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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
y Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loeb 2 Falcon Trail Capital LLC 3 Freestyle Capital 4 Terrapin Partners 5 JVB Properties 6 Sage Capital 7 Heritage Provider Network 2 Barry Kitt (C
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
Review Revenue-Pipeline deals-Transactions closed-Client updates-Trade ideas Client KCP US Transactions closed 1 2 4 5 6 Charles Gallagher Dan Loeb Ansbacher Bahamas Ultimate Beneficial Owner Gapstow Capital Partners Chris .7 Acito JVB Properties Prudential CLO Jack Thompson Turbo Call Spr
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
dnick 23 Prospect Americas Noam Gottesman TOMS Capital 1452.1164597400714 Paul Morris/Brad LaConte 24 Existing client Americas Daniel Loeb Dan Loeb 1089.0873448050534 Rosemary Vrablic 25 Existing client Americas Wanek Family Thirdlake 1089.0873448050534 Paul Morris 26 Existing client Am
Entities connected to both CBS and Dan Loeb

Jeffrey Epstein
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Joe Biden
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Prince Andrew
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Paul Morris
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Marc Rich
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Oliver Stone
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Eric Trump
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United States
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Michael Cohen
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George Mitchell
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Prince Charles
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Baltimore
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Houston
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Wilbur Ross
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Woody Allen
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Barry Diller
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Tazia Smith
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Alan Dershowitz
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Bradley Cooper
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