👁 1
💬 0
📄 Extracted Text (603 words)
From: Richard Kahn
Sent: Friday, April 11.111 MM
To: jeffrey E.
Subject: Fwd: Goldman Sachs
Attachments: Untitled attachment 00052.pdf; Untitled attachment 00055.htm; Fidelis Marketing
Final _ Client Approved (April).pdf; Untitled attachment 00058.htm
Morgan Stanley account is open and funded with 5,000,000 I told Andrew, our advisor at MS, to please send preferred
=tock new issues, IPO's, secondaries and other interesting ideas =or your review
Attached is correspondence from Goldman investment =eam Not sure if you wanted to set up an account =here as well
or pass
If nothing else i thought attachment regarding Fidelis was =nteresting and can help us with ideas for IBE..
Please advise
Thank =ou
Richard Kahn
HBRK Associates Inc.
575 Lexington =venue 4th Floor
New York, NY 10022
tel
fax
cel
Begin forwarded message:
From: =/b>"Taylor, Judie" [email protected]>
To: "'Richard Kahn- <[email protected]>
Date: =/b>April 16, 2015 at 10:02:21 AM =DT
Subject: =/b>RE: Goldman =achs
Ok great, =hanks Rich.
EFTA_R1_02160954
EFTA02717255
If ie= helpful at all - had a chat with the trading desk yday some themes =hey are seeing is cherry picking spots in
non-US securities and then =edging out the fx exposure, and scooping HY energy bonds throughout 1Q. =nbsp;On the
investment opportunity side we have GPOP II which is =ocused on global growth private equity (first deal was just
announced =hich is with Pinterest) that will give investors exclusive access to =o-invests, and Fidelis which is a play
dedicated to the insurance =pace. Two in the pipe are an internet private equity and =econdary real estate fund
Fingers crossed! Thanks for the =elp.
Best,
Judie
From: Richard Kahn [mailto:[email protected]]
Sent: Thursday, April 16, 2015 9:00 AM
To: Taylor, Judie [IMO]
Subject: Re: Goldman Sachs
meeting with principal =ext week and should have feedback
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, =Y 10022
tel 212-971-1306
fax =46-350-0954
cell 917-414-7584
On Apr 7, 2015, at =:41 PM, Taylor, Judie [email protected] <mailto:[email protected]» wrote:
2
EFTA_R1_02160955
EFTA02717256
Rich,
Hope all is well.
I know we have had a dialogue for the last six =onths to a year about whether or not you wanted to
pursue opening an =ccount here, specifically around the services we offer our most =ophisticated clients such as trading
and opportunistic investments.
Please advise if this is =omething you'd like to do now or do you want to hold on =urther.
Best,
Judie
Judie Z. Taylor
Investment Management Division
&nb=p;
Goldman, Sachs & Co.
200 West Street = 39th Floor I New York, NY I 10282
Office: (212) 902-5522 I Fax: (212) =93-0451
[email protected] <mailto:[email protected]>
This e-mail does not constitute an offer =r solicitation with respect to the purchase or sale of any
security in =ny jurisdiction in which such offer or solicitation is not authorized =r to any person to whom it would be
unlawful to make such offer or =olicitation. This e-mail may contain confidential or privileged =nformation. If you are
not the intended recipient, please advise =s immediately and delete this message. If you are sending =onfidential
information (e.g. name, tax ID), please ensure you are =sing a secure method of delivery. You may fax confidential
=nformation to 212.493-0451. For additional information, including =ow to opt-out of future messages, see
http://www.gs.com/disclaimer/pwm.html. For =rospectuses of recent initial public offerings to which this message =ay
be related see http://www.gs.com/disclaimer/ipo/. See www.goldman.com/gs/k/accounts/CFTC.Disclosure for
=mportant disclosures related to CFTC-regulated swap transactions. =f you currently hold CFTC-regulated swaps, you
3
EFTA_R1_02160956
EFTA02717257
may access the =odd•Frank Regulatory Daily Mark through the Client Web. Please =ontact us if you do not have access
to these links or to the Client =eb.
=
4
EFTA_R1_02160957
EFTA02717258
ℹ️ Document Details
SHA-256
a3803c13fae1d21f0b30332029a8b34411b44c2c07b5275dbd01712a793f23b2
Bates Number
EFTA02717255
Dataset
DataSet-11
Type
document
Pages
4
💬 Comments 0