EFTA01437665.pdf

Clients+Products Contact Information KCP AFS Structured Notes Periodic communication Events/ Ente rtainment General Information Current Offerings General Current Offerings September Offerings Relationship Name Family Office Name First Last Claimed? C/P/I Email Phon e Address City State Zip Private Markets Focus Capital Markets Focus Research Foc us Notes To Do Suntex AcTRS RIN Retrofit ABR Astra Extell RESOF Prot on Phoenix AFS Focus Research Focus Risk Factors Notes To Do Interest Notes MS B uffered Jump Plu MS Apple Autocall MS Crude Oil Autocall HSBC SXSE Buffered Accelerat ed Return CS XOP Accelereated Return CS SPX Callable JP SPX Twin Win MS SPX Buffered Jump CIO View Tax Topics Structured Notes Other Interests Frieze London (2015) Invite Invite Sent/ response Tailgate ($375) De osit Pref. CD Schmidt, Eric Hillspire LLC P 1010 El Camino Real, Suite 200 Menl o Park CA 94025 General, including rea es a e. an yield. Like trophy assets. Want co-i nest multi-asset. FX and rates hedging looking at cheap assets in Europe. Could use tax sh ield against GOOG share sales RESOF, Extel. Set up ISDA. Deposits teaser sent 11/12, follow up 1/5 , 8/12 teaser sent 2/5 sent 3/1 sent 2/24. passed 3/27 sent 3/16 Sent 9/14 IF(COUNTA(AH4,AI4,AJ4,AK4,AL4,AM4,AN4,AO4)>0,"Y","")_ Kimmel, Adam Adam Kimmel C/P IF(COUNTA(AH5,A15,AJ5,AKS,AL5,AM5,AN 5,AO5)>0,"Y","")= Y Y Cross, Lisa Adreinne Cannella P adrienne@jbhe.com 516-307-8855 300 Old Country Rd, Suite 351 Mineola NY 11510 IF(COUNTA(AH6,A16,AJ6,AK6,AL6,AM6,AN6,AO6)>0 ,"Y","")= Andrew Farkas Kimble prospect active 212-593-5700 717 Fifth Ave, 19th Fl New York 10022 IF(COUNTA(AH7,A17,AJ7,AK7,AL7,AM7,AN7,AO7)>0,"Y",'")_ Forrestal Capital Annette Franqui P AFranqui@forrestalcapital.com 305-961-2848 1450 Brickell Avenue Miami FL 33131 General n/a sent 12/12, follow-up 1/5, 8/12 sent 3/1 sent 2/26 IF(COUNTA(AH8,A18,AJB,AKB,ALB,AMB,AN8,AO8)>0,"Y","")=Y Sent 9/14 Sent 9/14 Sent 9/14 Y Sent 10/1 Sent 10/1 Ari Glass C/P IF(COUNTA(AH9,A19,AJ9,AK9,AL9,AM9,AN9,AO9)>0,"Y","") = Y Y Green, Alex Alex Green agreen@calctrading.com 911 Carriage Way Southlake TX 76092 IF(COUNTA(AH10,AI10,AJ10,AK10,Aiiiiiiiiiiiiiiiiiiii "Y","")= Bhalla, Ajay Ajay Bhalla P IF(COUNTA(AH11,AI11,AJ11,AK11,AL11,A M11,AN11,A011)>0,"Y","")= Y Y Avi Kestenbaum Janco lead inactive C/P IF(COUNTA(AH 12,AI12,AJ12,AK12,AL12,AM12,AN12,AO12)>0,'Y","")_ Alan Kufeld Robertson lead inactive I 917-438-3992 1350 Avenue of Americas New York NY 10019 IF(COUNTA(AH13,AI13,AJ13,AK13,AS")= Y Y Zubillaga, Alex Alex Zubillaga C/P 212-433-1210 345 Park Ave, 12th Fl New York NY 10152 IF(COUNTA(AH14,AI14,AJ14,AK14,AL14,AM14,AN14 ,AO14)>0,"Y","")= Y Y Murstein, Alvin Alvin Murstein P New York NY IF(COUNTA(AH15,AI15,AJ15,AK15,AL15,AM15,AN15,AO1 > Y = Y Y Murstein, Alvin Andrew Murstein P New York NY IF(C OUNTA(AH16,AI16, 16,A016)> , Y )= Anup Patel IF(COUNTA(AH17,AI17,AJ17,AK17,AL17,AM17,AN17,AO17)>0,"Y","") = Persico, Anthony Anthony Persico I IF(C OUNTA(AH18,A118,AJ18,AK18,AL18,AM18,AN18,A018)> Sent Algappan, Arun Arun Alagappan P 210 East 86th St, Su ite 601 New York NY 10028 IF(COUNTA(AI T19,AK19,AL19,AM19,AN19,A019)>0,"Y","") = Y Y Augenblick, Andy Andy Augenblick 730 Park Ave New York NY 10021 IFCOUNTAA ,AL ,AM20,AN ,A0 ) > ,"Y","")= Cold Spring Harbor Laboratory Dill Ayres P 1 Bungtown R d Cold Spring Harbor NY 11724 IF(COUNTA(AH21,A121,AJ21,AK21,AL21,AM21,AN21,AO21)>0 ,"Y","")= Cavalry Andrew Zaro P IF(COUNTA(AH22,A122,AJ22,AK22,AL22,AM22,AN22,A022)>0 ,"Y","")= Sent 10/1 Sent William Berkman Convey lead active 650 Madison Ave New York NY 10022 IF(COUNTA(AH23,A123,AJ23,AK23,AL23,AM23, Barry Bloom McCarthy prospect active illafilliS i ll = 655 Madison Ave New York NY 10021 IF(C0UNTA(AH24,A124,AJ2 , 16y",",1)= Willett Advisors Brad Briner P New York NY Real Assets with focus on natural resources and rea estate n a commodities 20% ownershi p cap. Funds or direct. Equity rates of return (-20%), $30-$40mm size Intro to Todd Henderson sent 12/18 sent 12/5 sent 3/1 discussed 2/25 no interest sent 3/16. passed 4/13 IF(C OUNTA(AH25,A125 AJ25 AK25 AL25 AM25,AN25,AO25)>0,"Y",'")= Y Louis Cailoa IF(COUNTA(AH26 AI26 AJ26,AK26,AL26,AM26,AN26,AO26)>0,"Y",'")_ Robert Haier C/P IF(COUNTA(AH27,A127,AJ27,AK27,AL27,AM27,AN27 Bryan R. Lawrence IF(COUNTA(AH28,A128,AJ28,AK28,AL28,A M28,AN28,A028)>0,"Y","")= Yorktown Partners, LLC Bryan H. Lawrence P 410 Park Ave, 19th Fl New York NY 10022 IF(COUNTA(AH29,A129,AJ29,AK29,AL29,AM29,AN29 ,A029)>0,"Y","")= Bryce Markus Sohrab prospect active bmarkus@bluemountaincapital.com IF(COUNTA(AH30,AI30,AJ30,AK3 EFTA01437665 0,A130,AM30,AN30,A030)>0 "Y" "")= Bluestem LLC P 212 E. Main Street, Suite 201 Charlottesvi lie VA 22902 enera sen . asse 3/12 IF(COUNTA(AH31,A131,AJ31,AK31,AL31,AM31,AN31 ,A031)>0,"Y","")= Orix Bonnie Mitre P 1717 Main Street, Suite 1100 Dallas TX 75201 CLOs, consumer finance,...Mecomplete portal access. Primarily focused on r ates research 10% ROI target, up to $50mm size call on AcTRS, CLO intro (Chris D'Auria) teaser sent 11/25, discussed 1/20 sent 12/18, met w/ Baxter 1/20 sent 12/5 Foiled up 9/10 teaser sent and call 2/5. passed 3/27 sent 3/1 sent 3/16 sent 7/28 Sent 9/10 IF(COUNTA(AH32,A132,AJ32,AK32,AL32,AM32,AN32,A032)>0,"Y","")= Y Ben Rechler Powers prospect inactive IF(COUNTA(AH33,A133,AJ33,AK3 3,A133,AM33,AN33,A033)>0,"1","")= Brian Blechman C/P IF(COUNTA(AH34,A134,AJ34,AK34,A134,AM34,AN34 ,A034)>0,"Y" "")= Y Y Brooks Duncan I IF(COUNTA(AH35,A135,AJ35,AK35,AL35,AM35,AN35,A035)>0 ,..y.,..). Y Bruce Gross Kimble lead act ye C/P bruce.gross@lennar.com 305-559-4000 700 Northwes t 107th Ave Miami FL 33172 IF(COUNTA(AH36,A136,AJ36,AK36,AL36,AM36,AN36,A036)>0,"Y","") = Y Y Elysium Management Brad Wechsler P 800 Park Ave, 12th F 1 New York NY 10021 IF(COUNTA(AH37,A137,AJ37,AK37,AL37,AM37,AN37,A037)>0,"Y","") = Cathy Handley C/P IF(COUNTA(AH38,A138,AJ38,AK38,AL38,AM38,AN38,A038)>0 ..y.,..).= Y Y Sent Sent 10/1 SK Family Office Charles Britton P IF(COUNTA(AH39,AI39, AJ39,AK39,AL39,AM39,AN39,A039)>0,"Y","")=Y lirWterested Sent 9/11 Sent 9/11 Y Cary Brody C/P IF(COUNTA(AH40,AI40,AJ40,AK40,AL40,A M40,AN40,A040)>0,"Y","")= Y Y Schmidt, Eric Hillspire LLC Chuck Chai P 1010 El Camino Real, Suite 200 Menlo Park CA 94025 General, nc u ing rea es ate. Want yield. Like t rophy assets. Want co-invest multi-asset. FX and rates hedging looking at cheap assets in E urope. Could use tax shield against GOOG share sales RESOF, Extel. Set up ISDA. Deposits teas er sent 11/12, follow up 1/5 , 8/12 teaser sent 2/5 sent 3/1 sent 2/24. passed 3/27 sent 3/16 Sent 9/14 IF(COUNTA(AH41,AI41,AJ41,AK41,AL41,AM41,AN41,A041)>0,"Y","")= Caroline Conegliano I IF(COUNTA(AH42,AI42,AJ42,AK4 2,A142,AM42,AN42,A042)>0,"Y","")= Falk, Charles Charles Falk I 25 Devonshire Lane Mendham NJ 7945 IF(COUNTA(AH43,AI4 ,AJ4 ,AK4 ,AL43,AM43,AN43,A043)>0,"Y","")= Y Y Christopher Goldberg cgoldberg@gendelman.com IF(COUNTA(AH44,A144,AJ44,AK44,AL44,AM44,AN44 ,A044)>0,"Y","")= Charles Krusen Jacoby lead active C/P IF(COUNTA(AH 45,A145,AJ45,AK45,AL45,AM45,AN45,A045)>0.,"1","")- Winston Advisors Christopher Donabedian P 200 Technece nter Drive, Suite 200 Milford OH 45150 IF(COUNTA(AH46, , 46,AN46,A046)>0 ,"1","")= Glenmede 1650 Market Street Suite 1200 Philadelphia PA 19103 IF(cout -iiii iii n iii AJIM AII I,AM47,AN47,A047)>0,"Y","")= Illig, Cliff P 8900 State Line Road 5th Floor Leawood KS 6620 6 IF(COUNTA(AH48,AI ,AJ ,AK ,A1, 8,AM48, > " " "")= Schaefer, Marla Marla Schaefer P IF(COUNTA(AH49,AI49,AJ49,AK4 9,A149,AM49,AN49,A049)>0,"1","")= Y Dorrance Family DFE Enterprises Clint Gossage P IF(COUNTA(AH 50,AI50,AJ50,AK50,AL50,AM50,AN50,A050)>0,"Y","")= ser zerit S II Colby Rollins C/P IF(COUNTA(AH51,A151,AJ51,AK51,AL51,AM51,AN51,A051)>0 , fl y" MIT). = Curtis Conway C/P IF(COUNTA(AH52,A152,AJ52,AK52,AL52,AM52,AN52,A052)>0 , fl y" Min). = David Manlowe Erskine prospect inactive IF(COUNTA(AH53,A153, AJ53,AK53,AL53,AM53,AN53,A053)>0,"1","")= David Angstreich IF(COUNTA(AH54,A154,AJ54,AK54,AL54,AM54,AN54,A054)>0 "y" "")= David Halliwill C/P IF(COUNTA(AH55,A155,AJ55,AK55,A155,AM55,AN55 ,A055)>0,"Y","")= Y Bright Group Darren Campf P 200 Greenbrier Road Summersville WV 26651 IF(COUNTA(AH56,AI56,AJ5IIMIM,A056) >0,"Y","")= Sent 10/1 Sent 10/1 David Cooper C/P IF(COUNTA(AH57,A157,AJ57,AK57,A157,AM57,AN57 ,A057)>0,"Y","")= Y Y Deepak Raj IF(COUNTA(AH58,A158,AJ58,AK58,A158,AM58,AN58,A058)>0,"Y","") = Daniel Heflin Sohrab prospect inactive P IF(COUNTA(AH 59,A159,AJ59,AK59,AL59,AM59,AN59,A059)>0„"Y","")= Y Y Blank David Homrich dhomrich@ambfo.com 3223 Howell Mill Road, Northwest Atlanta GA 30347 IF(COUNTA(AH60,A160,AJ60,AK60,AL60,AM60,AN60,A060)>0,"Y","")= Sent 10/1 Sent 10/1 Sonen Capital David Hood P dhood@sonencapital.com 50 Osgood Place, Ste. 320 San Francisco CA 94133 IF(COUNTA(AH61,A161,AJ61,AK61,AL61,AM61,AN61,A061)>0,"Y","")= David Mitchell IF(COUNTA(AH62,A162,AJ62,AK62,AL62,AM62,AN62 ,A062)>0,"Y","")= EFTA01437666 True North Advisors P DManiktala@truenorthadvisors.com 8350 N. Central Expressway, Ste. 725 Dallas TX 75206 IF(COUNTA(AH63,A163,AJ63,AK63,AL63,AM63,AN63,A063)>0,"Y","") = David Deutsch IF(COUNTA(AH64,A164,AJ64,AK64,AL64,AM64,AN64,A064)>0,"Y","") = Infinity Q 888 7th Avenue New York NY 10106 Real Estate, yield, esotericIIIIIIIIIImuI tI -asset IIIIIIIIIor Wildcat fund macro, vol? 20% IRR hurdle. Unconstrain ed. Size up to $40mm with control. Structured and leverage ok sent 8/12 teaser sent 2/5 sent 3/1. Passed 3/30 sent 2/26. Passed 3/30 sent 3/16. Passed 3/30 IF(COUNTA(AH65,A165,AJ65,AK6 5,AL65,AM65,AN65,A065)>0,"Y","")= Makan, Divesh ICONIQ Capital LLC ICONIQ Capital LLC 394 Pacific Ave, 2nd Floor San Francisco CA 94111 Credit n/a need to focus on unique solutions sent 12/18 sent 2/ 6,AJ66,AK66,AL66,AM66,AN66,A066)>0,"Y","")= Sonen Capital P 50 Osgood Place, Ste. 320 San Francisc o CA 94133 „ , K67,AL67,AM67,AN67,A067)>0„"Y","")= Edouard Gerschel C/P IF(COUNTA(AH68,A168,AJ68,AK68,AL68,AM68,AN68 ,A068)>0,"Y","")= Y Y Nicholas Milo Gonzalez 15 Enterprise, Ste. 550 Alis o Viejo CA 92656 DPM BRCM hedge into diversified assets. Also want broad banking relatio nship IF(COUNTA(NA!Pr I§9.AK69,AL69,AM69,AN69,A069)>0,"Y","")= Sent 10/1 Sent 10/1 Erik Moody IF(COUNTA(AH70,AI70,AJ70,AK70,AL70,AM70,AN70,A070)>0,"Y","")= Sent 10/1 Sent 10/1 Lindemann Family Eran Schreiber IF(COUNTA(AH71,A171, AJ71,AK71,AL71,AM71,AN71,A071)>0 "Y" "" = Y Parami Eric Attias P 6 East 74th Street New York NY 10021 IF(COUNTA(AH72,AI72 AJ7 , 2)>0,"Y","")= Essig Erin Enright 174 Nassau Street 0320 Princeton NJ 08542 IF(COUNTA(AH73,AI73,AJ73,AK73,AL73,AM73,AN73,A0 " " in = Sent 10/1 EverWatch Financial Frohman Anderson P 8 Sound Shor e Drive, Suite 200 Greenwich CT 06830 enera , u le nusra agg services, o it 0 gas, enviromental Maintain lvg. against some commercial RE. Used to have large CL loan @ CS a nd BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30 sent 3/16 IF(COUNTA(AH 74,A174,;074,AK74,AL74,AM74,AN74,A074)>0."Iiiiiiiiiiiiiiiiii iiii. Sent 10/1 Attori, Gregory Gregory Attorri I 485 Park Ave, Suite 4B New York NY 10022 IF(COUNTA(AH75,AI75 AJ75 AK75 AL75 AM75 AN75,A075)>0,"Y","")= Y Y Coleman, Gail Gail Coleman P 405 Lexingto n Ave, Fl 71 New York NY 10174 IF(COUNTA(AH76,A176,AJ76,AK76,AL76,AM76,AN76,A076)>0 ,"y","")= Y Y Caruso, Richard Gary Deilella P c1= IMII=IM 795 E. Lancaster Ave nue Suite 200 Villanova PA 19085 General, prefer funds or direct PE sent 7/28 IF(COUNTA(AH77,A177,AJ77,AK77,AL77,AM77,AN77,A077)>0,"Y" "" = Sent 10 1 Sent 10/1 Yorktown Partners, LLC George Petrides I IF(COUNTA(AH 78,AI78,AJ78,AK78,AL78,AM78,AN78,A078)>0,"Y","")= Y Y Duncan Investments Gregg Hammer P 1100 Louisiana Street, Suite 5200 Houston TX 77002 IF(COUNTA(AH79, ARIIMIRRIP IPAM79,AN79,A079)>0,"Y","")= Sent 10/1 Sent 10/1 Gene Lynch IF(COUNTA(AH80,A180,AJ80,AK80,AL80,AM80,AN80,A080)>0 ,"Y","")= Disney, Roy Shamrock Greg Martin P 3500 W. Olive Avenue , Suite 700 Burbank CA 91505 Yield n/a real estate reterral? Merage connection? sent 11/7, discussed 1/15, follow up 8/12 teaser sent 2/5 sent 3/1 sent 2/26 ment ioned 11/6, sent 3/16 IF(COUNTA(AH81,AI81,AJ81,AK81,AL81,AM81,AN81,A081)>0,"Y","")= Sent 10/1 Sent 10/1 Moriwaki, Gary S. Gary Moriwaki I 100 Park Ave, 3rd Fl New York NY 10017 IF(COUNTA(M1112,AIB2,AJ82,AK82,AMMIll ,AO82)>0,"Y","")= Y Y Ford 200 Crescent Court Suite 1365 Dallas TX 75021 IF(COUNTA(AH 83,A183,AJ83,AK83,AL83,AM83,AN83 A083 >0 "Y" "" Nicholas Gosha Zandt DPM BRCM hedge into diversified assets. Also want broad banking relationship IF(COUNTA(AH84,A184,AJ84,AK84,AL84,AM84,AN84,A084)>0 ,"Y","")= Sent 10/1 Sent 10/1 Beller, Harry Harry Beller C/P 12 Golar Dr Monsey NY 1095 2 IF(COUNTA(AH85,A185,AJ85,AK85,AL85,AM85,AN85,A085)>0,"Y","")= Y Y Holterbosch, Heidi Heidi Holterbosch P 212-421-3800 375 Park Ave New York NY 10152 IF(COUNTA(AH86,A186,AJ86,AK86,AL86,AM86,AN86,A086)>0 ' N Y E ? " - Edge 1380 W. Paces Ferry Rd. Suite 1000 Atlanta GA 3032 7 IF COUNTA AH ,AI ,AJ ,AK87,AL87,AM87 7 > "Y" = Keenan, William Howard William Keenan P 410 Park Ave New York NY 10022 IF(COUNTA(AH88,AI88,;088,AK88,11.11.A088)>0 ,"Y","")= Tharani, Haresh Haresh Tharani P IF(COUNTA(AH89,A189,AJ89,AK8 9,AL89,AM89,AN89,A089)>0,"Y"," Ira Halperin IF(COUNTA(AH90,AI90,AJ90,AK90,AL90,A M90,AN90,A090)>0,"Y","")= Slome, Ian Ian Slome P 150 East 58th Street, 34th F loor New York NY 10155 RE (US, Europe, R+C) via direct investment, PE or struct. Pr oducts; PE and HF n/a Risk averse. Already seeing HF indeas from AFS send RIN? teas er sent 2/5 passed 2/27 mentioned 2/26, sent 3/16. Passed 3/30 IF(COUNTA(AH91,A191,AJ91,AK9 EFTA01437667 1,AL91,AM91,AN91,A091)>0 "Y" "")= Richard =imon C/P IF(COUNTA(AH92,A192,AJ92,AK92,AL92,AM92,AN92,A092)>0 ,"Y","")= Inder Sodhi Jensen prospect inactive C/P IF(COUNTA(AH93,A193, AJ93,AK93,AL93,AM93,AN9 " " "" Ironsides AM 511 Tarrytown Center Rocky Mount NC 2780 4 General meeting in Sent 3/1 sent 3/24 IF(COUNTA(AH94,A194, AJ94,AK94,AL94,1104AN ,Mli , m s '")=Y Sent 9/14 Sent 9/14 Sent 9/14 Y Jamie Smith IF(COUNTA(AH95,A195,AJ95,AK95,AL95,AM95,AN95,A095)>0,"Y","") = John Straus IF(COUNTA(AH96,A196,AJ96,AK96,AL96,AM96,AN96,A096)>0 , Nya,..).= Guilford Company James Landrigan P P.O. Box 13439 Richmond VA 23225 IF(COUNTA(AH ,AI ,AJ ,AK ,AIIMPIIRA097)>0 ,..y.,..).= Levy, Jared Jared Levy I 1633 Broadway New York NY 10019 IF(COUNTA AH98 A198 AJ98 AK98,AL98,AM98,AN98,A098)>0,"Y","")= Y Y Keiser, Jason Jason Keiser IF(COUNTA(AH99,A199,AJ99,AK99,AL99,AM99,AN99 ,A099)>0,"Y","")= Sent 10/1 Sent 10/1 Dorrance Family DFE Enterprises Jason Stiles P 480-367-7000 IF(COUNTA(AH100,AI100,AJ100,AK100,AL100,AM100,AN100,AO1 > „ = sent 1 sent 9/29 Spruce Private Investors LLC 263 Tresser Blvd, 15th Floor Stant ford CT 06901 Systematcgan gwith CS Introduce AFS or CB&S IF(COUNTA(AH 101,AI101,AJ101,AK101,AL101,AM101,AN101,AO101)>0,"Y","" = John Barber Sohrab prospect inactive I IF(COUNTA(AH 102,AI102,AJ102,AK102,AL102,AM102,AN102,A0102)>0,"Y"," = Wanek, TOdd Thirdlake Capital Joakim Bergander IF(C OUNTA(AH103,AI103,AJ103,AK103,AL103,AM103,AN103,A0103)>0,"Y", sent 9/29 Fitzgibbons, John John Fitzgibbons P 405 Lexington Ave, Fl 71 New York NY 10174 IF(COUNTA(AH104,AI104,AJ104,AK104,AL104,AM10 4,AN104,A0104)>0,"Y","")= Y Y Jonathon Botwinick C/P IF(COUNTA(AH105,AI105,AJ105,AK105,AL 105,AM105,AN105,AO105)>0,"Y","")= Y Y Jeffrey Coopersmith I ill l IF(COUNTA(AH106,AI106,AJ106,AK106,AL106,AM10 6,AN106,A0106)>0,"Y","")= Dock Street P 510 Feheley Drive King of Prus sia PA 19406 IIIIIIII M IWIlay PCS, just check in occasionally IF(C OUNTA(AH107,AI107,AJ107,AK107,AL107,AM107,AN107,A0107)>0 "Y" "" = Forrestal Capital Jonathan Fischer P 1450 Brickel 1 Avenue Miami FL 33131 General n/a sent 12 , to ow-up 1 , 2 sent 3/1 sent 2/26 IF(COUNTA(AH108,AI108,AJ108,AK108,AL108,AM108,AN108,A0108)>0,"Y","")=Y Sent 9/14 Sent 9/14 Sent 9/14 Y Sent 10/1 Sent 10/1 Jeff Kirwood IF(COUNTA(AH109,AI109,AJ109,AK109,AL109,AM109,AN109, A0109)>0,"Y","")= JL Squared Group 2929 Arch Street, 13th Floor Philadelphia PA 19104 IF(COUN „ , 11 AM11 AN110,AO110)>0,"Y","")_ EverWatch Financial Joe Monaco P 8 Sound Shore Drive, Suite 2 00 Greenwich CT 06830 General, u ice In us r al/agg services, oil a gas, enviro mental Maintain lvg. against some commercial RE. Used to have large CL loan @ CS and BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30 sent 3/16 IF(COUNTA(AH111,AIll 1,AJ111,AK111,AL111,AMI • ","")= Sent 10/1 Sent 10/1 John Lummis C/P IF(COUNTA(AH112,AI112,AJ112,AK112,AL112,AM112,AN112, A0112)>0,"Y","")= Crystal, Jonathan Jonathan Crystal I Fianncial Sq 32 Old Slip New York NY 10005 IF(COUNTA(AH113,AI113,AJ113,AK113,AL 113,AM113,AN113,A0113)>0 "Y" "")= Y Y Slome, Ian P 150 East 58th Street, 34th Floor New York NY 10155 RE (US, Europe, R+C) v a irect investment, PE or struct. Products; PE and H F n/a Risk averse. Already seeing HF indeas from AFS send RIN? teaser sent 2/5 pass ed 2/27 mentioned 2/26, sent 3/16. Passed 3/30 IF(COUNTA(AH114,AI114,AJ114,AK114,AL114,AM114,AN114, AO114)>0,"Y","")_ Julie Richardson C/P IF(COUNTA(AH115,AI115,AJ115,AK115,AL 115,AM115,AN115,AO115)>0,"Y","")= Y Y Snyder, Daniel Karl Schreiber P 11900 River Road Potomac MD 20854 IF(COUNTA(AH116,AI116,AJITI M ,MC PIM.M.6,A0116)>O ,M r "Y",•")=Y Sent 9/14 Sent 9/14 Sent 9/14 Y 10/1 Dzialga, Kirsten & Mark Kristen Dzialga P 15 Meadowcro ft Lane Greenwich CT 6830 IF(COUN „ ,AK117,AL117,AM117,AN117,A0117)>0 My" NO). = White Deer Energy Kristin P IF(COUNTA(AH118,AI118,AJ118, AK118,AL118,AM118,AN118,A0118)>0,"Y","")= Y Y Kelly, Judy Judy Kelly C/P 445 Park Ave, Suite 1502 New York NY 10022 IF(COUNTA(AH119,AI119,AJ119,AK119,AL119,AM119,AN119,A0119)>0,"Y","") = Y Y Kevin Ryan C/P IF(COUNTA(AH120,AI120,AJ120,AK120,AL120,AM12 0,AN120,A0120)>0,•Y","• Makan, Divesh ICONIQ Capital LLC ICONIQ Capital LLC 94 Pacific Ave, 2nd Floor San Francisco CA 94111 Credit n/a ocus on sent 12/18 sent 2/26 IF(COUNTA(AH121,A1121,AJ121,AK121,AL121,AM121,AN121,A0121)>0,"Y","") EFTA01437668 Ken Jones IF(COUNTA(AH122,AI122,AJ122,AK122,AL122,AM122,AN122,A0122)>0 ^Y^,•")= Caruso Affiliated Kelly Masuda 101 The Grove Drive Los Angeles CA 90036 Real Estate, general sent 2/26. Passed 3/20 IF(COUNTA(AH123,AI123,AJ123, AK123,AL123,AM1 Lara Brody IF(COUNTA(AH124,AI124,AJ124,AK124,AL124,AM12 4,AN124,A0124)> „ United Company Lois Clarke lclarkeQunitedco.net 1005 Glenway Avenue Bristol VA 2420 1 IF(COUNTA(AH125,AI125,AJ125,AK125,AL125,AM125,AN125,A0125)>0,"Y","")= Sent 10/1 Sent Fine, Lonnie Lonnie Fine I 10 Fifth St Valley Stream NY 11581 IF(COUNIRMI IMMI. , L126,AM126,AN126,A0126)>0,"Y","") Lou Cortese Robertson prospect active 191 Glen Rd Mountainside NJ 7092 IF(COUNTA(AH127,AI127,AJ127,AK127,AL127 7)>0,"Y" "")= Zuckerberg, Lloyd Lloyd Zuckerberg C/P IF(COUNTA(AH128,AI12 8,AJ128,AK128,AL128,AM128,AN128,A0128)> • " "•)_ Stiritz, William P. Lynn Morgan IF(COUNTA(AH129,AI129,AJ129, AK129,AL129,AM1 > " " "" t 10/1 M20 Inc P 515 South Figueroa Street, Suite 1050 Los Angeles CA 90071 Small operating businesses n/a Microcap activist w/ $1-$5mm EBITDA target 1 0% stakes sent 3/1. Passed 3/2 IF(COUNTA(AH130,AI130,AJ130,AK130,AL130,AM130,AN130,A0130)>0 , Nya,..).= Kristoff, Mark Mark Kristoff C/P 825 Third Ave, 9th Fl New York NY I131,AJ ,AK ,AL 31,AM13 1,AN131,A0131)>0,"Y","")= Y Y Klein, Martin Martin Klein C/P 580 5th Ave, 5th Fl New York NY 10036 IF(COUN1.1...........2,Abil32,A0132)>O r sY","") = Y Y Matt Ireland C/P EverWatch Financial Matt III Womble P II IF(COUNTA(AH133,A1133,AJ133,AK133,AL133,AM133,AN133,A0133)>0 8 Sound Shore Drive, Suite 200 Greenwich CT 06830 IRIIIIIII.Ma l/agg services, oil & gas , enviromental Maintain lvg. against some commercial RE. Used to have large CL loan @ CS and BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30 sent 3/16 IF(COUNTA(AH134,A113 4,AJ134,AK134,AL134,AM134,AN134,A0134) Sent 10/1 Barry, Mitchell Mitchell Barry C/P 7 Penn Plaza , Suite 1400 New York NY 10001 M illigffl—MINTIM IPILAJ135,AK135,AL135,AM135,AN135, A0135)>0,"Y","")= William McBride I IF(COUNTA(AH136,AI136,AJ136,AK136,AL136,AM136,AN136, A0136)>0,"Y","")= Cline, Michael Michael Cline C/P 51 Madison Ave, Fl 3 1 New York NY 10010 IF(COUNTAA AL37,AM137,AN137,A0137)>0 Milton Cooper Janco lead inactive C/P 3333 New Hyd e Park Rd, Suite 100 New Hyde Park NY , 138,AL138,AM13 8,AN138,A0138)>0,"Y","")= Jesselson Capital Michael Jesselson Vrablic lead active .com 212-459-9600 130 Ave of America, Suite 4101 New York NY 1141' IF(COUNTA(AH 139,A1139,AJ139,AK139,AL139,AM139 AN139 A0139 >0,"Y","")= Seelig, Mark Mark Seelig IF(COUNTA(AH140,AI140,AJ140,AK140,AL140,AM140,AN140, A0140)>0,"Y","")= Georgetown U P 1000 Potomac Street Suite 301 Washington DC 20007 General n/a Macro - send CIO materials regularly risk factors teaser sent 2/5 sent 3/16. Passed 41,AI141,AJ141,AK141,AL141,AM141,AN141,A0141)>0,"Y","")= Mel Manion IF(COUNTA(AH142,A1142,AJ142,AK142,AL142,AM142,AN142,A0142)>0 , fl ya , MIT). = Matt Serra IF(COUNTA(AH143,AI143,AJ143,AK143,AL143,AM143,AN143,A0143)>0 , fl ya , MIT). = JL Squared Group 2929 Arch Street, 13th Floor Philadelphia PA 19104 IF(COUN 144,AN144,A0144)>0,"Y",")= Jain, Neil Neil Jain C/P 158 Third St, PO Box 583 Mineola NY 11501 IF(COUN 45,AK145,AL145,AM145,AN145,A0145)>0,"Y","") = Y Y Michael, Neal Neal Milch P NY IF(COUNTA(AH146,AI146,AJ146, AK146,AL146,AM146,AN146,A0146)>0,"Y","" Neil Blechman nsb2650@aol.com IF(COUNTA(AH147,AI147,AJ147,AK147,AL147,AM147,AN147,A0147)>0 Gaslow, Lawrence Peter Gaslow P 105 Madison Ave, 15th Fl New York NY ... IF INTA(AH14,A1148,AWIII48,AM14 8,AN148,A0148)>0,"Y","") Y Sent 10/1 Sent 10/1 Blue Mountain Peter Greatrex P 280 Park Ave, 12th FL New York NY 10017 Sent 9/22 IF(COUNTA(AH149,AI149,AJ149, AK149,AL149,AM149,AN149,A0149)>0 "Y" GIN Phillip Shefter C/P IF(COUNTA(AH150,AI150,AJ150,AK150,AL150,AM15 0,AN150 AO150 >0 "Y" "" Edge 1380 W. Paces Ferry Rd. Suite 1000 Atlanta GA 3032 7 IF COUNTA AH , AI ,AJ 1,AK151,AL151,AM151,AN151,A0151)>0,"Y","")= EFTA01437669 Laffont, Philppe Philippe Laffont P 9 West 57th St New York NY 10019 IF(COUNTA(AH152,AI152,AJ152,AK152,AL152,AM152,AN152,A0152)>0 ,"y","")= Yorktown Partners, LLC Peter Leidel P NY IF(COUNTA(AH 153,AI153,AJ153,AK153,AL153,AM153,AN153,A0153)>0,"Y"..")= Y Y Y N Ehrenkraz, Pamela Pamela Ehrenkranz I 51 c4 est 52nd St N York NY 10019 IF(COUNI ,AN154, Robert Hull LaRoe lead active TX IF(COUNTA(AH 155,AI155,AJ155,AK155,AL155,AM155 AN155 Parami Rahul Vaid 6 East 74th Street New York NY 10021 IF(COUNTA(AH156,AI156,A 156,A0156)>0,"Y","")= Y Lewis Ranieri Sabbagh prospect active C/P IF(COUNTA(AH157,AI157,AJ157, AK157,AL157,AM157,AN157,A0157)>0,"Y","" - Spruce Private Investors LLC 263 Tresser Blvd, 15th Floor Stamford CT 06901 Systems c gamma ecay with CS Introduce AFS or CB&S IF(C OUNTA(AH158,AI158,AJ158,AX158,AL158,AM158 AN158 A0158)>0 Caruso, Richard Richard Caruso P 795 E. Lancaster Avenue Suite 200 Villanova PA 19085 General, prefer funds or direct PE sent 7/28 IF(COUNTA(AH 159,AI159,AJ159,AK159,AL159,AM159,AN159,A0159)>0,"Y","")= General Atlantic Family Office Rich Gold 3 Pickwick Plaza Greenwich CT 6830 IF(COUNTA(AH160,AI160,AJ160,AK160,AL160,AM16 0,AN160,A0160)>0,"Y","")= Illig, Cliff Robb Heineman P 8900 State Line Road 5th Floor Leawood KS 66206 IF(COUN 1,AL161,AM161,AN161,A0161)>0 ,"Y","")= Sent 10/1 Sent 10/1 Richard Merage Convey lead active richard.merage@falconig.com IF(COUNTA(AH162,AI162,AJ162, AK162,AL162,AM162,AN162,A0162)>0,"Y","")= Cold Spring Harbor Laboratory Richard Leeds P 11 H arbor Park Dr Port Washington NY 11050 A0163)>0,"Y","")= Y Y Rich Joslin IF(COUNTA(AH164,AI164,AJ164,AK164,AL164,AM164,AN164,A0164)>0 ,..y.,..).= Larocca, Robert Robert Larocca I 135 Crossway s Park Drive Woodbury NY IFIR IPIMPR IPPRI M 65,AM165,AN165, A0165)>0,"Y","")= Y Y Merage RMerage@migcap.com 660 Newport Center Drive. Suite 1300 Newport Beach CA 9266 0 Real Estate trading with the HF? Want intros to other family offices to grow internal HF teaser sent 1/23, follow up 8/12 on Blackrock DNC list sent 2/26 sent 3/16 IF(COUNTA(AH166,AI166,AJ166,AK166,AL166,AM166,AN166,A0166)>0,"Y","")= Do not send research emails CFM Rob P rob@cfmoffice.com 720 University Avenue, Suite 200 Los Gatos CA 95032 sent 2/26. Passed 2/26 Convey sending? IF(COUNTA(AH167,AI167,AJ167,AK167,AL167,AM16 7,AN167,A0167)>0,"Y","")= Sent 10/1 Sent 10/1 Meister, Robert Bob Meister robertmeisterl@mac.com IF(COUNTA(AH168,AI168,AJ168,AX168,AL168,AM16 8,AN168,A0168)>0,"Y","")= Sent 10/1 Sent 10/1 Bulloch, Roger Roger Bulloch P Las Vegas NV maybe as a s eller? n/a Makes direct investments Into pvt companies. 12-24m hold meeting sent 8/12 sent 3/1 IF(COUNTA(AH169,AI169,AJ169,AK169,AL169,AM169,AN169,A0169)>0,"Y","")= Sent 10/1 sent 10/1 Ross Blechman IF(COUNTA(AH170,AI170,AJ170,AK170,AL170,AM170,AN170, A0170)>0,"Y","")= Russell Artzt Convey lead active C/P Ill il IF(COUNTA(AH171,AI171,AJ171, AK171,AL171,AM17iiiiiiii iiiiiiiiiiii"")= Russell Blank IF(COUNTA(AH172,AI172,AJ172,AK172,AL172,AM172,AN172,A0172)>0 fly" MIT). = Pensler, Sandy Sandy Pensler P NY IF(COUNTA(AH173,AI17 3,AJ173,AK173,AL173,AM173,AN173,A0173)>0 "Y" "" = Y Y Rose, Simon Simon Rose C/P IF(COUNTA(AH174,AI174,AJ174,AK174,AL 174,AM174,AN174,A0174)>0,"Y","")= Steven Blicht C/P IF(COUNTA(AH175,AI175,AJ175,AK175,AL 175,AM175,AN175,A0175)>0,"Y","")= Y Y Highlander Partners Stanley Bould P 300 Crescent Court S uite 550 Dallas TX 75201 General puts on public equity? Poland, homebuilding and mat erials RESOF follow up sent 12/12 sent 3/1. Passed 3/30 sent 3/16. Passed 3/30 IF(COUNTA(AH 176,AI176,AJ176,AK176,AL176 AM176,AN176 A0176)>0 "Y" "")= Sent 10/1 Sent 10/1 Anschutz 555 Seventeenth Street, Suite 2400 Denver CO 80202 Telco, Ras , 01 &Gas, Sports Enterta nment, Lodging/Hospitality energy Do not want funds. Looking at experiential travel ideas meet w/ Scott in Denver sent 12/18 sent 3/18. Passed 4 /1 IF(COUN AK177,AL177,AM177,AN177,A0177)>0,"Y","")= Infinity Q 888 7th Avenue New York NY 10106 Real Estate, yield, esoteric multi-asset for Wildcat fund macro, vol? 20% IRR hurdle. Unconstrain ed. Size up to $40mm with control. Structured and leverage ok sent 8/12 teaser sent 2/5 sent 3/1. Passed 3/30 sent 2/26. Passed 3/30 sent 3/16. Passed 3/30 IF(COUNTA(AH178,AI178,AJ178, AK178,AL178,AM178,AN178, > " " "" = Dart Management P Windward 3, Regatta Office Park Grand Cayman Cayman Islands KY1-1206 General, Biotech?, Pre-IPO mezz financing, MSBs MSBs? Deep value f ocus, lots of cash collateral, separate real estate group sent 12/18 teaser sent 2/5 IF(C OUNTA(AH179,AI179,AJ179,AX179,AL179,AM179,AN179,A0179)>0,"Y","")= N Do not send research emails EFTA01437670 Makan, Divesh ICONIQ Capital LLC ICONIQ Capital LLC 394 Pacific Ave, 2nd Floor San Francisco CA 94111 Credit n/a nee• to o us on un que solutions sent 12/18 sent 2/26 IF(COUNTA(AH180,AI180,AJ180,AK180,AL180,AM180,AN180,A0180)>0,"Y","") =Y Sent 9/14 Sent 9/14 Y Sonny Jain C/P IF(COUNTA(AH181,AI181,AJ181,AK181,AL181,AM181,AN181, A0181)>0,"Y","")= ent 10/1 Sent 10/1 Thomson Stefan 65 Queen Street West Suite 2400 Toronto ON, Canada M5H 2M8 IF(COUNTA(AH182,AI182,AJ182,AK182,AL182,AM182,AN182,A0182)>0,"Y","")= Sent 10/1 Sent 10/1 Arcus 3060 Peachtree Rd. NW Suite 1880 Atlanta GA 3030 5 IF(COUNTA(AH183,A1183,AJ183,AK183,AL183,AM183,AN183,A0183)>0,"Y","")= Arcus steve.sloan@arcuscp.com 3060 Peachtree Rd. NW Suite 1880 Atlanta GA 30305 IF(C OUNTA(AH184,AI184,AJ184,AK184,AL184,AM184,AN184,A0184)>0,"Y","")= Brandis, Steve Steve Brandis 215 W 40th St, 10th Fl New York NY 10018 IF(COUNTA(AH185,AI185,AJ185,AK185,AL185,AM185,AN185,A0185)>0 Nyil MIT). Danziger, Thomas Thomas Danziger I 405 Park Ave New York NY 10022 IF(COUNTA(AH186,AI186,AJ186,AK186,AL186,AM186,AN186, A0186)>0,"Y","")= Y Y Meister, Todd Todd Meister P IF(COUNTA(AH187,AI187,AJ187,AK187,AL 187,AM187,AN187,A0187)>0,"Y","")= Y Y Murray, Thomas Thomas Murray I IF(COUNTA(AH188,AI188,AJ188,AK188,AL188,AM18 8,AN188,A0188)>0,"Y","")= Todd Angkatavanich I IF(COUNTA(AH189,A1189,AJ189, AK189,AL189,AM189,AN189,A0189)>0,"Y","")= Archer, Thomas J. Thomas Archer I 90 Park Ave New York NY 10016 IF(COUNTA(AH190,AI190,AJ190,AK190,AL190,AM190,AN190,A0190)>0,"Y","") Y Y CFM Tim Sarhatt P 720 University Avenue, Suite 200 Los Gatos CA 95032 sent 2/ . sending? IF(COUNTA(AH191,AI191,AJ191,AK191,AL 191,AM191,AN191,A0191)>0,"Y","")= Sent 10/1 Sent 10/1 BBR Partners Todd E. 45th Street, 26th Floor DNC list Whiteneck New York l ergy, Ebt, uns l 140 onBackrock sent 3/16. Passed 3/24 IF(COUNTA(AH192,AI192,AJ192,AK192,AL192,AM192,AN192,A0192)>0 "Y","")= y EverWatch Financial Tyler Webb P 8 Sound Shore Drive, Suite 2 00 Greenwich CT 06830 General, .PeI. r stra/agg services, oil a gas, enviro mental Maintain lvg. against some commercial RE. Used to have large CL loan @ CS and BAML Send RESOF and Astra sent 8/12 sent 3/18. Passed 3/30 sent 3/16 IF(COUNTA(AH193,AI19 3,AJ193,AK193,AL193,AM193,AN193,A0193)> • " "" = Cox, Berry Cox Partners P 2100 McKinney Ave, Suite 1700 Dall as TX 75201 IF(COUNTA(AH194, , , ,AM194,AN194,A0194)>0,"Y","")= Edge 1380 W. Paces Ferry Rd. Suite 1000 Atlanta GA 3032 7 IF(COUNTA(AH195,AI195,AJ195,AK195,AL195,AM195 AN195 A0195 >0 "Y" "")= Stiritz, William P. William Stiritz P 835 S 8th St St. Louis MO 63102 IF(COUNTR(AH196,AI196,AJ196,AK191,11,18,AN196, A0196)>0,"Y","")= Amster, Yosi Yosi Amster I 340 Madison Ave, 21st Fl New York NY 11 IF(COUNTA C1 ,AL197,AM197,AN197, A0197)>0,"Y","")= Y Y Catherine Moreatis C/P IF(COUNTA(AH198,AI198,AJ198,AK198,AL198,AM198,AN198,A0198)>0 NY", •^)= Y Y Glickman, Donald Don Glickman P IF(COUNTA(AH199,AI199,AJ199,AK199,AL199,AM19 9,AN199,A0199)>0,"Y","")= Weiss, George George Weiss P Hartford CT IF(COUNTA(AH200,A1200,AJ200,AK200,AL 200,AM200,AN200,A0200)>0,"Y",")= Y Y Y N James Alterbaum I IF(COUNTA(AH2O1,A1201,AJ201,AK201,AL201,AM201,AN201,AO201)>0,"Y","") = Y John Binko C/P IF(COUNTA(AH202,A1202,AJ202,AK202,AL202,AM202,AN202,A0202)>0,"Y","")= Y Y Annandale Capital P 325 North St. Paul Street Suite 3500 Dallas TX 75201 Gene ral. Funds easier, but comfortable with direct PE n/a RIN, RESOF, Suntex, Astra follow up sent 3/20. May have interest in second close sent 3/20 sent 3/1 sent 3/24 IF(C OUNTA(AH203,A1203,AJ203,AK203,AL203,AM203,AN203,AO203)>0,"Y","")= Granite Group P 187 Danbury Road Wilton CT 06897 General open to funds meet ing in NYC sent 3/16 IF(COUNTA(AH204,A1204,AJ204,AK204,AL204,AM204,AN204,A0204)>0,"Y","") = Makena Capital Management P 2755 Sand Hill Rd, Suite 200 Menlo Park CA 9402 5 Risk factors met 2/2 NDA and portfolio analysis IF(COUNTA(AH2O5,A1205,AJ205,AK205,AL 205,AM205,AN205,A0205)>0,"Y","")= Mariner Capital P 485 Lexington Ave, 28th Fl New York NY Risk factors met 11/21 Looking at variuous solutions across the street, all from IB providers Send white papers IF(COUNTA(AH206,A1206,AJ206,AK206,AL206,AM206,AN206,A0206)>0,"Y","")= Peregrine Group P 214-231-6800 2101 Cedar Springs Rd, Suite 1800 Dallas TX 7520 1 Energy n/a covered by brokers already for public markets trading mineral rights in Pe rmian mentioned 12/4 mentioned 12/4 sent 3/1 IF(COUNTA(AH207,A1207,AJ207,AK207,AL207,AM20 7,AN207,A0207)>0,"Y","")= IF(COUNTA(AH208,A1208,AJ208,AK208,AL208,AM208,AN208,A0208)>0,"Y","")= IF(COUNTA(AH209,A1209,AJ209,AK209,AL209,AM209,AN209,A0209)>0,"Y","")= EFTA01437671 IF(COUNTA(AH210,A1210,AJ210,AK210,AL210,AM210,AN210,A0210)>0,"Y","")_ For internal use only EFTA01437672 Paul Contacts First Name Last Name Messaging ID CIO Outlook Tax Topics Intermediary Clie nt/Prospect Interme Prospect Arun Alagappan Y Y 0 C/P IF(H2="I","I",IF(12= "C/P","C/P","NA"))=C/P James Alterbaum Y Y I 0 IF(H3="I","I",IF(I3="C/P","C/P","NA"))=I Yosi Amster Y 0 IF(H4="I","I ",IF(I4="C/1","C/P","NA" Todd Angkatavanich Y Y I 0 IF(H 5="I","I",IF(I5="C/P","C/P","NA"))=I David Angstreich 0 0 IF(H6="I","I",IF(16="C/P","C/P","NA" ))=NA Thomas Archer Y Y I O IF(H7="I","I",IF(17= "C/P","C/P","NA"1 =I Russell Artzt Y Y C/P IF(H8="I","I",IF(18= "C/P","C/P","NA"1)=C/P Eric Attics IMIIIMIM 0 IF(H9="I","I",IF(I9="C/P","C/P","NA"))=NA Gregory Attorri Y 0 IF(H10="I"," I",IF(I10="C/P","C/P","NA"))=I Andy Augenblick IF(H1l="I","I",IF(I1 l="C/P","C/1","NA°1)=NA Dill Ayres IF(H12="I","I",IF(I12="C/P","C/P","NA"))=NA John Barber 0 IF(H13="I"," I",IF(I13="C/P", Mitchell Barry mbarry@centuryny.com Y 0 C/P IF(H14="I"," I",IF(I14="C/P","C/P","NA"))=C/P Harry Beller Y Y C/P IF(H15="I","I",IF(I1 5="C/P","C/1","NA°1)=C/P Joakim Bergander 0 IF(H16="I","I",IF(I16="C/P", "C/P","NA")1=NA William Berkman 0 O IF(H17="I","I",IF(I17="C/P","C/P","NA"))=NA Ajay Bhalla Y 0 C/P IF(H18="I","I",IF(I1 8="C/P","C/P","NA 1)=C P John Binko 0 C/P IF(H19="I","I",IF(I19="C/P","C/P","14A")1=C/P Russell Blank O IF(H20="I","I",IF(120="C/P","C/P","NA")1=NA Brian Blechman 0 C/P IF(H2l="I"," I",IF(I21="C/P","C/P","NA" Neil Blechman O IF(H22="I","I",IF(122="C/P","C/P","NA")1=NA Ross Blechman O 0 IF(H23="I","I",IF(123="C/P","C/P","N A"))=NA Steven Blicht • 0 C/P IF(H 24="Im , s "I",IF(I211 .1.11. Barry Bloom ="I","I",IF(I25="C/P","C/P","NA"))=NA Jonathon Botwinick 0 C/P IF(H 26="I","I",IF(I26="C/P","C/P","N Steve Brandis