EFTA01985164
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EFTA Document EFTA01423636
Oldfield Pipeline_6.29.16 Relationship Customer Name Opportunity Name Deals e Date Stage Probability (8) Keep? SOUTHERN FINANCIAL RELATIONSHIP Epstein, Jeffrey ISG 2=250000 12/31/2016 Prospecting 75 Y 54 MADISON PARTNERS RELATIONSHIP 54 Madison Partners quisition 500 100000000 (E3/10000)*F3=5000000 Y ELYSIUM MANAGEMENT RELATIONSHIP Black Family Partners, L.P. 0000 (E4/10000)*F4=100000 12/31/2016 Prospecting ORIX RELATIONSHIP ORIX Americas KCP Private Markets 10000)*F
EFTA Document EFTA01360284
From: Tazia Smith tI Sent: 2/4/2035 12:38:38 PM To: Paul Morris ; Matt Glassman Ariane Dwyer CC: Stewart Oldfield I Subject: Re: Reinsurance deal [CI Classification: Confidential Matt/Ari pls assist and please log on our tracker appropriately. Thanks Original Message From: Paul Morris Sent: Wednesday, February 04, 2015 09:33 AM To: Tazia Smith Cc: Stewart oldfield Subject: Reinsurance deal [C] Classification: Confidential Tazia, let's get teaser out today to Black, tisch,
EFTA Document EFTA01412963
Subject: Re: Reinsurance deal [C] From: Paul Morris < Date: Wed, 04 Feb 2015 12:40:32 -0500 To: Stewart Oldfield < > Classification: Confidential What about anschutz and any of the others? Original Message From: Stewart Oldfield Sent: Wednesday, February 04, 2015 12:39 PM To: Tazia Smith; Paul Morris; Matt Glassman; Ariane Dwyer Subject: Re: Reinsurance deal [C] Classification: Confidential Orix as well. Original Message From: Tazia Smith Sent: Wednesday, February 04, 2015
EFTA Document EFTA01404863
Subject: Re: Reinsurance deal [C] From: Paul Morris < Date: Wed, 04 Feb 2015 13:12:55 -0500 To: Stewart Oldfield < > Classification: Confidential I did not see him, not a good day to bring up with him, will tomorrow for sure Original Message From: Stewart Oldfield Sent: Wednesday, February 04, 2015 01:11 PM To: Paul Morris Subject: Re: Reinsurance deal [C] Classification: Confidential Speaking of anschutz, have you met with Chip yet today? Clearly you don't need to bring it up if
EFTA01434396
EFTA Document EFTA01472126
Subject: Re: Client list for ABR Re Teaser [I] From: Paul Morris a> Date: Wed, 04 Feb 2015 15:06:01 -0500 To: Amanda Kirby a> Classification: For Internal Use Only Any other large names come to mind, also add Toms capital (noam and anup) From: Amanda Kirby Sent: Wednesday, February 04, 2015 03:02 PM To: Ariane Dwyer Cc: Paul Morris Subject: RE: Client list for ABR Re Teaser [I] Classification: For internal use only Ari — See below. Some of them I have included 2 contacts. PAUL — Plea
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