Subject: Fwd: Notes from Julliard Meeting
From: "John DeLoche" <[email-masked]>
To: "Hunter Biden" <[email-masked]>, "Devon Archer" <[email-masked]>, <[email-masked]>
Date: Fri, 28 Mar 2014 10:01:38 -0400

FYI. Would be great to prioritize this. Thanks. 

Sent from my iPhone

Begin forwarded message:

> From: "Suzanne T. Cole" <[email-masked]>
> Date: March 28, 2014 at 8:48:39 AM EDT
> To: John DeLoche <[email-masked]>, Neil Callahan <[email-masked]>, William Lee <[email-masked]>
> Subject: Notes from Julliard Meeting
> 
> David Marcus, Juilliard, formerly with Dartmouth Investment Management. Have 20% allocated to Private Equity, over-allocated to Buyouts. Has invested with all top groups TA Summit Oak TCV Insight, etc. Likes growth equity, does not like v.c. On Advisory Board of Level Equity, just re-upped. Believer that smaller funds deliver best returns.
>  
> Liked emphasis of RSTP on entrepreneurial, “Operational” background of team vs. just “Financial” or “Engineering” backgrounds. Likes fact all have started & run their own companies and idea of being able to “Add Value” through “Customers” and “New Markets”.
>  
> Don’t want to overlap with Level strategy, want to complement it. Would be @$10-$15mil investor. Chris Kojima of Goldman and one other are on his investment committee. He will speak to Julia and cross reference. Due diligence site visits scheduled for April 14,15th. Could you confirm D.C. time? David may bring along a few collegues including Ken Davidson, who is on Board and perhaps another.
> 
> Thanks, Suzanne
>  
>  
>  
> =2