Document Mentions (4 shared documents)

EFTA01460401

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n Josh Shoshan Capital Markets (Flow & Structured) Luis Chaves Alternatives AWM Funds Financing (HF, PE, RE etc.) (EQ & Fl) Joseph Cothron Tazia Smith Brian Harrington For internal use only CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 121622 SDNY_GM_00267806 EFTA014

an Capital Markets (Flow & Structured) Luis Chaves Alternatives AWM Funds Financing (HF, PE, RE etc.) (EQ & Fl) Joseph Cothron Tazia Smith Brian Harrington For internal use only CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 121622 SDNY_GM_00267806 EFTA01460401

EFTA01373284

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ternal use only Samantha Harmon ; Laura Farischon ;Andrew King Charlie Burrows ; George Hack ; Paul Bartilucci ; Sam Petrucci , Martin Zeman Tazia Smith Vahe Stepanian All, Below are the notes from today's account planning session. Please feel free to add on to the below. Thanks. Deering/Crosby:

stment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lin

EFTA01374471

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p Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending: Client Profile Trust/Custody: WPS: Deposits: Stewart Oldfield Other: Madison Park Capital, LLC is a Hedge Fund and Real Estate Funds.

RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending: Client Profile Trust/Custody: WPS: Deposits: Stewart Oldfield Other: Madison Park Capital, LLC is a Hedge Fun