Document Mentions (4 shared documents)

EFTA01372318

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Gratitude America Deposits $10mm 100bps p.a. 75% prob 12/31/18 Alpha Group Capital GM/delta one $50mm 25bps p.a. 10% prob 6/30/19 Rich — Samantha will show you how to add these and manage the pipeline for me, Terri and Brad. Hopefully it doesn't require any new system permissions. Thanks Ste

Avenue. 24th Floor New York, NY, 10154-0004 USA Tel Ema From: Stewart Oldfield Sent: Friday, August 31 2018 10:50 AM To: Samantha Harmon Cc: Bradley Gillin Subject: pipeline additions Richard larossi Chris Zuech Custody $200mm 3bps p.a. (560k) 75% probability 12/31/2018 Shamrock Capital GM/fina

EFTA01374468

2 mentions1 same-page

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on: For internal Use only Hi, Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones you've completed so far and will update DB Force to make sure the product people are added. If I can't add the KCP contacts,

From: Cynthia Rodriguez Sent: 1/8/2018 12:04:54 PM To: Stewart 0ldfield ; Bradley Gillin Subject: RE: Account Planning sessions [C] [I] Attachments: 2018 Account Planning - GA.docx; 2018 Account Planning - Deering.Crosby.docx Classifi

EFTA01374864

2 mentions1 same-page

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3bps p.a. ($60k) 200bps p.a. 100bps p.a. 25bps p.a. 75% probability 12/31/2018 25% prob 6/30/19 75% prob 12/31/18 10% prob 6/30/19 Rich — Samantha will show you how to add these and manage the pipeline for me, Terri and Brad. Hopefully it doesn't require any new system permissions. Thanks Ste

From: Sent: To: CC: BCC: Subject: Stewart Oldfield 8/31/2018 10:49:41 AM Samantha Harmon Bradley Gillin pipeline additions Chris Zuech Custody $200mm Shamrock Capital GM/financing 520mm Gratitude America Deposits $10mm Alpha Group Capital GM/