EFTA01386069
EFTA01386070 DataSet-10
EFTA01386071

EFTA01386070.pdf

DataSet-10 1 page 333 words document
P17 V16 P21 D6 D5
Open PDF directly ↗ View extracted text
👁 1 💬 0
📄 Extracted Text (333 words)
2018 Account Planning RM contribution Relationship Name: Elysium Management Banker Team: Stewart Oldfield GCIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Pete Ferrara/Laura Farischon Other: Client Profile Elysium Management is the family office that manages the capital of Leon Black, the Co-Founder and CEO of Apollo Global Management LLC (AGM). Leon Black is an American businessman, specializing in leveraged buyouts and private equity. [please pull more of Leon's bio from the intemet — include his time at Drexel and his art collecting] The main point of contact for the family office is Brad Weschsler, Managing Partner of the family office. Brad is Chairman of IMAX and worked with Leon at Drexel. We also work with the CEO of the family office, Barry Cohen, who was a partner at Apollo. Direct private investments are run by Greg Ruben. Leon's son Josh also works at the family office. This relationship was established in April 2014 by former banker Paul Morris, and is managed by Stewart Oldfield. It was referred by Jeffrey Epstein who helped Leon set up his family office. The relationship is KCP adopted and currently holds approximately $255k in AUMs. Total net worth is $5mm+ Leon has relationships across the street, but most of his wealth is managed at BAML Opportunities and Challenges We have had many sizable opportunities with this client, but there have been many challenges to getting substantial business done. Most opportunities to date have been on the lending side. Leon uses substantial leverage in his personal portfolio which consists of fairly illiquid assets — shares of APO, art and real estate. We believe he has close to a $1bn art loan at BAML. In 2015, he had a $500mm loan and we tried to structure a separate loan for him. BAML increased his line to keep the entire position in house. Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087608 CONFIDENTIAL SDNY_GM_00233792 EFTA01386070
ℹ️ Document Details
SHA-256
ed6694d8882ac5c7baf24d18a4c84a3790d2c9889b487249d4feb9252baf762d
Bates Number
EFTA01386070
Dataset
DataSet-10
Document Type
document
Pages
1

Comments 0

Loading comments…
Link copied!