Subject: RE: RSTP Dinner Wednesday May 21st with Tony Tutrone
From: "Neil Callahan \(Rosemont Seneca\)" <[email-masked]>
To: "'Katie Dodge'" <[email-masked]>, "'John DeLoche'" <[email-masked]>, "'Rob Walker'" <[email-masked]>
Cc: "'Hunter Biden'" <[email-masked]>, "'William Lee'" <[email-masked]>, <[email-masked]>, "Sebastian Momtazi" <[email-masked]>
Date: Thu, 15 May 2014 20:26:08 -0400

Hi Katie:

Here is the location:

Morgan Stanley Alternative Investment Partners | AIP   
100 Front Street, 4th Floor | West Conshohocken, PA  19428   
Phone: +1 610 260-7372   

It’s about 20-30 min cab ride North of the 30th St Amtrak Station in Philly.

Time:  1pm-2:30pm, Friday May 23rd  (let’s try and meet up around 12:30pm, we will be taking a conference call form the location prior to our meeting).

Attendees:  Hunter, Will, John, Neil, Devon and 5 people from Morgan Stanley (Neha Markle, Jamey Sperans, Jon Costello, Kevin O'Brien, Mike Carroll) – all decision makers and Suzanne Cole (our placement agent for the MS relationship).

Best,

Neil

 

Neil Callahan

Rosemont Seneca Technology Partners

Carnegie Hall Tower

152 West 57th, 47th Floor

New York, NY 10019

212-933-9965 (o)

917-945-9516 (m)

866-749-8879 (f)

www.rstp.com <http://www.rstp.com/> 

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From: Katie Dodge [mailto:[email-masked]] 
Sent: Thursday, May 15, 2014 1:08 PM
To: John DeLoche; Neil Callahan; Rob Walker
Cc: Hunter Biden; William Lee
Subject: Re: RSTP Dinner Wednesday May 21st with Tony Tutrone

Hi guys, 

Hunter and I have had a chance to review his schedule and what he can do is attend the Philly meeting on the 23rd but he cannot attend the dinner with NB in NY.  He has a family commitment that evening and will need to be here in DC.  

When you can - could some please let me know the details for Philly - time, location who is attending etc.  Thank you! 

Best, 

Katie

On Wed, May 14, 2014 at 2:50 PM, John DeLoche <[email-masked]> wrote:

Hunter,

It would be great if you could join us at this dinner w NB next Wednesday in NY. 

Best,

John 

Sent from my iPhone

Begin forwarded message:

From: "Suzanne T. Cole" <[email-masked]>
Date: May 14, 2014 at 11:39:52 AM PDT
To: "Long, John" <[email-masked]>
Cc: William Lee <[email-masked]>, John DeLoche <[email-masked]>
Subject: Re: RSTP  Dinner Wednesday May 21st with Tony Tutrone

Thank you John that sounds like a great plan, I have copied Will and John on this message as well.

We are confirmed on Rosemont Seneca Technology Partner's end for Will Lee and John DeLoche.

Thanks for the help coordinating. Hope you're feeling better.

Best Regards,

Suzanne 

On May 14, 2014, at 2:25 PM, "Long, John" <[email-masked]> wrote:

Apologies for the late reply, I was out ill for two days.

I am placing a HOLD on Tony’s calendar for 5/21/14.

I would suggest 6:00PM for dinner, if that is not too early.

My recommendation of venue:  Zengo (622 Third Avenue@40th St; 212-808-8110)

 

Best,

John Long

212-476-5553

[email-masked]

 

From: Suzanne T. Cole [mailto:[email-masked]] 
Sent: Friday, May 09, 2014 2:29 PM
To: Long, John
Cc: William Lee; John DeLoche
Subject: RSTP Dinner Wednesday May 21st with Tony Tutrone

Hi John, Thank you for your help coordinating a meeting for Tony with Will Lee and John DeLoche of Rosemont Seneca Technology Partners. As mentioned, they will be in NYC and look forward to dinner with Tony on Wednesday May 21st. If you would like to recommend a restaurant that Tony enjoys that would be great, we can also confirm the time to meet?
Thank you,

Suzanne

---------------------------------

Suzanne Troy Cole

Partner

Troy Investment Advisors

Tel: 617-721-9071 

From: "Long, John" <[email-masked]>
Date: April 29, 2014 at 2:29:26 PM EDT
To: "[email-masked]" <[email-masked]>
Subject: RSTP Lunch or Dinner 4/30 or 5/1

Mr. Lee,

Unfortunately, Mr. Tutrone is out of town on business 4/30 and was not able to reschedule another business dinner 5/1 though he did try.

 

Best,

John Long 

Executive Assistant to Anthony Tutrone
Neuberger Berman | New York
T: 212.476.5553 | [email-masked] 
 
Serious Investing for 75 Years
www.nb.com 

 

 

From: William Lee [mailto:[email-masked]] 
Sent: Wednesday, April 23, 2014 12:57 PM
To: Tutrone, Anthony
Cc: Camacho, Margaret; John DeLoche
Subject: RSTP Lunch or Dinner 4/30 or 5/1

Dear Tony,

Hope this email finds you well.  We are excited about a potential partnership with you and Neuberger Berman and the opportunities ahead.  We appreciate the time and effort that Doug, Paul, Brien and the rest of your team are putting in on fast tracking the due-diligence on our fund and the direct co-investment Counsyl opportunity. 

John and I will be in New York next Wednesday (4/30) and Thursday (5/1). We would love to get together with you and Jon for lunch or dinner while we are in town.

Please let me know your availability.

Looking forward to seeing you soon again.

Best regards,

Will

 

William Lee, Managing Director
Rosemont Seneca Technology Partners (RSTP)
333 Bush Street, 21st Floor
San Francisco, California 94104
Office: 415.767.1289
Mobile: 617.407.5958

www.rstp.com

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-- 
Katie Dodge

Executive Assistant/ Office Manager

Rosemont Seneca Partners

1010 Wisconsin Ave., NW,  #705

Washington, DC  20007

202-333-1880