Subject: Fwd: Morgan Stanley Investment Committee Background
From: "Neil Callahan" <[email-masked]>
To: "Hunter Biden" <[email-masked]>, "Katie Dodge" <[email-masked]>
Date: Tue, 20 May 2014 12:29:48 -0400

FYI, background for Fri with MS.

---------- Forwarded message ----------
From: Suzanne T. Cole <[email-masked]>
Date: Tue, May 20, 2014 at 11:12 AM
Subject: Morgan Stanley Investment Committee Background
To: Neil Callahan <[email-masked]>, John DeLoche <
[email-masked]>, William Lee <[email-masked]>, Devon Archer <[email-masked]>,
Sebastian Momtazi <[email-masked]>

Below is the Morgan Stanley AIP Investment Committee. We met Tom Dorr (who
asked all the skeptical questions in CA) is Chair of IC,  Jon Costello &
Jamey Sperans are MDs, Neha is ED, Kevin OBrien & Mike Carroll are
Associates.

As of July 31, 2013, the AIP Private Equity team has approximately 40
employees dedicated to private equity and focused on investing/portfolio
management, investment support and client service.

*Chief Investment OfficerNeil W. Harper *

*Chairman of the Investment Committee Thomas Dorr *

*Managing Directors Jonathan Costello James Sperans John Wolak *

*Executive DirectorsEdward Goldstein  Neha Champaneria Markle Andrew B.
Murray Jean Reynolds  Brian Towsen *

*Vice Presidents Thomas Clarkson Mercedes Fernandez Elias Pamela C. Fung
Donna Phillips Silva Sevdalian Nash Waterman  Nicole Wiley *

*From:* Neil Callahan [mailto:[email-masked]]
*Sent:* Tuesday, May 20, 2014 11:03 AM
*To:* Suzanne T. Cole
*Cc:* John DeLoche; William Lee; Neil Callahan; Devon Archer; Sebastian
Momtazi
*Subject:* Re: Prep for Friday's Meetings & Logistics

Jamey in Franklin Park?  How about a call Thursday afternoon?

I will pass along the logistics to RHB.

On Tue, May 20, 2014 at 10:59 AM, Suzanne T. Cole <[email-masked]>
wrote:

Ok, that’s a good location on City Line Ave, right off the highway. I still
may leave @5am Fri. morning, to drive down there by @8:00am, the drive back
will be some traffic.

If Hunter is meeting us at Morgan Stanley could you let him know we will be
at MS 4th floor Conference Room “4 Admin” from 11:30-1:00pm if he can meet
us there before our 1:00pm meeting.

Would like to prep before meeting on Jamey and what we should/shouldn’t
cover during the meeting as well?

Thanks, Suzanne

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

Suzanne Troy Cole

Partner

Troy Investment Advisors

Tel: 617-721-9071

*From:* Neil Callahan [mailto:[email-masked]]
*Sent:* Tuesday, May 20, 2014 10:31 AM
*To:* Suzanne T. Cole
*Cc:* John DeLoche; William Lee; Neil Callahan; Devon Archer; Sebastian
Momtazi
*Subject:* Re: Prep for Friday's Meetings & Logistics

Hi Suzanne,

We switched to the Crowne Plaza for Thursday night which is right across
the street from Franklin Park:

Crowne Plaza Hotel Philadelphia West

4010 City Avenue

Philadelphia

19131

PA

United States

+12154770200

We are taking the Amtrak to Phi on Wednesday night at 9:20pm, #187 from NY
Penn.

I am coming back on Friday on the 5:33pm, #134 30th Phi to NY Penn

Hunter arrive around 12pm from DC and will attend the MS meeting.

I will check on Devon's schedule.

Best,

Neil

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

Neil Callahan

Rosemont Seneca

917-945-9516

On May 20, 2014, at 10:21 AM, "Suzanne T. Cole" <[email-masked]> wrote:

Are you all confirmed at the Marriott W. Conshohocken? If so I will
probably have to plan to drive down Thurs night to stay there so we can
travel to Franklin Park @8:30am, its 15 mins w/traffic on the Schuylkill to
Bala Cynwd. We can travel back up to Morgan Stanley afterward for our
11:30-12:45am Smithsonian call at Morgan Stanley: 4th Floor “Conference
Room 4Admin.”. We’ll be there for 1:00pm start of Morgan Stanley meeting.

When are Devon and Hunter arriving? Neil are you taking Amtrak down? Its
Memorial Day weekend so there’ll be lots of traffic on the highways, I will
look into to taking the train.

Thanks,

Suzanne

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

Suzanne Troy Cole

Partner

Troy Investment Advisors

Tel: 617-721-9071

-- 
Neil Callahan
Rosemont Seneca Partners
917-945-951