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sd-10-EFTA01350630Dept. of Justice

EFTA Document EFTA01350630

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Success Story: Private Investor Client profile Deal description Key Success Factors T L • Billionaire entrepreneur; family office, philanthropist • Highly sophisticated investor and trader across all asset classes 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 income, swaps, commoditie

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Dept. of Justice
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sd-10-EFTA01350630
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