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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
WM Background • Client since April 2014 • JP Morgan is his primary WM provider at present • Currently Mr. Black has a small brokerage account with DB - Current DB AUM: $174,480 • Opportunities: o $250MM art loan — Close Date 9/30/16 o $100MM investments —Close Date 9/30/16 Appendix Confidential CONFIDE
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
WM Background • Client since April 2014 • JP Morgan is his primary WM provider at present • Currently Mr. Black has a small brokerage account with DB - Current DB AUM: $174,480 • Opportunities: o $250MM art loan — Close Date 9/30/16 o $100MM investments —Close Date 9/30/16 Appendix Confidential CONFIDE
chsler's wife, Patty Newburger, sits on the Board of Directors of Tribeca Film Institute Key Asks & Discussion Points • Key ask: to be one of Mr. Black's top investment providers going forward and to get a share of his current lending wallet o Mr. Black's wealth is currently highly concentrated bet
M provider historically. Mr. Black has relationships with heads of all major financial institutions • Mr. Black has a small brokerage account with DB - Current DB AUM: $ • Opportunities: o Share of $500MM art loan currently held away o $100MM+ in new public market investments o Direct private market and
Entities connected to both Leon Black and DB - Current