EFTA01414721.pdf

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number ELYSIUM MANAGEMENT Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets >$500 M 5100 - 500 M Tier 2 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) >$500K Salary / Earnings; Investment; Business Owner Mr. Black is the Chairman of the Board, Chief Executive Officer and a Director of Apollo Global Mana gement, LLC and a Managing Partner of Apollo Management, L.P. which he founded in 1990. From 1977 to 1990, Mr. Black worked at Drexel Burnham Lambert Incorporated, where h e served as Managing Director, head of the Mergers a Acquisitions Group and co-head of the Corporate Finance Department. Relationship Segment Relationship Segment Description Industry Group Industry ntrepreneur orbes 400 Ranking (as of Nov 2017) / Public Records orbes 400 Rank et Worth $bn inancials in USD evenues YTD ov-17 ending Other Structured ending Mortgages ending Lombard ending Structured Solutions otal Lending eposits SD Central Mgt otal L&D apital Markets PM ustody only ealth Planning Solutions and Solutions AM ther otal GPS arterships otal ov-16 EFTA01414721 ov-17 1,980 1,980 71,850 71,850 53,830 BV ov-16 9,520 9,520 10,520 10,520 90,040 2,810 ,230 ov-17 NA YTD ov-16 ov-17 NL YTD ov-16 inancial Ranking (by all Relationships in GMT Americas) Revenue Rank 4,987 CBV Rank 2,514 Strictly Confidential EFTA01414722