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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
h 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 Lindemann Jr are the fa
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
h 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 Lindemann Jr are the fa
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
hoshan I Bradley Gill in RE: Account Planning-Stewart Oldfield III Stewart Oldfield I Dana Ponzio ; Nina-X Nevidzanska Brian 1 Harrington I ; Frank DeBenedittis : Matt Glassman ; Peter Ferrara ; Xavier Avila Joshua Frank Classification: For Internal use only Samantha Harmon ; Laura Farischon ;Andrew K
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
tructured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective D
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
tructured notes in the past, but the client did not have interest • Sell puts on a quarterly basis with DB collecting premium • Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective D
Entities connected to both Brian Harrington and Frank DeBenedittis

Martha Stewart
PERSON
Stewart Oldfield
PERSONLaura Farischon
PERSON
Jeffrey Epstein
PERSONDB AG
ORGANIZATIONPaul Bartilucci
PERSONSloan Lindemann
PERSONLeon Black
PERSONAdam Lindemann
PERSONAccount Planning
ORGANIZATIONStewart Oldifield
PERSONGeorge Lindemann Jr
PERSONDebbie Black Foundation
ORGANIZATIONKCP/PB
ORGANIZATIONGlobal Markets
ORGANIZATIONCommercial Real Estate
ORGANIZATIONChris Partridge
PERSON
Tazia Smith
PERSONPatrick Campion
PERSONDiamond Offshore Drilling
ORGANIZATION