EFTA01469655.pdf

Sheetl Paul Morris Capital Markets Client Investment Mgmt Lending Private Markets Cap Markets Level of sophistication (Capital Mar kets) EQ FX Credit Rates Other & comments Client Type Comments Sour ce of Wealth IndustrY Comments Tier Epstein <Select> <Select> <Select> <Select> <select> <select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel ect> Falcon Trail Capital LLC <Select> <Select> <Select> <Select> <Sel ect> <Select> <Select> <Select> <Select> <select> <Select> <Select> <Select> Tisch Family (TFMG) <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel ect> <Select> Black <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel ect> Madison Park Capital LLC <Select> <Select> <Select> <Select> <Sel ect> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> TOMS Capital <Select> <Select> <Select> <Select> <Select> <Sel ect> <Select> <Select> <Select> <Select> <Select> <Select> <Select> Thirdlake <Select> <Select> <Select> <Select> <Select> <Sel ect> <Select> <Select> <Select> <Select> <Select> <Select> <Select> Butterfly Trust <Select> <Select> <Select> <Select> <Select> <Sel ect> <Select> <Select> <Select> <Select> <Select> <Select> <Select> Mark & Kirsten Dzialga <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel ect> <Select> General Atlantic Family Office <Select> <Select> <Select> <Select> <Sel ect> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> OPTIONS: <Select> <Select> <Select> <Select> <Select> <Select> <Sel ect> 0 e.g. pure Beta investor (1) Low Yes Private account Established wealth (multi generation Consumer Tier 1 0.10 (2) Low - medium No Single Family Office Entrepreneurial wealth (first genera tion) Education Tier 2 0.20 (3) medium TBD Multi Family Office Inherited wealth ("Next Generation") Fina ncial Services Tier 3 0.30 (4) medium - high Corporate Holding Executive wealth Gaming, Leisure & Lo dging No tier 0.40 e.g. Hedge Fund manager (5) high Other Financial / liquid wealth Healthcare 0.50 N/A Industrials 0.60 Media & Telecom 0.70 Natural Resources 0.80 Real Estate 0.90 Technology 1 Other N/A Confidential EFTA01469655 Sheet2 Confidential EFTA01469656 Sheet3 Confidential EFTA01469657