EFTA00859020Set 9
2015-04-183p976w
From: "jeffrey E." <jeevacation@grnail.com>
To: "Peter L. Corsell"
Subject: Re: CONFIDENTIAL - inStream Investor Update - First Quarter 2015
Date: Sat, 18 Apr 2015 17:33:08 +0000
thanks ... Peter L. Corsell wrote:
Last email on inStream. Below is the Q1 update from this week...
Begin forwarded message:
Date: April 13, 2015 at 11:58:05 AM EDT
Subject ... CONFIDENTIAL - inStream Investor U date - First Quarter 2015
From: John Wotowicz < >
To: John Wotowicz >
Dear Shareholders,
inStream posted a very strong first quarter from an engagement, business and strategic perspective
https://www.justice.gov/epstein/files/DataSet%209/EFTA00859020.pdf
EFTA00666992Set 9
2015-04-183p992w
From: "Peter L. Corsell" <peter@corsell.net>
To: Jeffrey Epstein <jeevacation@gmail.com>
Subject: Re: CONFIDENTIAL - inStream Investor Update - First Quarter 2015
Date: Sat, 18 Apr 2015 18:00:14 +0000
No, thank ... Peter L. CorseII <peter@coat> wrote:
Last email on inStream. Below is the Q1 update from this week...
Begin forwarded message:
Date: April ... Subject: CONFIDENTIAL - inStream Investor U date - First Quarter 2015
From: John Wotowicz
To: John Wotowicz
Dear Shareholders,
inStream posted a very strong first quarter from an engagement, business and strategic
https://www.justice.gov/epstein/files/DataSet%209/EFTA00666992.pdf
EFTA01203873Set 9
5p2,129w
pasty data.
Daily updates
BAM Advisor Services, will rectify that problem by implementing inStream Solutions LLC, according to Jeff Remming,
chief operating officer of Buckingham.
"Most people create a plan ... shelf and revisit it every six months or a year. What
inStream lets us do is keep that advice alive and daily it helps us to be more active ... goals-based planning,"
Remming says. "The tools that inStream provide clearly demonstrate we're raising the bar for our clients." See: Could
inStream be the Next Big Thing
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203873.pdf
EFTA01203880Set 9
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inStream
•
vi.40 BUCKINGHAM
%4h ADVISOR SERVICES.
FOR IMMEDIATE RELEASE
Buckingham Asset Management & BAM Advisor Services announces selection of inStream wealth
management technology platform
Planning-centric software will support more than ... Services, one of the
country's largest independent wealth management enterprises, has chosen the inStream planning-
centric wealth management software platform to serve the more than 370 advisors representing ... strategic partnership was announced today at the BAM
Alliance 2014 Annual Conference.
Cloud-based inStream was developed by a financial advisor for financial advisors, whether they're in
the largest
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203880.pdf
Dear inStream Series A Preferred and Convertible Note investors,
The last 4 months have been both very busy and productive for inStream. In summary, the company is now well
positioned ... country's largest independent
wealth management enterprises announced that it had selected the inStream planning-centric wealth
management software platform to serve the more than 370 advisors representing the more ... culmination of a nine month, 50+ meeting/call enterprise sales effort
involving the entire inStream team and is a true "game changer" due to both Buckingham/BAM's size and its
stature
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203889.pdf
EFTA01203869Set 9
2015-04-182p258w
From: "Peter L. CorseII"
To: Jeffrey Epstein
Subject: Fwd: inStream
Date: Sat, 18 Apr 2015 17:07:38 +0000
Attachments: inStream_Summaty_Overview_-_November_2014.pdf;
inStream_Overview_Presentation_November 2014.pdf ... Jeffrey,
Per our conversation, please see the below and attached information on inStream, the fintech deal.
Talk soon,
Peter
Begin forwarded message:
From: "Peter L. Corsell"
Subject: inStream
Date: February ... conversation, I have attached a one-page summary and recent deck for inStream, the first comprehensive
practice management software platform for independent financial advisors (RIAs). In 2013, inStream raised
circa
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203869.pdf
EFTA00592846Set 9
2014-10-227p1,872w
Perspectives, he looks at how one firm,
Mercer Global Advisors, uses a software called InStream to see how
diligent its advisers are in drawing up plans for clients ... Financial Planning
October 21, 2014
by Bob Veres
Alex Murguia, founder and CEO of InStream Solutions, may be the
most creative visionary in today's advisor software ecosystem. And
like ... sometimes he discovers that
his best ideas have far better uses than he intended.
InStream is best described as a financial planning tool. It performs
the usual retirement-sufficiency calculations
https://www.justice.gov/epstein/files/DataSet%209/EFTA00592846.pdf
EFTA01203882Set 9
2014-10-227p1,872w
Perspectives, he looks at how one firm,
Mercer Global Advisors, uses a software called InStream to see how
diligent its advisers are in drawing up plans for clients ... Financial Planning
October 21, 2014
by Bob Veres
Alex Murguia, founder and CEO of InStream Solutions, may be the
most creative visionary in today's advisor software ecosystem. And
like ... sometimes he discovers that
his best ideas have far better uses than he intended.
InStream is best described as a financial planning tool. It performs
the usual retirement-sufficiency calculations
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203882.pdf
EFTA02717804Set 11
2015-04-182p274w
Corsell
Sent: Saturday, April 18, 2015 5:08 PM
To: Jeffrey Epstein
Subject: Fwd: inStream
Attachments: inStream Summary Overview - November 2014.pdf; Untitled attachment 00115.htm;
inStream Overview Presentation November 2014.pdf; Untitled ... 00118.htm
Hi Jeffrey,
Per our conversation, please see the below and attached =nformation on inStream, the fintech deal.
Talk soon,
Peter
Begin forwarded message:
From: "Peter L. Corsell"
Subject: inStream ... conversation, I have =ttached a one-page summary and recent deck for inStream, the first =omprehensive
practice management software platform for independent =inancial advisors (RIAs). In 2013, inStream raised circa
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717804.pdf
EFTA02717792Set 11
2015-04-182p185w
Corsell <
Sent: Saturday, April 18, 2015 5:08 PM
To: Jeffrey Epstein
Subject: Fwd: inStream Materials
Attachments: Buckingham-BAM announces selection of inStream - logo.pdf; Untitled attachment
00062.htm; inStream - WSJ-Advisor ... Perspectives-Bob Veres Article.pdt Untitled
attachment 00065.htm; RIABiz - inStream-BAM Article - 11-18-14.pdf; Untitled
attachment 00068.htm
Please see below and attached media info on inStream...
Begin forwarded message:
Date: February ... Subject: inStream Materials for Milton =erlinski
From: John Wotowicz
To: Peter Corsell
Peter,
Attached are a set of materials for you =o pass along to Milton Berlinski.
I am also
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717792.pdf
EFTA02717931Set 11
2015-04-182p189w
jeevacation@gmail.com>
Sent: Saturday, April 18, 2015 9:00 PM
To: Jes Staley
Subject: Fwd: inStream
Attachments: inStream Summary Overview - November 2014.pdf
Forwarded messag=
From: Peter L. Corsell
Date ... jeevacation@gmail.com»
H= Jeffrey,
Per our conversation, please see the below and attached information =n inStream, the fintech deal.
Talk soon,
Peter
<=iv dir="auto">
Begin forwarded messag=:
From ... Corsell"
Subject: </=>inStream
=b>Date: February 15, 2014 at 1:37:51 PM EST =/div>
To: Nicolas, John Wot=wicz
Hi Nicol=s,
I'm both a personal investor ($550K
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717931.pdf
EFTA01783452Set 10
2016-09-121p238w
major best-seller, which means it will cross-over from tabloid into m=instream,
with significant cable news coverage, a revisit by the New York =imes, etc.
You should
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01783452.pdf