report1364240932058 1 GCIS Customer Number GCIS Number Customer ID Relationship Tier Estimated Relationship Net Worth Estimated Relationship Investable Assets Breadth of Client Needs (# of products) Estimated Total Revenue Potential ($M per annum) Estimated Revenue from New Business in the coming year Strength of YOUR Relationship with Customer (1-5, 1 is strongest) Relationship Segment If Relationship Segment is "Other," Describe Other If No Potential Prospect, keep relationship Active? Industry Group (coincides with CIB categories) First Name Last Name Organization Name Francis Schork Treeline Companies John J. Desmond Grant Thornton LLP Ira R. Halperin Robert Arnold Arnold Standard Michael Cline Accretive LLC John Dougherty Ingalls & Snyder Jeffrey Epstein - William Howard Keenan Yorktown Energy Angelo Silvestri Gunnar Overstrom Sandy Pensler - Cary Staller Staller Associates Frederick Cooper Toll Brothers, Inc. Chase Coleman Tiger Technology L.P Louis Grassi Grassi & Co. Ajay Bhalla Senzar Asset Management Bates Brown Maverick Capital Robert DeNatale Kade Capital Sunil Jain Vass Pipe Judy Kelly Jesselson Capital Bruce Stillman Cold Spring Harbor Laboratory Robert Lindsay - David Milch - Simon Rose Scott Bommer SAB Capital Richard Leeds Systemax Inc. Stuart J. Ellman RRE Ventures Adrienne Cannella Budd Goldman Ellery Homestyles Heidi Holterbosch Holterbosch Inc. Fazle Husain Metalmark Capital Michael Katz Decor Moulding Larry Roth Marchon Eyewear Jerome Siegel Henry Realty Marla Schaefer Glenn Warren Antero Resources Andrew Murstein Medallion Financial Greg Attorri - Robert Bertagna Macquarie EFTA01463144 Ryan Dodd Emerging Resource Partners Martin Klein Julius Klein Mark Kristoff Traxys Worldwide Lawrence Stroll - Rodney Cushman - Adam Kimmel - Marvin Shanken Shanken Enterprises Remy Trafelet Trafelet Investors Jamie Dinan Mitchell Joseph Daniels Bronfman Peter Gaslow Matthew Ireland Silas K.F. Alex Porter Neal Thomas Richard Nelson Peter John A. John C. Sherrell Steve Berger Dinaker Singh - Todd Meister - Steven Katz Lee Daniel Arun Paul Mitchell Len Matthew Lonnie Coleman Jay Paul Neil Harry Keirnan Maro David James Thomas John Milch Purcell Salzman Taxel Leidel York Capital Barry Century Real Estate 9/11 Memorial & Foundation Edgar Accretive LLC Empire Office Cumming Investment Company Chou Porter Viking Colony Capital Positive Promotions, Inc. Yorktown Partners, LLC Herrmann, Jr. Lincoln International Kean Kean Development Co. Inc. Aston - Brandis Bluecast Denim Harvey ARIAD Pharmaceuticals, Inc. Ainslee - Cahill Friends Alagappan Amorouso Blatt Breslow Breslow Walker Bruderman Bruderman Brothers Fine Triangle Services Gail J. Fitzgibbons LLC Hatfield Infrastructure Capital Management Hughson Island Capital Jain Vass Pipe Kargman Kargo Goodwin - Tablada Lone Pine Capital Cooper - Alterbaum Moses & Singer LLP Bradley StepStone LLC Cummings Powdr Corporation Lawrence Gaslow Empire Office Donald Glickman J.F.Lehman & Co, Peter Kalikow Kalikow & Company Academy Advantage Testing Oxford & Simpson EFTA01463145 Philppe Laffont Coatue Management David Langford 9/11 Museum & Memorial Dan Nir Gracie For internal use only EFTA01463146