EMAIL DETAILS
SUBJECT:
Call in and discussion items
PRI: HIGH
RECIPIENTS:
TO:
D
'Devon Archer'
<[email protected]>
E
'Eric Schwerin'
<[email protected]>
H
'Hunter Biden'
<[email protected]>
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
Conference #: 202-446-0483 Pass Code: 333188# Some things to discuss: 1. Strategic Business Objectives: a. Integrate and build the firm b. Develop market position, presence and deal flow i. Assist in accelerating Co-Invest c. Own long term assets d. Generate cash e. Influence the conversation 2. Organizing Principles a. Global Markets i. Advisory Services 1. Business Development 2. Regulatory ii. Research (Financial Services Focus) 1. Primary research and analysis 2. Technology / Analytics tools and services b. Alternatives Investments i. "Best In Class" Fund of Funds 1. Leverage talents and track record of team 2. Leverage broker-dealer ii. Focused SPVs - Energy, Transportation, Technology iii. Co-Invest Fund II iv. Venture Fund / Deals ---------------------------------------------------------------------------- -------------- 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)
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