Epstein File EFTA01460630: Yacht and Client (DS10)

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Epstein File EFTA01460630: Yacht and Client (DS10)

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This document outlines a 2013 business summary for Key Client Partners (KCP) in the Americas. It discusses strategic business focuses including yacht loans, concentrated stock loans, and private market deals. The document emphasizes driving diversified revenues through client-to-client transactions and defining capital market strategies.

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client yacht

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Excerpt 1

Key **Client** Partners Americas Key **Client** Partners (KCP) - Americas 2013 Business Summary & 2014 Business Focus Key **Client** Partner (KCP) Overview Expected

Excerpt 2

Q1 Key **Client**: Yacht Loan. Key **Client**: Concentrated Stock Loan. Private Markets Deals: Various. NCOU: PE Investment (**client** approved list).

Excerpt 3

Focuses Drive diversified revenues: **client** to **client** transactions. Define capital markets focus (product, **client**).