Subject: RE: can you email my current pipeline? Might be easier to just do
this via email. Thanks I
From: Bradley Gillin
Date: Thu, 25 May 2017 10:44:02 -0400
To: Stewart Oldfield
Classification: For internal use only
See below. Can you read on BB?
Opportunity Name Customer Name Stage Probability (%)
Close Date Product Name Total Assets BPS/Flat Fee Amount
($) Total Estimated Revenue
Commercial R.E. 54 Madison Partners Developed 25%
7/31/2017 Commercial Real Estate $50,000,000.00
300 $1,500,000.00
Deposits Elysium Management Proposal
50% 6/30/2017 Money Market
$50,000,000.00 85 $425,000.00
Line of Credit ORIX Americas Proposal
25% 6/30/2017 U.S. Letter of Credit
$100,000,000.00 200 $2,000,000.00
KCP Private Markets ORIX Corporation Proposal
50% 6/30/2017 Key Client Offering
$50,000,000.00 200 $1,000,000.00
KCP Private Markets ORIX Corporation Proposal
75% 9/30/2017 Key Client Offering
$50,000,000.00 200 $1,000,000.00
KCP Private Markets ORIX Corporation Proposal
50% 12/31/2017 Key Client Offering
$100,000,000.00 200 $2,000,000.00
KCP Private Markets ORIX Corporation Proposal
50% 12/31/2018 Key Client Offering
$200,000,000.00 100 $2,000,000.00
Structured Credit ORIX Corporation Proposal
50% 12/31/2019 Referral Fee
$200,000,000.00 200 $4,000,000.00
DPM Rashid, Ali
Proposal 50% 6/16/2017 U.S. IA - Balanced
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$5,000,000.00 100 $50,000.00
ISG Rashid, Ali
Proposal 50% 6/16/2017 Hedge Funds
$1,000,000.00 200 $20,000.00
CLO Falcon Trail Capital,
Developed 25% 5/30/2017 Derivatives (Equity -
Swap) $5,000,000.00 200 $100,000.00
KCP Southern Financial Developed
25% 12/31/2015 Brokerage (Commissions) $5,000,000.00
300 $150,000.00
Brokerage ChurchNorth America Developed
25% 5/30/2017 Brokerage (Commissions)
$10,000,000.00 100 $100,000.00
Real Estate Lending Third Lake Capital Proposal
25% 6/30/2017 Commercial Real Estate
$50,000,000.00 300 $1,500,000.00
KCP Private Markets Third Lake Capital Proposal
50% 6/30/2017 Private Equity Funds
$1,000,000.00 300 $30,000.00
KCP Private Markets Third Lake Capital Proposal
50% 6/30/2017 Checking
$30,000,000.00 85 $255,000.00
From: Stewart Oldfield
Sent: Thursday, May 25, 2017 10:38 AM
To: Bradley Gillin
Subject: can you email my current pipeline? Might be easier to just do this
via email. Thanks [I]
Classification: For internal use only
EFTA01430814
fcid:image001.png@OlD2D543.D0F444401
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobile blackberry
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01430815