Subject: 401K Rollover Platform
From: "David Gordon" <[email-masked]>
To: "Hunter Biden" <[email-masked]>
Date: Wed, 30 Nov 2011 10:57:27 -0500

Hunter,

Hope all is well. Things on my end are going very well. I was recently  
was pulled into a project that has enormous market potential in the  
defined contribution rollover space. A platform for investment firms  
to bid on defined contribution rollovers:

RolloverTree (working name) is developing a platform that will  
revolutionize the decision making process for people seeking to  
rollover their employer sponsored plans into IRA’s.  Our platform will  
create two massive changes in the rollover decision process.  First,  
it will financially reward owners of the account for selecting a  
specific financial institution to manage their new IRA.  Second, it  
will “even the playing field” for financial institutions in the IRA  
business by allowing them to compete for new accounts through an  
unbiased bidding platform.

Our company is somewhat analogous to LendingTree.com however, it is  
targeted at people seeking a financial institution to receive and  
manage their employer-sponsored plan in a new IRA.  Specifically  
RolloverTree is a free platform to anyone with an employer-sponsored  
plan (commonly referred to as a defined contribution (DC) plan)  
seeking to roll it over into an IRA.  This platform will allow the  
hundreds of investment management firms to bid on an individual DC  
plan as it rolls over into an IRA.

Because of the scope of this project. We are seeking smart money that  
will allow us to build a world class team and scale at a highly rapid  
pace, we already have enormous interest from "luminaries" in Boston,  
Fred Lane and Jim Pollatta specifically.  Attached is an Executive  
Summary which will give greater detail, I look forward to your response.

Best,

David