From: Todd Meister
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Clients+Products Contact Information KCP AFS communication Events/ Entertainment General Information Current Offerings Offerings September Offerings Relationship Name Family Office Name Claimed? C/P/I Email Phone Address Private Markets Focus Capital Markets Focus To Do Suntex AcTRS RIN Retrofit RESOF Proton Phoenix Lease Monetization Focus Risk Factors Notes To Do Interest Plu MS Apple Autocall MS Crude Oil Autocall Accelerated Return CS XOP Accelereated Return
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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
EFTA01434396
From: Todd Meister
EFTA01422362
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