EFTA00378076.pdf

From: To: "Lesley Groff( Subject: FW: Columbia Pacific Adivisors (jefferies introduction) Date: Fri, 13 Dec 2013 16:52:58 +0000 Inline-Images: image001.png Meeting yesterday From: IIIM1 Sent: Friday, December 13, 2013 11:49 AM To: meetings Cc Subject: Columbia Pacific Adivisors (jefferies introduction) I met with Trend Stedman from Columbia Pacific Advisors yesterday for around an hour. He is our first Jefferies introduction. Columbia Pacific is based in Seattle and Trent spends 75% of his time in Greenwich and 25% in Seattle He manages $140 million. $100 from Columbia Pacific and $40 million that he raised himself. He said he does not trade often 15 orders per day. He has 10 relationships that he trades with most often and then other 10 that is rarely uses. Currently his goal is to pay his prime broker more. Trent does not like hitting the buttons, and says he is not good at it and it is negative value as he believes that he makes errors so even worse than just a waste of time. He was also interested in the ability to trade with other brokers. He said that he always has international stocks in the portfolio and trades options (mainly with SIG). Trent also lives in New Canaan. We know many of the same people. His son plays football and basketball ect. Overall very good meeting and I believe we get the account open quickly. EFTA00378076  680 Washington Blvd Stamford, CT 069011 I ®,Description: Descrintion: This e-mail and any files transmitted with it are confidential and intended only for the person or entity to which it is addressed. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. If you have received this e-mail in error please immediately notify the sender at 203-302-7300 or by replying to this e-mail and delete the e-mail and any attachment(s) from your system. Nothing herein shall be construed as a financial promotion to any person or persons, or a solicitation or recommendation to buy or sell any security or other investment or to engage in any trading strategy. Information presented is from sources believed to be reliable, but is not guaranteed to be accurate or complete. This information should not be taken as an offer nor as a solicitation of an offer to buy or sell securities or other financial instruments. Email transmission cannot be guaranteed to be secure, timely or error free. Tourmaline Partners, MX may review and store both incoming and outgoing messages. Use by other than the intended recipients is prohibited. EFTA00378077