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The Jockey Club is the registry for all Thoroughbred horses in the United States, Canada, and Puerto Rico and maintains offices in New York City and Lexington, Kentucky. The Registry maintained by The Jockey Club, called the American Stud Book, dates back to the club's founding and contains the descendants
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This relationship has had a long standing relationship with Deutsche Bank since March 1976 and was previously manag
The Jockey Club is the registry for all Thoroughbred horses in the United States, Canada, and Puerto Rico and maintains offices in New York City and Lexington, Kentucky. The Registry maintained by The Jockey Club, called the American Stud Book, dates back to the club's founding and contains the descendants
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
The Jockey Club is the registry for all Thoroughbred horses in the United States, Canada, and Puerto Rico and maintains offices in New York City and Lexington, Kentucky. The Registry maintained by The Jockey Club, called the American Stud Book, dates back to the club's founding and contains the descendants
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
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
009 when the current asset allocation was set, their current investments are more conservative than they need to be. In the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets wh
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
009 when the current asset allocation was set, their current investments are more conservative than they need to be. In the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets wh
The Jockey Club is the registry for all Thoroughbred horses in the United States, Canada, and Puerto Rico and maintains offices in New York City and Lexington, Kentucky. The Registry maintained by The Jockey Club, called the American Stud Book, dates back to the club's founding and contains the descendants
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
The Jockey Club is the registry for all Thoroughbred horses in the United States, Canada, and Puerto Rico and maintains offices in New York City and Lexington, Kentucky. The Registry maintained by The Jockey Club, called the American Stud Book, dates back to the club's founding and contains the descendants
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
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
009 when the current asset allocation was set, their current investments are more conservative than they need to be. In the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets wh
Entities connected to both Lexington and Laura Barillaro

Martha Stewart
PERSON
Kentucky
LOCATION
Puerto Rico
LOCATION
Stewart Oldfield
PERSON
New York State
LOCATION
North America
LOCATIONMatt F. luliano
PERSONAccount Planning
ORGANIZATIONThe Jockey Club
ORGANIZATIONThoroughbred
ORGANIZATIONthe American Stud Book
ORGANIZATIONthe Board of Control
ORGANIZATIONJames R. Keene
PERSONJames Gagliano
PERSONTerri Sohrab
PERSONMatt Glassman
PERSONCharlie Burrows
PERSONMichael Mullin
PERSONJockey Club
ORGANIZATIONBessemer Trust
ORGANIZATION