This document outlines the account planning for the Lindemann relationship, focusing on Adam and George Lindemann Jr., sons of billionaire George Lindemann. It details their banking relationships, investment activities, and challenges faced in lending opportunities. The document highlights the family's primary banking relationship with BAML and their close ties with UBS. It also discusses the challenges in lending due to high leverage and limited cash flow.
doj/DataSet10/EFTA01433471.pdf
{"title":"2018 Account Planning - Lindemann","key_people":["Adam Lindemann","George Lindemann Jr.","George Lindemann","Stewart Oldfield","Andrew King","Paul Bartilucci","Matt Glassman","Laura Farischon","Joshua Frank","Sam Petrucci","Charlie Burrows"],"document_date":"2018","document_type":"tabular","key_locations":["New York City","Los Angeles","Miami","Montauk"],"document_subtype":"account planning","key_organizations":["Deutsche Bank","BAML","UBS","Credit Suisse","Metro Mobile","Southern Union Company","ETE","Bass Museum of Art"],"reference_numbers":["EFTA01433471","EFTA01433472","EFTA01433473"]}