Subject: RSTP 2pm Call - Proposed Agenda
From: "Neil Callahan \(Rosemont Seneca\)" <[email-masked]>
To: "'John DeLoche'" <[email-masked]>, <[email-masked]>, "'Rob Walker'" <[email-masked]>, <[email-masked]>, "'Hunter Biden'" <[email-masked]>, "'Arlene Busch'" <[email-masked]>
Date: Mon, 5 Mar 2012 13:09:27 -0500

Hey guys,

Here are some suggested key Items for discussion:

1.       Fundraising

a.       Soft circled, target for 1st close

b.      Next wave of meetings

c.       Anchor LP candidates

d.      Time commitment / schedule for March & April

2.       Pipeline

a.       Gunnar

b.      HighQ

3.       Fundraisers

a.       DAP

b.      Jay Chanden

c.       NYC Russians

d.      3rd party?

e.      Others?

4.       Admin & Marketing

a.       PPM

b.      Calling Program Development

c.       Marketing letter, one page, prospect database

d.      RSTP I - fees & expenses

e.      RSTP II - MOU/Docs

5.       Funding, Fee Opportunity

a.       Broker Dealer

b.      M&A

c.       Advisory & Consulting

                                                               i.      Bob
Cohn companies

                                                             ii.
Counsyl

Best,

Neil

 

Neil Callahan

Rosemont Seneca Partners

401 Greenwich Street, Suite 300

New York, New York 10013

917-945-9516 (m)

866-749-8879 (f)

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