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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
Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte Rosemary Vrablic Paul Morris Paul Morris Jarret Brady Edward Maier Edward Maier Michael David Cheryl Paller PB PB PB PB PCS PB PCS PB PCS PB PB PB
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
Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte Rosemary Vrablic Paul Morris Jarret Brady Edward Maier Edward Maier Michael David Cheryll Paller Andrew Mandala Brad LaConte Jeff Neal Todd Kurowski Cheryl
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
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 Americas Michael Stone Freestyle Capi
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Jeffrey Epstein
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Prince Andrew
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Paul Morris
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Donald Trump
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Martha Stewart
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Stephen Hawking
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Joe Biden
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Ghislaine Maxwell
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Bloomberg L.P.
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Stewart Oldfield
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United States
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Department of Justice
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Prince Charles
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Michael Cohen
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Eric Trump
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