EFTA00379876.pdf

From: "Louis Kreisberg" <I To: "Lesley Groff" < Subject: Re: NDA Alternative Date: Tue, 12 Nov 2013 20:58:14 +0000 Importance: Normal Do you know if Jeffrey plans on reaching out to Stanley or Jim? Louis P. Kreisberg Principal Pioneer Wealth Partners, LLC 515 Madison Avenue, 13th Floor New York, NY 10022 el fax cell From: Date: Fri, 1 Nov 2013 15:50:57 -0400 To: Cc: Stanley Ber Brockway Subject: Re: NDA Alternative Ok thanks Sent from my iPhone On Nov I, 2013, at 3:43 PM, "Louis Kreisberg" < Lesley, by mistake I failed to copy Jim and Stanley. Louis P. Kreisberg Principal Pioneer Wealth Partners, LLC 515 Madison Avenue, 13th Floor New York, NY 10022 tel fax cell ; James > wrote: From: Date: Fri, I Nov 2013 15:38:53 -0400 To: Louis P. Kreisberg< Subject: Re: NDA Alternative Done! Sent from my iPhone EFTA00379876 On Nov I, 2013, at 3:30 PM, "Louis P. Kreisberg" < wrote: Lesley- Please 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. Pls 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 el ax :ell EFTA00379877