Sheetl Client First Name Last Name Relationship Type (Client vs Prospect) Company name Role at Company Net Worth USD Assets under Managem ent USD DB Rep Comments Heather Crosby Client Matheys Lane CEO $50mn $95mn Stewart Oldfield Brad Wechsler Client Elysium Chairman of the Board $1bn N/A Stewart Oldfield Barry Bloom Client Tisch CEO $1bn N/A Stewart Oldfield Paul Barrett Client Southern Financial Head of Investments Slbn $210mn Stewart Oldf ield Matt Womble Prospect Everwatch Co-Founder; Managing Director $25mn N/A Stew art Oldfield Charles Britton Client SE Family Office Managing Partner Slbn $5mn Stewart Oldf ield Ian Slome Prospect Slome Capital LLC President $100mn N/A Stewart Oldf ield Swarial unicode ms,Regular"For internal use only EFTA01436002 Sheet2 Asia Pacific Ravi Raju Germany Joachim Haeger EMEA Marco Bizzozero UK Tom Slocock Americas Tom Bowers &"arial unicode ms,Regular"For internal use only EFTA01436003 Sheet3 Snarial unicode ms,Regular"For internal use only EFTA01436004