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From: Stewart Old Sent: 5/2/2018 1:26:35 PM To: Nathaniel Morgan CC: Andrew King Subject: Re: SOF IV names (CI [II Ah. That's complicated. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. Email Willia
athaniel Morgan > wrote: Classification: For Internal use only Hey Stew, For Willett — you aren't a part of the team in DbForce (Jim Donofrio and KCP East are) so I can't submit an AIS request. Any guidance would be helpful. Gracias, Nate From: Stewart Oldfield Sent: Tuesday, May 01, 2018 6:11 PM
2018 Account Planning 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 O
This entity has a brokerage account with DB with a Market Value of $2,924,250.00. This relationship has been with DB since June 2014, is currently KCP East adopted, there is monthly contact with this client. Opportunities and Challenges We have substantial opportunity to pursue with this account. The p
2018 Account Planning RM contribution Relationship Name: Madison Park Capital LLC/General Atlantic Banker Team: Stewart Oldfield GCIS Number: 00000492971 Relationship Team: ISG: Brian Harrington DPM: KCP: Tazia Smith Lending: Client Profile Trust/Custody: WPS: Deposit
This entity has a brokerage account with DB with a Market Value of $2,924,250.00. This relationship has been with DB since June 2014, is currently KCP East adopted, there is monthly contact with this client. Opportunities and Challenges We have substantial opportunity to pursue with this account. The p
Entities connected to both Stewart Oldfield and KCP East

Martha Stewart
PERSON
Tazia Smith
PERSONAccount Planning
ORGANIZATIONMadison Park Capital LLC
ORGANIZATIONBrian Harrington
PERSONWilliam E. Ford
PERSONDavid C. Hodgson
PERSONEugene P. Lynch
PERSONRichard B. Gold
PERSONRoyal Bank of Canada
ORGANIZATIONGeneral Atlantic Service Company
ORGANIZATION