Subject: Re: 401K Rollover Platform
From: "Eric Schwerin" <[email-masked]>
To: "Hunter Biden" <[email-masked]>
Date: Thu, 1 Dec 2011 23:14:16 -0500

No - I didn't.  I'll get it to them tomorrow.  Sorry. Do you want them to look at it and get us comments or just talk to David Gordon directly?

Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
[email-masked]
P Consider the environment before printing this email.

On Dec 1, 2011, at 10:56 PM, Hunter Biden wrote:

> Did you have John or Neil look at this/
> 
> 
> 
> Rosemont Seneca Partners
> R. Hunter Biden
> 1010 Wisconsin Av., NW
> Suite 705
> Washington, D.C. 20007
> 202-333-1880
> 
> 
> 
> 
> 
> 
> Begin forwarded message:
> 
>> From: David Gordon <[email-masked]>
>> Subject: 401K Rollover Platform
>> Date: November 30, 2011 10:57:27 AM EST
>> To: Hunter Biden <[email-masked]>
>> 
>> 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
>> 
> <Rollover_Exec Sum_HB113011.pdf>
>