Client Partners
Americas
Weekly Business Updates — Pipeline Deals
KCC US & WIC
Sept 16th 2013
Client: Epstein/Southern Financial [TDS]
Opportunity: $150mm AUM, immediate; cross-asset
trading and investment relationship ... internal use only
EFTA01478549
Key Client Partners
Americas
Weekly Business Updates — Pipeline Deals
KCC US & WIC
Sept 16th 2013
Client: Michael Rothbard [CQ]
Opportunity: $600,000 Adviser Select - Wedgewood Partners
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01478548.pdf