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Oldfield to set up an investment 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 Lindema
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
Oldfield to set up an investment 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 Lindema
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
ial to introduce DB to other potential clients that are KCP adoptable • Stewart Oldfield to follow up with the client on bringing in more deposits (DB AG) • Josh Shoshan to increase trading with multiple accounts and KCP as a whole Thirdlake: • Currently interested in Tech views via structured not
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
to establish an introduction to Diamond Offshore 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 man
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
to establish an introduction to Diamond Offshore 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 man
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 DB AG and Bloomberg Family Office

Martha Stewart
PERSON
Jeffrey Epstein
PERSON
Stewart Oldfield
PERSONLaura Farischon
PERSONPaul Bartilucci
PERSONFrank DeBenedittis
PERSONGlobal Markets
ORGANIZATIONJohn Cryan
PERSONPatrick Campion
PERSONICG Sales
ORGANIZATIONDiamond Offshore Drilling
ORGANIZATION
Bloomberg L.P.
ORGANIZATION
Alfredo Rodriguez
PERSON
Prince Andrew
PERSONCharlie Burrows
PERSONAndrew King
PERSONChris Partridge
PERSONCommercial Real Estate
ORGANIZATIONBrian Harrington
PERSONStewart Oldifield
PERSON