Epstein Secrets

e Wealth Premium Checking w/Interest 25 Private Wealth Premium Checking w/In BPS 40 40000 Paul Morris 12/31/2015 10 U.S. Structured Lending Stewart Oldfield Portfolio Services, LLC 9/30/2015 10 50 125000 Paul Morris Portfolio Services, LLC 9/30/2015 25 BPS 40 200000 Paul Morris Portfolio Service

FTA01475378 EFTA01475379 Pipeline- Full Opportunity Name Customer Name Close Date (%) cture BPS/Flat Fee Actual Revenue Sales Team Member KCP Private Markets Aspen Grove Capital, LLC 9/30/2015 ns) 15000000 BPS 5 7500 Paul Morris Benefit Street Partners- Benefit Street Partners 9/30/2015 ing (Secur

ee Actual Revenue Sales Team Member Real Estate Opportunity 54 MADISON PARTNERS RELATIONSHIP 75 U.S. Structured Lending (Secured) 150000000 art Oldfield Close Date (%) Product Name 54 Madison Partners 3/31/2016 BPS 550 12000000 Stew Ban ng N ac , Leon D. um Checking 25000000 BPS 40 10

Lending THIRD LAKE CAPITAL RELATIONSHIP Third Lake Capital 3/31 /2016 50 Commercial Real Estate 50000000 Flat Fee 3000000 3000000 Paul Morris KCP Private Markets THIRD LAKE CAPITAL RELATIONSHIP Third Lake Capital 3/31/2016 50 Private Equity Funds 15000000 BPS 150 225000 Paul Morris Banking THIRD LAKE

Key Client Referral U.S. IA - Hedge Derivatives (Equity - Brokerage Brokerage Commercial Real Private Equity $30,000,000.00 85 $255 From: Stewart Oldfield Sent: Thursday, May 25, 2017 10:38 AM To: Bradley Gillin Subject: can you email my current pipeline? Might be easier to just do this via email. Th

nt Proposal 50% Market $50,000.000.00 85 $425,000.00 Line of Credit ORIX Americas Proposal 25% Credit $100,000,000.00 200 $2,000,000.00 KCP Private Markets ORIX Corporation Offering $50,000,000.00 KCP Private Markets ORIX Corporation Offering $50,000,000.00 KCP Private Markets ORIX Corporation

From: Stewart Oldfield Sent: 5/25/201710:44:49 AM To: Bradley Gillin I Subject: RE: can you email my current pipeline? Might be easier to just do this via email. Than

nt Proposal 50% Market $50,000,000.00 85 $425,000.00 Line of Credit ORIX Americas Proposal 25% Credit $100,000,000.00 200 $2,000,000.00 KCP Private Markets ORIX Corporation Offering $50,000,000.00 KCP Private Markets ORIX Corporation Offering $50,000,000.00 KCP Private Markets ORIX Corporation