EFTA Document EFTA01370706
From: Samantha Harmon Sent: 11/16/201711:27:39 AM To: Stewart Oldfield I CC: Andrew Gallivan Subject: RE: account planning - 10 names II) Classification: For Internal use only Thank you! From: Stewart Oldfield Sent: Thursday, November 16, 2017 11:23 AM To: Samantha Harmon < Subject: account planning - 10 names Keep: Third Lake Elysium General Atlantic Safanad Dzialga Lindemann Add: Southern Financial/Epstein Jockey Club Deering/Crosby Tisch Drop: Boies — Findlay accou
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From: Samantha Harmon Sent: 11/16/201711:27:39 AM To: Stewart Oldfield I CC: Andrew Gallivan Subject: RE: account planning - 10 names II) Classification: For Internal use only Thank you! From: Stewart Oldfield Sent: Thursday, November 16, 2017 11:23 AM To: Samantha Harmon < Subject: account planning - 10 names Keep: Third Lake Elysium General Atlantic Safanad Dzialga Lindemann Add: Southern Financial/Epstein Jockey Club Deering/Crosby Tisch Drop: Boies — Findlay accou
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Subject: FW: account planning [C] From: Stewart Oldfield <= > Date: Mon, 21 Aug 2017 16:54:34 -0400 To: Cynthia Rodriguez Bcc: From: Stewart Oldfield Sent: Monday, August 21, 2017 4:48 PM To: Samantha Harmon ‹ > Subject: FW: account planning [C] From: Stewart Oldfield Sent: Thursday, Januar 19, 2017 10:35 AM To: Andrew Gallivan Subject: account planning [C] Classification: Confidential Client DPM Lending Wealth Planning Notes Elysium (Leon Black) Dursi/- King Farischon Orix
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From: Stewart Oldfield Sent: 4/30/20181:54:06 PM To: Andrew King BCC: Subject: SOF IV names Let's discuss how to present feeder vs. master fund Aspen Grove BBR Bright Dimensional Dorrance Everwatch Gerry Ford Forrestal Gerschel Georgetown Highlander Illig Ironsides Epstein/Alpha Group Pacific Life Nicholas Shamrock Slome Third Lake Tisch Warren Willett Dili; Stewart Oldfield, CFA, CAIA Director Deutsche Bark Trust Company Americas Deutsche Bark Wealth Managem
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Subject: RE: account planning [C] From: Cynthia Rodriguez <MI > Date: Fri, 20 Jan 2017 13:34:06 -0500 To: Stewart Oldfield ‹ > Hey, So I left the print outs of the ones I completed so far, but I'm missing details. I figured we could go over it when you have time today oe next week. Below is what I'm missing for your list as a heads up: 54 Madison Partners/ Orix/Safanad: Contact names, numbers emails etc The company's plan to grow their wealth Financial liquidity and plans for next 3-1
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