📄 Extracted Text (421 words)
From: Peny Lerner
To: jeffrey E. <[email protected]>
Subject: Re: Meeting with Perry Lerner
Date: Mon, 30 Nov 2015 21:44:10 +0000
Yes. Will send it to you/
Sent from my iPhone
On Nov 30, 2015, at 3:47 PM, jeffrey E. <[email protected]> wrote:
always is there something i can read"?
On Mon, Nov 30, 2015 at 4:46 PM, Perry Lerner > wrote:
Jeffrey-
Several months ago we met to discuss our private placement insurance products. We have recently been
approached by several investment groups who are interested in using the PFIC headroom we create as a
consequence of our ongoing business. That is, as we write policies, our equity owners can shelter their own
investment earnings without becoming subject to current taxation. Please let me know if this subject is still of
interest to you.
From: Barry J. Cohen [mailto
Sent: Monday, September 15, 2014 2:28 PM
To:
Cc: Jeffrey E.; Perry Lerner; Kimberly Schroeder
Subject: Meeting with Perry Lerner
: I mentioned to Jeff this morning that he might appreciate meeting Perry Lerner, CEO of Crown
Global, regarding some life insurance ideas he has. Jeff suggested we try to meet next week 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 meeting. I have
cc'd my assistant, Kim. What times work best for Jeff?
Jeff: Perry thinks you met him 10 years ago on something unrelated.
Barry
EFTA00839670
Barry Cohen
Apollo Management
New• York, NY 10019
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