EFTA01434396.pdf

Research List First Last Email Paul/Stew Keep? SPG Approval Name Relationship Reference Arun Alagappan Paul Y A26" "6B26" "6C2=Arun Alagappan Alagappan, Arun Yosi Amster Paul • A36" "6B36" "6C3=Yosi Amster -- y Maksim Altmark Stew Y A46" "6B46" -- "6C4=Maksim Altmark Georgetown University Frohman Anderson Stew Y A56" "6B56" %C5=Frohman Anderson Collis, Charles David Angstreich Paul N A66" "6B66" "6C6=David Angstreich Russell Artzt Paul N P.76" "6B76" -- "&C7=Russell Artzt russell Todd Angkatavanich Paul Y A8&" "6B86" -- "6C8= Todd Angkatavanich -- Gregory Attorri ?aul N A96" " &Bar %C9=Gregory Attorri Andy Augenblick Paul N A106" "6B10.6" "&C 10=Andy Augenblick -- Dill Ayres Paul N All&" "6B116" w&C11=Dill Ayres -- Tony Annino Stew Y A126" "6B126" "&C12=Tony Annino - Montrone, Paul Eric Attias Stew A136" "6B13.6" "&C13=Eric Attias eric.a John Barber Paul A146" "6B140 "&C14=John Barber - M-itchell Barry Paul A156" "6B150 "&C15=Mitchell Barr John Bailey Stew A166" "6B160 "&C16=John Bailey - Spruce Private Investors LLC Sam Bakhshandehpour Stew A176" w&B176" "&C17=Sam Bakhshand ehpour -- Bakhshandehpour, Sam Harry Beller Paul N A186" "6B18.6" "&C18=Harry Beller -- harry William Berkman Paul A196" "6B196" -- "6C19=William Berkman -- bb Ajay Bhalla Paul A206" "6B20.6" "m5C20=Ajay Bhalla Eyal Bilgrai Stew N A216" "6B216" -- "&C21=Eyal Bilgrai Russell Blank Paul A226" "6B22.6" "6C22=Russell Blank -- Brian Blechman Paul N "6B236" "&C23=Brian Blechma n -- Neil Blechman N A246" "6B24.6" "6C24=Neil Blechman -- ill. Ross Blechman Paul N A256" w&B256" "&C25=Ross Blechman Steven Blicht Paul N A266" "6B266" w&C26=Steve n Blicht -- Mike Barry Stew A276" "6B27.6" "&C27=Mike Barry -- Georgetown University Robert Bastone Stew Y A286" w&B286" "&C28=Robert Baston e -- Spruce Private Investors LLC Barry Bloom Paul A296" "6B296" w&C29=Barry Bloom -- t Tisch Family Chris Boies Stew Y A306" "6B30.5" "6C30=Chris Boies cboie Boies Family Jonathon Botwinick Paul A316" "6B316" "6C31=Jonat hon Botwinick -- Gerschel, Patrick Cary Brody Paul A326" "6B326" w&C32=Cary Brody -- Zara Brody Paul A336" "6B336" "6C33=Lara Brody -- Stanley Bould Stew Y A346" m6B346" "&C34=Stanley Bould Highlander Partners Louis Cailoa Paul N A356" "&B356" w&C35=Louis Cailoa om Brad Briner Stew A366" w&B360 "6C36=Brad Briner - Willett Advisors Charles Britton Paul A376" w&B370 "&C37=Charles Britt on -- SK Family Office Adreinne Cannella Paul N A386" "6B386" "6C38=Adrei nne Cannella -- Roger Bulloch Stew Y A396" "6B39.6" "&C39=Roger Bulloch roge Roger Bulloch Rob Cain Stew Y A406" "6B40.6" "6C40=Rob Cain -- CFM EFTA01434396 Darren Campf Stew A41&" "&841&" "&C41=Darren Campf -- Bright Group Scott Carpenter Stew Y A42&" "&B42&" "&C42=Scott Carpenter -- Richard Caruso Stew Y A43&" "&843&" "&C43=Richard Caruso -- 'II Caruso, Richard Michael Cline Paul N A44&" "&844&" "&C44=Michael Cline -- mcli Gail Coleman ■ Paul N A45&" "&B45&" "&C45=Gail Coleman Caroline Conegliano Paul N A46&" "&846&" "&C 46=Caroline Conegliano -- Amber Caska Stew A4?&" "&847&" "&C47=Amber Caska -- Schmidt, Eric David Cooper ■ Paul N A48&" "&B48&" "&C48=David Cooper Milton Cooper Paul A49&" "&849&" "&C49=Milton Cooper -- mcoo Jeffrey Coopersmith Paul N A50&" "&B50&" m&C50=Jeffrey Coope rsmith -- Lou Cortese Paul A51&" "&851&" "&C51=Lou Cortese -- loucor Chuck Chai Stew A52&" "&852&" "&C52=Chuck Chai cchai@h Schmidt, Eric Jonathan Crystal Paul N A53&" "&B53&" "&C53=Jonat han Crystal -- Lois Clarke Stew A54&" "&854&" "&C54=Lois Clarke -- lclark United Company Andrew Clevy Stew A55&" "&855&" "&C55=Andrew Clevy andre David Deutsch Paul A56&" "&856&" "&C56=David Deutsch -- dnde Curtis Conway Paul A57&" "&857&" "&C57=Curtis Conway -- III. Thomas Danziger Paul Y A58&" "&B58&" m&C58=Thomas Danzig Whit Davis Stew Y A59&" "&B59&" "&C59=Whit Davis -- Brooks Duncan Paul A60&" "&860&" "&C60=Brooks Duncan -- broo John Diederich Stew Y A61&" "&861&" "&C 61=John Diederich Gary Dilella ■ Stew Y A62&" "&B62&" "&C62=Gary Dilella Pamela Ehrenkranz Paul N A63&" "&B63&" "&C63=Pamela Ehrenk ranz -- Erin Enright Stew N A64&" "&B64&" "&C64=Erin Enright Stuart Essi Stew N A65&" "&B65&" "&C65=Stuart Essig Charles Falk Paul N A66&" "&866&" "&C66=Charles Falk -- cefal Christopher Donabedian Paul A67&" "&B67&" "&C67=Chris topher Donabedian Winston Advisors Lonnie Fine Paul N A68&" "&B68&" "&C68=Lonnie Fine - Kristen Dzialga Paul A69&" "&869&" -- "&C69=Kristen Dzialga kd Dzialga, Kristen & Mark John Fitzgibbons Paul N A70&" "&B70&" m&C70=John Fitzgibb ons -- Steve Edwards Stew Y A71&" "&B71&" "&C71=Steve Edwards Tony Ehinger Stew A72&" "&872&" - "&C72=Tony Ehinger tonye Howard Ellin Stew Y A73&" "&B73&" "&C73=Howard Ellin Ellin, Howard Marcus Epprecht ■ Stew Y A74&" "&874&" "&C 74=Marcus Epprecht Andrew Farkas Paul A75&" m&B75&" - "&C75=Andrew Farkas -- afar Matt Ferguson Stew Y A76&" "&876&" - "&C76=Matt Ferguson -- mat Jonathan Fischer Stew A77&" "&B77&" "&C77=Jonat han Fischer -- Christopher Goldberg Paul A78&" "&B78&" "&C78=Chris topher Goldberg -- Robert Forsythe Stew Y A79&" "&879&" "&C79=Robert Forsyt he -- Kevin Foster Stew Y A80&" "&880&" - "&C80=Kevin Foster -- kevin EFTA01434397 Kevin Foster Stew Y A81&" "SB81&" "&C81=Kevin Foster -- kevin Annette Franqui Stew A82&" "M3820 "&C82=Annette Franq ui -- Forrestal Capital Peter Gaslow Paul .A83&" "&B830 "&C83=Peter Gaslow Gaslow, Lawrence Bruce Gross Paul A84&" %B84&" "&C84=Bruce Gross -- bruce. Robert Haier Paul N A85.6" "M3850 "&C85=Robert Haier David Halliwill Paul N A86&" "M3860 "&C86=David Halliwi 11 -- Ira Halperin Paul N A876" "&B87&" w&C87=Ira H alperin -- Edouard Gerschel Paul A88&" w&B886" "&C88=Edouard Gersc hel -- Gerschel, Patrick Ari Glass ■ Paul A89&" "&B89&" "&C89=Ari Glass -- Daniel Heflin Paul N A90&" "&B906" "&C90=Daniel Heflin Rich Gold Paul Y A91&" "anis" "&C91=Rich Gold -- General Atlantic Family Office Stlnl Stew Y A9201 "s12.92s" -- "&C92=Stanley Gold -- e Giaci Shamrock Heidi Holterbosch Paul N A93&" "sB93s" "&C93=Heidi Holterb osch -- Milo Gonzalez Stew Y A946" "&B94&" "dC94=Milo Gonzalez -- Clint Gossage Stew A95&" "M3950 "&C95=Clint Gossage Dorrance Family Robert Hull Paul A96&" "fiB96&" "&C96=Robert Hull -- r.hull Aggie Graupera Stew Y A976" "&B97&" w&C97=Aggie Graupera -- Lindemann Family Peter Greatrex Paul Y A98&" "6B98&" "&C 98=Peter Greatrex Blue Mountain Alex Green ■ Stew Y A99&" "fiB99&" "&C99=Alex Green -- agreen@ Neil Jain Paul N A100&" "&B100&" - - "&C100=Neil Jain -- neilQ Sonny Jain Paul N A101&" "&8101.5" - "&C101=Sonny Jain -- Sonn Michael Jesselson Paul N A102&" "M31026" - "W102=Mi chael Jesselson -- Gregg Hammer • Stew Y A103&" "&8103.6" - "&C103=Gregg Hammer -- gh Cathy Handley Paul Y A104&" "&8104.6" - "&C104=Cathy Handley -- c Robb Heineman Stew Y A105&" "fiB1050 - %C105=Ro bb Heineman -- Illig, Cliff William Keenan Paul N A106&" "&B106&" "&C106=William Ke enan -- Lyle Himebaugh III Stew Y A107&" "&B107.5" " &C107=Lyle Himebaugh III Granite Group Judy Kelly Paul N A1086" "&B108&" "&C108=Judy Kelly Avi Kestenbaum Paul N A109&" "M31096" -- "fiC109=Av i Kestenbaum -- David Homrich Stew Y A110&" "&8110.5" - "&C110=David Homrich d Blank, Arthur M. Adam Kimmel Paul N A111&" "&8111.5" - "&C111=Adam Kimmel -- ada David Hood Stew Y A112&" "&8112.5" - "&C112=David Hood -- dhoo Sonen Capital Martin Klein Paul N A113&" "&8113.5" - "dC113=Martin Klein -- ma Mark Kristoff Paul N A114&" "M31146" -- "fiC114=Ma rk Kristoff -- Charles Krusen Paul N A115&" "M31156" -- "fiC115=Ch arles Krusen -- Cliff Illig (not primary) Stew A1166" "&B116&" "sC116=Cliff Illi 9 -- (not primary) Illig, Cliff Matt Ireland Paul Y A117&" "fiB1176" "fiC117=Matt Ireland -- Cummings, Ian Robert Larocca Paul A1186" "&B118&" "&C118=Robert Lar occa -- Paul Izlar Stew A1196" "&B119&" "&C119=Paul Izlar EFTA01434398 Harry Jones Stew Y A1206" "6B1206" -- "6C120=Harry Jone Ken Jones Paul Y A1210 "&B1216• -- "dC121=Ken Jones -- KJone Third Lake Capital Rich Joslin Paul Y A1226" "&81226• -- "OC122=Rich Joslin -- RJo Richard Leeds Paul N A1236" "&B1236• -- "OC123=Richard Leeds Matthew Kadar Stew Y A1244" "&B124&• -- "dC124=Matthew Kadar -- M Third Lake Capital Jared Levy Paul N A1256" "6B1256• -- "6C125=Jared Levy -- jare Jason Keiser Paul Y A1266" "6B1266" -- "6C126=Jason Keiser Steve Kim Stew Y A1276" "031276" -- "6C127=Steve Kim -- skim@ Kim, Steven Jeff Kirwood Paul Y A128&" "SB1286" -- "6C128=Jeff Kirwo od -- Aspen Grove Capital Ted Kokas Stew Y A1296" "031296" -- "OC129=Ted Kokas -- Collis, Charles John Lummis Paul N A1306" "031306" -- "dC130=John Lummis -- joh Philppe Laffont Paul Y A1316• "6B1316" -- "fiC131=Philppe Laffont -- pl@coat Laffont, Philppe David Manlowe Paul N A132&" "6B1326" -- "6C132=David Manl owe -- James Landrigan Stew Y A1336" "6B1336" -- "6C133=James Land rigan -- Bryan H. Lawrence Paul Y A1346" "6B1346" SC134=Bryan H. Lawrence -- Yorktown Partners, LLC Bryan R. Lawrence Paul Y A1356" "681356" SC135=Bryan R. Lawrence -- William McBride Paul N A136&" "6B136.0 -- "OC136=William McBride -- Earl Lee Stew Y A1376" "031376" -- "6C137=Earl Lee -- earl@i Peter Leidel Paul Y A1386" "SB1386" -- "6C138=Peter Leid el -- Yorktown Partners, LLC Jonathan Liggett Stew Y A1396" "6B1396" -- "EC139=Jo nathan Liggett -- JL Squared Group Neal Milch Paul N A1406" "031406" -- "OC140=Neal Milch -- nmil David Mitchell Paul N A141&• "6B1416" -- "EC141=Da vid Mitchell -- Scott Lindell Stew Y A1426" "6B142.5" -- "dC142=Scott Lindell -- s Adam Lindemann Stew Y A1436• "6B1436" -- "SC143=Ad am Lindemann -- Lindemann Family Erik Moody Paul N A144&" "6B1446" -- "fiC144=Erik Moody -- om George Lindemann Stew Y A1456• "6B1456" -- "SC145=Ge orge Lindemann -- Lindemann Family Gary Moriwaki Paul N A1466" "6B1466" -- "SC146=Ga ry Moriwaki -- Gene Lynch Paul Y A147&" "6B1476" -- "6C147=Gene Lynch -- General Atlantic Family Office Thomas Murray Paul N A1486" "6B1486" -- "6C148=Thomas Murray -- Dhruv Maniktala Paul Y A1496" "6B149.5" -- " SC149=Dhruv Maniktala -- Annandale Capital Bryce Markus Paul Y A1506" "SB1506" -- "6C150=Bryce Mark us -- Blue Mountain Greg Martin Stew Y A1516" "031516" -- "OC151=Greg Martin -- gma Shamrock Kelly Masuda Stew Y A152&" "6B1526" -- "6C152=Kelly Masu da -- Caruso, Richard Bob Meister Paul Y A1536" "&B1536• -- "6C153=Bob Meister -- rob Meister, Todd Todd Meister Paul Y A1546" "031546" -- "6C154=Todd Meister -- tm Meister, Todd Brian Merrins Stew Y A155&" "681556" -- "6C155=Brian Merr ins -- Bluestem LLC Bonnie Mitra Stew Y A1566" "031566" -- "6C156=Bonnie Mitre -- bo Orix Sandy Pensler Paul N A1576" "6B1576" -- "6C157=Sandy Pens ler -- Joe Monaco Stew Y A1586" "6B158.5" -- "dC158=Joe Monaco -- III. Collis, Charles Katherine Montrone Stew Y A1596" "&B159&• -- " EFTA01434399 &C159=Katherine Montrone -- Montrone, Paul Lynn Morgan Stew A1606" "661606" "6C160=Lynn Morga Deepak Raj Paul N A1616" "66161.5" %C161=Deepak Raj deep Lewis Ranieri Paul N A162&" "6B162.5" "&C162=Lewis Ranieri r Ben Rechler Paul N A163&" "6B163.5" "&C163=Ben Rechler bre Julie Richardson Paul N A1646" "661646" "W164=Ju lie Richardson -- Nick Murray Stew Y A165&" "6B165.5" "6C165=Nick Murray -- nio Roger Bulloch Colby Rollins Paul N A166&" "6B166.5" "6C166=Colby Rollins -- c Simon Rose Paul N A1676" "66167.5" %C167=Simon Rose -- sari Kevin Ryan Paul N A1686" "&B168&" "&C168=Kevin Ryan Alvin Murstein Paul Y A1696" "&B169&" "W169=A1 vin Murstein -- Murstein, Alvin Andrew Murstein Paul Y A170&" "8,61706" "6C170=Andrew Mur stein -- Murstein, Alvin Marla Schaefer Paul N A171,6" "6B1716" "6C171=Marla Scha efer -- Eric Murzyn Paul Y A1726" "661726" %C172=Eric Murzyn EMu 54 Madison Partners Renee Noto Stew Y A1736" "661736" -- RsC173=se nee Noto -- Mark Seelig Paul N A1746" "661746" -- "W174=Mark Seelig -- Matt Serra Paul N A175&" "O3175.5° - - %C175=Matt Serra EER. Michael O'Connell Stew Y A176s° "661766" RsC176=mi chael O'Connell -- M2O Incorporated M-K O'Connell Stew Y A1776" "661776" %C177=M- K O'Connell -- M2O Incorporated Mike Olsen Stew Y A178&" "661786° - - "&C178=Mike Olsen -- mols Getz Family Anup Patel Paul A179&" "O3179.5° -- %C179=Anup Patel anup Toms Capital LLC Richard Simon Paul N A1806" "O31806° -- %C180=Richard Simon -- i Anthony Persico Paul Y A181&" "6B1816" "6C181=Anthony Pe rsico -- Marron, Donald B. George Petrides Paul Y A1826" "661826" "&C182=Ge orge Petrides -- Yorktown Partners, LLC Jamie Smith Paul N A1836" "O31836° - %C183=Jamie Smith -- j.s Inder Sodhi Paul N A1846" "O31846° -- %C184=Inder Sodhi ind Lauren Pressman Stew Y A1856" "6B1856" "6C185=Lauren Pre ssman -- Schmidt, Eric Mark Roberts Stew Y A186&" "6B186.5" %C186=Mark Roberts -- ir Rudy Sahay Stew Y A187&" "O3187.5" %C187=Rudy Sahay rsah 54 Madison Partners Cecelia Santana Stew • A1886" "661886" RsC188=ce celia Santana -- Tim Sarhatt Stew Y A189&" "O3189V" -- %C189=Tim Sarhatt tsa CFM Haresh Tharani Paul N A1906" "&B190&" "&C190=Haresh Tha rani -- Eran Schreiber Stew • A1916" "&B191&" "&C191=Er an Schreiber -- Karl Schreiber Stew • A1926" "661926" %C192=Ka rl Schreiber -- John Service Stew A1936" "6B1936" "&C193=John Servi ce -- Amol Shah ■ Stew Y A194&" "661946° -- "6C194=Amol Shah AmolS Phillip Shefter Paul A1956" "&B195&" "&C195=Phillip sh efter -- - Gary Shultz Stew Y A196&" "&B196s° "&C196=Gary Shultz gsh Steve Sloan Stew Y A1976" "O31976° -- "&C197=Steve Sloan ste Ian Slome Stew A1986" "661986" "6C198=Ian Slome Slome, Ian EFTA01434400 Andrew Zaro Paul N A199&" "&B199&" -- "&C199=Andrew Zaro Jason Stiles Stew • A200&" "&B200&" "&C200=Jason Sti les -- Dorrance Family William Stiritz Stew • A201&" "&B201&" "&C201=William St iritz -- Lloyd Zuckerberg Paul N A202&" "&B202&" "&C202=Lloyd Zuck erberg -- Bob Stock Stew Y A203&" "&B203&" "&C203=Bob Stock -- inves Spruce Private Investors LLC Kristin Eby Paul N A204&" "&B204&" "&C204=Kristin Eb y -- John Straus Paul • A205&" "&B205&" "&C205=John Strau Falline Michael Tabacinic Stew Y A206&" "&B206&" "fiC206=Mi chael Tabacinic -- Drew Tarlow Stew A207&" "&B207.5" "&C207=Drew Tarlow dta Luke Thomas Stew A208&" "&B208&" "&C208=Luke Thomas -- LTh Rahul Vaid Stew A209&" "&B209&" "&C209=Rahul Vaid rvai Parami Capital Management Paul Watson Stew A210&" "&B210&" "&C210=Paul Watson -- PWa Third Lake Capital Tyler Webb Stew A211&" "&B211&" "&C211=Tyler Webb -- tyle Collis, Charles Brad Wechsler Paul Y A212&" "&B212&" "&C212=Brad Wachs ler -- Elysium Management Todd Whitenack Stew A213&" "&B213&" "fiC213=To dd Whitenack -- BBR Partners Craig Widman • Stew A214&" "&B214&" - "&C214=Craig Widman we Cox, Berry Michael Wigrizer Stew A215&" "&B215&" %C215=Mi chael Wigrizer -- JL Squared Group Matt Womble ■ Stew A216&" "&B216.5" - "&C216=Matt Womble -- mat Collis, Charles Christoper Zafiriou Stew Y A2176" "&B21 76" -- "&C217=Christoper Zafiriou -- Gosha Zandt Stew Y A218&" "&B218&" "&C218=Gosha Zand Richard Zipkis Stew A219&" "fiB219&" "fiC219=Ri chard Zipkis -- Granite Group Alex Zubillaga Paul A220&" "&B220&" "fiC220=A1 ex Zubillaga EFTA01434401