Notes from an account planning session discussing various client relationships and strategies for increasing engagement and financial opportunities. Key topics include structured notes, private investments, lending opportunities, and potential introductions to new clients.
documents/vol00010-efta01363514-pdf.pdf
{"key_people":["Stew Oldfield","Frank DeBenedittis","Mark Dzialga","Michael King","Laura Farischon","Brian Harrington","Adam Lindemann","George Lindemann Jr","Chris Partridge","Josh Shoshan"],"document_type":"correspondence","document_subtype":"notes","key_organizations":["Deering/Crosby","General Atlantic","Elysium","Jockey Club","Lindemann","Safanad","Southern Financial","Thirdlake"],"reference_numbers":["DB-SDNY-0053548","SDNY_GM_00199732","EFTA01363514"]}