📄 Extracted Text (441 words)
From: Perry Lerner <
Sent: Monday, November 30, 2015 9:44 PM
To: jeffrey E.
Subject: Re: Meeting with Perry Lerner
Yes. Will send it to you/
Sent from my iPhone
On Nov 30, 2015, at 3:47 PM, jeffrey E. <[email protected] <mailto:jeevacation@g=ail.com» wrote:
always is there something i can read"?
On Mon, Nov 30, 2015 at 4:46 PM, Per Lerner <
<mailto > wrote:
Jeffrey-=/span>
</=pan>
Several months ago we =et to discuss our private placement insurance products. We have rece=tly been
approached by several investment groups who are interested in usi=g the PFIC headroom we create as a consequence of
our ongoing business. That is, as we write policies, our equity o=ners can shelter their own investment earnings without
becoming subject to=current taxation. Please let me know if this subject is still of interest =o you.
</=pan>
</=pan>
From: Barry J.=Cohen
Sent: Monday, September 15, 2014 2:28 PM
To >'
Cc: jeffrey E.; Perry Lerner; Kimberly Schroeder
Subject: Meeting with Perry Lerner
Lesley: I mentioned to Jeff this morning that =e might appreciate meeting Perry Lerner, CEO of Crown
Global, regarding so=e life insurance ideas he has. Jeff suggested we try to meet next we=k when he is in NYC. Perry is
available 9/22 and 9/24. I will tag along if I can, but I'm not essential to the =eeting. I have cc'd my assistant, Kim. What
times work best =or Jeff?
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Jeff: Perry thinks you met him 10 years ago on=something unrelated.
Barry
Barry Cohen=/p>
Apollo Management<=>
9 West 57th Street, 37th Floor</=pan>
New York, NY 10019=u>
>
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