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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
e Economacos TBD DD Items TBD TBD TBD TBD AFS Paul A. Milotis Ronen Ribak AFS Paul A. Milotis Ronen Ribak CFP TBD Usual suspects KCP Bruce McDermott 3/31 close PPM Consent Letter Presentation TBD Teaser Internal teaser for puproses of demand assesment TBD $20-25mm TBD EFTA01478876 Te
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
S. Ariane Dwyer Analyst, KCP U.S. Melissa Mittelman Analyst, KCP U.S. KCP Americas Caroline Kitidis Managing Director, KCP Americas Desk Head Bruce McDermott Managing Director, KCP Americas Alternatives & Private Markets Mathew Negus Vice President, KCP Americas COO Deutsche Asset & Wealth Management
AWM hc available WM Markets Coverage Group team member 4 Generalist/ FI specialist D New York March-13 Yes, PIC desk New York No existing CB&S headcount CB&S hc CB&S PIC desk head 5 Generalist/ Credit Specialist tt No N/A PIC desk New York headcount CB&S 6 Generalist/ Rates Spe
es, Tazia Smith Yes, David Mann No Hir No N/A Yes N/A March-13 Yes, Patricia Benne Yes, Tom 0 Rourke Yes, Luis Chaves March-13 Yes, Yes, Bruce McDermott Yes, Joe Aglione WM Cap Mkts Structured Solutions Yes Yes Yes EFTA01478472 team member X Business Manager VP New York March-13 Yes, Nic
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
d Mann Los Angeles David Mann Palm Beach David Mann New York PB/PCS Various PCS PCS New York Various Tazia Smith San Francisco Tazia Smith Bruce McDermott David Mann David Mann EFTA01478832 Transactions Monday, March 24, 2014 KCP Weekly Business Review Revenue-Pipeline deals-Transactions closed-
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