EMAIL DETAILS
SUBJECT:
RE: IPS Update
PRI: NORMAL
RECIPIENTS:
TO:
C
'Chris Heinz'
<[email protected]>
E
'Eric D. Schwerin'
<[email protected]>
H
'Hunter Biden'
<[email protected]>
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
How about something around Merger Arbitrage. http://www.mergerinvesting.com/index We set up a list of pending mergers (i.e., Continental | United) and provide a news feed / periodic analysis of the buzz of what the elites/onion leaders/decision makers are saying/doing around each particular deal (or maybe even rolling them up to an index) and then sell this "Service" or custom analysis to the merger arb funds/traders. A good friend of mine was a proprietary trading strategist at Lehman and invested in distressed debt (she is now at Avenue with Mark Lasrey) - she traded in airlines bonds and when the Delta Northwest deal was approved in Nov of 08 her group made $280m that day - most people were betting that the deal would not go through, she was on the other side and did well. ---------------------------------------------------------------------------- -------------- Neil Callahan Rosemont Seneca 401 Greenwich Street, Suite 400 | New York NY 10013 | 212-933-9965 1010 Wisconsin Avenue, Suite 705 | Washington DC 20007 | 202-333-1880 917-945-9516 (mobile) 866-749-8879 (fax) From: [email protected] [mailto:[email protected]] Sent: Monday, May 10, 2010 6:28 PM To: Eric D. Schwerin; Chris Heinz; Neil Callahan; Hunter Biden Subject: Re: IPS Update In regards to currency I think the devaluation of the Pound Sterling and the increase in value of the RMB (or imminent increase). Can't they just predict something that hasn't happened yet and we can discuss that. Sent via BlackBerry by AT&T _____ From: Eric Schwerin <[email protected]> Date: Mon, 10 May 2010 18:15:25 -0400 To: Chris Heinz<[email protected]>; [email protected] Archer<[email protected]>; Neil Callahan<[email protected]>; Hunter Biden<[email protected]> Subject: IPS Update FYI, Michael Andrews called me today and said they are running some case studies that they think could be useful to our clientele based on our meeting. They already ran one on the Greek Default. He asked if we had any thoughts on 2 or 3 others that would be helpful to us as we talk to likely or current clients that we would like them to run through the system. Hunter suggested one regarding the devaluation of the Yuan. Any other thoughts? Eric D. Schwerin Rosemont Seneca Partners, LLC 1010 Wisconsin Ave., NW Suite 705 Washington, DC 20007 (202) 333-1880 [email protected] <x-msg://59/[email protected]> P Consider the environment before printing this email.
METADATA:
THREAD:
INDEX:
Acrwj/7XKrEqyzpFRLOnznpAyVI1zgBZDc3A
REFERENCES:
REPLY_TO:
<842782913-1273530454-cardhu_decombobulator_blackberry.rim.net-1762161583-@bda2610.bisx.prod.on.blackberry>
REFS:
<842782913-1273530454-cardhu_decombobulator_blackberry.rim.net-1762161583-@bda2610.bisx.prod.on.blackberry>