Subject: FW: State Street Global Advisors
From: "Joshua Alcorn" <[email-masked]>
To: <[email-masked]>, <[email-masked]>
Date: Mon, 6 Apr 2015 16:06:12 +0000

Hi guys –
Schwerin has found the proper contact for us at State Street, via Dave McGrail. The contact is the GC and EVP of State Street Global Advisors,  a fund the firm would like us to connect with. The GC is prepared to talk with us generally about the firm, as we did with Chanos, George Walker and Michael Sacks. I’m happy to schedule a call for this week, if you’re ready Beau. Maybe towards the end of the week?
Also, regarding Sacks – he asked us to check back after the mayoral election in Chicago. Election is tomorrow, so I’ll follow up Wednesday, per his instruction. Thanks, glad your back home!
/ja

From: Eric Schwerin [mailto:[email-masked]]
Sent: Thursday, March 26, 2015 3:59 PM
To: Joshua Alcorn
Cc: Hunter Biden
Subject: State Street Global Advisors

Josh-

Talked to Dave McGrail.  Phil Gillespie, the General Counsel and EVP of State Street Global Advisors, has agreed to take a call with Beau and Hunter whenever the timing works.

Incidentally, he is also the Vice Chair of the Association of Institutional Investors (a group that seems to be comprised of the Fidelities, PIMCOs, and BlackRocks of the world) and seemed familiar with this stuff.  He wasn’t sure how much they could be involved as passive investors.  Dave suggested that Beau email the GC (see below contact info) thanking him for agreeing to take his call and feel free to reference his conversation with Dave.  Then Beau can suggest that you follow up with Gillespie’s assistant to arrange a time.

Phil Gillespie
[email-masked]<mailto:[email-masked]>
617-664-4050

Bio:
http://www.statestreet.com/executive-leader/GillespiePhillip.html

I would hold the memo as a follow up to the call.

FYI, Beau does not know this guy.  It was a guy that works for Gillespie that Beau met before.  However, this guy did go to Georgetown and graduated a few years ahead of Hunter and Dave.

Let me know if you have any questions.

Best,

Eric

Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
[email-masked]<x-msg://59/[email-masked]>
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