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York 6/17: New York 6/18: Boston 6/19: Mid-Atlantic 6/22: San Francisco EFTA00707263 6/23: Denver/LA 6/24: Chicago / Minneapolis 6/25: KC / Houston /Pricing Lunch details: Group Lunch — New York TBD Group Lunch — Boston 6/18/15 - 12:30pm Boston Harbor Hotel — North Atlantic Room Bookrunner
art Oldfield < >, Richard Kahn < Subject: FW: *** NEW JOINT BOOKRUN IPO *** XACTLY CORP (NYSE: XTLY) *** APPROVED FOR EXTERNAL DISTRIBUTION *** , Paul Morris < Jeffrey - FYI on the below. Thank you, Vahe *** APPROVED FOR EXTERNAL DISTRIBUTION *** Issuer: Xactly Corp. Symbol: XTLY Deal size: 7,037,50
care, Real Estate Financial Services, Real Estate Krishan Rattan Noam Gottsman 500,000 100,000 Mark Gonzalez Frank Winford PB PCS New York Houston Thomas ORorke Thomas ORorke Investment Manager EFTA01478849 Corporate Holding Co 6 For internal use only EFTA01478850 Trade Ideas Monday,
100,000 250,000 1,000,000 250,000 250,000 less than 250k N/A N/A N/A N/A Relationship Manager Channel Office KCP Investor Type Industry Paul Morris Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte
Mann Los Angeles Tazia Smith San Francisco Tazia Smith New York SF / LA Tazia Smith Tazia Smith Los Angeles Tazia Smith New York Greenwich Houston Thomas ORorke Thomas ORorke Thomas ORorke EFTA01478865 WIC Deal Pipeline Thursday, April 10, 2014 KCP Weekly Business Review Revenue-Pipelin
mann Charles Rudnick Bobby Liedy Mark Gonzalez Frank Winford PCS PCS PCS PCS PB EFTA01478880 PB PB PB PB PCS PCS PCS PCS PB PCS Paul Morris Mark Gonzales Patricia Bennett Patricia Bennett Miles Nadal Paul Morris Matthew Ayers Paul Morris Charles Rudnick Paul Morris/Brad LaConte
York 6/16: New York 6/17: New York 6/18: Boston 6/19: Mid-Atlantic 6/22: San Francisco 6/23: Denver/LA 6/24: Chicago / Minneapolis 6/25: KC / Houston /Pricing Lunch details: Group Lunch — New York TBD Group Lunch — Boston 6/18/15 - 12:30pm Boston Harbor Hotel — North Atlantic Room CONFIDENTI
From: Vahe Stepanian Sent: 6/23/2015 3:17:23 PM To: Jeffrey Epstein [email protected] CC: Daniel Sabba ; Ariane Dwyer I I; Paul Morris Stewart Oldfield I I; Richard Kahn I I Subject: FW: n• NEW JOINT BOOKRUN IPO •*' XACTLY CORP (NYSE: XTLY) •• • APPROVED FOR EXTERNAL DISTRIBUTIO
on Atlantic Aviation 233 Industrial Ave Teterboro, N 07608 10:00pm Meet Bobby Slayton at Arturo's Pizza (Bobby: 106 W. Houston Street (corner of Houston and Thompson, 10:30pm Go See David Blaine a REMINDER: NO FOOD 3 HOURS BEFORE YOUR 9AM APPT TOMORROW REMINDER: NO CAFFEINE 12 HOURS BEFORE YOUR 9AM
depart Oct 25 Reminder Get photos and ice cream 7:00am Break ast w Marc Rowen, Leon Black and Josh Harris (Marc: )(Leon: (Josh: 11:00am Appt w/Paul Morris and the DB Team (Paul (M=) 12:15-2:00pm Lunch w/Boris and Alex Friedman (Boris: (MM) 1:45pm Appt w/Rich Kahn 3:00 m Echocardio ram with Dr. Shimon
:48pm Arrive LSJ Tues. Feb. 9. 2016 LSj Wed. Feb. 10.2016 LSJ Thurs. Feb. 11, 2016 LSJ 6:15 m to de art ST7' via AA#2421 through Miami and on to Houston Fri. Feb. 12. 2016 LSJ-PB Reminder: Rich Kahn on holiday Feb. 12-16, back in office Feb. 17 EFTA00285220 7:19am STT time Depart LSJ 8:50am EST
ad and Leon JOJO TO DRIVE YOU 2:00pm Appt w Steve Hanson 2:00pm Appt 2:00pm Appt 4:00mA twTh at JOJO TO DRIVE YOU EFTA00285219 6:00pm Appt w/Paul Morris (MM) 6:15/6:30pm Appt w/Joshua Ramo 1==) 7:30pm Appt w/Ehud ( ) Snacks to be served fri, Feb 5.2016 NY Reminder: Larry Visoski's Birthday! 12:30
ck Up SUV Confirm Tait 7:30pm Depart Bedford, Signature Aviation 8:22pm Arrive NY, Teterboro, Meridian Fri. March 18 2016 NY Reminder to fly to Houston via United#1973 at 9:39am Rec. Loco (Carsco#1.51735) 10:00am SKYPE Call w/Arthur Casas (skype ID: 11:45am apps w 1:15pm Appt w/Rich Kahn 4:00pm
ation) 1:06pm MST Arrive Zorro EFTA00285263 Fri. March 4, 2016 Zorro-Salt Lake-NY Reminder: Call John Brockman (office: 1:00pm EST Phone Date w/Paul Morris ffi ) 12:31pm MST Depart Zorro 1:46pm MST Arrive Salt Lake (Main Airport, Atlantic Aviation) 2:24pm MST Depart Salt Lake (Main Airport, Atlantic A
6, 2013 RANCH Reminder: FTC closed for Children's Carnival Parade on STT 8:00pm Party for Warren Eisenstein at Philip's Sono Loft 595 Broadway (at Houston), 3rd floor SAT. APRIL 27, 2013 RANCH Reminder: Robert Redford and Richardson SUN. APRIL 28. 2013 RANCH-LA Reminder: Janusz to depart today via D
r: Bill Spear to be in South Florida (MM) 1:00 m Conf. Call w/Jay Lefkowitz, Steve Sinofsky 3:00pn Conf Call w/Tonja, Jack, Fred and Darren 3:30pm Paul Morris to call JE at STC WED. APRIL 17, 2013 LSJ Reminder: Richard Saul Wurman in NY 1:45pm Nathan Myhrvold to call JE! 2:30pm JE to call Nathan Wolfe (
Entities connected to both Houston and Paul Morris

Jeffrey Epstein
PERSON
Lesley Groff
PERSONVahe Stepanian
PERSON
Richard Kahn
PERSON
Martha Stewart
PERSON
Marc Rich
PERSON
Tazia Smith
PERSON
Daniel Sabba
PERSONDarren Indyke
PERSON
Ariane de Rothschild
PERSON
Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONLeon Black
PERSON
Ariane Dwyer
PERSON
JPMorgan Chase
ORGANIZATION
Prince Andrew
PERSON
Newark
LOCATION
Ghislaine Maxwell
PERSON
George W. Bush
PERSON
Bloomberg L.P.
ORGANIZATION