This document contains structured notes and periodic communication details related to clients and products. It includes contact information, relationship names, family office names, and various financial focus areas. The document also lists events, entertainment, and current offerings, along with specific notes and to-do items for different clients and prospects.
documents/vol00010-efta01438073-pdf.pdf
{"key_people":["Arun Alagappan","Yosi Amster","Scott Carpenter","Thomas Archer","Gregory Attorri","Mitchell Barry","Ajay Bhalla","David Homrich","Peter Greatrex","Heidi Holterbosch","Cliff Illig","Neal Milch","Gary Moriwaki","Thomas Murray","Alvin Murstein","Andrew Murstein","Sandy Pensler","Simon Rose","Marla Schaefer","Eric Schmidt","Mark Seelig","Ian Slome","Daniel Snyder","David Hood","William Stiritz","Haresh Tharani","George Weiss","Alex Zubillaga","Lloyd Zuckerberg"],"document_type":"tabular","key_locations":["Las Vegas","New York","Hartford","Jackson Hole"],"document_subtype":"Client and Product Information","key_organizations":["Annandale Capital","Arcus","BBR Partners","Bluestem LLC","Bright Group","Caruso Affiliated","CFM","Cold Spring Harbor Laboratory","Dorrance Family","EverWatch Financial","Forrestal Capital","General Atlantic","Granite Group","Highlander Partners","Hillspire LLC","ICONIQ Capital LLC","Infinity Q","Ironsides AM","Jesselson Capital","JL Squared Group","Makena Capital Management","Mariner Capital","MIG Capital","Orix","Parami","Peregrine Group","Sonen Capital","Spruce Private Investors LLC","True North Advisors","United Company","Willett Advisors","Yorktown Partners LLC"]}