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100,000 250,000 1,000,000 250,000 250,000 less than 250k N/A N/A N/A N/A Relationship Manager Channel Office KCP Investor Type Industry Paul Morris Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte
Review Revenue-Pipeline deals-Transactions closed-Client updates-Trade ideas Client KCP US Transactions closed 1 2 4 5 6 Charles Gallagher Dan Loeb Ansbacher Bahamas Ultimate Beneficial Owner Gapstow Capital Partners Chris .7 Acito JVB Properties Prudential CLO Jack Thompson Turbo Call Spr
mann Charles Rudnick Bobby Liedy Mark Gonzalez Frank Winford PCS PCS PCS PCS PB EFTA01478880 PB PB PB PB PCS PCS PCS PCS PB PCS Paul Morris Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte
y 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 2 Falcon Trail Capital LLC 3 Freestyle Capital 4 Terrapin Partners 5 JVB Properties 6 Sage Capital 7 Heritage Provider Network 2 Barry Kitt (C
8898 13 Existing client Americas PCS BILL FOREST Bill Forest 14 Existing client Americas Jeffrey Epstein Butterfly Trust 726.0582298700357 Paul Morris 15 Existing client Americas Chris Acitro Gapstow 726.0582298700357 Mark Gonzales 16 Prospect Americas Mandel Family Parkwood Capital 726.
dnick 23 Prospect Americas Noam Gottesman TOMS Capital 1452.1164597400714 Paul Morris/Brad LaConte 24 Existing client Americas Daniel Loeb Dan Loeb 1089.0873448050534 Rosemary Vrablic 25 Existing client Americas Wanek Family Thirdlake 1089.0873448050534 Paul Morris 26 Existing client Am
Entities connected to both Paul Morris and Dan Loeb

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Lesley Groff
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Tazia Smith
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Marc Rich
PERSONLeon Black
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Prince Andrew
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Woody Allen
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George Mitchell
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United States
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Alan Dershowitz
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Prince Charles
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Joe Biden
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Eric Trump
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Barry Diller
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Alfredo Rodriguez
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Michael Cohen
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