EFTA02479371.pdf
dataset_11 pdf 125.9 KB • Feb 3, 2026 • 2 pages
From: jeffrey E. <jeevacation@gmail.com>
Sent: Monday, November 30, 2015 8:48 PM
To: Perry Lerner
Subject: Re: Meeting with Perry Lerner
always is there something i can read"?
On Mon, No= 30, 2015 at 4:46 PM, Perry Lerner wrote:
Jeffrey-=/span>
</=pan>
Several months ago we =et to discuss our private placement insurance products. We have rece=tly been
approached by several investment groups who are interested in usi=g the PFIC headroom we create as a consequence of
our ongoing business. That is, as we write policies, our equity o=ners can shelter their own investment earnings without
becoming subject to=current taxation. Please let me know if this subject is still of interest =o you.
</roan>
</=pan>
From: Barry J.=Cohen imailto:
Sent: Monday, September 15, 2014 2:28 PM
To: 'l=sley.jee@gmail.com
Cc: jeffrey E.; Perry Lerner; Kimberly Schroeder
Subject: Meeting with Perry Lerner
Lesley: I mentioned to Jeff this morning that =e might appreciate meeting Perry Lerner, CEO of Crown Global,
regarding sore life insurance ideas he has. Jeff suggested we try to meet next we=k when he is in NYC. Perry is available
9/22 and 9/24. I will tag along if I can, but I'm not essential t= the meeting. I have cc'd my assistant, Kim. What time=
work best for Jeff?
Jeff: Perry thinks you met him 10 years ago on=something unrelated.
Barry
Barry Cohen=/p>
EFTA_R1_01594989
EFTA02479371
Apollo Management<=>
9 West 57th Street, 37th Floor</=pan>
New York, NY 10019=u>
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EFTA_R1_01594990
EFTA02479372
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- 188cdc81-e971-438f-875a-55ef8c089c3e
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- dataset_11/EFTA02479371.pdf
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- Feb 3, 2026