Subject: Re:
From: "Arlene Busch" <[email-masked]>
To: "Chuck Harple" <[email-masked]>, "Hunter Biden" <[email-masked]>, "Chuck Harple" <[email-masked]>, "Michael Mathis" <[email-masked]>
Date: Tue, 25 Jan 2011 13:58:11 +0000

I have an 11am call. Maybe in the afternoon. How is 3pm?
Are you ok? I hear there is a bug going around. Is Mike sick too?
Arlene Busch
202-333-1880
[email-masked] 

-----Original Message-----
From: [email-masked]
Date: Tue, 25 Jan 2011 13:53:29 
To: Arlene Busch<[email-masked]>; Hunter Biden<[email-masked]>; Chuck Harple<[email-masked]>; Mike Mathis<[email-masked]>
Reply-To: [email-masked]
Subject: Re:

Mike is in a drs appointment. I am home sick. But after 11. 

Sorry Arlene. Thank you. 
Sent via BlackBerry by AT&T

-----Original Message-----
From: "Arlene Busch" <[email-masked]>
Date: Tue, 25 Jan 2011 13:46:19 
To: Hunter Biden<[email-masked]>; Chuck Harple<[email-masked]>; Chuck Harple<[email-masked]>; Michael Mathis<[email-masked]>
Reply-To: [email-masked]
Subject: Fw:

Monroe Capital...
Arlene Busch
202-333-1880
[email-masked] 

-----Original Message-----
From: "Theodore L. Koenig" <[email-masked]>
Date: Mon, 24 Jan 2011 20:21:53 
To: Arlene Busch ([email-masked])<[email-masked]>
Subject:

Hi Arlene,

Fyi, when I met with Ariel last week I gave them the following information for their board presentation.  Most of it came from Barclays Capital.

 1.  $3 billion of new money flowed out of money market accounts in the month of December, 2010 into retail leveraged loan funds.  That is on top of $16 billion in all of 2010.
 2.  That number compares with $4.6 billion for the entire year of 2009 and $13 billion which went into retail high yield accounts in 2010.
 3.  Retail accounts for approximately 10% of the overall institutional market.
 4.  Prudential and Nuveen recently announced that they were starting funds focused on leveraged bank loans-adjustable rate senior and junior debt.
 5.  Pimco recently announced it was launching a senior floating rate debt fund.
 6.  Bill Gross of Pimco exclaimed that 2011 will be the year of "floating rate instruments"

Best,

Ted

Theodore L. Koenig

President & CEO

Monroe Capital LLC

311 S. Wacker Drive

Suite 6400

Chicago, IL 60606

Direct Phone: 312-523-2360

Fax:  312-258-8350

Email:  [email-masked]