4
Shared Docs
4
Same-Page
4 / 4
Mentions
KCP client (C] Classification: Confidential Thanks Josh. Yes, Epstein is one of our first focus KCP Cap market accounts. This is the account that Paul Morris and Tazia have worked on. bringing 200nun of assets over from JPM. He Ills started trading with us already, and we have him targeted to be a Tier 1
Morris and Tazia have worked on. bringing 200nun of assets over from JPM. He Ills started trading with us already, and we have him targeted to be a Tier 1 KCP client for 2014. As such, I think it makes sense to think about his allocation from a KCP target bucket as you propose below. Haig and Chip, we di
; pic13202.gif; pic28008.gif; pic31934.gif; pic18727.gif classification: confidential Thanks Josh. Yes, Epstein is one of our first account that Paul Morris and Tazia over from 3PM. He has started tradi targeted to be a Tier 1 KCP client As such, I think it makes sense to target bucket as you propose
fidential Thanks Josh. Yes, Epstein is one of our first account that Paul Morris and Tazia over from 3PM. He has started tradi targeted to be a Tier 1 KCP client As such, I think it makes sense to target bucket as you propose below. Haig and Chip, we discussed this a month ago, having for both PCS an
bynek Kozelsky Classification: Confidential Thanks Josh. Yes, Epstein is one of our first focus KCP Cap market accounts. This is the account that Paul Morris and Tazia have worked on, bringing 200mm of assets over from JPM. He has started trading with us already, and we have him targeted to be a Tier 1 K
l Morris and Tazia have worked on, bringing 200mm of assets over from JPM. He has started trading with us already, and we have him targeted to be a Tier 1 KCP client for 2014. As such, I think it makes sense to think about his allocation from a KCP target bucket as you propose below. Haig and Chip, we di
[email protected]> Classification: Confidential Thanks Josh. Yes, Epstein is one of our first focus KCP Cap market accounts. This is the account that Paul Morris and Tazia have worked on, bringing 200mm of assets over from JPM. He has started trading with us already, and we have him targeted to be a Tier 1 K
l Morris and Tazia have worked on, bringing 200mm of assets over from JPM. He has started trading with us already, and we have him targeted to be a Tier 1 KCP client for 2014. As such, I think it makes sense to think about his allocation from a KCP target bucket as you propose below. Haig and Chip, we di
Entities connected to both Paul Morris and Tier 1 KCP

Jeffrey Epstein
PERSONCaroline Kitidis
PERSONMathew Negus
PERSON
Donald Trump
PERSONKey Client Partners & Wealth Investment Coverage
ORGANIZATIONZbynek Kozelsky
PERSONMichael Iaquinta
PERSON