Case File
efta-efta00379876DOJ Data Set 9OtherFrom: "Louis Kreisberg" <I
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DOJ Data Set 9
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efta-efta00379876
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From: "Louis Kreisberg" <I
To: "Lesley Groff" <
Subject: Re: NDA Alternative
Date: Tue, 12 Nov 2013 20:58:14 +0000
Importance: Normal
Do you know if Jeffrey plans on reaching out to Stanley or Jim?
Louis P. Kreisberg
Principal
Pioneer Wealth Partners, LLC
515 Madison Avenue, 13th Floor
New York, NY 10022
el
fax
cell
From:
Date: Fri, 1 Nov 2013 15:50:57 -0400
To:
Cc: Stanley Ber
Brockway
Subject: Re: NDA Alternative
Ok thanks
Sent from my iPhone
On Nov I, 2013, at 3:43 PM, "Louis Kreisberg" <
Lesley, by mistake I failed to copy Jim and Stanley.
Louis P. Kreisberg
Principal
Pioneer Wealth Partners, LLC
515 Madison Avenue, 13th Floor
New York, NY 10022
tel
fax
cell
; James
> wrote:
From:
Date: Fri, I Nov 2013 15:38:53 -0400
To: Louis P. Kreisberg<
Subject: Re: NDA Alternative
Done!
Sent from my iPhone
EFTA00379876
On Nov I, 2013, at 3:30 PM, "Louis P. Kreisberg" <
wrote:
Lesley- Please pass this on to Jeffrey.
Jeff- I understand your policy of not signing NDAs. I was with Jim Brockway yesterday at Withers, and I shared with
him the history of our communication. He suggested that given their experience and understanding of our structure
and opinion letters, he and Stanley would be happy to speak with you about it. Although I'm not sure whether our
product would be for you or your clients, I think we can both do extremely well working together. We've had
tremendous traction with the large single family offices, and they believe there is nothing like it in the market. Pls fee
free to speak with Stanley or Jim on our dime and see if you can figure out if we can create a win win.
Regards,
Lou
Louis P. Kreisberg
Principal
Pioneer Wealth Partners, LLC
515 Madison Avenue, 13th Floor
New York, NY 10022
el
ax
:ell
EFTA00379877
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