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sd-10-EFTA01350629Dept. of Justice

EFTA Document EFTA01350629

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Success Story: Billionaire Entrepreneur Client profile Deal description Key Success Factors • Billionaire entrepreneur; family office, philanthropist • Highly sophisticated private investor and trader across asset classes and derivatives • One of largest brokerage clients at JP Morgan; Multiple relationships across the street • Private investor in early stage VC Prospect recently moved to DB from JPM approximately $200mm of securities and cash (equities, currencies, structures, fixed

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Dept. of Justice
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sd-10-EFTA01350629
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