EFTA Document EFTA01373642
From: Sent: To: Subject: Attachments Brianna Fowler 7/28/2016 5:11:07 PM Stewart Oldfield RE: client events [I) Oldfield Client Events_7.28.16.xlsx Classification: For Internal use only Need to decide who should attend in the blank slots. I have to run but will circle back early tomorrow on this. From: Stewart Oldfield Sent: Wednesday, July 27, 2016 5:08 PM To: Brianna Fowler Subject: client events [I] Classification: For internal use only Can you pull together a spreadsheet tha
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From: Sent: To: Subject: Attachments Brianna Fowler 7/28/2016 5:11:07 PM Stewart Oldfield RE: client events [I) Oldfield Client Events_7.28.16.xlsx Classification: For Internal use only Need to decide who should attend in the blank slots. I have to run but will circle back early tomorrow on this. From: Stewart Oldfield Sent: Wednesday, July 27, 2016 5:08 PM To: Brianna Fowler Subject: client events [I] Classification: For internal use only Can you pull together a spreadsheet tha
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Subject: RE: client events [I] From: Brianna Fowler Date: Thu, 28 Jul 2016 17:11:07 -0400 To: Stewart Oldfield ‹ > Classification: For internal use only Need to decide who should attend in the blank slots. I have to run but will circle back early tomorrow on this. From: Stewart Oldfield Sent: Wednesday, July 27, 2016 5:08 PM To: Brianna Fowler Subject: client events [I] Classification: For internal use only Can you pull together a spreadsheet that shows the people I listed to invite
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Subject: RE: US Open [I] From: Cynthia Rodriguez ‹ > Date: Wed, 24 Aug 2016 12:49:10 -0400 To: Stewart Oldfield ‹ > All set. Case 151016 was sent to Armen for approval. 3 Kind regards, Cynthia Rodriguez {cid:[email protected]} Cynthia Rodriguez Assistant Vice President Deutsche Deutsche 345 Park Tel. Fax Email Bank Trust Company Americas Asset & Wealth Management Avenue, 10154-0004 New York, NY, USA From: Stewart Oldfield Sent: Wednesday, August 24, 2016 10:27 AM
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Oldfield Pipeline_6.29.16 Relationship Customer Name Opportunity Name Deals e Date Stage Probability (8) Keep? SOUTHERN FINANCIAL RELATIONSHIP Epstein, Jeffrey ISG 2=250000 12/31/2016 Prospecting 75 Y 54 MADISON PARTNERS RELATIONSHIP 54 Madison Partners quisition 500 100000000 (E3/10000)*F3=5000000 Y ELYSIUM MANAGEMENT RELATIONSHIP Black Family Partners, L.P. 0000 (E4/10000)*F4=100000 12/31/2016 Prospecting ORIX RELATIONSHIP ORIX Americas KCP Private Markets 10000)*F
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> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth 8 2015 Est 2016 Rev Est 2017 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black, Leon D. 3/31/2016 90 Private Wealth Premi um Checking 25000000 BPS 40 100000 0 IF(H2="BPS",J2*(L2/12),J2)=0 IF(H 2="BPS",J2,0)=100000 Brokerage THIRD LAKE CAPITAL RELATIONSHIP WANEK TRUST OF 2000 3/31/2016 90 Br
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