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Document Mentions (5 shared documents)
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ceed. Best regards, Bruce EFTA00635044 Bruce W. Jaeger Direct E-mail. STIFEL NoelleMpl Fax:
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fun
2 mentions1 same-page
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s. Thank you Have a nice week end. Bruce Bruce W. Jaeger Director/Investments I STIFEL Direct: M
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fu
2 mentions1 same-page
Page ?Same page
s. Thank you Have a nice week end. Bruce Bruce W. Jaeger Director/Investments I STIFEL Direct: I
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fu
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2 mentions1 same-page
Page ?Same page
you wish to proceed. Best regards, Bruce Bruce W. Jaeger Director/Investments I STIFEL Direct: E
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fu
2 mentions1 same-page
Page ?Same page
s. Thank you Have a nice week end. Bruce Bruce W. Jaeger Director/Investments I STIFEL Direct: E
for the loan. This is subject to another set of criteria which uses the diversified exchange fund units as collateral for a loan. We are not sure if the Exchange Fund would accept "operating" units but, for tax efficiency, the units would need to be contributed to the fund and then converted into shares by the fun
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Mutual Connections (10)
Entities connected to both George W. Bush and the Exchange Fund
Jeffrey Epstein
PERSON5,075 w/ George·5 w/ the
Richard Kahn
PERSON521 w/ George·2 w/ the
Bryant
PERSON16 w/ George·5 w/ the
Paul Barrett
PERSON13 w/ George·2 w/ the
JA
Jaeger
PERSON6 w/ George·5 w/ the
Stifel Bank & Trust
ORGANIZATION6 w/ George·5 w/ the
Convertible REIT Operating Units
ORGANIZATION5 w/ George·5 w/ the
Stifel Bank
ORGANIZATION5 w/ George·5 w/ the
Sagewood Asset Management
ORGANIZATION2 w/ George·2 w/ the
ST Capital Gains
ORGANIZATION2 w/ George·2 w/ the