The topic of
discussion
included the
current state of
affairs with the
family office,
market
outlook, and a
The client review of
continues to certain
live and anticipated
work in NJ transactions.
area, where There are no
family office material
Douglas US- Andrew Simon, J. WES & Sons changes with
Robertson Onshore Galivan Peter 5/24/2016 operates. this client. No No
Brett
Dylan
Bagley
Leo Andrew Irrevocable
Bresnahan TRUST Galivan Trust 6/14/2016 No changes No changes No No
Conor
Reynolds
Bagley
Leo Andrew Irrevocable
Bresnahan TRUST Galivan Trust 5/24/2016 No changes No changes No No
Marital
Trust FBO
Leo Andrew Elizabeth
Bresnahan TRUST Galivan Bagley 5/24/2016 No changes No changes No No
Nicole
Ladmer
Bagley
Leo Andrew Irrevocable
Bresnahan TRUST Galivan Trust 5/24/2016 No changes No changes No No
Smith
Beau
Walker
Bagley
Leo Andrew Irrevocable
Bresnahan TRUST Galivan Trust 5/24/2016 No changes No changes No No
Taylor M.
Bagley
Leo Andrew Irrevocable
Bresnahan TRUST Galivan Trust 5/24/2016 No changes No changes No No
The Conor
Bagley
Appointive
Trust U/W
Leo Andrew of Smith
Bresnahan TRUST Galivan Bagley 5/24/2016 No change No changes No No
The
Vaughan
Bagley
Appointive
Trust U/W
Leo Andrew of Smith
Bresnahan TRUST Galivan Bagley 5/24/2016 No changes No changes No No
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0070262
CONFIDENTIAL SDNY_GM_00216446
EFTA01375106