To:
Cc: Stanle Be ma James
Brockwa
From:
Sent: Fri 11/1/2013 7:50:57 PM
Subject: Re: NDA Alternative
Ok thanks
Sent from my iPhone
On Nov I, 2013, at 3:43 PM, "Louis Kreisberg
Shy mistake 1 failed to copy Jim and Stanley.
Louis P. Kreisberg
Principal
Pioneer Wealth Partners, LLC
515 Madison Avenue, 13th Floor
New York, NY 10022
From
Date: Fri, 1 Nov 2013 15:38:53 -0400
To: Louis P. Kreisber
Subject: Re: NDA Alternative
Done!
Sent from my iPhone
On Nov 1 2013 at 3:30 PM "Louis P. ICreisber "
te:
lease pass this on to Jeffrey.
Jeff- I understand your policy of not signing NDAs. I was with Jim
Brockway yesterday at Withers, and I shared with him the history of our
communication. He suggested that given their experience and
understanding of our structure and opinion letters, he and Stanley would
be happy to speak with you about it. Although I'm not sure whether our
product would be for you or your clients, I think we can both do extremely
well working together. We've had tremendous traction with the large
single family offices, and they believe there is nothing like it in the market.
EFTA_R1_00757605
EFTA02122645
Pis fee free to speak with Stanley or Jim on our dime and see if you can
figure out if we can create a win win.
Regards,
Lou
Louis P. Kreisberg
Principal
Pioneer Wealth Partners, LLC
515 Madison Avenue, 13th Floor
New York, NY 10022
EFTA_R1_00757606
EFTA02122646