EFTA Document EFTA01345015

is the banker (from JPM) and is managing the relationship/ trading given her Capital markets KCP focus. He's started to do some trading but he really wants institutional service and ideas. and reviewed his holding today at the client meeting, and gave him advice on what to do with the existing portfolio as well as new ideas. This is the same client I want to take you to for dinner but he is not here next week so we will do it when your back in town. He has another $100mm he mentioned he