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EFTA01475301.pdf PDF

DataSet-10 EFTA01475301 4 pg

Pipeline Opportunity Name Customer Name % Close Date Product Name Actual Assets Stru cture BPS Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000 Paul Morris…

EFTA01477330.pdf PDF

DataSet-10 EFTA01477330 12 pg

> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth I 2015 Est 2015 Rev Est 2016 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…

EFTA01469771.pdf PDF

DataSet-10 EFTA01469771 23 pg

Les Bordes opportunity May 2014 EFTA01469771 Disclaimer In preparing these materials, neither Deutsche Bank nor any of its affiliates has acted or is acting (and does not purport to act in any way) in a fiduciary capacity. Deutsche Bank AG…

EFTA01478768.pdf PDF

DataSet-10 EFTA01478768 5 pg

report1391435811898 1 Opportunity Owner Opportunity Name Type Product Family Product Category Prod uct Name Product Description Close Date Fiscal Period Age Created Date Cust omer Name Total Reportable Assets Total Estimated Revenue Office Customer…

EFTA01475372.pdf PDF

DataSet-10 EFTA01475372 11 pg

Pipeline Summary Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000…

EFTA01413261.pdf PDF

DataSet-10 EFTA01413261 9 pg

> 75% Pipeline Opportunity Name Customer Name Close Date (%) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month 44 2015 Est 2015 Rev Est 2016 Rev Brokerage WANEK TRUST OF 2000 3/31…

EFTA01478313.pdf PDF

DataSet-10 EFTA01478313 12 pg

> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth 8 2015 Est 2016 Rev Est 2017 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…

EFTA01475385.pdf PDF

DataSet-10 EFTA01475385 12 pg

Q4 High Probability Pipeline Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage 75000000 Flat Fee - 2000000 Morris…

EFTA01380903.pdf PDF

DataSet-10 EFTA01380903 1 pg

GCIS Customer Industry Customer Opportunity Customer Close Opportunity ID Number Group Owner Name Relationship Name Type Date …

EFTA01459494.pdf PDF

DataSet-10 EFTA01459494 1 pg

Customer Name Opportunity Name Type Dose Date Stage Probability N Fiscal Peden, Age Created Date Opportunity Owner OF Enter/Inset Polimo…

EFTA01475567.pdf PDF

DataSet-10 EFTA01475567 12 pg

Q4 High Probability Pipeline Opportunity Name Customer Name Close Date (It) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month # 2015 Est 2015 Rev Est 2016 Rev KCP Black, Leon D. 12/31…

EFTA01463581.pdf PDF

DataSet-10 EFTA01463581 16 pg

report1375278250600 1 Opportunity Name Customer Name Type Stage Probability Sales Credit Close Date Product Name Actual Assets Recurring Fee Structure BPS/Flat Fee Amount ($) One-time Fee Amount Actual Revenue Approver Approval Status Description Airplane Loan Fitzgibbons, John New…

EFTA01475321.pdf PDF

DataSet-10 EFTA01475321 11 pg

Pipeline Summary Opportunity Name Customer Name Close Date Product Name Actual Assets Stru cture BPS/Flat Fee JTWROS Brokerage Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000 Paul Morris …

EFTA01374618.pdf PDF

DataSet-10 EFTA01374618 1 pg

RXR Qualified Opportunity Zone Fund Offering Summary May 2019 RXR Realty LLC (together with its affiliates. "RXR Realty". "RXR" or the "Sponsor") is sponsoring a group of parallel limited lia…

EFTA01374630.pdf PDF

DataSet-10 EFTA01374630 1 pg

INVESTMENT STRATEGY - QUALIFIED OPPORTUNITY ZOillE3 • Through RXR's ESM Strategy, RXR has amassed downtown redevelopment projects such as (a) large- scale, single-site, transit-oriented development projects, and (b) master-development projects; through these strategies, RXR has built a pipeline…

EFTA01345017.pdf PDF

DataSet-10 EFTA01345017 1 pg

So in short a very good opportunity, we think this is hopefully a Tier I relationship, and and team have been v helpful and will continue to be in the coming months. Kind regards, Managing Director I…

EFTA01370101.pdf PDF

DataSet-10 EFTA01370101 1 pg

Current Infrastructure Debt Market Dynamics Opportunity to capitalize on supply/demand imbalance for infrastructure debt Infrastructure Funding Gap Over the Next 10 Years1 Record Infra Private Equity Dry Powder2 Stn …

EFTA01444775.pdf PDF

DataSet-10 EFTA01444775 5 pg

Oldfield Pipeline_6.29.16 Relationship Customer Name Opportunity Name Deals BPS Total Assets PnL Clos e Date Stage Probability (t) SOUTHERN FINANCIAL RELATIONSHIP Epstein, Jeffrey ISG 50 50000000 (E2/10000)*F 2=250000 12/31/2016 Prospecting 75 54 MADISON…

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