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we finally got over some internal compliance/legal hurdles (all on board) but we need to fix process which I'm working on. 530mm of soft demand in LatAm, one client 590mm out of us but nothing confirmed yet - will continue to garner interest here in us to see if we can move to next stage of being in
ing a number of clients: J. Epstein (Morris), G. Mosko (sohrab), Lazari/Mathis (sohrab), T. volah (Ahdieh) ; Also on my list and setting up time w/ Tisch Family (Morris), carl Icahn (Rosemary), David Zalaznick (Stepania), Mort Zuckerman (Jenssen), Jospehine Linden (Morris). 6. I will be having a team meeti
we finally got over some internal compliance/legal hurdles (all on board) but we need to fix process which I'm working on. 530mm of soft demand in LatAm, one client 590mm out of us but nothing confirmed yet - will continue to garner interest here in us to see if we can move to next stage of being in
ing a number of clients: J. Epstein (Morris), G. Mosko (sohrab), Lazari/Mathis (sohrab), T. volah (Ahdieh) ; Also on my list and setting up time w/ Tisch Family (Morris), earl Icahn (Rosemary), David zalaznick (Stepania), mort Zuckerman (Jenssen), Jospehine Linden (Morris). 6. I will be having a team meeti
we finally got over some internal compliance/legal hurdles (all on board) but we need to fix process which I'm working on. S3Omm of soft demand in LatAm, one client S9Omm out of us but nothing confirmed yet - will continue to garner interest here in US to see if we can move to next stage of being in
ing a number of clients: J. Epstein (Morris), G. mosko (sohrab), Lazari/Mathis (sohrab), T. volah (Ahdieh) ; Also on my list and setting up time w/ Tisch Family (Morris), Carl Icahn (Rosemary), David zalaznick (stepania), Mort Zuckerman (7enssen), Jospehine Linden (Morris). 6. I will be having a team meeti
3% n/a intro Introduction only TBD Teaser ARA/AFS JV Target Raise: Fees/Revs: NPA & DD: Marketing Plan: TBD TBD REIB CFP Show to two LatAm Clients TBD If piece remains, can show to new 5 For internal use only EFTA01478844 Clients Monday, March 24, 2014 KCP Weekly Business Review
ate Beneficial Owner TIER 1: Clients Currently Being Onboarded 1 Butterfly Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loeb TIER 2: Clients Approved for Adoption 1 Thirdlake 2 Freestyle Capital 3 T
Entities connected to both LatAm and Tisch Family

Jeffrey Epstein
PERSONHaig Ariyan
PERSONCaroline Kitidis
PERSON
United States
LOCATION
Paul Morris
PERSON
Prince Andrew
PERSON
Martha Stewart
PERSON
Mort Zuckerman
PERSON
Stewart Oldfield
PERSONRosemary Vrablic
PERSON
Rosemary
PERSON
Carl Icahn
PERSONTaroun
PERSONJospehine Linden
PERSONAhdieh
LOCATIONGlobal & Regional Project List
ORGANIZATIONDesk Roll
ORGANIZATION
CBS
ORGANIZATIONLazari/Mathis
ORGANIZATION
Prince Charles
PERSON