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ably join, but needs to confirm schedule Mike Barry— decline Brad Briner - decline From: Sarah Rafferty Sent: Friday, April 06, 2018 3:28 PM To: Stewart Oldfield < Subject: Frieze NY - registration status [I] Classification: For Intone] use only HI Stewart, see below. Please continue to follow-up with all o
Day Wed Prel. io% 2 Frohman Anderson Everwatch CEO Stewart Oldficld Thurs. Prn ale View I John Bade) Spruce Capital CEO Stewart Oldfield Wed. PreN iev. I Laura Bairn:no Jockey Club Treasurer Stewan Olchickl Thurs Private View 1 Mike Barry Georgetown CIO Stewan Oldfie
lict with Milken Conf) Andrew Weinberg — decline (conflict with Milken Conf) Roger Bulloch - Andrew Weinberg — decline (conflict with Milken Conf) Heather Crosby — decline, conflict Dzialga — decline Barry Cohen — decline George Lindemann — he declined dinner but is trying to make it to the fair Tony Persi
tor more than a provider here. We need to learn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] Llj Classification: For Internal use only Hi, Bradley Gillin Attached are the account planning pages
them. Deering/Crosby We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RI
From: Stewart Oldfield Sent: 12/17/2018 1:49:01 PM To: Daniel Eisenberg CC: Bradley Gillin Subject: Re: pipeline question (II Hmm. Heather closed her accounts beca
7, 2018, at 1:38 PM, Daniel Eisenberg < > wrote: Classification: For Internal use only Stew ... Any chance that Gratitude America $10m deposit or Heather Crosby $10m DPM gets funded in 2018? Kind regards, Daniel Eisenberg <image001.gif> Daniel Eisenberg, CFP@, CIMA@ Director Deutsche Bank Trust Company A
or more than a provider here. We need to learn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05, 2018 6:00 PM To: Stewart Oldfield < Subject: RE: Account Planning sessions ICJ [I] >; Bradley Gillin ‹ > Classification: For Internal use only Hi, Attached are the account planni
them. Deering/Crosby We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RI
From: Sarah Rafferty Sent: 4/17/20181:55:55 PM To: Stewart Oldfield CC: Bradley Gillin Subject: RE: Frieze NY - registration status [I] Classification: For Internal use only Please invite Patrick McGuiness to ou
lict with Milken Conf) Andrew Weinberg — decline (conflict with Milken Conf) Roger Bulloch - Andrew Weinberg — decline (conflict with Milken Conf) Heather Crosby — decline, conflict Dzialga — decline CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0072675 CONFIDENTIAL SDNY_GM_00218859 EFTA013764
o 13suac Trust Cecupany An-zo act: iddro.•: 345 Park Avant, 24th Wow ':cu Yrk. NY 10154 Id: Moba Fax. deutschenealth.com #Positivelnipact From: Stewart Oldfield Sent: Tuesday, April 17, 2018 12:54 PM To: Sarah Rafferty < Cc: Bradley Gillin < Subject: RE: Frieze NY - registration status (I] Barry Bloom, u
lict with Milken Conf) Andrew Weinberg — decline (conflict with Milken Conf) Roger Bulloch - Andrew Weinberg — decline (conflict with Milken Conf) Heather Crosby — decline, conflict Dzialga decline Barry Cohen — decline George Lindemann — he declined dinner but is trying to make it to the fair Tony Persic
Oct 10 [I] Classification: For internal U88 only Hi Stewart, please note, you have 2 clients registered for this call. Just fyi. Heather Crosby I Stewart Oldfield Paul Barrett Stewart Oldfield John Service Stewart Oldfield Regards, Sarah Sarah Rafferty Director I Marketing. Wealth Management-Americas D
ed, stay invested Oct 10 [I] Classification: For internal U88 only Hi Stewart, please note, you have 2 clients registered for this call. Just fyi. Heather Crosby I Stewart Oldfield Paul Barrett Stewart Oldfield John Service Stewart Oldfield Regards, Sarah Sarah Rafferty Director I Marketing. Wealth Ma
Entities connected to both Stewart Oldfield and Heather Crosby

Martha Stewart
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONBradley Gillin
PERSON
Alfredo Rodriguez
PERSON
Prince Andrew
PERSONDeutsche Bank Trust Company Americas
ORGANIZATION
Barry Diller
PERSONAccount Planning
ORGANIZATIONSarah Rafferty
PERSON
Bill Cosby
PERSONMartin Weinberg
PERSON
Michael Cohen
PERSON
Ralph Lauren
PERSONDaniel Eisenberg
PERSONFrieze NY
ORGANIZATIONDeering
LOCATIONHeather deManbey
PERSONChuck Chai
PERSONGeneral Atlantic
LOCATIONMike Barry
PERSON