Subject: Re: NYTimes: Investment Firm Buys Stake in Activist Hedge Fund Jana Partners
From: <[email-masked]>
To: "Joshua Alcorn" <[email-masked]>
Cc: "R. Hunter Biden" <[email-masked]>
Date: Fri, 20 Mar 2015 11:27:02 -0400

Perfect

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> On Mar 19, 2015, at 8:08 AM, Joshua Alcorn <[email-masked]> wrote:
> 
> Interesting. Walker will have a greater stake in a fund that does just about everything we at G&E do. He may not have a controlling stake, but I think there's a chance for us to do more with Jana (the fund he's investing in). I'll check with SG today to see what if anything we've done with Jana before. 
> Have a great vacation Beau.
> 
> /ja
> 302-598-1885 (cell)
> 
> Sent from my iPhone, which is responsible for any typos. 
> 
>> On Mar 19, 2015, at 7:19 AM, [email-masked] wrote:
>> 
>> Good or bad?
>> 
>> Confidentiality Notice:  This electronic message and any attachment(s) are confidential and may be subject to the attorney/client privilege and/or work product immunity.  This e-mail is only for the use of the intended recipient(s).  If you have received this e-mail in error, please notify the sender immediately by replying to this e-mail, then delete this message and any attachment(s) from your system.  Any unintended transmission expressly shall not waive the attorney/client privilege or any other privilege.
>> 
>>> On Mar 19, 2015, at 6:21 AM, Joshua Alcorn <[email-masked]> wrote:
>>> 
>>> This may have been why Walker raised Petsmart on the call. 
>>> 
>>> http://www.nytimes.com/2015/03/19/business/dealbook/investment-firm-buys-stake-in-activist-hedge-fund-jana-partners.html?smid=nytcore-ipad-share&smprod=nytcore-ipad
>>> 
>>> The purchase by the private equity unit of Neuberger Berman is a sign that activist investors are gaining broader acceptance.
>>> 
>>> 
>>> /ja
>>> 
>>> Josh Alcorn
>>> 302/598.1885 (cell