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Document Mentions (6 shared documents)
2 mentions1 same-page
Page ?Same page
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
th Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pundarika — new client currently opening accounts in the US for the first time. Has existing/prior relationships with Barclays and DB Singapore Elysium — Leo
2 mentions1 same-page
Page ?Same page
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
th Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pundarika — new client currently opening accounts in the US for the first time. Has existing/prior relationships with Barclays and DB Singapore. Elysium — Le
2 mentions1 same-page
Page ?Same page
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
th Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pundarika — new client currently opening accounts in the US for the first time. Has existing/prior relationships with Barclays and DB Singapore Elysium — Leo
Sponsored
2 mentions1 same-page
Page ?Same page
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
th Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pundarika — new client currently opening accounts in the US for the first time. Has existing/prior relationships with Barclays and DB Singapore. Elysium — Le
2 mentions1 same-page
Page ?Same page
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
th Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pundarika — new client currently opening accounts in the US for the first time. Has existing/prior relationships with Barclays and DB Singapore. Elysium — Le
2 mentions1 same-page
Page ?Same page
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
th Terri and KCP to win $250mm fundraising mandate. Successfully convinced KCP to take on the 3PI mandate. Deal still in progress, and complicated. Raj Pundarika — new client currently opening accounts in the US for the first time. Has existing/prior relationships with Barclays and DB Singapore. Elysium — Le
Sponsored
Mutual Connections (12)
Entities connected to both US Trust and Raj Pundarika
LB
Leon Black
PERSON24 w/ US·6 w/ Raj
Ghislaine Maxwell
PERSON7 w/ US·6 w/ Raj
TE
Terri
PERSON6 w/ US·6 w/ Raj
SP
Sam Petrucci
PERSON6 w/ US·6 w/ Raj
Financial Architects
ORGANIZATION6 w/ US·6 w/ Raj
SC
Suzy Cozzi
PERSON6 w/ US·6 w/ Raj
Virage
ORGANIZATION5 w/ US·5 w/ Raj
DeutscheTech
ORGANIZATION4 w/ US·4 w/ Raj
Singapore
LOCATION4 w/ US·4 w/ Raj
NE
NextGen
PERSON3 w/ US·3 w/ Raj
HK
Heather Kirby
PERSON2 w/ US·2 w/ Raj
TS
Terri Sohrab
PERSON2 w/ US·2 w/ Raj