EFTA01421029.pdf

2018 Account Planning RM contribution Relationship Name: Safanad Banker Team: w r field GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Lending: Trust/Custody: WPS: Deposits: Stewart Oldfield Other: Client Profile Safanad Limited, a global principle investment firm in Geneva was founded by Mr. Komal Bahamdan with the backing of the Bahamdan Group. Now based in New York City and Dubai, the structure is described as a hybrid of a family office, asset manager and endowment and invests in real estate, private equ ity and public markets. Mr. Bahamdan is the main point of contact for this relationship as well as t he main source of wealth. Mr. Bahamdan was also Co-Founder and Managing Partner of BV Group Ventures , LLC. He developed strategic alliances and joint venture, generated deal flow, and was deeply invol ved in direct and fund investments. He was a Co-Founder of Al-Khabeer Merchant Finance Corporation. He was a Managing Partner at BV Global Partners, L.P. Mr. Bahamdan has significant international principal investment experience where he led and particip ated in investments in a broad range of industries in the United States, Europe, and the Gulf. He se ryes as a Vice Chairman of Sara Holding, as a Member of Advisory Board at Sapinda Holding B.V, serve s as a Board Member of CEA Capital Partners and Manara Infrastructure Fund. This relationship was established and by banker Stewart Oldfield in January 2017. There is monthly c ontact with this prospect. Opportunities and Challenges (Please add a narrative on the client here, based on what you know and your relationship which could include any or all of the below which is meant to be a guide) (Type here) What are the key opportunities to grow the relationship? What are the Customer's financial objectives? What issues and/or challenges is the Customer facing? What are the key roadblocks to giving DB more business? Confidential Confidential Confidential EFTA01421029