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S, STEVE RELATIONSHIP BRESLOW, LEN RELATIONSHIP BROWN, BATES RELATIONSHIP BRUDERMAN, MATTHEW RELATIONS
rises 12/31/2015 75 Lombard 250000000 BPS 65 1625 000 Morris 1 IF(G4="BPS",I4*(K4/12),I4)=135416.66666666666 IF(G4="BPS",I4,0)=1625000 KKR EverWatch Financial 12/31/2015 75 Private Equity Funds 5000000 Flat Fee - 200000 Morris 0 IF(G5="BPS",15*(K5/12),15)=200000 IF(G5="BPS",15,0)=0 Brokerage Grati
LOW, LEN RELATIONSHIP BRIGHT GROUP RELATIONSHIP BROWN, BATES RELATIONSHIP BRUDERMAN, MATTHEW RELATIONS
ensive Financial Management 3/31/2016 Private Wealth Premium Money Market 0 Stewart Oldfield KCP/ Private Markets COLLIS, CHARLES RELATIONSHIP EverWatch Financial 3/31/2016 Private Equity Funds 5000000 Flat Fee 200000 200000 Stewart Oldfield Brokerage ommissions) Share Collars ommissions) Introduction
hips: DB Wealth Management, Raymond James, Alex Brown Law firms, sourcing agents, banks Proactive top
GLDUS132 EverWatch Financial Rigorous sourcing and deal selection process Access to extensive industry network developed over 15 years • GPs, LPs, Advisory Board members • C
Entities connected to both Julie K. Brown and EverWatch Financial

Deutsche Bank
ORGANIZATIONLeon Black
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Stephen Hawking
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Prince Charles
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Eric Trump
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George Mitchell
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Paul Ryan
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Barry Diller
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Bradley Cooper
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Puerto Rico
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Lawrence Krauss
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Robert Gates
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Harvey Weinstein
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Bill Richardson
PERSONthe Securities and Exchange Commission
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United Kingdom
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