3
Shared Docs
3
Same-Page
3 / 3
Mentions
Review Revenue-Pipeline deals-Transactions closed-Client updates-Trade ideas Client KCP US Transactions closed 1 2 4 5 6 Charles Gallagher Dan Loeb Ansbacher Bahamas Ultimate Beneficial Owner Gapstow Capital Partners Chris .7 Acito JVB Properties Prudential CLO Jack Thompson Turbo Call Spr
ate Beneficial Owner TIER 1: Clients Currently Being Onboarded 1 Butterfly Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loeb TIER 2: Clients Approved for Adoption 1 Thirdlake 2 Freestyle Capital 3 T
y Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loeb 2 Falcon Trail Capital LLC 3 Freestyle Capital 4 Terrapin Partners 5 JVB Properties 6 Sage Capital 7 Heritage Provider Network 2 Barry Kitt (C
mate Beneficial Owner TIER 1: Clients Currently Being Onboarded 1 Butterfly Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loeb 2 Falcon Trail Capital LLC 3 Freestyle Capital 4 Terrapin Partners 5 JVB
dnick 23 Prospect Americas Noam Gottesman TOMS Capital 1452.1164597400714 Paul Morris/Brad LaConte 24 Existing client Americas Daniel Loeb Dan Loeb 1089.0873448050534 Rosemary Vrablic 25 Existing client Americas Wanek Family Thirdlake 1089.0873448050534 Paul Morris 26 Existing client Am
.0873448050534 Patricia Bennett 18 Prospect Americas Miles Nadal MDCA 254.12038045451246 Miles Nadal 19 Prospect Americas Laurence Tisch Tisch Family (TFMG) 3630.291149350178 Paul Morris 20 Prospect Americas Julian Omidi Omidi 90.75727873375446 Matthew Ayers 21 Prospect Americas Leon B
Entities connected to both Dan Loeb and Tisch Family

Jeffrey Epstein
PERSON
Barry Diller
PERSONLeon Black
PERSON
Prince Andrew
PERSONLaurence Tisch
PERSON
CBS
ORGANIZATION
Paul Morris
PERSONNoam Gottesman
PERSONGapstow
ORGANIZATIONRobert Leidy
PERSONPorticoes LLC
ORGANIZATION
Prince Charles
PERSON
Jack Thompson
PERSONSage Capital
ORGANIZATIONJulian Omidi
PERSONEdward Maier
PERSON
Alberto Gonzales
PERSONCharles Rudnick
PERSONJarret Brady
PERSONNathan Leight
ORGANIZATION