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views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
stment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lin
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
stment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lin
avier Avila Joshua Frank Classification: For Internal use only Samantha Harmon ; Laura Farischon ;Andrew King Charlie Burrows ; George Hack ; Paul Bartilucci ; Sam Petrucci , Martin Zeman Tazia Smith Vahe Stepanian All, Below are the notes from today's account planning session. Please feel free to ad
stment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relationship and open DB AG and CD accounts • Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG Lindemann: • Adam Lindemann and George Lin
Entities connected to both Paul Bartilucci and Brian Harrington

Martha Stewart
PERSONLaura Farischon
PERSON
Stewart Oldfield
PERSONAccount Planning
ORGANIZATION
Tazia Smith
PERSONDB AG
ORGANIZATIONFrank DeBenedittis
PERSON
Jeffrey Epstein
PERSONAdam Lindemann
PERSONSloan Lindemann
PERSONLeon Black
PERSON
Bloomberg L.P.
ORGANIZATIONGlobal Markets
ORGANIZATIONPatrick Campion
PERSONGeorge Lindemann Jr
PERSON
George H.W. Bush
PERSONDebbie Black Foundation
ORGANIZATIONKCP/PB
ORGANIZATIONStewart Oldifield
PERSONICG Sales
ORGANIZATION