This document outlines the account planning for Elysium Management, the family office managing Leon Black's capital. It details the relationship team, client profile, and opportunities and challenges in managing the account. The relationship was established in 2014, referred by Jeffrey Epstein, and is managed by Stewart Oldfield. The document highlights the challenges in securing substantial business due to Leon Black's use of leverage and illiquid assets.
doj/DataSet10/EFTA01386926.pdf
{"title":"2018 Account Planning - Elysium Management","key_people":["Leon Black","Stewart Oldfield","Brad Weschsler","Barry Cohen","Greg Ruben","Josh Black","Paul Morris","Jeffrey Epstein"],"document_date":"2018","document_type":"correspondence","document_subtype":"account planning document","key_organizations":["Elysium Management","Apollo Global Management LLC","BAML","IMAX"],"reference_numbers":["00000490445"]}