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• George Jr, is in Commercial Real Estate and could be a possible candidate for refinancing (Global Markets) and potential SWAP • Stewart Oldfield to follow with George on potential lending and SWAP. Safanad: • Stewart Oldfield to set up a meeting and introduce asset class specialists and Chr
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
ly interested in Tech views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on thi
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
• Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on thi
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
Entities connected to both Stewart Oldfield and Bloomberg Family Office

Martha Stewart
PERSON
Jeffrey Epstein
PERSON
Alfredo Rodriguez
PERSON
Prince Andrew
PERSONAndrew King
PERSONCharlie Burrows
PERSONLeon Black
PERSON
Bloomberg L.P.
ORGANIZATIONPatrick Campion
PERSONPaul Bartilucci
PERSONSamantha Harmon
PERSONLaura Farischon
PERSONDB AG
ORGANIZATIONFrank DeBenedittis
PERSONGlobal Markets
ORGANIZATIONDana Ponzio
PERSONSloan Lindemann
PERSONJohn Cryan
PERSONICG Sales
ORGANIZATIONDiamond Offshore Drilling
ORGANIZATION