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efta-efta01187373DOJ Data Set 9Other

Team Meeting

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DOJ Data Set 9
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efta-efta01187373
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Team Meeting Date I time: 2/20/201411:00 AM Location: 9 West 57th Street Room 43-04 Type of meeting: All Hands Meeting Attendees: Eileen Alexanderson, Ada Clapp, Jeffrey Epstein, Richard Joslin, Thomas Turrin Agenda Items Topic: Presenter: 1. Structure and Formation of Elysium Management LLC and new GP for Black Rich Family Partners, LP. 2. Decanting of 1997 Trust to APO2 Trust Ada/Alan 3. GRATs: Valuations, timing of GRAT No. 3 and annuity payments Ada/Alan 4. Roll-out Split Dollar Agreements Ada 5. TRA Amendments and BRH Agreements Rich 6. Insurance Analysis Rich 7. Updated financial statement for LDB Eileen 8. New Accounts-JPM-DB Eileen 9. Sirius Form 1099 Rich 10. Tangible Personal Property Lists Rich 11. LDB 2011 LLC Restructuring and Installment Sale Ada/Alan 12. Art Use Agreements Ada/Alan EFTA01187373

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