EFTA01036547.pdf

From: "jeffrey E." <[email protected]> To: Leon Black Subject: Fwd: Accounting presentations Date: Thu, 31 Aug 2017 11:32:46 +0000 All info disclosed to WHOLE office. . BEWARE Forwarded message From: Barry J. Cohen <1 Date: Thu, Aug 31, 2017 at 7:21 AM Subject: Accounting presentations To: "jeffrey E." <[email protected]> Cc: Leon Black <1 We are indeed looking at 5 different products. Have narrowed it down to 2. We are thinking about it the same way you are. We have hired Tania Nield, a family office IT consultant (most famous for setting up Hillary Clinton's home office servers). In addition to simply automating presentations, a key focus for us is integrating into a database. If we pay a bill for landscaping in Bedford or make a trust's capital contribution for an investment, we need that to both show up both on financial statements and be appropriately tagged in a database for future retrieval and slicing/dicing type analyses. Sent from my iPhone On Aug 31, 2017, at 7:12 AM, jeffrey E. <[email protected]<mailto:[email protected]>> wrote: ask for 5 different versions. there are many wealth programs. . best of class should be easy for them.. they need to be useful, as they only for internal use. separate from gaming and bank. . especially trust presentations On Thu, Aug 31, 2017 at 7:03 AM, Barry J. Cohen mailto: wrote: We are working with a consultant to upgrade our accounting system, which is currently Quickbooks. So we are seeing a wide variety. Our approach is mostly the following: "We like our presentations. How can we automate them?" I think you are saying the same thing on the second point. Are you also saying that you think the presentation formats can be improved? If so, it would be helpful to know which ones, so we can get examples of alternative styles. We have numerous formats for various types of reports. Sent from my iPhone On Aug 31, 2017, at 6:39 AM, jeffrey E. <[email protected]<[email protected]: [email protected]<mailto:[email protected]>>> wrote: can you ask for sample family office presentations . you should look at 5 different types. . assets. cash flow. etc. estate . lets see if it can get computerized EFTA01036547  please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com<mailto:jeevacation®gmail.comxmailto:j eevacation®gmail.com<[email protected]>>, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved This email and any files transmitted with it are confidential and intended solely for the person or entity to whom they are addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer. Apollo Global Management, LLC please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com<mailto: gmail.com>, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved This email and any files transmitted with it are confidential and intended solely for the person or entity to whom they are addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. If you have received this email in error please contact the sender and delete the material from any computer. Apollo Global Management, LLC please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of EFTA01036548 JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01036549