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TBD TBD TBD TBD None ARA Infrastructure 4/30 close EFTA01478871 Jorge Rodriguez Jonathan Newman CB&S Exotic Muni Trading Michael Kuras CB&S ECM Jeff Mortara ECM TBD Chad Cooper Presentation TBD Post NDA Package TBD Presentation PPM 1. QIBs only 2. Offshore Reg S 3. ECM to se
READY TO SEND DO NOT SEND Process & Steps: Management Meetings: Target Raise: Fees/Revs: NPA & DD: Teaser #5mm tickets and up TBD $96.2mm CB&S TBD TBD TBD 4 For internal use only EFTA01478873 Private Markets & Alts Thursday, April 10, 2014 Product: ReGaL Citroen - Lyon, France L
Gottesman Daniel Loeb EFTA01478878 TIER 2: Clients Approved for Adoption 1 Thirdlake Wanek Family Barry Siadat Michael Stone Nathan Leight Jack Thompson Raz Steinmetz Richard Merkin TIER 3: Clients Who Have Requested Coverage 1 National Commerce Bank Publicly held Barry Kitt Meredith Family In
ts Monday, March 24, 2014 Product: Private Markets: ARA Infrasturcture Rated Infrastucture Notes (RIN) Live Jorge Rodriguez Jonathan Newman CB&S Maryland Proton Therapy Live Exotic Muni Trading Michael Kuras Bastille Pipeline CB&S ECM Jeff Mortara TBD Post NDA Package TBD Presenta
pital Miles Nadal Laurence Tisch Julian Omidi Leon Black Les Lieberman Noam Gottesman Daniel Loeb Wanek Family Michael Stone Nathan Leight Jack Thompson Raz Steinmetz Richard Merkin TIER 3: Clients Who Have Requested Coverage 1 National Commerce Bank 2 Barry Kitt (CIO TOMs Capital) 3 Meredith Co
evenue Potential (EUR k) 2013 Franchise Revenue Potential (EUR k) 2012 AWM CBV (EUR m) Client Advisor (CA) AWM Senior Client Executive (AWM SCE) CB&S Senior Client Executive (CB&S SCE) if relevant GEC sponsor (GMT proposal) Top 100 confirmed? GEC sponsor Key Clients (AWM CBV >EUR100mm AND/OR A
700357 Jarret Brady 27 Existing client Americas Nathan Leight Terrapin Partners 42.11137733246206 Edward Maier 28 Existing client Americas Jack Thompson JVB Properties 47.19378494155231 Edward Maier 29 Existing client Americas Raz Steinmetz Sage Capital 363.02911493501784 Michael David 30 E
Entities connected to both CBS and Jack Thompson

Jeffrey Epstein
PERSON
Prince Andrew
PERSONLeon Black
PERSON
Paul Morris
PERSON
Oliver Stone
PERSON
Prince Charles
PERSON
Baltimore
LOCATION
Houston
LOCATION
Wilbur Ross
PERSON
Tazia Smith
PERSON
Barry Diller
PERSON
Bradley Cooper
PERSON
Alfredo Rodriguez
PERSONDavid Mann
PERSON
Eleanor Roosevelt
PERSON
Alberto Gonzales
PERSON
Gallagher
PERSONNoam Gottesman
PERSONTisch Family
PERSONGapstow
ORGANIZATION