Subject: Re: State Street
From: "Eric Schwerin" <[email-masked]>
To: "Joshua Alcorn" <[email-masked]>
Cc: "Hunter Biden" <[email-masked]>, "Katie Dodge" <[email-masked]>
Date: Tue, 5 May 2015 16:49:40 -0400

Thanks, Josh.  I am sure Hunter will review tonight but this all sounds good.

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]>
P Consider the environment before printing this email.

> On May 5, 2015, at 2:22 PM, Joshua Alcorn <[email-masked]> wrote:
> 
> Hi guys, I’ve attached two memos from the firm. One about Ocwen financial and one about Petrobras. For tomorrow’s call, I think we start with a general introduction to why Beau joined G&E and appraisal actions (Hunter/Eric) a brief overview of the things the firm does (me) and then, briefly touch on the attached memos. I figured I’d say something like, “and I know you’ve worked with the firm in the past (UBS) and we’re advising some of our clients to opt-out of the securities class in Petrobras and Ocwen. We believe you have holdings - either in your name or in that of your clients - and it may make sense for you, if that’s part of your investment strategy.”
> Make sense? Thanks, talk to you both at 10:30 tomorrow morning.
> Thanks,
> Josh
> 
> Joshua Alcorn
> 302/295.8340 (office)
> 302/598.1885 (cell)
> [email-masked] <mailto:[email-masked]>
> 
> 
> 
> 
>> Begin forwarded message:
>> 
>> From: Joshua Alcorn <[email-masked] <mailto:[email-masked]>>
>> To: Joshua Alcorn <[email-masked] <mailto:[email-masked]>>
>> Subject: Fwd: State Street
>> Date: May 5, 2015 at 2:15:57 PM EDT
>> 
>> 
>> 
>> /ja
>> 302-598-1885 (cell)
>> 
>> Sent from my iPhone, which is responsible for any typos.
>> 
>> Begin forwarded message:
>> 
>> From: Megan McIntyre <[email-masked] <mailto:[email-masked]><mailto:[email-masked] <mailto:[email-masked]>>>
>> Date: May 5, 2015 at 7:40:49 AM EDT
>> To: Joshua Alcorn <[email-masked] <mailto:[email-masked]><mailto:[email-masked] <mailto:[email-masked]>>>
>> Subject: RE: State Street
>> 
>> Here they are.
>> 
>> From: Joshua Alcorn
>> Sent: Monday, May 04, 2015 2:46 PM
>> To: Megan McIntyre
>> Subject: Re: State Street
>> 
>> Hi there - can you send the memos for Ocwen and (if still relevant) Petrobras? I'd like to review before our call on Wednesday.
>> Thanks!
>> /ja
>> 302-598-1885 (cell)
>> 
>> Sent from my iPhone, which is responsible for any typos.
>> 
>> On Apr 28, 2015, at 11:43 AM, Elise Martin <[email-masked] <mailto:[email-masked]><mailto:[email-masked] <mailto:[email-masked]>>> wrote:
>> Thanks,
>> Elise
>> 
>> From: Joshua Alcorn
>> Sent: Tuesday, April 28, 2015 11:07 AM
>> To: Elise Martin
>> Cc: Megan McIntyre
>> Subject: State Street
>> 
>> Hello, just an update on State Street: we have a call with the General Counsel on Wednesday, May 6. Will let you know how it goes.
> <Memo to State Street re Ocwen.DOCX>
> <Memo to State Street re Petrobras.DOCX>
>