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From: "Peter L. Corsell" <[email protected]> To: Jeffrey Epstein <[email protected]> Subject: Re: CONFIDENTIAL - inStream Investor Update - First Quarter 2015 Date: S
rst quarter included subscription renewals for the first time. 94% of existing seats renewed their subscriptions including Mercer. • Advisors from Buckingham Asset Management and BAM Advisor Services ($25 billion AUM/2,000 seats) will start utilizing inStream at the end of the second quarter under the exclusive enterprise
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From: Peter L. Corsell < Sent: Saturday, April 18, 2015 5:08 PM To: Jeffrey Epstein Subject: Fwd: inStream - Series A Preferred and Convertible Note Investor Update
ry, the company is now well positioned to realize significant =growth on all levels in 2015. The highlights are as follows: Sales On October 20th, Buckingham Asset Management/BAM Advisor Services, one =of the country's largest independent wealth management =nterprises announced that it had selected the inStream planning-c
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From: Peter L. Corsell Sent: Saturday, April 18, 2015 5:08 PM To: Jeffrey Epstein Subject: Fwd: inStream Attachments: inStream Summary Overview - November 2014.pdf;
onto-based engineering team is first class, (3) =nStream has already closed two large national enterprise clients: =nbsp;Mercer Global Advisors and Buckingham Asset Management (BAM), =hich is among the largest RIA firms in the US; and (4) the company= sales pipeline looks great. I'm both a personal =nvestor ($550K to date
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