EFTA01421452.pdf

Subject: RE: RIN list From: Matt Glassman •Ml l Date: Wed, 01 Nov 2017 11:09:33 -0400 To: Stewart Oldfield Sounds good. Ill come by this afternoon. There is probably not a structure/- negotiation conversation to be had given the anchor equity holders from RIN 1.0 will likely be anchors in the next several transactions as well. That being said the remaining equity itself is still compelling I think. Im guessing docs/presentations wont be done until December, with a January launch timeline, but we can chat more this afternoon. From: Stewart Oldfield Sent: Wednesday, November 01, 2017 10:59 AM To: Matt Glassman <matt. lassman db.com> Cc: Stewart Oldfield Subject: RIN list Let's chat about timing and structure. Might make sense to see if we can preview to a couple of accounts that could take down the whole equity piece or a bespoke tranche of sub debt Aspen Grove Bain partner capital Blue Mountain Bright Caruso CFM Crosby Dorrance Duncan Dzialga EFTA01421452 Elysium Everwatch Forrestal GA Gerschel Getz GU Highlander Hillspire Illig J. Epstein Pac Life JL squared MSD? Crestline Orix Safanad Shamrock SK Slome Third Lake Tisch Glen Warren Willett EFTA01421453 Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 0154 Securities offered through Deutsche Bank Securities Inc. EFTA01421454