Subject: Re: Meeting tomorrow....
From: "Arlene Busch" <[email-masked]>
To: "Chris Heinz" <[email-masked]>
Cc: "Devon Archer" <[email-masked]>, "Neil Callahan" <[email-masked]>, "Hunter Biden" <[email-masked]>, "Eric Schwerin" <[email-masked]>
Date: Wed, 21 Jul 2010 02:29:24 +0000

Re-balance at the end of each year on Dec 31st. I am making some assumptions regarding liquidity which we can discuss tomorrow, but I am confident with the proper planning we can re-balance each year. 
Arlene Busch
202-333-1880
[email-masked] 

-----Original Message-----
From: "Chris Heinz" <[email-masked]>
Date: Tue, 20 Jul 2010 18:08:55 
To: Arlene Busch<[email-masked]>
Cc: <[email-masked]>; Neil Callahan<[email-masked]>; Hunter Biden<[email-masked]>; Eric Schwerin<[email-masked]>
Subject: Re: Meeting tomorrow....

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" <[email-masked]> 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
> 
> [email-masked]
> 
>  
> 
> <Pro-Forma (071910).pdf>