This document outlines the account planning for Third Lake Capital, a single family office managing the capital of Ronald Wanek's family, founder of Ashley Furniture. The document details the relationship management team, client profile, investment focus, and challenges faced in expanding the business relationship. Third Lake Capital is focused on diversifying its portfolio with external management and increasing investments in real estate and structured finance funds. The document also highlights the family's underexposure to public equities and the need for structured credit solutions for their growing consumer finance business.
doj/DataSet10/EFTA01434307.pdf
{"title":"2018 Account Planning - Third Lake Capital","key_people":["Ronald Wanek","Stewart Oldfield","Paul Morris","Ken Jones","Paul Watson","Robert Forsythe","Todd Wanek"],"document_date":"2018","document_type":"correspondence","key_locations":["Arcadia, WI"],"document_subtype":"account planning document","key_organizations":["Third Lake Capital","Ashley Furniture","Deutsche Bank","Goldman Sachs","TD Ameritrade"],"reference_numbers":["EFTA01434307","EFTA01434308","EFTA01434309"]}