EFTA01203873Set 9
5p2,129w
firm's technology will increase an advisor's value to clients, says John
Wotowicz, executive chairman at inStream. RIAs, who tend to have long-term
approaches, won't likely ... something that could be meaningful to the client — that is important to the client,"
Wotowicz says. See: 9 things advisors to 401(k) plans must do to keep clients ... landscape, Part 1.
Murguia recruited high-profile figures for the inStream team, including John
Wotowicz as executive chairman. Wotowicz is a former board member for
Dimensional Fund Advisors
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203873.pdf
EFTA00859020Set 9
2015-04-183p976w
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 ... speak with
each of you over the next weeks.
Many thanks,
John S. Wotowicz
Chairman & Chief Executive Officer
please note
The information contained in this communication is
confidential
https://www.justice.gov/epstein/files/DataSet%209/EFTA00859020.pdf
EFTA00666992Set 9
2015-04-183p992w
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 ... speak with
each of you over the next weeks.
Many thanks,
John S. Wotowicz
Chairman & Chief Executive Officer
please note
The information contained in this communication is
confidential
https://www.justice.gov/epstein/files/DataSet%209/EFTA00666992.pdf
EFTA01203878Set 9
2015-04-182p732w
Note Investor Update
Date:Tue, 28 Oct 2014 12:09:55 -0400
From:John Wotowicz
To:John Wotowicz
Dear inStream Series A Preferred and Convertible Note investors,
The last ... accelerate.
Many thanks for your continued enthusiasm and support.
All the best,
John Wotowicz
EFTA01203879
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203878.pdf
EFTA02717796Set 11
2014-10-282p761w
Note Investor Update
Date: Tue, 28 Oct 2014 12:09:55 -0400
From: John Wotowicz
To: John Wotowicz
Dear =nStream Series A Preferred and Convertible Note investors,
The last ... accelerate.
Many thanks for your continued enthusiasm and support.
All the best,
John Wotowicz
2
EFTA_R1_02165722
EFTA02717797
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717796.pdf
EFTA02717804Set 11
2015-04-182p274w
inStream
Date: February 15, 2014 at 1:37:51 PM EST
To: Nicolas, John Wotowicz
Hi Nicolas,
Per our conversation, I have =ttached a one-page summary and recent deck ... personal =nvestor ($550K to date) and active board member at inStream. My =riend John Wotowicz (copied
here) is the company's CEO, the former head =f global business development
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717804.pdf
EFTA01203869Set 9
2015-04-182p258w
inStream
Date: February 15, 2014 at 1:37:51 PM EST
To: Nicolas, John Wotowicz
Hi Nicolas,
Per our conversation, I have attached a one-page summary and recent deck ... personal investor ($550K to date) and active board member at inStream. My friend John Wotowicz
(copied here) is the company's CEO, the former head of global business development
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203869.pdf