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ial Inventory As of April 16, 2014 Assets Cash and Marketable Securities 12,298,000 Apollo Credit Opportunities 40,838,000 Note Receivable From Leon D. Black 1,694,738,000 Note Receivable From APO2 Declaration 86,436,000 Art 142,231,000 Total Assets $ 1,976,541,000 Includes assets held through LBF
ing Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 Ma
from Detas. Este» Ø44a 156.644.250 5.000.000 25.000.000 123,193,329 751.601 751.750 69.904.750 1.031.000 14913.000 AA Pnagoci to M.doumr. Dartmouth Pto0a* lomm ettlø‘FernlyFemimmee S 10.731.000 $ 24.533.600 S 19.129.000 $ 28.447£00 Eit"Ited Tares and Expense Fedora, Estate fax New Ton
Leon Black Commitments CHARITY DEC 23 2014 PREP'D BY R JOS
Leon Black Commitments CHARITY DEC 23 2014 PREP'D BY R JOS
18.834.523 3450.000 25.509.523 Other - Not Subject to Pledge Dartmouth College Fund 103.000 100.000 100.000 100.000 Annual-recurring fixed $ Dartmouth JevAsh Shales Speakers Program P 30.000 - Annual-rectum° fixed $ Dartmouth Eli M Black Professorship in Jewish Sludies (2) P 320.830 310.000
ca Film Institute Background / Discussion Points Meeting Purpose • Elysium is relatively new family office and the focus has been organizing Mr. Black's RE, art, and other holdings. Mr. Black has been working over the last two years to properly structure the office and establish a wealth planning
ue to build the relationship. Client Biography — Leon Black • #324 on the Forbes Billionaire list (#113 in U
the Forbes Billionaire list (#113 in US) at a stated net worth of $4.7BN • Residence: NYC • Married w/ 4 grown children • Education: BA/BS from Dartmouth in Philosophy and History; MBA from Harvard • Mr. Black founded Apollo Management, L.P. in 1990 to manage investment capital on behalf of a group
schedule I saw is entitled "Open Commitments for Leon Black '73". My guess is that there is underlying paper
dule I saw is entitled "Open Commitments for Leon Black '73". My guess is that there is underlying paper
n Commitments for Leon Black '73". My guess is that there is underlying paperwork referencing Leon as the pledgor (even just a thank you letter from Dartmouth). Do you want to have Melanie reach out to Dartmouth to ask if there is any underlying paperwork? If not, we can ask them to make clear in their re
Deutsche Bank Wealth Management Background / Discussion Points Meeting Purpose • Elysium is relatively new and the focus has been organizing Mr. Black's RE, art, and other holdings. The larger wealth planning effort has just started and they have yet to focus on investing. DB wants to become an ea
major provider as they grow. Client Biography - Leon Black • #324 on the Forbes Billionaire list (#113 in
the Forbes Billionaire list (#113 in US) at a stated net worth of $4.7BN • Residence: NYC • Married w/ 4 grown children • Education: BA/BS from Dartmouth in Philosophy and History; MBA from Harvard • Mr. Black founded Apollo Management, L.P. in 1990 to manage investment capital on behalf of a group o
Leon Black Commitments - CHARITY DEC 23 2014 PREP'D BY R J
Leon Black Commitments - CHARITY DEC 23 2014 PREP'D BY R J
16 2017 2018 Pledge Period Dartmouth Visual Aris Center 45,000.000 (28.070.572) 18,929.428 P 6.309.523 6.309.523 6.310.382 • 2009 • 2015 Dartmouth President's House Renovation 500.000 (300.000) 200.000 P 100.000 100,000 • 2011 • 2015 North Shore LU 250.000 (125.000) 125.000 P 125.000
Wealth Management Background / Discussion Points Meeting Purpose • Elysium is relatively new family office and the focus has been organizing Mr. Black's RE, art, and other holdings. Mr. Black has been working over the last two years to properly structure the office and establish a wealth planning
rity Task Force Brad Wechsler - Biography • Since January 2015 he has been the Managing Partner of Elysium Management, LLC, the family office for Leon Black • Mr. Wechsler was the Co-Chairman and Co-CEO of IMAX Corporation (movie theater and media company) from May 1996-April 2009 and is currently the
ergers & Acquisitions, and co-head of the Corporate Finance Department. • Residence: NYC • Married w/ 4 grown children • Education: BA/BS from Dartmouth in Philosophy and History; MBA from Harvard • Cultural / Philanthropic: o Co-Chairman of the Museum of Modern Art o Trustee of Mt. Sinai Hospital
Deutsche Bank Wealth Management Background / Discussion Points Meeting Purpose • Elysium is relatively new and the focus has been organizing Mr. Black's RE, art, and other holdings. The larger wealth planning effort has just started and they have yet to focus on investing. DB wants to become an ea
major provider as they grow. Client Biography - Leon Black • #324 on the Forbes Billionaire list (#113 in
the Forbes Billionaire list (#113 in US) at a stated net worth of $4.7BN • Residence: NYC • Married w/ 4 grown children • Education: BA/BS from Dartmouth in Philosophy and History; MBA from Harvard • Mr. Black founded Apollo Management, L.P. in 1990 to manage investment capital on behalf of a group o
I believe we will need to do this Apollo fund in Black Family Partners for vertical slice reasons. Appr
ay for a set of prints recently purchased ($14mil) and the Schwitters ($14mil), desire to subscribe to Credit Op III, plus he was about to make the Dartmouth pledge payment. I will next forward summary of current cash balances. Regarding these cash needs: -We have money in the APO 1 Trust to pay for the
almora appeared in Maxwell and Epstein's 'Little Black Book', a 1. contacts of thsitio1s,Rowerful and
on for 12 years from II May 1979. On 1 September of the same year, Andrew was appointed as a midshipman, and entered Britannia Royal Naval College, Dartmouth. During 1979 he also completed the Royal Marines All Arms Commando Course for which he received his Green Beret. (121 He was commissioned as a sub-l
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Julie K. Brown
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