To: Cc: Stanle Be ma Brockwa From: Sent: Fri 11/1/2013 7:50:57 PM Subject: Re: NDA Alternative Ok thanks Sent from my iPhone On Nov I, 2013, at 3:43 PM, "Louis Kreisberg Shy mistake 1 failed to copy Jim and Stanley. Louis P. Kreisberg Principal Pioneer Wealth Partners, LLC 515 Madison Avenue, 13th Floor New York, NY 10022 James From Date: Fri, 1 Nov 2013 15:38:53 -0400 To: Louis P. Kreisber Subject: Re: NDA Alternative Done! Sent from my iPhone On Nov 1 2013 at 3:30 PM "Louis P. ICreisber " te: lease pass this on to Jeffrey. Jeff- I understand your policy of not signing NDAs. I was with Jim Brockway yesterday at Withers, and I shared with him the history of our communication. He suggested that given their experience and understanding of our structure and opinion letters, he and Stanley would be happy to speak with you about it. Although I'm not sure whether our product would be for you or your clients, I think we can both do extremely well working together. We've had tremendous traction with the large single family offices, and they believe there is nothing like it in the market. EFTA_R1_00757605 EFTA02122645 Pis fee free to speak with Stanley or Jim on our dime and see if you can figure out if we can create a win win. Regards, Lou Louis P. Kreisberg Principal Pioneer Wealth Partners, LLC 515 Madison Avenue, 13th Floor New York, NY 10022 EFTA_R1_00757606 EFTA02122646
