for our clients: this is well thought thru,  
>>> exclusive, they'll feel comfortable, if they're not socially at  
>>> ease generally we'll be able to intro them to enough folks that  
>>> they'll feel take care of. And with only 2 tables of 10, you can  
>>> not only see everyone at the table (as opp to a rectangular table)  
>>> but you can switch tables halfway through the meal to make all  
>>> folks feel they've have time with you.
>>>
>>> Your thoughts?
>>>
>>> A.
>>>
>>>
>>>
>>> --- On Wed, 6/16/10, [email-masked] <[email-masked] 
>>> > wrote:
>>>
>>> From: [email-masked] <[email-masked]>
>>> Subject: Re: Policy Dinner
>>> To: "Eric Schwerin" <[email-masked]>
>>> Cc: "Alexandra Stanton" <[email-masked]>, "Joan Peugh" <[email-masked] 
>>> >
>>> Date: Wednesday, June 16, 2010, 2:39 PM
>>>
>>> Also reach out to Chaffe to see if he can suggest anyone from  
>>> SEIU. What about Karen Maza the general counsel from NYCERS. There  
>>> is a club that I went to on Upper East Side that was very cool  
>>> that was relaxed and more modern- Marc LoPresti will remember name  
>>> of it.
>>>
>>> Also I think agenda will shape invite list. How do we see this  
>>> working? Who presents to whom- are there formal presentations- do  
>>> we have discussion and then a dinner or is it all one thing. How  
>>> many people. You guys have probably thought this all through so  
>>> sorry for asking questions already answered.
>>> Sent on the Sprint® Now Network from my BlackBerry®
>>>
>>> From: Eric Schwerin <[email-masked]>
>>> Date: Wed, 16 Jun 2010 13:11:55 -0400
>>> To: Hunter Biden<[email-masked]>
>>> Cc: Alexandra Stanton<[email-masked]>; Joan Peugh<[email-masked] 
>>> >
>>> Subject: Policy Dinner
>>>
>>> Hunter-
>>>
>>> Alex and I had a talk today about our policy dinner on the 14th of  
>>> July in NY.  Wanted to make sure you were OK with a few things we  
>>> decided and get your input.  I cc:ed Alex so it is easier to get  
>>> input to both of us.
>>>
>>> 1) We are confirming but at least Izzy Englander and Nick Rohatyn  
>>> will be attending.
>>> 2) The theme of the dinner will be Pension Fund Unfunded  
>>> Liabilities.
>>> 3) Alex is going to reach out to Gov. Paterson to see if he can  
>>> attend and reach out to Randi Weingarten to see if either she can  
>>> attend or if she thinks it it more appropriate have the relevant  
>>> head of the AFT's pension fund attend.
>>> 4) Should Alex consider reaching out to NY State Comptroller  
>>> Napoli?  She knows his Chief of Staff well.  I forgot to mention  
>>> to Alex but I know you wanted to invite Joe Rocks (Alex, he's a  
>>> trustee on the PA State Pension Fund).  Should we reach out to Joe  
>>> Rocks first?  I think so, but let me know your thoughts.
>>> 5) Alex is looking at Midtown locations - mostly hotels but hotels  
>>> that have a intimate, library like feel.  Not hotel ballrooms.
>>> 6) We are going to reach out to Chris Chafe to see if he has some  
>>> suggestions.  May be good to get someone from EPI (Jared  
>>> Bernstein's old shop) to come and talk about unfunded liabilities  
>>> from a think tank perspective.
>>>
>>> Hunter, do you agree with all of the above?  Thoughts?  We'll  
>>> obviously need more to fill out the guest list, but these are just  
>>> our initial thoughts.
>>>
>>> Best,
>>>
>>> Eric
>>>
>>>
>>>
>>> Eric D. Schwerin
>>> Rosemont Seneca Partners, LLC
>>> 1010 Wisconsin Ave., NW
>>> Suite 705
>>> Washington,  DC   20007
>>> (202) 333-1880
>>> [email-masked]
>>> P Consider the environment before printing this email.
>>>
>>>
>>