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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
• Stewart Oldfield to take a look into the Leon and Debbie Black Foundation • Stewart Oldfield to set up an investment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relations
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
• Stewart Oldfield to take a look into the Leon and Debbie Black Foundation • Stewart Oldfield to set up an investment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relations
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
es with Laura Farischon Elysium: • Major focus on private investments and structured lending • Stewart Oldfield to take a look into the Leon and Debbie Black Foundation • Stewart Oldfield to set up an investment meeting with KCP/PB/Lending Jockey Club: • Major opportunity to increase deposits with this relations
Entities connected to both Paul Bartilucci and Debbie Black Foundation

Martha Stewart
PERSONLaura Farischon
PERSONFrank DeBenedittis
PERSONDB AG
ORGANIZATION
Jeffrey Epstein
PERSONSloan Lindemann
PERSONLeon Black
PERSONAdam Lindemann
PERSONPatrick Campion
PERSONGlobal Markets
ORGANIZATION
Bloomberg L.P.
ORGANIZATIONGeorge Lindemann Jr
PERSON
George H.W. Bush
PERSONBrian Harrington
PERSONStewart Oldifield
PERSONKCP/PB
ORGANIZATIONBloomberg Family Office
ORGANIZATIONCommercial Real Estate
ORGANIZATIONDiamond Offshore Drilling
ORGANIZATIONJohn Cryan
PERSON