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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
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
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
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
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
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
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 Tis
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
• 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
e Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB • Look at private markets/managers • Seed managers • Patrick Campion to establish connection between John Cry
Entities connected to both Paul Bartilucci and Bloomberg Family Office

Martha Stewart
PERSONLaura Farischon
PERSONCharlie Burrows
PERSON
Stewart Oldfield
PERSON
Prince Andrew
PERSONAndrew King
PERSONDB AG
ORGANIZATIONFrank DeBenedittis
PERSON
Alfredo Rodriguez
PERSONPatrick Campion
PERSON
Bloomberg L.P.
ORGANIZATIONGlobal Markets
ORGANIZATION
Jeffrey Epstein
PERSONJohn Cryan
PERSONDiamond Offshore Drilling
ORGANIZATIONICG Sales
ORGANIZATIONSamantha Harmon
PERSONDana Ponzio
PERSON
George H.W. Bush
PERSONAdam Lindemann
PERSON