DataSet-10
EFTA01475903
8 pg
Opportunity Name
Customer Name
KCP
Banking
Margin Loan
KKR
KCP
RIN
Brokerage
Deposits
MBS Trades
Phoenix America
Deposits
Structured Notes
Loan
Additional Brokerage
Brokerage Account
SSW 2007 LLCDeposits
ETE
Brokerage S2
ETE loan S2
DPM
Panda
Phoenix America
Fixed Income…
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…
DataSet-11
EFTA02726131
8 pg
Insulin Opportunity: Technical Presentation
PRIVIUM
3alr FUNDS Lic
EFTA_R1_02213718
EFTA02726131
Patent Portfolio …
DataSet-9
EFTA00596375
8 pg
Insulin Opportunity: Technical Presentation
PR IUM
3Mr FUN
IVDS ac
EFTA00596375
Patent Portfolio …
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…
DataSet-10
EFTA01374620
1 pg
RXR Qualified Opportunity Zone Fund
Disclaimer & Cautionary Statements
THIS PRESENTATION (THIS 'PRESENTATION") IS BEING FURNISHED TO YOU ON A CONFIDENTIAL BASIS TO PROVIDE INFORMATION FOR THE PURPOSE OF EVALUATING A POSSIBLE
INVESTMENT IN THE FUND (AS HEREINAFTER DEFINED) AND MAY…
DataSet-9
EFTA00796528
6 pg
A unique opportunity to acquire the last remaining super club of Europe
AC Milan Acquisition
Keffi
July, 2018
EFTA00796528
AC Milan Histor…
DataSet-9
EFTA01157277
24 pg
cTORUS
Systematic Global Opportunity
Fund
(+(3) + ,(+a)
Presentation for.
DRAFT fl ISSIBIEthalilli
February 2015
1.
…
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…
DataSet-9
EFTA01091908
17 pg
EFTA01091908
F Rare Opportunity
Mitchell Holdings LLC & Aurify Brands have signed a
Letter of Intent to purchase one of New York's most
sought after and iconic brands.
Family-owned for generations, the company has worked
with us for over…
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…
DataSet-10
EFTA01375640
1 pg
Why Invest in Opportunity Zones?
■ Tax Deferral of Capital Gains until 2026 - gain can come from almost any investment —
stocks, bonds, real estate, art, business sale
■ Tax Reduction - rollover gain reduced by 10% or 15% if investment in…
DataSet-9
EFTA01078143
7 pg
F morrowmodel
European opportunity
JEE
EFTA01078143
2morrowmodel group is the fastest growing
group in the Milan market
• We believe in results
- We measure our success by the…
DataSet-9
EFTA00505976
24 pg
cTORUS
Systematic Global Opportunity
Fund
(+(3) + ,(+a)
Presentation for.
DRAFT fl ISSIBIEthalilli
February 2015
1.
…
DataSet-9
EFTA01121818
45 pg
1
The opportunity and obligation to strengthen national immunization programs
Felicity Cutts and Robin Biellik, Consultants to BMGF, December 2010
Summary and recommendations
Vaccine-preventable disease (VPD) control is one of the operationally simplest and financially most
cos…
DataSet-9
EFTA01177276
27 pg
A direct investment opportunity
into
Kleinwort Benson Group
Investor presentation
October 2011
Kleinwort Benson
EFTA01177276
Disclaimer
This presentati…
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…
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…
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…
DataSet-9
EFTA01114058
22 pg
A direct investment opportunity into
Kleinwort Benson Group
Investor presentation
September 2011
• Kleinwort Benson
EFTA01114058
Disclaimer
This presentation…
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