5
Shared Docs
5
Same-Page
5 / 5
Mentions
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
• 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 relationship and open DB AG and CD accounts • Brian Harrington, Frank De
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
• 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 relationship and open DB AG and CD accounts • Brian Harrington, Frank De
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
tured 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 relationship and open DB AG and CD accounts • Brian Harrington, Frank De
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
tured 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 relationship and open DB AG and CD accounts • Brian Harrington, Frank De
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
tured 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 relationship and open DB AG and CD accounts • Brian Harrington, Frank De
Entities connected to both Frank DeBenedittis and KCP/PB

Martha Stewart
PERSONLaura Farischon
PERSON
Jeffrey Epstein
PERSONPaul Bartilucci
PERSONDB AG
ORGANIZATIONSloan Lindemann
PERSONLeon Black
PERSONAdam Lindemann
PERSONBrian Harrington
PERSONStewart Oldifield
PERSONGeorge Lindemann Jr
PERSONDebbie Black Foundation
ORGANIZATIONGlobal Markets
ORGANIZATIONPatrick Campion
PERSONChris Partridge
PERSONCommercial Real Estate
ORGANIZATIONDiamond Offshore Drilling
ORGANIZATIONBloomberg Family Office
ORGANIZATION
Bloomberg L.P.
ORGANIZATIONICG Sales
ORGANIZATION