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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
s to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective Dzialga/General Atlantic: • Mark Dzialga KCP east adopted client • General Atlantic focus is on semi-structured yielding • There is more diversity on a
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
s to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective Dzialga/General Atlantic: • Mark Dzialga KCP east adopted client • General Atlantic focus is on semi-structured yielding • There is more diversity on a
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
s to increase coverage and wallet sharing for this relationship • Frank DeBenedittis to follow up and see what can be done from an RIA perspective Dzialga/General Atlantic: • Mark Dzialga KCP east adopted client • General Atlantic focus is on semi-structured yielding • There is more diversity on a
Entities connected to both Frank DeBenedittis and Dzialga

Martha Stewart
PERSON
Stewart Oldfield
PERSON
Prince Andrew
PERSONAndrew King
PERSONLaura Farischon
PERSON
Jeffrey Epstein
PERSONPaul Bartilucci
PERSONDB AG
ORGANIZATIONSam Petrucci
PERSON
Alfredo Rodriguez
PERSONCharlie Burrows
PERSONBrian Harrington
PERSONStewart Oldifield
PERSONGeorge Lindemann Jr
PERSONSloan Lindemann
PERSONAdam Lindemann
PERSONLeon Black
PERSONDebbie Black Foundation
ORGANIZATIONKCP/PB
ORGANIZATIONDeutsche Bank Securities Inc.
ORGANIZATION