Epstein Secrets

t: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] Llj Classification: For Internal use only Hi, Bradley Gillin Attached are the account planning pages for the below clients. A few notes: • I did not create one for General Atlantic because I wasn't exactly s

them. Deering/Crosby We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RI

From: Stewart Oldfield Sent: 12/17/2018 1:49:01 PM To: Daniel Eisenberg CC: Bradley Gillin Subject: Re: pipeline question (II Hmm. Heather closed her accounts because she thinks DB is going out of business. And we are exiting the Gratitu

7, 2018, at 1:38 PM, Daniel Eisenberg < > wrote: Classification: For Internal use only Stew ... Any chance that Gratitude America $10m deposit or Heather Crosby $10m DPM gets funded in 2018? Kind regards, Daniel Eisenberg <image001.gif> Daniel Eisenberg, CFP@, CIMA@ Director Deutsche Bank Trust Company A

better. From: Cynthia Rodriguez Sent: Friday, January 05, 2018 6:00 PM To: Stewart Oldfield < Subject: RE: Account Planning sessions ICJ [I] >; Bradley Gillin ‹ > Classification: For Internal use only Hi, Attached are the account planning pages for the below clients. A few notes: • I did not create one

them. Deering/Crosby We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RI

From: Sarah Rafferty Sent: 4/17/20181:55:55 PM To: Stewart Oldfield CC: Bradley Gillin Subject: RE: Frieze NY - registration status [I] Classification: For Internal use only Please invite Patrick McGuiness to our lounge/fair. Regar

lict with Milken Conf) Andrew Weinberg — decline (conflict with Milken Conf) Roger Bulloch - Andrew Weinberg — decline (conflict with Milken Conf) Heather Crosby — decline, conflict Dzialga — decline CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0072675 CONFIDENTIAL SDNY_GM_00218859 EFTA013764

From: Daniel Eisenberg Sent: 12/17/2018 1:38:09 PM To: Stewart 0ldfield CC: Bradley Gillin Subject: pipeline question III Classification: For Internal use Sy Stew ... Any chance that Gratitude America $10m deposit or Heather Crosby $10

CC: Bradley Gillin Subject: pipeline question III Classification: For Internal use Sy Stew ... Any chance that Gratitude America $10m deposit or Heather Crosby $10m DPM gets funded in 2018? Kind regards, Daniel Eisenberg Daniel Eisenberg, CFP@, CIMA@ Director Deutsche Bank Trust Company Americas WM Ame

Cc: Bradley Gillin < Subject: RE: Frieze NY - registration status [Ij David Homrich — decline Renee Noto — decline (conflict with Milken Conf) Andrew Weinberg — dec

lict with Milken Conf) Andrew Weinberg — decline (conflict with Milken Conf) Roger Bulloch - Andrew Weinberg — decline (conflict with Milken Conf) Heather Crosby — decline, conflict Dzialga — decline Barry Cohen — decline George Lindemann — he declined dinner but is trying to make it to the fair Tony Persi

0154 Id: Moba Fax. deutschenealth.com #Positivelnipact From: Stewart Oldfield Sent: Tuesday, April 17, 2018 12:54 PM To: Sarah Rafferty < Cc: Bradley Gillin < Subject: RE: Frieze NY - registration status (I] Barry Bloom, undecided Tony Persico - decline From: Stewart Oldfield Sent: Tuesday, April 17,

lict with Milken Conf) Andrew Weinberg — decline (conflict with Milken Conf) Roger Bulloch - Andrew Weinberg — decline (conflict with Milken Conf) Heather Crosby — decline, conflict Dzialga decline Barry Cohen — decline George Lindemann — he declined dinner but is trying to make it to the fair Tony Persic