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"Upsetting a board member or a friend of the fund over the investment of a few hundred million dollars doesn't

make sense" - Paraphrased quote from Britt Harris, current Chief Investment Officer at TRS
[Source: TRS Whistleblower Memo from Michael Green to Linus D. Wright]

Campaign Contributions to Rick Perry

Charles Tate Tom Hicks Joe Colonetta* Alfred Jackson Gary Petersen*
$439,000 $135,400 $41,800 $117,000 $400,000

Rick Perry

Perry’s Teacher Retirement System Board Members


R. David Kelly*, Todd Barth*, Robert Gauntt*,
Dory Wiley, Jarvis Hollingsworth, Jim Lee*

HM Capital Partners L&B Realty Advisers EnCap


Unavailable $1,612,520 $4,279,287

Investment Fees
*Members of Texans for Rick Perry Statewide Finance Committee
Memo from Michael Green
Summary of Names and Entities
October 19, 2010

• Linus Wright (p.1)


o Addressee of Michael Green’s memorandum
o Former chairman of TRS (Jan.9, 2009-Oct 16, 2009)
o Current vice-chairman.

• Jim Lee
o Former chairman of TRS
o Resigned in January 2009 after revelations of unpaid gambling debt
o Co-chair of Texans for Rick Perry Finance Team

• David Kelly
o Current chairman of TRS
o Texans for Rick Perry Finance Team

• Robert Gauntt
o Current board member of TRS
o Texans for Rick Perry Finance Team

• Michael Green (throughout)


o Drafter of memorandum
o Director, TRS Investment Division - Private Markets
o Fired after writing the memo

• Britt Harris (throughout)


o TRS Chief Investment Officer
o Hired late 2007

• Alfred Jackson (p.2)


o Managing Partner, Capital Point Partners
o Donated $117,000 to Perry since 2000
o Perry appointee, Governor’s Economic Council of Texas

• Dory Wiley (pp.3, 4, 8, 10, 12)


o TRS Board of Trustees (direct appointee of governor Perry)
o Portfolio Manager, Commerce Street Capital

• Bill Quinn (p.3,10)


o CIO AMR’s Pension and HM Capital investor
• Keith Garrison
o Former employee of TRS

• Jarvis Hollingsworth (p.10)


o Former TRS board member
o Appointed to UH board in August 2009
o Contributed $15,100 to Rick Perry

• Barrett Kingsriter (p.12-14)


o Vice President of Investment Banking and Corporate Finance
o Commerce Street Capital, LLC

• HM Capital Partners (formerly Hicks, Muse, Tate & Furst) (p.2)

o Joe Colonetta
! Current partner
! Contriubted $41,800 Rick Perry
! Texans for Rick Perry Finance Team
o Tom Hicks
! Partner at least through June 2009
! Contributed $135,800 to Rick Perry
o Charles Tate
! Former Partner
! Contributed $439,000 to Rick Perry
! ETF beneficiary, not currently at HM but reportedly still holds an interest

• L&B Realty Advisors (p.2)

• Aldus Equity Partners (pp.3-4, 9-11)


o Aldus went out of business after a lawsuit in New York alleging kickbacks and
other ethical breaches. The founder of the Dallas-based company pleaded guilty to
fraud.

• Clayton, Dubilier & Rice (“CD&R”) (pp.2, 10-11)

• EnCap Energy Funds (pp. 2, 3, 5)


o Gary Petersen, Managing Partner
! Texans for Rick Perry Finance Team
! Contributed $400,000 to Rick Perry
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