Subject: Open Items to discuss on call
From: "Joan Peugh" <[email-masked]>
To: "Michael Mathis" <[email-masked]>, <[email-masked]>, "R. Hunter Biden" <[email-masked]>, "Eric Schwerin" <[email-masked]>, "Arlene Busch" <[email-masked]>
Cc: "Lauren Boyle" <[email-masked]>
Date: Mon, 22 Apr 2013 10:56:44 -0400

*1. Adam Downs*
- Third Point
1. ULLICO
2. Sue Crotty/Marco- Adam recommended TP (IBEW working on this)

- Guardian
1. Chuck talk to Adam about a meeting with Marvin

- RARE
1. Dave spoke with him on 4/19- Not interested in meeting. Thinks Global
listed infrastructure would be a hard sell to his plan. If we were US focus
he would entertain a meeting.
2..Adam has agreed to meeting; JP sent contact info to RARE 3/21 – will
discuss on next call with RARE (next week)
*
*
*2. Alan Biller/Rome Aloise*
- Third Point
1. Operational due diligence

- Guardian
1. Per 4/17 call with Marvin- Mike/Chuck meeting with Rome tomorrow (4/18)
and will discuss setting up meeting with Marvin

- Corrum
1. Chuck working on setting meeting up on West Coast (Rome is aware)

- RARE
1. Need date for when Richard will be on West Coast to set up meeting

*3. John Elliot*
- Third Point
1. any updates? Did Mark call DeLoire (sp?) and do questionnaire?

- Guardian
1. Per 4/17 call with Marvin- Chuck working on setting up a meeting on
Monday or Tuesday next week since John will be in town for Building Trades
Conference

- Corrum

*- RARE*
*1. Hold off*
*
*
*4. Jamie Wood/Meketa*
*-* Chuck working on with Walter
- Third Point
1. Would like to back off, MZ received a call saying IATSE not a right fit

- Corrum
1. Will be in NYC week of 4/22- meet with Jamie??

- RARE
1. Already has assignments from Meketa
2. Get meeting for Richard end of May when in US

*5. Larry Gray*
- Guardian
1.Per 4/17 call with Marvin- Marvin said Tony had call with analysts last
week but nothing since- Arlene will get update from Larry/Bob

- Corrum
1. working on scheduling meeting with Bob in Atlanta

- RARE
1. Dave requested meeting 6/6- left vm and sent email

*6. Greg Floyd*
- Corrum
1. Allyson working on getting Greg to follow up on his offer to introduce
them to the new comptroller.

- RARE
1. meeting scheduled for 6/3 at 10am

*7. Tommy Gesualdi/Lotruglio*
- Guardian
1. per 4/17 call: Mike working on setting up a meeting with Tommy and
Marvin next week (4/22) onMonday or Tuesday to follow up on Guardian's
status at that time

*8. Richard Sichel/IPS*
-Guardian
1. IPS received material and will review. David Russell (Sr.
Investment Strategist  is out all week and will not get to review until
Week of Apri 29.

- Corrum
1. Allyson sent email to John Gibson 4/9 and follow up 4/18- no response

*9. Chuck Graham/Mike Johnson (Gallagher)*
- Guardian
1. Marvin had lunch 4/16 with Mike Johnson (consultant at Gallagher). Sent
PPM to follow up

*10. Dave Laughton/Brian Wrubel (Marquette)*
- Mike working on- will contact Dave RE Corrum

*11. Montgomery County/Stuart Potter*
- Corrum
1. Allyson received email 4/17 letting her know they are working with their
consultant Albourne and will be in touch
2. Had meeting on 3/26. ARB spoke with Stuart 4/15 and he said he would
follow up with Allyson in the next couple of days regarding next steps

- RARE
1.requested meeting for 6/3 or 6/4- left vm and sent email
*
*
*12*. *Kevin O’Connor*
- Guardian
1*. * Per 4/5 meeting with Mike- Kevin will call LA, New Orleans and Miami
firefighters to follow up RE Guardian (Marvin met them at the firefighter’s
legislative conference)

*13.  **2013 Pension Bridge Conference (4/16-17)*
- go through list Allyson sent of people they met with and see if we can be
helpful

*14. Building Trades Conference in DC (April 21-24)*
*
*
*15. Teamsters Unity Conference in Vegas (May 15-18)*
*
*
*16. Next policy dinner/golf??*

-- 
Joan K. Peugh
Rosemont Seneca Partners
o: 202-333-1880
m:202-841-8543

-- 
Joan K. Peugh
Rosemont Seneca Partners
o: 202-333-1880
m:202-841-854