From: Paul Morris
Sent: 12/2/2014 8:34:48 PM
To: Stewart Oldfield I
Subject: Re: SF meeting list [I]
Classification: For internal use only
Thanks. yes I know of divcsh through rcid hoffman and epstein. Ids talk tomorrow. don't know Hall
From: Stewart Oldfield
Sent: 12/02/2014 06:54 PM EST
To: Paul Morris
Subject: SF meeting list Ill
Classification: For internal use only
I've been working on SF as a start for west coast meetings 12/15. Early stages, but here is who I have reached out to:
lconiq - RIA/multi-family office. Lots of FB and other tech execs. You may want to research Divesh Makan before we
go. Have accepted meeting, need to set time
CFM - Omidyar/Yang family office.
Rothenberg ventures - growing venture capital firm. Could be good source of connections.
Osher Foundation - http://www.osherfoundation.orq/. Used to hold too much WB stock, have had hedging discussions in
the past
Thiel Capital - Peter Thiel's family office
Hillspire
Have you ever come across Hall Capital? Big alternatives RIA in SF. They were a target at CS, but I never met them.
If we are heading to LA, should try for Merage, SBE, Tutor and Henry Nicholas
For Denver, I can try to get into Anschutz, but it has been a long time since I did work there.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Asset 8 Wealth Management
345 New York. NY 10154
Tel.
Mobil
Email
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