EFTA Document EFTA01385178

From: Stewart Oldfield [[email protected]] Sent: 8/21/2017 4:47:52 PM To: Samantha Harmon [email protected] Subject: FW: account planning [C] From: Stewart Oldfield Sent: Thursday, January 19, 2017 10:35 AM To: Andrew Gallivan <[email protected]> Subject: account planning (CI Classification: Confidential Client Elysium (Leon Black) Orix only Southern Financial (Epstein) in November planning Third Lake 54 Madison Tisch Shamrock Safanad Crestline Cliff Illig ISG/0PM Lending Wealth Planning Notes Dursi/King Dursi/King Dursi/King Farischon GM Included in July planning Week of Jan. 30th is pretty open for these discussions. Thanks GM only GM only Included From: Andrew Gallivan Sent: Tuesday, January 17, 2017 8:35 AM To: Mary A Coleman; Brian P Convey; Joanne Jensen; Stewart Oldfield; Elizabeth Payne; Joseph Sabbagh; Terri Sohrab; Terrence F Tangney; Rosemary Vrablic Cc: Mamie Holland Subject: [C] Classification: Confidential As you've heard Patrick say in previous meetings, our goal is to have a plan for the majority of our clients and important prospects by 3/31/17. Thoughtful client planning, with full participation from your product partners, will identify the growth opportunities for 2017. Thereafter it will be up to you and your product partners to execute against those opportunities with urgency so that we can achieve momentum early in the year. It's important. These sessions will be different than what you may have experienced in the past. The focus will be on the experience during the sessions and the outcomes. Here is what you can expect: Preparation for the sessions: CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0086320 CONFIDENTIAL SDNY_GM_00232504 EFTA01385178