Epstein Index›Documents›EFTA01460681
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Epstein File EFTA01460681: Document from Set 10 (DS10)

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This is a KCP (Key Client Partners) Weekly Business Review dated March 24, 2014, containing financial performance data and revenue metrics. The document includes pipeline deals, transaction closures, client updates, and trade ideas, with specific revenue figures for 2012-2014 and net new assets information broken down by business segments.

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Financials Monday, March 24, 2014 KCP Weekly Business Review Revenue-Pipeline deals-Transactions closed-**Client** updates-Trade ideas Revenue ($)MM Y/Y (%
Excerpt 2
) V 2014 Y/Y (%) V New **Client** Desk 2012 2013 JAN FEB 2014 2013 2014 Pipeline NNA* CBV** Target Revenues revenue budget KCP U.S. 29.7 23.6 5.9 3.9 9.9 152
Excerpt 3
Net New Assets - New funds transferred in/ out for both AtdM and Lending Volume Totale may not sun due to rounding (neareat 100k to 1 decimal place) ****Client**

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