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From: Paul Morris Sent: 4A/2016 To: Haig Ariyan Subject: FW: New Busness - Near term Priorities Update [I] Hope you're well and look forward to connecting again.
FW: New Busness - Near term Priorities Update [I] Hope you're well and look forward to connecting again. Best regards, Original Message--- From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classifi
e diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
Subject: FW: New Busness - Near term Priorities Update [I] From: Paul Morris cz > Date: Thu, 31 Mar 2016 • • To: Fabrizio Campelli < Bcc: Fabrizio, I hope you are well. I'm hoping to get you involved in some client situ
I very much look forward to the Town Hall and I'm happy to be helpful wherever possible in the meantime. My best wishes, Original Message From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classifi
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
Subject: FW: New Busness - Near term Priorities Update [I] From: Paul Morris ‹ > Date: Fri, 01 Apr 2016 08:17:54 -0400 To: Haig Ariyan < > Hope you're well and look forward to connecting again. Best regards, Original Messa
Fri, 01 Apr 2016 08:17:54 -0400 To: Haig Ariyan < > Hope you're well and look forward to connecting again. Best regards, Original Message From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classifi
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
Subject: RE: New Busness - Near term Priorities Update [I] From: Paul Morris ‹ > Date: Thu, 07 Apr 2016 17:29:17 -0400 To: Andrew Gallivan Andrew, this all seems to be on track, pushing very hard on the ISG, have about 10 ac
nts targeted and working thought them with several presentations in process, this will be successful just need time, best Original Message From: Paul Morris Sent: Thursday, March 31, 2016 08:40 PM Eastern Standard Time To: Andrew Gallivan Subject: New Busness - Near term Priorities Update [I] Classifi
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
Subject: New Busness - Near term Priorities Update [I] From: Paul Morris ‹ > Date: Thu, 31 Mar 2016 20:36:25 -0400 To: Paul Morris ‹ > Classification: For internal use only Andrew, Just wanted to give you a quick update
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
Subject: New Busness - Near term Priorities Update [I] From: Paul Morris ‹ > Date: Thu, 31 Mar 2016 20:40:02 -0400 To: Andrew Gallivan Bcc: Classification: For internal use only Andrew, Just wanted to give you a quick
diligence with management last week. 20 partners at firm NW >$100 million, we are prospecting several and internal family office fund is client of DB WM, Incredible opportunity to broaden our relationship. Annual revenue from facility --$4-$6 million. *Southern Financial — Existing client with >$100
Entities connected to both Paul Morris and DB WM
Deutsche Bank Private Bank
ORGANIZATIONLeon Black
PERSON
Prince Andrew
PERSONAndrew Gallivan
PERSONHaig Ariyan
PERSONData Center
ORGANIZATIONUS Private Equity Firm
ORGANIZATIONKCP/Markets
ORGANIZATIONBusiness Review Committee
ORGANIZATIONSubscription Finance Facility
ORGANIZATIONNew Busness - Near
ORGANIZATION