EFTA Document EFTA01386053
From: Stewart Oldfield [ Sent: 1/8/2018 2:11:50 PM To: Cynthia Rodriguez I I; Samantha Harmon CC: Bradley Gillin I BCC: Subject: RE: 2018 Account Planning Session III Attachments: 2018 Account Planning - Southern Financial v2.docx; 2018 Account Planning - Dzialga v2.docx; 2018 Account Planning -Jockey Club v2.docx; 2018 Account Planning - Safanad v2.docx; 2018 Account Planning - Lindemann v2.docx; 2018 Account Planning - Tisch Family v2.docx; 2018 Account Planning - Elysium v2.docx
Summary
From: Stewart Oldfield [ Sent: 1/8/2018 2:11:50 PM To: Cynthia Rodriguez I I; Samantha Harmon CC: Bradley Gillin I BCC: Subject: RE: 2018 Account Planning Session III Attachments: 2018 Account Planning - Southern Financial v2.docx; 2018 Account Planning - Dzialga v2.docx; 2018 Account Planning -Jockey Club v2.docx; 2018 Account Planning - Safanad v2.docx; 2018 Account Planning - Lindemann v2.docx; 2018 Account Planning - Tisch Family v2.docx; 2018 Account Planning - Elysium v2.docx
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01434302
Subject: RE: Account Plannin sessions [C] [I] From: Stewart Oldfield Date: Sat, 06 Jan 2018 22:25:12 -0500 To: Cynthia Rodriguez Bradle Gillin Bcc: Awesome, thanks again. I've updated the ones you sent. Please have a look for any obvious mistakes or areas where the client team I've listed differs from what is in DB Force. Some of the people you listed in the forms aren't the people I expected, so maybe we have to clean that up in the system. Safanad is fine as is, Ali should be totally
EFTA Document EFTA01421021
Subject: RE: Account Plannin sessions C I From: Cynthia Rodriguez Date: Fri, 05 Jan 2018 17:59:43 -0500 To: Stewart Oldfie Bradley Gillin Classification: For internal use only Hi, Attached are the account planning pages for the below clients. A few notes: I did not create one for General Atlantic because I wasn't exactly sure if it was General Atlantic you wanted to include or Madison Park Capital LLC. Also, I see that Ali Rashid is under the Safand relationship, but I have a comple
EFTA Document EFTA01374468
From: Cynthia Rodriguez Sent: 1/8/2018 12:04:54 PM To: Stewart 0ldfield ; Bradley Gillin Subject: RE: Account Planning sessions [C] [I] Attachments: 2018 Account Planning - GA.docx; 2018 Account Planning - Deering.Crosby.docx Classification: For internal Use only Hi, Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones you've completed so far and will update DB Force to make sure the prod
EFTA Document EFTA01420488
Subject: RE: Account Planning sessions [C] [I] From: Cynthia Rodriguez <MI M> Date: Mon, 08 Jan 2018 12:04:54 -0500 To: Stewart Oldfield Bradley Gillin Classification: For internal use only Hi, Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones you've completed so far and will update DB Force to make sure the product people are added. If I can't add the KCP contacts, I will have Samantha d
EFTA Document EFTA01417278
Subject: RE: Account Plannin sessions [C] [I] From: Stewart Oldfield Date: Mon, 08 Jan 2018 12:34:50 -0500 To: Cynthia Rodriguez Bradle Gillin Bcc: From: Cynthia Rodriguez Sent: Monday, January 08, 2018 12:05 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] [I] Classification: For internal use only Hi, Bradley Gillin Attached are the final two. Please give them your blessing or make whatever changes needed and I will send it all to Samantha. I have saved the ones
EFTA Document EFTA01374469
since there is no specific focus. We have traded CLO equity with them, and discussed everything from risk premia to real estate to private markets. More challenging is the fact that they have relationships with the entire street and each partner also has money managed away from the internal family office. Because they are a large private equity firm, they have access to a lot of direct deal flow. We need to find a way to be more relevant to them. Deering/Crosby We have several opportunitie
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.