Subject: Re: Today's 11am Mgmt Call Agenda
From: "Neil Callahan" <[email-masked]>
To: "Eric Schwerin" <[email-masked]>
Cc: "Chris Heinz" <[email-masked]>, "Devon Archer" <[email-masked]>, "Hunter Biden" <[email-masked]>
Date: Wed, 8 Sep 2010 12:03:34 -0400

Guys:

Attached is the critical path workplan (the spreadsheet) outlining the key
work areas / subteams.

In our July Steering Committee meeting we broke that list into
"pre-formation" and "post-formation" which is called out on page 4.

I think we are at 80% complete on the pre-formation tasks - with Financial
Model being the most tricky.  Today IPS uses a rate card approach and sell
hours to the government at set rates by level of staff and they estimate the
completion of projects by adding up those hours to get project price based
on the discreet set of tasks / project scope.  So a model that is very easy
to manage and that I am intimate with.

Most of their projects are large and span a year or more as a baseline
(i.e., $300k projects are too small for them - most are 7 figures+ according
to Curt).  So their machine is set up for Big Budget, Big Timeline, Big
Deliverable - not weekly reports for $1k a pop.  So this is reflected in our
Target Market analysis and approach in most recent Steering Committee deck
that we will review as a team on Tuesday.

Best,

Neil

On Wed, Sep 8, 2010 at 9:33 AM, Eric Schwerin
<[email-masked]>wrote:

> I think a few of us talked individually yesterday about this, but it seems
> to make sense with the beginning of Fall to use today's Management Call to
> do a quick run through of each of the business units and discuss if we
> should be tweaking our focus on each so we are all using our time most
> productively.  Here's a short suggested agenda:
>
> 1. Advisory Business - (of the three underlying units/projects which ones
> bring us the most return on our time investment and where should we be
> focusing on business development)
> a.  Corporate Advisory
> b. AI Advisory
> c. TA relationship
>
> 2. Principal Investments - need to determine which (none, some or all)
> potentials to focus on: Rosemont Realty, FOF, Iberdrola Solar (and other TA
> fundraising projects), Co-Invest 2, etc.
>
> 3. Analytics - should figure out how best to use the time of each of the
> RSP principals in the next few months
>
> 4. General Admin - finishing up some of the Admin projects that will make
> it easier for us to market and service clients
>
> Let me know if I missed anything.
>
> --
> Eric D. Schwerin
> Rosemont Seneca Partners
> (202) 333-1880
> [email-masked]
>
>

-- 
Neil Callahan
Rosemont Seneca Partners
917-945-951