📄 Extracted Text (360 words)
Deutsche Bank
Wealth Management
Background / Discussion Points
Meeting Purpose
• Elysium is relatively new family office and the focus has been organizing Mr. Black's RE, art,
and other holdings. Mr. Black has been working over the last two years to properly structure
the office and establish a wealth planning structure before turning the focus of the office
towards becoming in investment-focused organization. DB wants to become an early
partner and a major provider of investment advice as they grow.
• Elysium was initially covered by another banker, Paul Morris, who is no longer with DB.
Stewart Oldfield has been involved in the relationship since he joined in 2014 and this
meeting will continue to build the relationship.
Client Biography - Leon Black
• #324 on the Forbes Billionaire list (#113 in US) at a stated net worth of $4.78N
• Mr. Black founded Apollo Management, L.P. in 1990 to manage investment capital on behalf
of a group of institutional investors, focusing on corporate restructuring, leveraged buyouts,
and taking minority positions in growth-oriented companies.
• From 1977-1990, Mr. Black worked at Drexel Burnham Lambert Incorporated, where he
served as Managing Director, head of Mergers & Acquisitions, and co-head of the Corporate
Finance Department.
• Residence: NYC
• Married w/ 4 grown children
• Education: BA/BS from Dartmouth in Philosophy and History; MBA from Harvard
• Cultural / Philanthropic:
o Co-Chairman of the Museum of Modern Art
o Trustee of Mt. Sinai Hospital and The Asia Society
o Member of The Council on Foreign Relations, FasterCures, and the Port
Authority Task Force
Brad Wechsler - Biography
• Since January 2015 he has been the Managing Partner of Elysium Management, LLC, the
family office for Leon Black
• Mr. Wechsler was the Co-Chairman and Co-CEO of IMAX Corporation (movie theater and
media company) from May 1996-April 2009 and is currently the Chairman of the Board
• He is a close friend of Leon's from when they worked together at Drexel Burnham Lambert
in the 1980s
• Mr. Wechsler became a Director of Apollo Investment Corp in April 2004
Confidential
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062205
CONFIDENTIAL SDNY_GM_00208389
EFTA01369755
ℹ️ Document Details
SHA-256
eccb3be936bf583fbead0f01c41a1591ed3f03fdadb1add9cfcb4bcff2ce79a7
Bates Number
EFTA01369755
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0