📄 Extracted Text (4,057 words)
Clients+Products
Contact Information KCP AFS Structured Notes Periodic
communication Events/ Entertainment
General Information Current Offerings General Current
Offerings September Offerings
Relationship Name Family Office Name First Last
Claimed? C/P/I Email Phone Address City State Zip
Private Markets Focus Capital Markets Focus Research Focus Notes
To Do Suntex AcTRS RIN Retrofit ABR Astra Extell
RESOF Proton Phoenix Lease Monetization Panda AFS Focus
Research Focus Risk Factors Notes To Do Interest Notes MS
Buffered Jump Plu MS Apple Autocall MS Crude Oil Autocall
HSBC SXSE Buffered Accelerated Return CS XOP Accelereated Return
CS SPX Callable JP SPX Twin Win MS SPX Buffered Jump CIO View
Tax Topics Structured Notes Other Interests Frieze London
(2015) Invite Invite Sent/ response Tailgate ($375) KKR/ (event)
Jackson Hole Deposit Pref. CD
10028 IF(COUNTA(AJ4,AK4,AL4,AM4,AN4,A04,AP4,AQ4)>0,"Y","")= Y
Y Y
Amster, Yosi Yosi Amster I
10173 IF(COUNTA(AJ5,AK5,AL5,AM5,AN5,A05,AP5,AQ5)>0,"Y","")= Y
Annandale Capital
General. Funds easier, but comfortable with direct
PE n/a RIN, RESOF, Suntex, Astra follow up sent 3/20. May
have interest in second close sent 3/20 sent 3/1 sent
3/24 IF(COUNTA(AJ6,AK6,AL6,AM6,AN6,A06,AP6,AQ6)>0,"Y","")= Y
ArIsch iter
Telco,
Rail, Oil&Gas, Sports/Entertainment, Lodging/Hospitality energy Do not
want funds. Looking at experiential travel ideas meet w/ Scott in
Denver sent 12/18 sent 3/18. Passed 4/1 Sent 10/7
IF(COUNTA(AJ7,AK7,AL7,AM7,AN7,A07,AP7,AQ7)>0,"Y","")= Y
Archer, Thomas J. Thomas Archer I
IF(COUNTA(AJ8,AK8,AL8,AM8,AN8,A08,AP8,AQ8)>0,"Y","")= Y
Arcus
IF(COUNTA(AJ9,AK9,AL9,AM9,AN9,A09,AP9,AQ9)>0,"Y","")= Y
Arcus
IF(COUNTA(AJ10,AK10,AL10,AM10,AN10,A010,AP10,AQ10)>0,"Y","")=
Attori, Gregory Gregory Attorri I
IF(COUNTA(AJ11,AK11,AL11,AM11,AN11,A011,AP11,AQ11)>0,"Y","")=
Augenblick, Andy Andy Augenblick
IF(COUNTA(AJ12,AK12,AL12,AM12,AN12,A012,AP12,AQ12)>0,"Y","")=
EFTA01438073
Barry, Mitchell Mitchell Barry C/P
10001 IF(COUNTA(AJ13,AK13,AL13,AM13,AN13,A013,AP13,A013)>0,"Y","")=
Y Y
BBR Partners Todd Whitenack
EM, funds on
Blackrock DNC list sent 3/16. Passed 3/24
IF(COUNTA(AJ14,AK14,AL14,AM14,AN14,A014,AP14,AQ14)>0 Y
Beller, Harry Harry Beller C/P
IF(COUNTA(AJ15,AK15,AL15,AM15,AN15,A015,AP15,AQ15)>0 Y
Bhalla, Ajay Ajay Bhalla P
IF(COUNTA(AJ16,AK16,AL16,AM16,AN16,A016,AP16,AQ16)>0 Y
Blank David Homrich
IF(COUNTA(AJ17,AK17,AL17,AM17,AN17,A017,AP17,A017)>0,"Y","")= Y
Y Y Sent 10/1 Sent 10/1
Blue Mountain Peter Greatrex
Sent 9/22
IF(COUNTA(AJ18,AK18,AL18,AM18,AN18,A018,AP18,AQ18)>0,"Y","")= Y
Bluestem LLC P
IIIII General sent 3/1.
Passed 3/12
IF(COUNTA(AJ19,AK19,AL19,AM19,AN19,A019,AP19,A019)>0,"Y","")= Y
Brandis, Steve Steve Br
IF(COUNTA(AJ20,AK20,AL20,AM20,AN20,A020,AP20,A020)>0,"Y","")= Y
Darren Cam f P
IF(COUNTA(AJ21,AK21,AL21,AM21,AN21,A021,AP21,A021)>0,"Y","")= Y
Y Sent 10/1 Sent 10/1
Bulloch, Roger Roger Bulloch P Las
Vegas NV maybe as a seller? n/a Makes direct investments
into pvt companies. 12-24m hold meeting sent 8/12 sent
3/1 IF(COUNTA(AJ22,AK22,AL22,AM22,AN22,A022,AP22,A022)>0,"Y","")=
Y Y Sent 10/1 Sent 10/1
Caruso Affiliated Kelly Masuda
Real Estate,
general sent 2/26. Passed 3/20 Sent 10/7
IF(COUNTA(AJ23,AK23,AL23,AM23,AN23,A023,AP23,A023)>0,"Y","")= Y
Caruso, Richard Gary Deilella
General, prefer funds or direct PE
sent 7/28
IF(COUNTA(AJ24,AK24,AL24,AM24,AN24,A024,AP24,A024)>0,"Y","")=
Y Sent 10/1 Sent 10/1
Caruso, Richard Richard Caruso P
General,
prefer funds or direct PE sent 7/28
EFTA01438074
IF(COUNTA(AJ25,AK25,AL25,AM25,AN25,A025,AP25,AQ25)>0,"Y","")= y
Cavalry Andrew Zaro P
IF(COUNTA(AJ26,AK26,AL26,AM26,AN26,A026,AP26,AQ26)>0,"Y","")= Y
Sent 10/1 Sent 10/1
CFM Rob P
sent 2/26. Passed 2/26
Convey sending?
IF(COUNTA(AJ27,AK27,AL27,AM27,AN27,A027,AP27,AQ27)>0,"Y","")=
Sent 10/1 Sent 10/1
CFM Tim Sarhatt P
sent 2/26. Passed
2/26 Convey sending?
IF(COUNTA(AJ28,AK28,AL28,AM28,AN28,A028,AP28,A028)>0,"Y","")= Y
Sent 10/1 Sent 10/1
Cline, Michael Michael Cline C/P
IF(COUNTA(AJ29,AK29,AL29,AM29,AN29,A029,AP29,A029)>0,"Y","")= Y
Y Y (Y)
Cold Spring Harbor Laboratory Dill Ayres P
IF(COUNTA(AJ30,AK30,AL30,AM30,AN30,A030,AP30,AQ30)>0,"Y","")=
Cold Spring Harbor Laboratory Richard Leeds P
IF(COUNTA(AJ31,AK31,AL31,AM31,AN31,A031,AP31,AQ31)>0,"Y","")=
Coleman, Gail Gail Coleman P
IF(COUNTA(AJ32,AK32,AL32,AM32,AN32,A032,AP32,AQ32)>0,"Y","")=
Y Y
Cox, Berry Cox Partners P
IF(COUNTA(AJ33,AK33,AL33,AM33,AN33,A033,AP33,A033)>0,"Y","")= Y
Cross, Lisa Adreinne Cannella
IF(COUNTA(AJ34,AK34,AL34,AM34,AN34,A034,AP34,AQ34)>0,"Y","")=
Crystal, Jonathan Jonathan Crystal I
IF(COUNTA(AJ35,AK35,AL35,AM35,AN35,A035,AP35,AQ35)>0,"Y","")=
Danziger, Thomas Thomas Danziger
IF(COUNTA(AJ36,AK36,AL36,AM36,AN36,A036,AP36,AQ36)>0,"Y","")= Y
Dart Management Sharon Cornwell
General, Biotech?, Pre-IPO mezz
financing, MSBs MSBs? Deep value focus, lots of cash collateral, separate
real estate group sent 12/18 teaser sent 2/5
IF(COUNTA(AJ37,AK37,AL37,AM37,AN37,A037,AP37,A037)>0,"Y","")=
Do not send research emails
EFTA01438075
Disney, Roy Shamrock Gr -tin P
Yield n/a real estate referral? Merage connection?
sent 11/7, discussed 1/15, follow up 8/12 teaser sent 2/5 sent
3/1 sent 2/26 mentioned 11/6, sent 3/16 Sent 10/7
IF(COUNTA(AJ38,AK38,AL38,AM38,AN38,A038,AP38,A038)>0,"Y","")= Y Y
(Y) Y Sent 10/1 Sent 10/1
Dock Street P III
General n/a already
covered by PCS, just check in occasionally
IF(COUNTA(AJ39,AK39,AL39,AM39,AN39,A039,AP39,A039)>0,"Y","")=
Dorrance Family DFE Enterprises Clint Gossage P
IF(COUNTA(AJ40,AK40,AL40,AM40,AN40,A040,AP40,A040)>0,"Y","")= Y
Y Y sent 8/26 sent 9/29
Dorrance Family DFE Enterprises Jason Stiles P
IF(COUNTA(AJ41,AK41,AL41,AM41,AN41,A041,AP41,A041)>0,"Y","")=
sent 9/11 sent 9/29
Duncan Investments Gre Hammer P
IF(COUNTA(AJ42,AK42,AL42,AM42,AN42,A042,AP42,A042)>0,"Y","")=
Sent 10/1 Sent 10/1
Dzialga, Kirsten & Mark Kristen Dzialga P
IF(COUNTA(AJ43,AK43,AL43,AM43,AN43,A043,AP43,A043)>0,"Y","")=
Edge
IF(COUNTA(AJ44,AK44,AL44,AM44,AN44,A044,AP44,A044)>0,"Y","")=
Edge
IF(COUNTA AJ45 AK45 AL45 AM45 AN45,A045,AP45 A 45 >0 "Y" "" = Y
Edge
IF(COUNTA(AJ46,AK46,AL46,AM46,AN46,A046,AP46,A046)>0,"Y","")=
Ehrenkraz, Pamela Pamela Ehrenkranz
IF(COUNTA(AJ47,AK47,AL47,AM47,AN47,A047,AP47,A047)>0,"Y","")=
El sium Mana ement Brad Wechsler
IF(COUNTA(AJ48,AK48,AL48,AM48,AN48,A048,AP48,A048)>0,"Y","")=
Essig Erin Enright
IF(COUNTA(AJ49,AK49,AL49,AM49,AN49,A049,AP49,A049)>0,"Y","")=
Sent 10/1 Sent 10/1
EverWatch Financial Frohman Anderson
General, but like industrial/agg services, oil & gas,
enviromental Maintain lvg. against some commercial RE. Used to have
EFTA01438076
large CL loan @ CS and BAML Send RESOF and Astra sent 8/12
sent 3/18. Passed 3/30 sent 3/16 Sent 10/7 Sent 10/19
IF(COUNTA(AJ50,AK50,AL50,AM50,AN50,A050,AP50,A050)>0,"Y","")=
Y Sent 10/1 Sent 10/1
EverWatch Financial Joe Monaco P
General,
but like industrial/agg services, oil & gas, enviromental Maintain
lvg. against some commercial RE. Used to have large CL loan @ CS and
BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30
sent 3/16 Sent 10/7
IF(COUNTA(AJ51,AK51,AL51,AM51,AN51,A051,AP51,A051)>0,"Y","")=
Y Sent 10/1 Sent 10/1
EverWatch Financial Matt Womble P
General,
but like industrial/agg services, oil & gas, enviromental Maintain
lvg. against some commercial RE. Used to have large CL loan @ CS and
BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30
sent 3/16 Sent 10/7 Sent 10/19
IF(COUNTA(AJ52,AK52,AL52,AM52,AN52,A052,AP52,A052)>0,"Y","")=
Y Sent 10/1 Sent 10/1
EverWatch Financial T ler Webb P
General,
but like industrial/agg services, oil & gas, enviromental Maintain
lvg. against some commercial RE. Used to have large CL loan @ CS and
BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30
sent 3/16 Sent 10/7
IF(COUNTA(AJ53,AK53,AL53,AM53,AN53,A053,AP53,AO53)>0,"Y","")=
Falk, Charles Charles Falk I
7945
IF(COUNTA(AJ54,AK54,AL54,AM54,AN54,A054,AP54,AO54)>0,"Y","")=
Fine, Lonnie Lonnie Fine I
IF(COUNTA(AJ55,AK55,AL55,AM55,AN55,A055,AP55,AQ55)>0,"Y","")=
Fitzgibbons, John John Fitzgibbons
IF(COUNTA(AJ56,AK56,AL56,AM56,AN56,A056,AP56,A056)>0,"Y","")=
Ford
IF(COUNTA(AJ57,AK57,AL57,AM57,AN57,A057,AP57,A057)>0,"Y","")=
Forrestal Ca ital Annette n
Fra
General n/a sent 12/12, follow-up 1/5, 8/12
sent 3/1 sent 2/26
IF(COUNTA(AJ58,AK58,AL58,AM58,AN58,A058,AP58,A058)>0,"Y","")=Y Sent
9/14 Sent 9/14 Sent 9/14 Y Y Y (Y) Sent
10/1 Sent 10/1
Forrestal Capital Jonathan Fischer P
General n/a sent 12/12, follow-up 1/5, 8/12 sent 3/1
sent 2/26
EFTA01438077
IF(COUNTA(AJ59,AK59,AL59,AM59,AN59,A059,AP59,AQ59)>0,"Y","")=Y Sent
9/14 Sent 9/14 Sent 9/14 Y Y Y (Y) Sent
10/1 Sent 10/1
Gaslow, Lawrence Peter Gaslow P
IF(COUNTA(AJ60,AK60,AL60,AM60,AN60,A060,AP60,A060)>0,"Y","")= Y
Y Y (Y) Sent 10/1 Sent 10/1
General Atlantic Family Office Rich Gold P
IF(COUNTA(AJ61,AK61,AL61,AM61,AN61,A061,AP61,AQ61)>0,"Y","")=
Georgetown U P
- General n/a Macro - send CIO
materials regularly risk factors teaser sent 2/5 sent 3/16. Passed
3/19 IF(COUNTA(AJ62,AK62,AL62,AM62,AN62,A062,AP62,AQ62)>0,"Y","")=
Glenmede
IF(COUNTA(AJ63,AK63,AL63,AM63,AN63,A063,AP63,AQ63)>0,"1","")= Y
Glickman, Donald Don Glickman P
IF(COUNTA(AJ64,AK64,AL64,AM64,AN64,A064,AP64,AQ64)>0,"1",")=
Granite Group Lyle Himebaugh III P
General open to funds meeting in NYC
sent 3/16
IF(COUNTA(AJ65,AK65,AL65,AM65,AN65,A065,AP65,A065)>0,"Y","")= Y
(Y)
Green, Alex Alex Green
IF(COUNTA(AJ66,AK66,AL66,AM66,AN66,A066,AP66,A066)>0,"Y","")= Y
Guilford Company James Landrigan
IF(COUNTA(AJ67,AK67,AL67,AM67,AN67,A067,AP67,AQ67)>0,"Y","")=
Highlander Partners Stanle Bould P
al
Gener puts on public equity? Poland, homebuilding and materials
RESOF follow up sent 12/12 sent 3/1. Passed 3/30 sent 3/16. Passed
3/30 IF(COUNTA(AJ68,AK68,AL68,AM68,AN68,A068,AP68,A068)>0,"Y","")=
Y Sent 10/1 Sent 10/1
Holterbosch, Heidi Heidi Holterbosch
IF(COUNTA(AJ69,AK69,AL69,AM69,AN69,A069,AP69,AQ69)>0,"Y","")= Y Y
Illig, Cliff Cliff Illig P
IF(COUNTA(AJ70,AK70,AL70,AM70,AN70,A070,AP70,AQ70)>0,"Y","")= Y
Illig, Cliff Robb Heineman
IF(COUNTA(AJ71,AK71,AL71,AM71,AN71,A071,AP71,AQ71)>0,"Y","")=
EFTA01438078
Sent 10/1 Sent 10/1
Infinity Q
Real Estate, yield, esoteric multi-asset for Wildcat
fund macro, vol? 20% IRR hurdle. Unconstrained. Size up to $40mm
with control. Structured and leverage ok sent 8/12 teaser
sent 2/5 sent 3/1. Passed 3/30 sent 2/26. Passed 3/30 sent
3/16. Passed 3/30
IF(COUNTA(AJ72,AK72,AL72,AM72,AN72,A072,AP72,A072)>0,"Y","")=
Infinity Q
Real Estate, yield, esoteric multi-asset for Wildcat
fund macro, vol? 20% IRR hurdle. Unconstrained. Size up to $40mm
with control. Structured and leverage ok sent 8/12 teaser
sent 2/5 sent 3/1. Passed 3/30 sent 2/26. Passed 3/30 sent
3/16. Passed 3/30
IF(COUNTA(AJ73,AK73,AL73,AM73,AN73,A073,AP73,AQ73)>0,"Y","")=
Ironsides AM P
General meeting in NC sent 8/12
sent 3/1 sent 3/24
IF(COUNTA(AJ74,AK74,AL74,AM74,AN74,A074,AP74,A074)>0,"Y","")=Y Sent
9/14 Sent 9/14 Sent 9/14
Jain, Neil Neil Jain C/P
IF(COUNTA(AJ75,AK75,AL75,AM75,AN75,A075,AP75,A075)>0,"Y","")=
Jesselson Capital Michael Jesselson Vrablic lead active
P
n
IF(COUNTA(AJ76,AK76,AL76,AM76,AN76,A076,AP76,AQ76)>0,"Y","")=
(Y)
JL Squared Group
IF(COUNTA(AJ77,AK77,AL77,AM77,AN77,A077,AP77,A077)>0,"Y","")=
JL Squared Group
IF(COUNTA(AJ78,AK78,AL78,AM78,AN78,A078,AP78,AQ78)>0,"Y","")=
Keenan, William Howard William Keenan P
IF(COUNTA(AJ79,AK79,AL79,AM79,AN79,A079,AP79,AQ79)>0,"Y","")=
Keiser, Jason Jason Keiser
IF(COUNTA(AJ80,AK80,AL80,AM80,AN80,A080,AP80,AQ80)>0,"Y","")=
Sent 10/1 Sent 10/1
Kelly, Judy Judy Kelly C/P
IF(COUNTA(AJ81,AK81,AL81,AM81,AN81,A081,AP81,AQ81)>0,"Y","")=
Kimmel, Adam Adam Kimmel C/P
IF(COUNTA(AJ82,AK82,AL82,AM82,AN82,A082,AP82,AQ82)>0,"Y","")=
Klein, Martin Martin Klein C/P
IF(COUNTA(AJ83,AK83,AL83,AM83,AN83,A083,AP83,AQ83)>0,"Y","")=
Kristoff, Mark Mark Kristoff C/P
EFTA01438079
IF(COUNTA(AJ84,AK84,AL84,AM84,AN84,A084,AP84,AQ84)>0,"Y","")=
Laffont, Philppe Philippe Laffont P
IF(COUNTA(AJ85,AK85,AL85,AM85,AN85,A085,AP85,AQ85)>0,"Y","")=
Larocca, Robert Robert Larocca I
11797 IF(COUNTA(AJ86,AK86,AL86,AM86,AN86,A086,AP86,AQ86)>0,"Y","")=
Lev , Jared Jared Lev I
IF(COUNTA(AJ87,AK87,AL87,AM87,AN87,A087,AP87,AQ87)>0,"Y","")=
Lindemann Family Eran Schreiber
IF(COUNTA(AJ88,AK88,AL88,AM88,AN88,A088,AP88,AQ88)>0,"Y","")=
Y Y
M20 Inc P
IIIII Small operating
businesses n/a Microcap activist w/ $1-$5mm EBITDA target 10%
stakes sent 3/1. Passed 3/2
IF(COUNTA(AJ89,AK89,AL89,AM89,AN89,A089,AP89,A089)>0,"Y","")=
Makan, Divesh ICONIQ Ca ital LLC ICONIQ Ca ital LLC
Credit n/a need to focus on unique solutions
sent 12/18 sent 2/26
IF(COUNTA(AJ90,AK90,AL90,AM90,AN90,A090,AP90,AQ90)>0,"Y","")=
Makan, Divesh ICONIQ Capital LLC ICONIQ Capital LLC
Credit n/a need to focus on unique solutions
sent 12/18 sent 2/26
IF(COUNTA(AJ91,AK91,AL91,AM91,AN91,A091,AP91,AQ91)>0,"Y","")=
Makan, Divesh ICONIQ Capital LLC ICONIQ Capital LLC
Credit n/a need to focus on unique solutions
sent 12/18 sent 2/26
IF(COUNTA(AJ92,AK92,AL92,AM92,AN92,A092,AP92,A092)>0,"Y","")=Y Sent
9/14 Sent 9/14 Sent 9/14
Makena Capital Management
IIIII Risk factors met 2/2 NDA and portfolio
analysis
IF(COUNTA(AJ93,AK93,AL93,AM93,AN93,A093,AP93,AQ93)>0,"Y","")=
Mariner Capital P
Risk factors met 11/21 Looking at variuous solutions
across the street, all from IB providers Send white papers
IF(COUNTA(AJ94,AK94,AL94,AM94,AN94,A094,AP94,A094)>0,"Y","")=
Meister, Robert Bob Meister
IF(COUNTA(AJ95,AK95,AL95,AM95,AN95,A095,AP95,AQ95)>0,"Y","")=
Sent 10/1 Sent 10/1
Meister, Todd Todd Meister P
IF(COUNTA(AJ96,AK96,AL96,AM96,AN96,A096,AP96,AQ96)>0,"Y","")=
EFTA01438080
Merae MIG Capital
Real Estate
Richard Merage
trading with the HF?
offices to grow internal HF
N.
Want intros to other family
teaser sent 1/23, follow up 8/12
on Blackrock DNC list sent 2/26 sent 3/16
IF(COUNTA(AJ97,AK97,AL97,AM97,AN97,A097,AP97,A097)>0,"Y","")=
Do not send research emails
Michael, Neal Neal Milch P NY
IF(COUNTA(AJ98,AK98,AL98,AM98,AN98,A098,AP98,A098)>0,"Y","")=
Y Y (Y)
Moriwaki, Gary S. Gary Moriwaki I
IF(COUNTA(AJ99,AK99,AL99,AM99,AN99,A099,AP99,A099)>0,"Y","")=
Murray, Thomas Thomas Murray I
IF(COUNTA(AJ100,AK100,AL100,AM100,AN100,A0100,AP100,A0100)>0,"Y","")=
Y Y
Murstein, Alvin Alvin Murstein
New York NY
IF(COUNTA(AJ101,AK101,AL101,AM101,AN101,A0101,AP101,A0101)>0,"Y","")=
Y Y
Murstein, Alvin Andrew Murstein
New York NY
IF(COUNTA(AJ102,AK102,AL102,AM102,AN102,A0102,AP102,AQ102)>0,"Y","")=
Y Y
Nicholas Milo Gonzalez
DPM BRCM hedge
into diversified assets. Also want broad banking relationship
IF(COUNTA(AJ103,AK103,AL103,AM103,AN103,A0103,AP103,A0103)>0,"Y","")=
Y Sent 10/1 Sent 10/1
Nicholas Gosha Zandt DPM
BRCM hedge into diversified assets. Also want broad banking relationship
IF(COUNTA(AJ104,AK104,AL104,AM104,AN104,A0104,AP104,A0104)>0,"Y","")=
Y Sent 10/1 Sent 10/1
Orix Bonnie Mitra P
CLOs, consumer finance,
esoteric have complete portal access. Primarily focused on rates
research 10% ROI target, up to $50mm size call on AcTRS, CLO
intro (Chris D'Auria) teaser sent 11/25, discussed 1/20 sent
12/18, met w/ Baxter 1/20 sent 12/5 Folled up 9/10 teaser
sent and call 2/5. passed 3/27 sent 3/1 sent 3/16 sent
7/28 Sent 9/10 Sent 10/7
IF(COUNTA(AJ105,AK105,AL105,AM105,AN105,A0105,AP105,AQ105)>0,"Y","")=
Y Y
Parami Eric Attias P
IF(COUNTA(AJ106,AK106,AL106,AM106,AN106,A0106,AP106,A0106)>0,"Y","")=
Parami Rahul Vaid P
IF(COUNTA(AJ107,AK107,AL107,AM107,AN107,A0107,AP107,A0107)>0,"Y","")=
EFTA01438081
Pensler, Sandy Sandy Pensler P
NY
IF(COUNTA(AJ108,AK108,AL108,AM108,AN108,A0108,AP108,AQ108)>0,"Y","")=
Y Y
Peregrine Group P
Energy n/a covered by brokers already
for public markets trading mineral rights in Permian mentioned
12/4 mentioned 12/4 sent 3/1
IF(COUNTA(AJ109,AK109,AL109,AM109,AN109,A0109,AP109,AQ109)>0,"Y","")=
Persico, Anthony Anthony Persico I
IF(COUNTA(AJ110,AK110,AL110,AM110,AN110,A0110,AP110,AQ110)>0,"Y","")=
Y Sent 10/1 Sent 10/1
Rose, Simon Simon Rose C/P
IF(COUNTA(AJ111,AK111,AL111,AM111,AN111,A0111,AP111,AQ111)>0,"Y","")=
Y Y
Schaefer, Marla Marla Schaefer
IF(COUNTA(AJ112,AK112,AL112,AM112,AN112,A0112,AP112,AQ112)>0,"Y","")=
Y Y
Schmidt, Eric Hills ire LLC P
General, including
real estate. Want yield. Like trophy assets. Want co-invest multi-
asset. FX and rates hedging looking at cheap assets in Europe. Could
use tax shield against GOOG share sales RESOF, Extel. Set up ISDA.
Deposits teaser sent 11/12, follow up 1/5 , 8/12 teaser sent 2/5
sent 3/1 sent 2/24. passed 3/27 sent 3/16 Sent 9/14
Sent 10/7
IF(COUNTA(AJ113,AK113,AL113,AM113,AN113,A0113,AP113,AQ113)>0,"Y","")=
Schmidt, Eric Hillspire LLC Chuck Chai P
General, including real estate. Want yield. Like trophy
assets. Want co-invest multi-asset. FX and rates hedging looking at
cheap assets in Europe. Could use tax shield against GOOG share sales
RESOF, Extel. Set up ISDA. Deposits teaser sent 11/12, follow up 1/5 ,
8/12 teaser sent 2/5 sent 3/1 sent 2/24. passed 3/27 sent
3/16 Sent 9/14 Sent 10/7
IF(COUNTA(AJ114,AK114,AL114,AM114,AN114,A0114,AP114,AQ114)>0,"Y","")=
Y Y
Seelig, Mark Mark Seelig
IF(COUNTA(AJ115,AK115,AL115,AM115,AN115,A0115,AP115,AQ115)>0,"Y","")=
SK Family Office Charles Britton P
IF(COUNTA(AJ116,AK116,AL116,AM116,AN116,A0116,AP116,AQ116)>0,"Y","")=Y
Sent 9/11 Sent 9/11- Interested Sent 9/11 Sent 9/11
Y Y Y y Y (Y)
Slome, Ian Ian Slome P
RE (US, Europe, R+C) via direct investment, PE or struct. Products; PE and
HF n/a Risk averse. Already seeing HF indeas from AFS send
RIN? teaser sent 2/5 passed 2/27 mentioned 2/26, sent 3/16. Passed
3/30
EFTA01438082
IF(COUNTA(AJ117,AK117,AL117,AM117,AN117,A0117,AP117,AQ117)>0,"Y","")=
Y Y
Slome, Ian John Service P
RE (US, Europe, R+C) via direct investment, PE or struct. Products; PE and
HF n/a Risk averse. Already seeing HF indeas from AFS send
RIN? teaser sent 2/5 passed 2/27 mentioned 2/26, sent 3/16. Passed
3/30
IF(COUNTA(AJ118,AK118,AL118,AM118,AN118,A0118,AP118,AQ118)>0,"Y","")=
Y Y (Y)
Snyder, Daniel Karl Schreiber
IF(COUNTA(AJ119,AK119,AL119,AM119,AN119,A0119,AP119,AQ119)>0,"Y","")=Y
Sent 9/14 Sent 9/14 Sent 9/14
Y Sent 10/1 Sent 10/1
Sonen Capital David Hood P
IF(COUNTA(AJ120,AK120,AL120,AM120,AN120,A0120,AP120,AQ120)>0,"Y","")=
Sonen Capital P
IF(COUNTA(AJ121,AK121,AL121,AM121,AN121,A0121,AP121,AQ121)>0,"Y","")=
S ruce Private Investors LLC
IIIII Systematic
gamma decay Trading with CS Introduce AFS or CB&S
IF(COUNTA(AJ122,AK122,AL122,AM122,AN122,A0122,AP122,AQ122)>0,"Y","")=
S ruce Private Investors LLC
Systematic
gamma decay Trading with CS Introduce AFS or CB&S
IF(COUNTA(AJ123,AK123,AL123,AM123,AN123,A0123,AP123,AQ123)>0,"Y","")=
Stiritz, William P. Lynn Morgan
IF(COUNTA(AJ124,AK124,AL124,AM124,AN124,A0124,AP124,AQ124)>0,"Y","")=
Sent 10/1 Sent 10/1
Stiritz, William P. William Stiritz P
•
IF(COUNTA(AJ125,AK125,AL125,AM125,AN125,A0125,AP125,AQ125)>0,"Y","")=
Tharani, Haresh Haresh Tharani P
IF(COUNTA(AJ126,AK126,AL126,AM126,AN126,A0126,A1126,AQ126)>0,"Y","")=
Thomson Stefan
IF(COUNTA(AJ127,AK127,AL127,AM127,AN127,A0127,AP127,AQ127)>0,"Y","")=
Sent 10/1 Sent 10/1
True North Advisors
IF(COUNTA(AJ128,AK128,AL128,AM128,AN128,A0128,AP128,AQ128)>0,"Y","")=
United Com pany Lois Clarke
IF(COUNTA(AJ129,AK129,AL129,AM129,AN129,A0129,AP129,AQ129)>0,"Y","")=
EFTA01438083
Y Y Sent 10/1 Sent 10/1
Wanek, Todd Thirdlake Capital Joakim Bergander
IF(COUNTA(AJ130,AK130,AL130,AM130,AN130,A0130,AP130,AQ130)>0,"Y","")=
Y Y sent 9/14 sent 9/29
Weiss, George George Weiss P Hartford CT
IF(COUNTA(AJ131,AK131,AL131,AM131,AN131,A0131,AP131,AQ131)>0,"Y","")=
Y Y Y N
White Deer Energy Kristin P
IF(COUNTA(AJ132,AK132,AL132,AM132,AN132,A0132,AP132,AQ132)>0,"Y","")=
Y Y
Willett Advisors Brad Briner P
Real Assets with
focus on natural resources and real estate n/a commodities
20% ownership cap. Funds or direct. Equity rates of return (-20%), $30-
$40mm size Intro to Todd Henderson sent 12/18 sent 12/5
sent 3/1 discussed 2/25 no interest sent 3/16. passed 4/13
IF(COUNTA(AJ133,AK133,AL133,AM133,AN133,A0133,AP133,AQ133)>0,"Y","")=
Y Y (N) Y
Winston Advisors Christoher abedian P
IF(COUNTA(AJ134,AK134,AL134,AM134,AN134,A0134,AP134,AQ134)>0,"Y","")=
Yorktown Partners, LLC Bryan H. Lawrence
IF(COUNTA(AJ135,AK135,AL135,AM135,AN135,A0135,AP135,AQ135)>0,"Y","")=
Yorktown Partners, LLC George Petrides
IF(COUNTA(AJ136,AK136,AL136,AM136,AN136,A0136,AP136,AQ136)>0,"Y","")=
Y Y
Yorktown Partners LLC Peter Leidel P
•
IF(COUNTA(AJ137,AK137,AL137,AM137,AN137,A0137,AP137,AQ137)>0,"Y","")=
Y Y Y N
Zubillaga, Alex Alex Zubillaga C/P
IF(COUNTA(AJ138,AK138,AL138,AM138,AN138,A0138,AP138,AQ138)>0,"Y","")=
Y Y
Zud(erl id Lloyd Zuckerberg C/P
IF(COUNTA(AJ139,AK139,AL139,AM139,AN139,A0139,AP139,AQ139)>0,"Y","")=
Y Y
Andrew Farkas Kimble prospect active
IF(COUNTA(AJ140,AK140,AL140,AM140,AN140,A0140,AP140,AQ140)>0,"Y","")= Y
Ari Glass C/P
IF(COUNTA(AJ141,AK141,AL141,AM141,AN141,A0141,AP141,AQ141)>0 "Y" "")=
Y Y
Avi Kestenbaum Janco lead inactive C/P
EFTA01438084
IF(COUNTA(AJ142,AK142,AL142,AM142,AN142,A0142,AP142,AQ142)>0,"Y","")=
Y Y
Alan Kufeld Robertson lead inactive
•
IF(COUNTA(AJ143,AK143,AL143,AM143,AN143,A0143,AP143,AQ143)>0,"Y","")=
Y Y
Toms Capital Anup Patel
IF(COUNTA(AJ144,AK144,AL144,AM144,AN144,A0144,AP144,AQ144)>0,"Y","")=
Y Y
William Berkman Convey lead active ■
IF(COUNTA(AJ145,AK145,AL145,AM145,AN145,A0145,AP145,AQ145)>0,"Y","")= Y
Barry Bloom McCartl ospect active
IF(COUNTA(AJ146,AK146,AL146,AM146,AN146,A0146,AP146,AQ146)>0,"Y" Y
Louis Cailoa
IF(COUNTA(AJ147,AK147,AL147,AM147,AN147,A0147,AP147,AQ147)>0,"Y" Y
Robert Haier C/P
IF(COUNTA(AJ148,AK148,AL148,AM148,AN148,A0148,AP148,AQ148)>0,"Y"
Y Y
Bryan R. Lawrence
IF(COUNTA(AJ149,AK149,AL149,AM149,AN149,A0149,AP149,AQ149)>0,"Y" Y
Bryce Markus Sohrab prospect active
IF(COUNTA(AJ150,AK150,AL150,AM150,AN150,A0150,AP150,AQ150)>0,"Y"
Ben Rechler Powers prospect inactive
IF(COUNTA(AJ151,AK151,AL151,AM151,AN151,A0151 ,AP151,AQ151)>0,"Y" Y
Brian Blechman C/P
IF(COUNTA(AJ152,AK152,AL152,AM152,AN152,A0152 ,AP152,AQ152)>0,"Y"
Y Y
Brooks Duncan I
IF(COUNTA(AJ153,AK153,AL153,AM153,AN153,A0153,AP153,AQ153)>0,"Y"
Y Y
Lennar Bruce Gross Kimble lead active C/P
IF(COUNTA(AJ154,AK154,AL154,AM154,AN154,A0154,AP154,AQ154)>0,"Y" ")=
Y Y Y (Y)
Cathy Handley C/P
IF(COUNTA(AJ155,AK155,AL155, AM155,AN155,A0155,AP155,AQ155)>0,"Y" ")=
Y Y Sent 10/1 Sent 10/1
Cary Brody C/P
IF(COUNTA(AJ156,AK156,AL156,AM156,AN156,A0156,AP156,AQ156)>0,"Y" ")=
Y Y
Caroline Conegliano I I
IF(COUNTA(AJ157,AK157,AL157,AM157,AN157,A0157 ,AP157,AQ157)>0,"Y" ")=
Y Y
Christopher Goldberg
IF(COUNTA(AJ158,AK158,AL158,AM158,AN158,A0158,AP158,AQ158)>0,"Y" ,"")= Y
Charles Krusen Jacoby lead active C/P
EFTA01438085
IF(COUNTA(AJ159,AK159,AL159,AM159,AN159,A0159,AP159,AQ159)>0,"Y","")=
Y Y
Colby Rollins C/P
IF(COUNTA(AJ160,AK160,AL160,AM160,AN160,A0160,AP160,AQ160)>0,"Y","")=
Y Y
Curtis Conway C/P
IF(COUNTA(AJ161,AK161,AL161,AM161,AN161,A0161,AP161,AQ161)>0,"Y","")=
Y Y
David Manlowe Erskine prospect inactive
IF(COUNTA(AJ162,AK162,AL162,AM162,AN162,A0162,AP162,AQ162)>0,"Y","")=
David Angstreich
IF(COUNTA(AJ163,AK163,AL163,AM163,AN163,A0163,AP163,AQ163)>0,"Y","")=
David Halliwill C/P
IF(COUNTA(AJ164,AK164,AL164,AM164,AN164,A0164,AP164,AQ164)>0,"Y","")=
Y Y
David Cooper C/P
IF(COUNTA(AJ165,AK165,AL165,AM165,AN165,A0165,AP165,AQ165)>0,"Y","")=
Y Y
Deepak Raj
IF(COUNTA(AJ166,AK166,AL166,AM166,AN166,A0166,AP166,AQ166)>0,"Y","")=
Daniel Heflin Sohrab prospect inactive
IF(COUNTA(AJ167,AK167,AL167,AM167,AN167,A0167,AP167,AQ167)>0,"Y","")=
Y Y
David Mitchell
IF(COUNTA(AJ168,AK168,AL168,AM168,AN168,A0168,AP168,AQ168)>0,"Y","")=
David Deutsch
IF(COUNTA(AJ169,AK169,AL169,AM169,AN169,A0169,AP169,AQ169)>0,"Y","")=
Edouard Gerschel C/P
IF(COUNTA(AJ170,AK170,AL170,AM170,AN170,A0170,AP170,AQ170)>0,"Y","")=
Y Y
Erik Moody
IF(COUNTA(AJ171,AK171,AL171,AM171,AN171,A0171,AP171,AQ171)>0,"Y","")=
Y Sent 10/1 Sent 10/1
General Atlantic Gene Lynch
IF(COUNTA(AJ172,AK172,AL172,AM172,AN172,A0172,AP172,AQ172)>0,"Y","")=
Y Attending
Ira Halperin
IF(COUNTA(AJ173,AK173,AL173,AM173,AN173,A0173,AP173,AQ173)>0,"Y","")=
Y Y
Richard Simon C/P
IF(COUNTA(AJ174,AK174,AL174,AM174,AN174,A0174,AP174,AQ174)>0,"Y","")=
Y Y
Inder Sodhi Jensen prospect inactive C/P
IF(COUNTA(AJ175,AK175,AL175,AM175,AN175,A0175,AP175,AQ175)>0,"Y","")=
Y Y
Jamie Smith
IF(COUNTA(AJ176,AK176,AL176,AM176,AN176,A0176,AP176,AQ176)>0,"Y","")=
John Straus
EFTA01438086
IF(COUNTA(AJ177,AK177,AL177,AM177,AN177,A0177,AP177,AQ177)>0,"Y","")=
John Barber Sohrab prospect inactive
IF(COUNTA(AJ178,AK178,AL178,AM178,AN178,A0178,AP178,AQ178)>0,"Y","")=
Y Y
Jonathon Botwinick C/P
IF(COUNTA(AJ179,AK179,AL179,AM179,AN179,A0179,AP179,AQ179)>0,"Y","")=
Y Y
Jeffrey Coopersmith
IF(COUNTA(AJ180,AK180,AL180,AM180,AN180,A0180,AP180,AQ180)>0,"Y","")=
Y Y
Jeff Kirwood
IF(COUNTA(AJ181,AK181,AL181,AM181,AN181,A0181,AP181,AQ181)>0,"Y","")=
John Lummis C/P
IF(COUNTA(AJ182,AK182,AL182,AM182,AN182,A0182,AP182,AQ182)>0,"Y","")=
Y Y
Julie Richardson C/P
IF(COUNTA(AJ183,AK183,AL183,AM183,AN183,A0183,AP183,AQ183)>0,"Y","")=
Y Y
Kevin Ryan C/P
IF(COUNTA(AJ184,AK184,AL184,AM184,AN184,A0184,AP184,AQ184)>0,"Y","")=
Y Y
Wanek, Todd Thirdlake Capital Ken Jones
IF(COUNTA(AJ185,AK185,AL185,AM185,AN185,A0185,AP185,AQ185)>0,"Y","")=
Y Y
Lara Brody
IF(COUNTA(AJ186,AK186,AL186,AM186,AN186,A0186,AP186,AQ186)>0,"Y","")=
Lou Cortese Robertson prospect active
IF(COUNTA(AJ187,AK187,AL187,AM187,AN187,A0187,AP187,AQ187)>0,"Y","")=
Cummings Matt Ireland C/P
IF(COUNTA(AJ188,AK188,AL188,AM188,AN188,A0188,AP188,AQ188)>0,"Y","")=
William McBride I
IF(COUNTA(AJ189,AK189,AL189,AM189,AN189,A0189,AP189,AQ189)>0,"Y","")=
Milton Cooper Janco lead inactive C/P
IF(COUNTA(AJ190,AK190,AL190,AM190,AN190,A0190,AP190,AQ190)>0,"Y","")=
Mel Manion
IF(COUNTA(AJ191,AK191,AL191,AM191,AN191,A0191,AP191,AQ191)>0,"Y","")=
Matt Serra
IF(COUNTA(AJ192,AK192,AL192,AM192,AN192,A0192,AP192,AQ192)>0,"Y","")=
Neil Blechman
IF(COUNTA(AJ193,AK193,AL193,AM193,AN193,A0193,AP193,AQ193)>0,"Y","")=
Phillip Shefter C/P
IF(COUNTA(AJ194,AK194,AL194,AM194,AN194,A0194,AP194,AQ194)>0,"Y","")=
EFTA01438087
Robert Hull LaRoe lead active
TX
IF(COUNTA(AJ195,AK195,AL195,AM195,AN195,A0195,AP195,AQ195)>0,"Y","")=
Lewis Ranieri Sabbagh prospect active C/P
IF(COUNTA(AJ196,AK196,AL196,AM196,AN196,A0196,AP196,AQ196)>0,"Y","")=
Y Y
MIG Capital Richard Merage Convey lead active
IF(COUNTA(AJ197,AK197,AL197,AM197,AN197,A0197,AP197,AQ197)>0,"Y","")=
Y Y
Rich Joslin
IF(COUNTA(AJ198,AK198,AL198,AM198,AN198,A0198,AP198,AQ198)>0,"Y","")=
Ross Blechman
IF(COUNTA(AJ199,AK199,AL199,AM199,AN199,A0199,AP199,A0199)>0,"Y","")=
Russell Artzt Convey lead active C/P
IF(COUNTA(AJ200,AK200,AL200,AM200,AN200,A0200,AP200,AQ200)>0,"Y","")=
Y Y
Russell Blank
IF(COUNTA(AJ201,AK201,AL201,AM201,AN201,A0201,AP201,AQ201)>0,"Y","")=
Steven Blicht C/P
IF(COUNTA(AJ202,AK202,AL202,AM202,AN202,A0202,AP202,AQ202)>0,"Y","")=
Y Y
Vass Pipe Sonny Jain C/P
IF(COUNTA(AJ203,AK203,AL203,AM203,AN203,A0203,AP203,AQ203)>0,"Y","")=
Y Y Y (Y) Sent 10/1 Sent 10/1
Todd Angkatavanich I
IF(COUNTA(AJ204,AK204,AL204,AM204,AN204,A0204,AP204,AQ204)>0,"Y","")=
Y Y
Catherine Moreatis C/P
IF(COUNTA(AJ205,AK205,AL205,AM205,AN205,A0205,AP205,AQ205)>0,"Y","")=
Y Y
James Alterbaum
IF(COUNTA(AJ206,AK206,AL206,AM206,AN206,A0206,AP206,AQ206)>0,"Y","")=
Y Y
John Binko C/P
IF(COUNTA(AJ207,AK207,AL207,AM207,AN207,A0207,AP207,AQ207)>0,"Y","")=
Y Y
IF(COUNTA(AJ208,AK208,AL208,AM208,AN208,A0208,AP208,AQ208)>0,"Y","")=
IF(COUNTA(AJ209,AK209,AL209,AM209,AN209,A0209,AP209,AQ209)>0,"Y","")=
IF(COUNTA(AJ210,AK210,AL210,AM210,AN210,A0210,AP210,AQ210)>0,"Y","")=
For internal use only
EFTA01438088
Paul Contacts
First Name Last Name Messaging ID CIO Outlook Tax
Topics Intermediary Client/Pros ect Intermediary Client/Prospect
Arun Alagappan Y Y Y 0 C/-
P IF(H2="I","I",IF(I2="C/P","C/P","NA"))=C/P
James Alterbaum Y Y I 0
IF(H3="I","I",IF(I3="C/P","C/P","NA"))=I
Yosi Amster Y Y Y
I 0 IF(H4="I","I",IF(I4="C/P","C/P","NA"))=I
Todd Angkatavanich Y
Y I 0 IF(H5="I","I",IF(I5="C/P","C/P","NA"))=I
David Angstreich 0 0
IF(H6="I","I",IF(I6="C/P","C/P","NA"))=NA
Thomas Archer Y Y Y I
0 IF(H7="I","I",IF(I7="C/P","C/P","NA"))=I
Russell Artzt Y Y Y 0 C/-
P IF(H8="I","I",IF(I8="C/P","C/P","NA"))=C/P
Eric Attias [email protected] 0 0
IF(H9="I","I",IF(I9="C/P","C/P","NA"))=NA
Gregory Attorri Y Y Y
I 0 IF(H10="I","I",IF(I10="C/P","C/P","NA"))=I
Andy Augenblick 0
0 IF(H1l="I","I",IF(Ill="C/P","C/P","NA"))=NA
Dill Ayres 0 0 IF(H12="I","I",IF(I12="C/-
P","C/P","NA"))=NA
John Barber Y Y Y
I 0 IF(H13="I","I",IF(I13="C/P","C/P","NA"))=I
Mitchell Barry Y Y Y
0 C/P IF(H14="I","I",IF(I14="C/P","C/P","NA"))=C/P
Harry Beller Y Y Y 0 C/-
P IF(H15="I","I",IF(I15="C/P","C/P","NA"))=C/P
Joakim Bergander 0 0
IF(H16="I","I",IF(I16="C/P","C/P","NA"))=NA
William Berkman 0 0
IF(H17="I","I",IF(I17="C/P","C/P","NA"))=NA
Ajay Bhalla Y Y Y 0 C/-
P IF(H18="I","I",IF(I18="C/P","C/P","NA"))=C/P
John Binko Y Y Y 0 C/P
IF(H19="I","I",IF(I19="C/P","C/P","NA"))=C/P
Russell Blank 0 0
IF(H20="I","I",IF(I20="C/P","C/P","NA"))=NA
Brian Blechman Y Y Y
0 C/P IF(H2l="I","I",IF(I21="C/P","C/P","NA"))=C/P
Neil Blechman 0 0
IF(H22="I","I",IF(I22="C/P","C/P","NA"))=NA
Ross Blechman 0 0
IF(H23="I","I",IF(I23="C/P","C/P","NA"))=NA
Steven Blicht Y Y
Y 0 C/P IF(H24="I","I",IF(I24="C/P","C/P","NA"))=C/P
Barry Bloom 0 0 IF(H25="I","I",IF(I25="C/-
P","C/P","NA"))=NA
EFTA01438089
Jonathon Botwinick Y Y
Y 0 C/P IF(H26="I","I",IF(I26="C/P","C/P","NA"))=C/P
Steve Brandis 0 0
IF(H27="I","I",IF(I27="C/P","C/P","NA"))=NA
Charles Britton Y Y Y
0 C/P IF(H28="I","I",IF(I28="C/P","C/P","NA"))=C/P
Cary Brody Y Y
Y 0 C/P IF(H29="I","I",IF(I29="C/P","C/P","NA"))=C/P
Lara Brody 0 0
IF(H30="I","I",IF(I30="C/P","C/P","NA"))=NA
Louis Cailoa 0 0 IF(H3l="I","I",IF(I31="C/-
P","C/P","NA"))=NA
Adreinne Cannella 0 0
IF(H32="I","I",IF(I32="C/P","C/P","NA"))=NA
Michael Cline Y Y Y 0 C/-
P IF(H33="I","I",IF(I33="C/P","C/P","NA"))=C/P
Gail Coleman Y Y Y
0 C/P IF(H34="I","I",IF(I34="C/P","C/P","NA"))=C/P
Caroline Conegliano Y
Y Y I 0 IF(H35="I","I",IF(I35="C/P","C/P","NA"))=I
Curtis Conway Y Y Y 0 C/-
P IF(H36="I","I",IF(I36="C/P","C/P","NA"))=C/P
David Cooper Y Y Y
0 C/P IF(H37="I","I",IF(I37="C/P","C/P","NA"))=C/P
Milton Cooper Y Y Y 0 C/-
P IF(H38="I","I",IF(I38="C/P","C/P","NA"))=C/P
Jeffrey Coopersmith Y Y Y
I 0 IF(H39="I","I",IF(I39="C/P","C/P","NA"))=I
Lou Cortese 0 0
IF(H40="I","I",IF(I40="C/P","C/P","NA"))=NA
Jonathan Crystal Y Y
Y I 0 IF H4l="I" "I" IF I41="C/P","C/P","NA"))=I
Thomas Danziger Y Y Y
I 0 IF(H42="I","I",IF(I42="C/P","C/P","NA"))=I
David Deutsch 0 0
IF(H43="I","I",IF(I43="C/P","C/P","NA"))=NA
Brooks Duncan Y Y Y I
0 IF(H44="I","I",IF(I44="C/P","C/P","NA"))=I
Kristen Dzialga 0 0
IF(H45="I","I",IF(I45="C/P","C/P","NA"))=NA
Pamela Ehrenkranz Y Y Y
I 0 IF(H46="I","I",IF(I46="C/P","C/P","NA"))=I
Charles Falk Y Y Y I
0 IF(H47="I","I",IF(I47="C/P","C/P","NA"))=I
Andrew Farkas 0 0
IF(H48="I","I",IF(I48="C/P","C/P","NA"))=NA
Lonnie Fine Y Y Y
I 0 IF(H49="I","I",IF(I49="C/P","C/P","NA"))=I
John Fitzgibbons Y Y Y
0 C/P IF(H50="I","I",IF(I50="C/P","C/P","NA"))=C/P
Peter Gaslow Y Y Y
EFTA01438090
0 C/P IF(H5l="I","I",IF(I51="C/P","C/P","NA"))=C/P
Edouard Gerschel Y Y Y
0 C/P IF(H52="I","I",IF(I52="C/P","C/P","NA"))=C/P
Ari Glass Y Y Y 0 C/-
P IF(H53="I","I",IF(I53="C/P","C/P","NA"))=C/P
Don Glickman 0 0 IF(H54="I","I",IF(I54="C/P","C/-
P","NA"))=NA
Rich Gold 0 0
IF(H55="I","I",IF(I5S="C/P","C/P","NA"))=NA
Christopher Goldberg 0 0
IF(H56="I","I",IF(I56="C/P","C/P","NA"))=NA
Peter Greatrex 0
0 IF(H57="I","I",IF(I57="C/P","C/P","NA"))=NA
Bruce Gross Y Y Y 0 C/-
P IF(H58="I","I",IF(I58="C/P","C/P","NA"))=C/P
Robert Haier Y Y Y
0 C/P IF(H59="I","I",IF(I59="C/P","C/P","NA"))=C/P
David Halliwill Y Y Y
0 C/P IF(H60="I","I",IF(I60="C/P","C/P","NA"))=C/P
Ira Halperin Y Y
Y I 0 IF(H6l="I","I",IF(I61="C/P","C/P","NA"))=I
Cathy Handley Y Y Y 0 C/-
P IF(H62="I","I",IF(I62="C/P","C/P","NA"))=C/P
Daniel Heflin Y Y Y
0 C/P IF(H63="I","I",IF(I63="C/P","C/P","NA"))=C/P
Heidi Holterbosch Y Y V
0 C/P IF(H64="I","I",IF(I64="C/P","C/P","NA"))=C/P
Robert Hull 0 0
IF(H65="I","I",IF(I65="C/P","C/P","NA"))=NA
Matt Ireland Y Y Y 0 C/P
IF(H66="I","I",IF(I66="C/P","C/P","NA"))=C/P
Sonny Jain Y Y 1/ 0 C/-
P IF(H67="I","I",IF(I67="C/P","C/P","NA"))=C/P
Neil Jain Y Y 1/ 0 C/-
P IF(H68="I","I",IF(I68="C/P","C/P","NA"))=C/P
Michael Jesselson 0 0
IF(H69="I","I",IF(I69="C/P","C/P","NA"))=NA
Ken Jones 0 0
IF(H70="I","I",IF(I70="C/P","C/P","NA"))=NA
Rich Joslin 0 0
IF(H7l="I","I",IF(I71="C/P","C/P","NA"))=NA
William Keenan Y Y Y
0 C/P IF(H72="I","I",IF(I72="C/P","C/P","NA"))=C/P
William Howard Keenan 0 0
IF(H73="I","I",IF(I73="C/P","C/P","NA"))=NA
Judy Kelly Y Y Y
0 C/P IF(H74="I","I",IF(I74="C/P","C/P","NA"))=C/P
Avi Kestenbaum Y Y
Y 0 C/P IF(H75="I","I",IF(I75="C/P","C/P","NA"))=C/P
Adam Kimmel Y Y Y 0 C/-
P IF(H76="I","I",IF(I76="C/P","C/P","NA"))=C/P
EFTA01438091
Jeff Kirwood 0 0
IF(H77="I","I",IF(I77="C/P","C/P","NA"))=NA
Martin Klein Y Y Y 0 C/-
P IF(H78="I","I",IF(I78="C/P","C/P","NA"))=C/P
Mark Kristoff Y Y Y 0 C/P
IF(H79="I","I",IF(I79="C/P","C/P","NA"))=C/P
Charles Krusen Y Y
Y 0 C/P IF(H80="I","I",IF(I80="C/P","C/P","NA"))=C/P
Alan Kufeld Y Y Y I 0
IF(H8l="I","I",IF(I81="C/P","C/P","NA"))=I
Philippe Laffont 0 0
IF(H82="I","I",IF(I82="C/P","C/P","NA"))=NA
Robert Larocca Y Y Y
I 0 IF(H83="I","I",IF(I83="C/P","C/P","NA"))=I
Bryan H. Lawrence 0
0 IF(H84="I","I",IF(I84="C/P","C/P","NA"))=NA
Bryan R. Lawrence 0
0 IF(H85="I","I",IF(I85="C/P","C/P","NA"))=NA
Richard Leeds Y Y Y 0 C/-
P IF(H86="I","I",IF(I86="C/P","C/P","NA"))=C/P
Peter Leidel Y Y Y
0 C/P IF(H87="I","I",IF(I87="C/P","C/P","NA"))=C/P
Jared Levy Y Y Y I
0 IF(H88="I","I",IF(I88="C/P","C/P","NA"))=I
John Lummis Y Y Y 0 C/-
P IF(H89="I","I",IF(I89="C/P","C/P","NA"))=C/P
Gene Lynch 0 0
IF(H90="I","I",IF(I90="C/P","C/P","NA"))=NA
Mel Manion 0 0
IF(H9l="I","I",IF(I91="C/P","C/P","NA"))=NA
David Manlowe 0 0
IF(H92="I","I",IF
Bryce Markus 0 0
IF(H93="I","I",IF(I93="C/P","C/P","NA"))=NA
Kelly Masuda 0 0
IF(H94="I","I",IF(I94="C/P","C/P","NA"))=NA
William McBride Y Y Y I
0 IF(H95="I","I",IF(I95="C/P","C/P","NA"))=I
Todd Meister Y Y Y 0 C/-
P IF(H96="I","I",IF(I96="C/P","C/P","NA"))=C/P
Richard Merage 0 0
IF(H97="I","I",IF(I97="C/P","C/P","NA"))=NA
Neal Milch Y Y Y 0 C/-
P IF(H98="I","I",IF(I98="C/P","C/P","NA"))=C/P
David Mitchell 0 0
IF(H99="I","I",IF(I99="C/P","C/P","NA"))=NA
Erik Moody 0 0 IF(H100="I","I",IF(I100="C/-
P","C/P","NA"))=NA
Catherine Moreatis Y Y Y 0 C/P
IF(H101="I","I",IF(I101="C/P","C/P","NA"))=C/P
Gary Moriwaki Y Y
EFTA01438092
Y I 0 IF(H102="I","I",IF(I102="C/P","C/P","NA"))=I
Thomas Murray Y Y Y I 0
IF(H103="I","I",IF(I103="C/P","C/P","NA"))=I
Alvin Murstein Y Y
Y 0 C/P IF(H104="I","I",IF(I104="C/P","C/P","NA"))=C/P
Andrew Murstein Y Y Y
0 C/P IF(H105="I","I",IF(I105="C/P","C/P","NA"))=C/P
Anup Patel 0 0
IF(H106="I","I",IF(I106="C/P","C/P","NA"))=NA
Sandy Pensler Y Y Y
0 C/P IF(H107="I","I",IF(I107="C/P","C/P","NA"))=C/P
Anthony Persico 0 0
IF(H108="I","I",IF(I108="C/P","C/P","NA"))=NA
George Petrides Y Y
Y I 0 IF(H109="I","I",IF(I109="C/P","C/P","NA"))=I
Deepak Raj 0 0
IF(H110="I","I",IF(I110="C/P","C/P","NA"))=NA
Lewis Ranieri Y Y Y 0 C/-
P IF(H111="I","I",IF(I111="C/P","C/P","NA"))=C/P
Ben Rechler 0 0
IF(H112="I","I",IF(I112="C/P","C/P","NA"))=NA
Julie Richardson Y Y
Y 0 C/P IF(H113="I","I",IF(I113="C/P","C/P","NA"))=C/P
Colby Rollins Y Y Y 0 C/-
P IF(H114="I","I",IF(I114="C/P","C/P","NA"))=C/P
Simon Rose Y Y Y 0 C/-
P IF(H115="I","I",IF(I115="C/P","C/P","NA"))=C/P
Kevin Ryan Y Y Y
0 C/P IF(H116="I","I",IF(I116="C/P","C/P","NA"))=C/P
Marla Schaefer Y Y Y
0 C/P IF(H117="I","I",IF(I117="C/P","C/P","NA"))=C/P
Karl Schreiber 0 0
IF(H118="I","I",IF(I118="C/P","C/P","NA"))=NA
Mark Seelig 0 0 IF(H119="I","I",IF(I119="C/-
P","C/P","NA"))=NA
Matt Serra 0 0
IF(H120="I","I",IF(I120="C/P","C/P","NA"))=NA
Phillip Shefter Y Y Y
0 C/P IF(H121="I","I",IF(I121="C/P","C/P","NA"))=C/P
Richard Simon Y Y Y 0 C/-
P IF(H122="I","I",IF(I122="C/P","C/P","NA"))=C/P
Jamie Smith 0 0
IF(H123="I","I",IF(I123="C/P","C/P","NA"))=NA
Inder Sodhi Y Y Y 0 C/-
P IF(H124="I","I",IF(I124="C/P","C/P","NA"))=C/P
John Straus 0 0
IF(H125="I","I",IF(I125="C/P","C/P","NA"))=NA
Haresh Tharani Y Y
ℹ️ Document Details
SHA-256
8b35ad7f8eedf98625662bc9a625558264e87cfdf70bfea870678ee7f6331e0e
Bates Number
EFTA01438073
Dataset
DataSet-10
Document Type
document
Pages
28
Comments 0