EFTA Document EFTA01373863
Thirdlake: • Currently interested in Tech views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisch: • Hedge Funds such as Harvest could be a possible opportunity for this relationship • Stewart Oldfield to establish an introduction to
Summary
Thirdlake: • Currently interested in Tech views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisch: • Hedge Funds such as Harvest could be a possible opportunity for this relationship • Stewart Oldfield to establish an introduction to
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