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Bessemer Trust. After having an initial discussion with Laura in NY in February as part of the cash review, we will meet with the investment team in Lexington, KY to pitch a more dynamic investment strategy for the longer term assets. Challenges here are having a client that isn't overly sophisticated and
, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets which are used to fund Jockey Club operations. We expect to move cash deposits from DBTCA to DBNY. We also hope to reallocate funds from Treasury money markets to DBNY deposits. For
2 mentions1 same-page
Page ?Same page
Bessemer Trust. After having an initial discussion with Laura in NY in February as part of the cash review, we will meet with the investment team in Lexington, KY to pitch a more dynamic investment strategy for the longer term assets. Challenges here are having a client that isn't overly sophisticated and
, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets which are used to fund Jockey Club operations. We expect to move cash deposits from DBTCA to DBNY. We also hope to reallocate funds from Treasury money markets to DBNY deposits. For
2 mentions1 same-page
Page ?Same page
Bessemer Trust. After having an initial discussion with Laura in NY in February as part of the cash review, we will meet with the investment team in Lexington, KY to pitch a more dynamic investment strategy for the longer term assets. Challenges here are having a client that isn't overly sophisticated and
, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets which are used to fund Jockey Club operations. We expect to move cash deposits from DBTCA to DBNY. We also hope to reallocate funds from Treasury money markets to DBNY deposits. For
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Mutual Connections (17)
Entities connected to both Lexington and Jockey Club
Jeffrey Epstein
PERSON1,770 w/ Lexington·2 w/ Jockey
Marc Rich
PERSON588 w/ Lexington·2 w/ Jockey
LB
Leon Black
PERSON75 w/ Lexington·3 w/ Jockey
Martha Stewart
PERSON47 w/ Lexington·26 w/ Jockey
LV
Larry Visoski
PERSON62 w/ Lexington·2 w/ Jockey
Stephen Hawking
PERSON51 w/ Lexington·3 w/ Jockey
Stewart Oldfield
PERSON25 w/ Lexington·24 w/ Jockey
Lawrence Krauss
PERSON25 w/ Lexington·2 w/ Jockey
BG
Bradley Gillin
PERSON2 w/ Lexington·19 w/ Jockey
Al Gore
PERSON10 w/ Lexington·8 w/ Jockey
Mumbai
LOCATION2 w/ Lexington·13 w/ Jockey
Paul Barrett
PERSON11 w/ Lexington·2 w/ Jockey
EK
Erika Kellerhals
PERSON10 w/ Lexington·2 w/ Jockey
LB
Laura Barillaro
PERSON8 w/ Lexington·3 w/ Jockey
Deutsche Bank Securities Inc.
ORGANIZATION2 w/ Lexington·6 w/ Jockey
Deutsche Bank
ORGANIZATION2 w/ Lexington·5 w/ Jockey
Bessemer Trust
ORGANIZATION3 w/ Lexington·3 w/ Jockey