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Document Mentions (4 shared documents)
2 mentions1 same-page
Page ?Same page
this was a KCP account (new) that we opened and brought over from JPM, $200mm of new assets, to trade capital markets - onboarded in past 2 months. Paul Morris is the banker (from JPM) and Tazia is managing the relationship/ trading given her Capital markets KCP focus. He's started to do some trading but h
idis <[email protected]> Date: Thu, 23 Jan 2014 09:25:48 -0500 To: Chip Packard <[email protected]> Classification: For internal use only Belfer - Jen Wexler is trying to set up a meeting - they did some more one off structured customized trades w/GS but werent an 'active trading account' but we should d
2 mentions1 same-page
Page ?Same page
this was a KCP account (new) that we opened and brought over from JPM, $200mm of new assets, to trade capital markets - onboarded in past 2 months. Paul Morris is the banker (from JPM) and Tazia is managing the relationship/ trading given her Capital markets KCP focus. He's started to do some trading but h
014 09:25 AM EST To: Chip Packard Subject: Re: Fw: Got good feedback from call today w/ Jeffrey Epstein [I] Classification: For internal use only Belfer - Jen Wexler is trying to set up a meeting - they did some more one off structured customized trades w/GS but werent an 'active trading account' but we should d
2 mentions1 same-page
Page ?Same page
this was a KCP account (new) that we opened and brought over from JPM, $200mm of new assets, to trade capital markets - onboarded in past 2 months. Paul Morris is the banker (from JPM) and Tazia is managing the relationship/ trading given her Capital EFTA01351739 markets KCP focus. He's started to do som
014 09:25 AM EST To: Chip Packard Subject: Re: Fw: Got good feedback from call today w/ Jeffrey Epstein (I] Classification: For internal use only Belfer - Jen Wexler is trying to set up a meeting - they did some more one off structured customized trades w/GS but werent an 'active trading account' but we should d
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2 mentions1 same-page
Page ?Same page
this was a KCP account (new) that we opened and brought over from JPM, $200mm of new assets, to trade capital markets - onboarded in past 2 months. Paul Morris is the banker (from JPM) and Tazia is managing the relationship/ trading given her Capital markets KCP focus. He's started to do some trading but h
014 09:25 AM EST To: Chip Packard Subject: Re: Fw: Got good feedback from call today w/ Jeffrey Epstein (I] Classification: For internal use only Belfer - Jen Wexler is trying to set up a meeting - they did some more one off structured customized trades w/GS but werent an 'active trading account' but we should d
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Mutual Connections (13)
Entities connected to both Paul Morris and Belfer - Jen Wexler
Jeffrey Epstein
PERSON4,034 w/ Paul·5 w/ Belfer
Deutsche Bank Securities Inc.
ORGANIZATION722 w/ Paul·5 w/ Belfer
LB
Leon Black
PERSON422 w/ Paul·4 w/ Belfer
Vinit
ORGANIZATION133 w/ Paul·4 w/ Belfer
Larry Summers
PERSON69 w/ Paul·4 w/ Belfer
Key Client Partners & Wealth Investment Coverage
ORGANIZATION29 w/ Paul·4 w/ Belfer
DS
Dario Schiraldi
PERSON12 w/ Paul·4 w/ Belfer
KO
Kovner
PERSON6 w/ Paul·5 w/ Belfer
ED
Eddie
PERSON4 w/ Paul·5 w/ Belfer
BK
Bruce Kovner's
PERSON3 w/ Paul·3 w/ Belfer
HE
Helfer
PERSON3 w/ Paul·3 w/ Belfer
BE
Belfer
PERSON3 w/ Paul·2 w/ Belfer
VK
V. Kitidis
PERSON2 w/ Paul·2 w/ Belfer