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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
rrently 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 Terrapin Partners 4 JVB Properties 5 Sage
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
rrently 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 Properties 6 Sage Capital 7 Heritage Pro
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
90.75727873375446 Matthew Ayers 21 Prospect Americas Leon Black Black 2904.2329194801428 Paul Morris 22 Prospect Americas Les Lieberman Porticoes LLC 90.75727873375446 Charles Rudnick 23 Prospect Americas Noam Gottesman TOMS Capital 1452.1164597400714 Paul Morris/Brad LaConte 24 Existing
Entities connected to both Dan Loeb and Porticoes LLC

Jeffrey Epstein
PERSON
Barry Diller
PERSONLeon Black
PERSON
Prince Andrew
PERSON
Oliver Stone
PERSON
Jack Thompson
PERSONNathan Leight
ORGANIZATION
Alberto Gonzales
PERSONTisch Family
PERSONLaurence Tisch
PERSONNoam Gottesman
PERSONRaz Steinmetz
PERSONRobert Leidy
PERSONMatthew Ayers
PERSONCharles Rudnick
PERSONJarret Brady
PERSONDaniel Loeb
PERSON
Prince Charles
PERSON
Paul Morris
PERSON
CBS
ORGANIZATION