Case File
efta-efta00379912DOJ Data Set 9OtherFrom: Lesley Groff <1
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DOJ Data Set 9
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efta-efta00379912
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From: Lesley Groff <1
To: "
Subject: Re: NDA Alternative
Date: Wed, 13 Nov 2013 14:45:08 +0000
Hi Louis...unfortunately, I do not know if Jeffrey will reach out to Stanley or Jim...I did remind him of the
opportunity to do so!
Lesley
On Nov 12, 2013, at 3:58 PM, "Louis Kreisberg" a•
wrote:
Do you know if Jeffrey plans on reaching out to Stanley or Jim?
Louis P. Kreisberg
Principal
Pioneer Wealth PartnersLLC
515 Madison Avenue,
New York, NY 10022
tel
fax
cell
From: Lesley Groff
Date: Fri, I 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"
; James
Lesley, by mistake I failed to copy Jim and Stanley.
Louis P. Kreisberg
Principal
Pioneer Wealth Partn
515 Madison Avenue,
New York, NY 10022
tel
fax
cell
wrote:
From: Lesley Groff
Date: Fri, I Nov 2013 15:38:53 -0400
EFTA00379912
To: Louis P. Kreisberg<
Subject: Re: NDA Alternative
Done!
Sent from my iPhone
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,
New York, NY 10022
el
ax
:ell
EFTA00379913
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