Epstein Secrets

CP clients How is KCP different from the normal Wealth Management Business / PIC? — vs WM: senior coverage, access to full product platform, direct CB&S access, KCP owned processes geared towards coverage of top tier Key clients, strictly non-advisory — vs PIC: part of AWM, focus on holistic client

Associate, KCP U.S. ay ipman Analyst, KCP U.S. Ariane Dwyer Analyst, KCP U.S. Melissa Mittelman Anal

s team as Southern Financial missed its TRS reset payment, which was due yesterday. This is now showing up into swap break reports, which feeds into CB&S management. Reset payments happen every month for this transaction. Southern Financial's treasurer (Rich Kahn) needs JE's sign off for each reset pa

ay, June 02, 2015 12:28 PM To: Richard Kahn Cc: Ariane Dwyer; Paul Morris; Stewart Oldfield; Jeanne Bren

s team as Southern Financial missed its TRS reset payment, which was due yesterday. This is now showing up into swap break reports, which feeds into CB&S management. Reset payments happen every month for this transaction. Southern Financial's treasurer (Rich Kahn) needs JE's sign off for each reset pa

ay, June 02, 2015 12:28 PM To: Richard Kahn Cc: Ariane Dwyer; Paul Morris; Stewart Oldfield; Jeanne Bren

ber 30, 2015 4:49 PM To: Paul Morris; Mathew Negus Cc: Jj Litchford; Stewart Oldfield; Ariane Dwyer Subject: RE: Southern Financial 2015 trades w/ CB&S [I) Classification: For internal use only Paul — please give me a call to discuss at your convenience. Thanks, Vahe From: Paul Morris Sent: Wed

Mathew Negus Cc: Jj Litchford; Stewart Oldfield; Ariane Dwyer Subject: RE: Southern Financial 2015 trade

: For Internal use only Paul — as discussed, please find a list of relevant ideas for Southern Financial on the back of the client's ask below. The CB&S desk analyst looking at CoCos will be sending us a few specific issues in the morning, which we will send along to you once available. In addition t

Paul Morris Stewart Oldfield Daniel Sabba J; Ariane Dwyer Subject: RE: Attachments: 0ZLM Manager P

: For Intentsl use only Paul — as discussed, please find a list of relevant ideas for Southern Financial on the back of the client's ask below. The CB&S desk analyst looking at CoCos will be sending us a few specific issues in the morning, which we will send along to you once available. In addition t

[email protected]] CC: Stewart Oldfield Daniel Sabba Ariane Dwyer Subject: RE: III Classification: For int

ank Office: Cell: From: Stewart Oldfield Sent: Friday, December 04, 2015 9:24 AM To: Paul Morris Subject: FW: Southern Financial 2015 trades w/ CB&S [I] Classification: For Internal use only Were you able to connect on this? From: Vahe Stepanian Sent: Monday, November 30, 2015 4:49 PM To: Pau

Mathew Negus Cc: )j Litchford; Stewart Oldfield; Ariane Dwyer Subject: RE: Southern Financial 2015 trade

e Stepanian 11/30/2015 4:49:25 PM Paul Morris Jj litchford I; Mathew Negus Stewart Oldfield Ariane Dwyer RE: Southern Financial 2015 trades w/ CB&S [II Classification: For Internal use only Paul — please give me a call to discuss at your convenience. Thanks, Vahe From: Paul Morris Sent: Wed

Jj litchford I; Mathew Negus Stewart Oldfield Ariane Dwyer RE: Southern Financial 2015 trades w/ CB&S

: For internal use only Paul — as discussed, please find a list of relevant ideas for Southern Financial on the back of the client's ask below. The CB&S desk analyst looking at CoCos will be sending us a few specific issues in the morning, which we will send along to you once available. In addition

Paul Morris Cc: Stewart Oldfield Daniel Sabba Ariane Dwyer Classification: For internal use only Pau