EFTA00379912.pdf

From: Lesley Groff <1 To:" Subject: Re: NDA Alternative Date: Wed, 13 Nov 2013 14:45:08 +0000 Hi Louis...unfortunately, I do not know if Jeffrey will reach out to Stanley or Jim...I did remind him of the opportunity to do so! Lesley On Nov 12, 2013, at 3:58 PM, "Louis Kreisberg" a• wrote: Do you know if Jeffrey plans on reaching out to Stanley or Jim? Louis P. Kreisberg Principal Pioneer Wealth PartnersLLC 515 Madison Avenue, New York, NY 10022 tel fax cell From: Lesley Groff Date: Fri, I Nov 2013 15:50:57 -0400 To: Cc: Stanley Ber ; James Brockway Subject: Re: NDA Alternative Ok thanks Sent from my iPhone On Nov I, 2013, at 3:43 PM, "Louis Kreisberg" wrote: Lesley, by mistake I failed to copy Jim and Stanley. Louis P. Kreisberg Principal Pioneer Wealth Partn 515 Madison Avenue, New York, NY 10022 tel fax cell From: Lesley Groff Date: Fri, I Nov 2013 15:38:53 -0400 EFTA00379912 To: Louis P. Kreisberg< Subject: Re: NDA Alternative Done! Sent from my iPhone On Nov I, 2013, at 3:30 PM, "Louis P. Kreisberg" < > wrote: Lesley- Please pass this on to Jeffrey. Jeff- I understand your policy of not signing NDAs. I was with Jim Brockway yesterday at Withers, and I shared with him the history of our communication. He suggested that given their experience and understanding of our structure and opinion letters, he and Stanley would be happy to speak with you about it. Although I'm not sure whether our product would be for you or your clients, I think we can both do extremely well working together. We've had tremendous traction with the large single family offices, and they believe there is nothing like it in the market. Pls fee free to speak with Stanley or Jim on our dime and see if you can figure out if we can create a win win. Regards, Lou Louis P. Kreisberg Principal Pioneer Wealth Partners LLC 515 Madison Avenue, New York, NY 10022 el ax :ell EFTA00379913