5
Shared Docs
5
Same-Page
5 / 7
Mentions
on Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile This relationship i
2018 Account Planning RM contribution Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petruc
on) for $2.5 billion in 1991 and Southern Union Company which he sold to ETE for $5.7 billion in 2012. The Lindemann children (George Jr, Adam, and Sloan Lindemann) all held ownership stakes in those businesses. Adam Lindemann is a private investor and influential collector of contemporary art and design. In p
2018 Account Planning RM contribution Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name:
WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Laura Farischon/Joshua Frank Other: Client Profile Relationship Name: Lindemann Banker Team: Stewart Oldfield GCIS Number l This relationship is with Adam Lindemann and George Lindemann Jr, sons of billionaire George Lindemann
on) for $2.5 billion in 1991 and Southern Union Company which he sold to ETE for $5.7 billion in 2012. The Lindemann children (George Jr, Adam, and Sloan Lindemann) all held ownership stakes in those businesses. Adam Lindemann is a private investor and influential collector of contemporary art and design. In p
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
n 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 Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon
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
n 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 Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon
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
n 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 Lindemann Jr are the family members in which we maintain a relationship with • Stewart Oldfield and Laura Farischon
Entities connected to both Paul Bartilucci and Sloan Lindemann

Martha Stewart
PERSONLaura Farischon
PERSON
Stewart Oldfield
PERSONCharlie Burrows
PERSON
Prince Andrew
PERSONSam Petrucci
PERSONAccount Planning
ORGANIZATION
Jeffrey Epstein
PERSONMatt Glassman
PERSONLeon Black
PERSONDB AG
ORGANIZATIONFrank DeBenedittis
PERSON
Alfredo Rodriguez
PERSONAdam Lindemann
PERSON
George H.W. Bush
PERSON
Bloomberg L.P.
ORGANIZATIONPatrick Campion
PERSONGlobal Markets
ORGANIZATIONGeorge Lindemann Jr
PERSONBrian Harrington
PERSON