Annual Meeting

NY Public Library
Tuesday, October 26, 2010

EVENT SNAPSHOT

EVENT DESCRIPTION
For the third year, Client has hosted their Annual Meeting to give updates to their investors on the status of all of their current funds and
portfolio companies. The event was previously held at the Council on Foreign Relations, and this is the first year that First Protocol has
been assisting on the Annual Meeting, and the first time the meeting will be held at the NY Public Library.

MEETING ON-SITE STAFFING

First Protocol Staf Cell Phone # Hours: On-Site Role

Rick Moelis 347-419-7068 8:30 AM – 7:00 PM Overall Client lead; Production Lead
KEY CONTACTS
Susanne Stansell 813-789-6242 9:30 AM – 7:00 PM Registration Lead
Matthew Beaugrand 917-250-3345 9:30 AM – 2:00 PM Registration Co-Lead First
Protocol: Rick Moelis
T: 212-810-4512
C: 347.419.7068
rick.moelis@firstprotocol.com

Production: Marc Wollin – Marc Wollin Productions

T: 914-234-0385
C: 914-260-1908
marcwollin@gmail.com or wollin@aol.com

Client: Matt Zales – Investor Relations

T: (212) 847-4312
C: (917) 612-1025
mzales@pinebrookpartners.com

Annie Picinich
T: (212) 847-4308
C: (212) 847-4309
apicinich@pinebrookpartners.com

Venue: Bryant Bradshaw – NY Public Library

Manager, Special Events Operations
T: 212.930.0731
bbradshaw@nypl.org

Caterer: Phyllis Hart – Great Performances

T: (212) 337-6072
C: (610) 659 - 6261
Phyllis.Hart@greatperformances.com

Event Planner: Cathy Zambet

T: (914) 478-5803
C: 914 282 8120
zamypo@aol.com
Page 1 Annual Meeting Snapshot
Annual Meeting 2010

Date: Tuesday, October 26, 2010

Location: New York Public Library
Fifth Avenue
New York, NY 10021
Attendance: Limited Partners – Approx. 100 people
Limited Partners Advisory Committee – 30 people
Staff – 30 people

Attire: Attendees: Business attire

FP Staff: Dark business suit

AGENDA / PRODUCTION SCHEDULE

Monday, October 25
2:00pm – 3:00pm Michael Andrews drops off equipment MA
8:00 PM – 1:00am All vendor deliveries (Frost, GP. Party Rental) and Audio-Visual/Production set-up in Bartos FP, MA, Frost,
Room GP. PR
Tuesday, October 26
8:00AM Marc W. MA,
Production crew arrives for final set-up of Bartos Room Frost
8:30AM RM arrives at NYPL in Bartos Room RM
9:00AM PB, FP,
Pine Brook Portfolio Company CEO’s arrive for rehearsals – Trudy/Rick to manage. Production
Rehearsal schedule provided by Matt Z Team
9:30 AM Susanne and Matthew arrive at NYPL (Salomon Room) to set up Registration table,
including:
- Wooden holders for 150 badges
- Name badges, blank stock, and badge holders
- (2) table skirts SS/MB
- (2) laptops
- (2) printers
- Event kit
- (2) Welcome signs (easels provided by GP)
TBD (2) Staff arrive to support FP team PB
10:30AM Matthew goes down to Bartos Room to set up Registration there MB
11:00 AM Registration set-up and ready to go in Salomon Room (Registration opens at 11:30 AM) SS/MB
12:00 PM Lunch begins in Salomon Room (Lunch should be ready to go by 11:45 AM) GP
1:00 PM Matthew at Bartos Registration area with (1) PB Staff; Doors Open to Bartos FP
1:00 PM Grand Ballroom on standby for main meeting
- See attached floor plan FP/Production
- All binders set on tables / gifts on chairs team
- Ensure water is at podium for speakers
1:30 PM Annual Meeting Begins PB
1:30 PM -1:35 PM Welcome - Joe Gantz PB
1:35 PM – 2:05 PM Firm and Fund update – Howard Newman PB
2:00 PM Matthew departs, Susanne takes his place at registration FP
2:05 PM – 3:30 PM Financial Services Presentation PB
3:30 PM – 3:45 PM Afternoon Break in Bartos GP
3:45 PM – 4:53 PM Energy Presentation PB
4:53 PM - 5:33 PM Chills, Spill, Drill, and Capital Hill PB
5:30 PM – 7:00 PM Cocktail reception GP
7:00 PM Event concludes and tear down begins All

Page 2 Annual Meeting Snapshot

EVENT SETUP

Registration: (1) set-up in Salomon Room; (1) set-up outside of Bartos Room
 (1) 6ft registration table at each with branded table skirt
 (1) laptop and (1) printer at each table for printing badges
 Blank badge stock and holders will be at each table
 Green ribbons – Pine Brook staff
 Orange ribbons – Management Team

Lunch/Coat Check: Salomon Room – See attached floor plan

 Menu – provided by GP. FP was not involved in the catering for this event.
 Setup - existing tables and chairs in room

Meeting: Bartos Room – See attached floor plan

 Classroom style for 162 people, 3 chairs per 8’ table
 Tech station in rear of room
 Glasses & water to be available on or near podium for speakers

AUDIO VISUAL REQUIREMENTS / Marc Wollin - Michael Andrews/Frost

All audio and video equipment will be provided by Michael Andrews and lighting will be provided by Frost.
 Marc Wollin will oversee Michael Andrews and Frost, and manage the load-in and load-out at the NYPL
 Rick will assist on overseeing the production elements of the meeting. He will work with the PB personnel to get the speakers to the
stage, etc. during the general session.

COLLATERAL / SIGNAGE
 Binders (produced by Pine Brook) will be delivered directly to the Library on Monday and Pine Brook staff will place the
binders on the tables.
 Gifts – the Pine Brook staff will assemble the gift bags in the War Room and will place on the chairs
 (2) Welcome signs will be placed at the registration areas
 (1) Podium sign to be placed on the lectern

GIFT ITEM
Pine Brook sourced and coordinated the gift item, and will distribute at the meeting.

SUPPLY LIST
Items to take on site:
- Badges
- Extra badge holders & badge paper
- Wooden badge holders
- (2) Laptops for printing badges on site
- (2) Printers – to be provided by FP
- Supply Kit – 2 x staplers, scissors, notebook, ruler, pencils, pens, highlighters, hole punch, calculator,
2 packs colored dots, large white envelopes, elastic bands, paper clips
- Signage boards/Podium signs
o (2) Welcome
o (1) Podium

Page 3 Annual Meeting Snapshot