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king tirelessly to develop relationship with them. Hard to get traction given Leon's focus on private markets and strong embedded relationships with US Trust and JPM. Finally earned chance to compete for a $300mm loan and lost due to DB's inability to provide unsecured financing. KCP — AMP, MCM, JE, Vira
s should be a major source of new client relationships for us if we can efficiently execute on the premium finance opportunity. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KC
king tirelessly to develop relationship with them. Hard to get traction given Leon's focus on private markets and strong embedded relationships with US Trust and JPM. Finally earned chance to compete for a $300mm loan and lost due to DB's inability to provide long-term committed unsecured financing. KCP
s if we can efficiently execute on the premium finance opportunity. So far, they have referred clients worth more than $1.5bn. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP
king tirelessly to develop relationship with them. Hard to get traction given Leon's focus on private markets and strong embedded relationships with US Trust and JPM. Finally earned chance to compete for a $300mm loan and lost due to DB's inability to provide unsecured financing. KCP — KCP remains a majo
s should be a major source of new client relationships for us if we can efficiently execute on the premium finance opportunity. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KC
king tirelessly to develop relationship with them. Hard to get traction given Leon's focus on private markets and strong embedded relationships with US Trust and JPM. Finally earned chance to compete for a $300mm loan and lost due to 09's inability to provide long-term committed unsecured financing. KCP
s if we can efficiently execute on the premium finance opportunity. So far, they have referred clients worth more than $1.5bn. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP
king tirelessly to develop relationship with them. Hard to get traction given Leon's focus on private markets and strong embedded relationships with US Trust and JPM. Finally earned chance to compete for a $300mm loan and lost due to DB's inability to provide long-term committed unsecured financing. KCP
s if we can efficiently execute on the premium finance opportunity. So far, they have referred clients worth more than $1.5bn. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP
king tirelessly to develop relationship with them. Hard to get traction given Leon's focus on private markets and strong embedded relationships with US Trust and JPM. Finally earned chance to compete for a $300mm loan and lost due to DB's inability to provide long-term committed unsecured financing. KCP
s if we can efficiently execute on the premium finance opportunity. So far, they have referred clients worth more than $1.5bn. Working closely with Suzy Cozzi in lending and Sam Petrucci to make this work. MCM — Worked closely with Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP
Entities connected to both US Trust and Suzy Cozzi
Leon Black
PERSON
Ghislaine Maxwell
PERSONSam Petrucci
PERSONTerri
PERSONFinancial Architects
ORGANIZATIONRaj Pundarika
PERSONVirage
ORGANIZATIONDeutscheTech
ORGANIZATION
Singapore
LOCATIONNextGen
PERSONHeather Kirby
PERSONTerri Sohrab
PERSON