The document outlines the account planning for the Dzialga relationship, managed by Stewart Oldfield and the team at ISG. Mark Dzialga, Co-Chairman of General Atlantic's Investment Committee, is the primary client, with a net worth estimated at $100 million. The document discusses the client's profile, past engagements, and future opportunities, emphasizing the need to transition the relationship to ISG for broader investment ideas.
doj/DataSet10/EFTA01434322.pdf
{"title":"2018 Account Planning - Dzialga","key_people":["Mark Dzialga","Kirsten Dzialga","Stewart Oldfield","Andrew King","Tazia Smith","Paul Morris"],"document_date":"2018","document_type":"correspondence","key_locations":["Greenwich, Connecticut"],"document_subtype":"account planning document","key_organizations":["General Atlantic","Goldman Sachs","JPM","Columbia Business School","Brunswick School"],"reference_numbers":["EFTA01434322","EFTA01434323"]}