Subject: 9/30 Management Status Meeting Agenda & Updates
From: "Neil Callahan" <[email-masked]>
To: "'Devon Archer'" <[email-masked]>, "'Eric Schwerin'" <[email-masked]>, "'Hunter Biden'" <[email-masked]>, "'Christopher D. Heinz'" <[email-masked]>
Cc: "'Anne Marie Person'" <[email-masked]>
Date: Wed, 29 Sep 2010 23:23:08 -0400

Hi guys,

Here are some agenda items and brief updates for tomorrow at 11am.

Agenda:

1.        Rosemont Realty

a.       Update on Sante Fe trip

b.      Potential structure

c.       Potential road show plan

2.       Fund Advisory

a.       Pipeline progress with Alex and Arlene

b.      Policy / Editorial Newsletter progress

c.       Offering & delivery discuss with Alex and team

3.       Corporate Advisory

a.       Priorities - Equity +

                                                               i.
DuCool / Advantix

1.       Focus on marketing plan and financing ideas

                                                             ii.
Ormazabal

1.       State selection

                                                            iii.      Ybrant

1.       Brazil partner selection - 4Q10

b.      Other updates

                                                               i.      CAF,
et al

                                                             ii.
Collections / cash flow

4.       Snowflake

a.       Weekly Work Session with Curt on Product Development (Today 2-pm)

                                                               i.
Working on "Weather System" building blocks

                                                             ii.      Update
on progress on Australia report

b.      Awaiting "white paper" from Thad on IPS capabilities

c.       Awaiting Term Sheet updates / feedback from Thad

d.      Competitive Intelligence

                                                               i.
Meeting with Bloomberg marketing executive

1.       Bloomberg launching "Bloomberg Government" Product in January 2011

a.       Hired 100+ people in DC in the last few months
(http://www.mediabistro.com/mediajobsdaily/more-details-on-bloomberg-governm
ents-hiring-spree_b3792)

b.      Real-time analysis of Federal and State decisions and impacts on
economy

i.      Launching "Bloomberg Legal" focused on modeling NY State and
Securities laws and impact on Financial Community

ii.      Launching "Bloomberg Real Estate" to provide commercial real estate
modeling for negotiations and market information

1.       Opportunity for Rosemont Realty

iii.      Likely "big splash" in market, could "race to the top" as market
leader immediately

1.       Opportunity to partner, etc.

iv.      Former #1 at Bloomberg now leading "Bloomberg Ventures" - potential
introduction (http://www.bloomberg.com/about/ventures/)

2.       Retainer opportunity to be "Consigliari" to CMO and Marketing
Executives

a.       Could leverage to develop partnerships, etc., as well as generate
advisory fees

                                                             ii.
AON/Oxford Analytics "Risk Map"

1.       Supports AON Political Risk Re-Insurance Line of Business

a.       (See attachment)

2.       World Bank / MIGA published a 4 volume, 1,000 page thesis on
Political Risk Analysis - reviewing this week

                                                            iii.      Need
to re-build momentum and get to market with "beta test" clients - marketing
timing is important

1.       Product/offering on track

2.       Business agreement and marketing plan / approach is slipping

5.       RSP Global Risk Services

a.       Continuing to pursue advisory and delivery engagement with
Cataphora

b.      Continuing to facility equity dialog with interested Rosemont LPs

c.       Development of "black ops" services offering - partnering with Rob
Mitchell

d.      Opportunity to build of a "risk/security" offering congruent with
portfolio, expertise/interest and market opportunity

6.       Business Planning

a.       Revisit open items

b.      Goals for 4Q

c.       Planning for 2011

7.       Open items

a.       Review of marketing materials

b.      Contact management

                                                               i.      RHB's
contacts to be uploaded

                                                             ii.      System
in place to support Fund Advisory and Fund Raising efforts

Long agenda, but I wanted to get what I think are the key items out there.
Please add anything and have a point of view on the priority areas we should
focus on tomorrow.

Best,

Neil

----------------------------------------------------------------------------
--------------

Neil Callahan

Rosemont Seneca

401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 |
212-796-4037

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

917-945-9516 (mobile) 

866-749-8879  (fax)