EFTA Document EFTA01433448

2018 Account Planning RM contribution Relationship Name: Dzialga Banker Team: Stewart Oldfield GCIS Number: 00000492969 Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Tazia Smith Lending: Laura Farischon Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Client Profile Mark Dzialga serves as Co-Chairman of General Atlantic's Investment Committee, managing all of the firm's global investment activities. He also serves on the firm's Executive Committee. Mark was instrumental in building out GA's Business Services and Healthcare sectors, developing global strategy and insight for each and leading numerous GA investments including Genpact, Schaller Anderson and Emdeon. Mark is currently a director of Aimbridge Hospitality, Citco, CLEAResult, Mu Sigma, EN Engineering, and GIS, and has been a director of public and private GA investments including Genpact, Emdeon, Exult, Daksh, Talus, MultiPlan, UPromise, Schaller Anderson, Network Solutions and Webloyalty. Before joining GA in 1998, Mark was co-head of the High Technology Merger Group at Goldman Sachs, where he advised many of the firm's technology clients on mergers, acquisitions and restructurings. Mark holds a B.S. degree from Canisius College and an M.B.A. from the Columbia Business School. He serves on the Columbia Business School Board of Overseers as well as the Board of Trustees for the Brunswick School in Greenwich, Connecticut. This relationship was established by Tazia Smith and Paul Morris in June 2014 when Dzialga bought a small CLO position from DB. Tazia and Paul covered the partner's capital/family office team within General Atlantic which is how they met Mark and his Kirsten. We haven't executed any follow on business and the client's primary banking relationship seems to be with JPM. The primary contact for this relationship is Kirsten Dzialga. Estimated client net worth is $100mm. Opportunities and Challenges Based on the clients' net worth and financial sophistication, there must be more we can do with them. While they bought a small CLO position in 2014, they haven't engaged with KCP on other products. For this reason, we think they are better suited to be covered by ISG for broader investment ideas. And given KCP's continued coverage of the GA family office group, Mark and EFTA01433448 Kirsten will still see objective, then, is to consistent engagement. will need to work hard Confidential Confidential Confidential KCP deals through that channel. Our short term transition the relationship to ISG and generate more The clients seem generally happy with 3PM, so we to win business away from them. EFTA01433449