Found 1,000+ results for “opportunity” in 163ms

EFTA01475903.pdf PDF

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…

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…

EFTA01374620.pdf PDF

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…

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…

EFTA01091908.pdf PDF

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…

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…

EFTA01375640.pdf PDF

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…

EFTA01078143.pdf PDF

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…

EFTA01121818.pdf PDF

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…

EFTA01177276.pdf PDF

DataSet-9 EFTA01177276 27 pg

A direct investment opportunity into Kleinwort Benson Group Investor presentation October 2011 Kleinwort Benson EFTA01177276 Disclaimer This presentati…

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…

EFTA01114058.pdf PDF

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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