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atives RIA in SF. They were a target at CS, but I never met them. If we are heading to LA, should try for Merage, SBE, Tutor and Henry Nicholas For Denver, I can try to get into Anschutz, but it has been a long time since I did work there. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Comp
From: Paul Morris Sent: 12/2/2014 8:34:48 PM To: Stewart Oldfield I Subject: Re: SF meeting list [I] Classification: For internal use only Thanks. yes I know o
yes I know of divcsh through rcid hoffman and epstein. Ids talk tomorrow. don't know Hall From: Stewart Oldfield Sent: 12/02/2014 06:54 PM EST To: Paul Morris Subject: SF meeting list Ill Classification: For internal use only I've been working on SF as a start for west coast meetings 12/15. Early stages,
day, June 25th Roadshow: 6/15: New York 6/16: New 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 B
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
Roadshow: 6/15 — New York / Mgmt Presentations 6/16 — Mid Atlantic (JPM) 6/17 — New York 6/18 — Boston 6/19 — New York 6/22 — SF (GS) 6/23 — Denver / LA (BAML) 6/24 — KC / Chicago (DB) EFTA01404921 New York Group Lunch Wed, June 17 @ 12:30pm Four Seasons Hotel Fifty? East Room Boston Grou
OFFERING *** TRANSUNION (NYSE: TRU) *** APPROVED FOR EXTERNAL DISTRIBUTION *** [I] From: Vahe Stepanian Date: Wed, 24 Jun 2015 11:15:46 -0400 To: Paul Morris Stewart Oldfield Classification: For internal use only Fyi... From: Richard Kahn [mailto: Sent: Wednesday, June 24, 2015 10:53 AM To: Vahe Step
Roadshow: 6/15 — New York / Mgmt Presentations 6/16 — Mid Atlantic (1PM) 6/17 — New York 6/18 — Boston 6/19 — New York 6/22 — SF (GS) 6/23 — Denver / LA (BAML) 6/24 — KC / Chicago (DB) New York Group Lunch Wed, June 17 @ 12:30pm Four Seasons Hotel 57 E 57th St Fifty? East Room Boston Group
From: Vahe Stepanian Sent: 6/23/2015 3:15:55 PM To: Jeffrey Epstein [email protected] CC: Daniel Sabba Ariane Dwyer ( Paul Morris Stewart Oldfield I; Richard Kahn I Subject: FW: •'• NEW JOINT BOOKRUN INITIAL PUBLIC OFFERING 11" TRANSUNION (NYSE: TRU) "' APPROVED FOR EXTERNA
pricing: Thursday, June 25th Roadshow: 6/15: New 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 B
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
Entities connected to both Denver and Paul Morris

Jeffrey Epstein
PERSON
Lesley Groff
PERSONVahe Stepanian
PERSON
Richard Kahn
PERSON
Marc Rich
PERSON
Martha Stewart
PERSON
Daniel Sabba
PERSONDarren Indyke
PERSON
Ghislaine Maxwell
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Ariane de Rothschild
PERSON
Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONLeon Black
PERSON
Prince Andrew
PERSON
Ariane Dwyer
PERSON
Deutsche Bank
ORGANIZATION
JPMorgan Chase
ORGANIZATION
Newark
LOCATION
Michael Cohen
PERSON
the Internal Revenue Service
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