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15 results for “
"InStream"
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EFTA02717931
Dataset 11
2015-04-18
2p
189w
Subject:
Fwd:
inStream
From:
jeffrey E. <
[email protected]
>
To:
Jes Staley
…<mailto:
[email protected]
» H= Jeffrey, Per our conversation, please see the below and attached information =n
inStream
, the fintech deal. Talk soon, Peter <=iv dir="auto"> Begin forwarded messag=: From: "Pet=r L. Corsell" Subject: </=>inStream =b>Date: February 15, 2014 at 1:37:51 PM EST =/div> To: Nicolas, John Wot=wicz Hi Nicol=s, I'm both a personal investor ($550K to date) and active board mem=er at
inStream
. My friend John Wotowicz (copied here) is the company=…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717931.pdf
EFTA02717796
Dataset 11
2014-10-28
2p
761w
Subject:
Fwd:
inStream
- Series A Preferred and Convertible Note Investor Update
From:
Peter L. Corsell <
To:
Jeffrey Epstein
…one =of the country's largest independent wealth management =nterprises announced that it had selected the
inStream
planning-centric wealth management software platform to serve the more than 370 advisors representing the more than 140 client firms in its network. This =announcement was the culmination of a nine month, 50+ meeting/call enterprise sales effort involving the entire
inStream
team and is a true "game changer" due to both Buckingham/BAM's =ize and its stature as one of the…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717796.pdf
EFTA02717804
Dataset 11
2015-04-18
2p
274w
Subject:
Fwd:
inStream
From:
Peter L. Corsell
To:
Jeffrey Epstein
…clients: =nbsp;Mercer Global Advisors and Buckingham Asset Management (BAM), =hich is among the largest RIA firms in the US; and (4) the company= sales pipeline looks great. I'm both a personal =nvestor ($550K to date) and active board member at
inStream
. My =riend John Wotowicz (copied here) is the company's CEO, the former head =f global business development at Dimensional Fund Advisors (DFA) and a =ongtime Morgan Stanley executive. If you are interested in =earning more, John…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717804.pdf
EFTA02717792
Dataset 11
2015-04-18
2p
185w
Subject:
Fwd:
inStream
Materials
From:
Peter L. Corsell <
To:
Jeffrey Epstein
…00068.htm Please see below and attached media info on
inStream
... Begin forwarded message: Date: February 7, 2015 at 12:44:37 PM EST Subject:
inStream
Materials for Milton =erlinski From: John Wotowicz To: Peter Corsell Peter, Attached are a set of materials for you =o pass along to Milton Berlinski. I am also passing along the following =inks to articles about this past week's announcement of Fidelity's =cquisition of
inStream
competitor eMoney for a rumored 5270 =illion…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02717792.pdf
EFTA01203871
Dataset 9
2015-04-18
2p
163w
Subject:
Fwd:
inStream
Materials
From:
"Peter L. Corsell"
To:
Jeffrey Epstein
…Subject:
inStream
Materials for Milton Berlinski From: John Wotowicz To: Peter Corsell Peter, Attached are a set of materials for you to pass along to Milton Berlinski. I am also passing along the following links to articles about this past week's announcement of Fidelity's acquisition of
inStream
competitor eMoney for a rumored $270 million. This transaction has obviously energized the strategic environment around planning-centric advisor technology platforms and has also created new client acquisition opportunities for
inStream
…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203871.pdf
EFTA01203878
Dataset 9
2015-04-18
2p
732w
Subject:
Fwd:
inStream
- Series A Preferred and Convertible Note Investor Update
From:
"Peter L. Corsell"
To:
Jeffrey Epstein
…Buckingham Asset Management/BAM Advisor Services, one of the country's largest independent wealth management enterprises announced that it had selected the
inStream
planning-centric wealth management software platform to serve the more than 370 advisors representing the more than 140 client firms in its network. This announcement was the culmination of a nine month, 50+ meeting/call enterprise sales effort involving the entire
inStream
team and is a true "game change?' due to both Buckingham/BAM's size and…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203878.pdf
EFTA01203869
Dataset 9
2015-04-18
2p
258w
Subject:
Fwd:
inStream
From:
"Peter L. CorseII"
To:
Jeffrey Epstein
…leading functionality every month; (2) the Toronto-based engineering team is first class, (3)
inStream
has already closed two large national enterprise clients: Mercer Global Advisors and Buckingham Asset Management (BAM), which is among the largest RIA firms in the US; and (4) the company's sales pipeline looks great. I'm both a personal investor ($550K to date) and active board member at
inStream
. My friend John Wotowicz (copied here) is the company's CEO, the former head of…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203869.pdf
EFTA00859020
Dataset 9
2015-04-18
3p
976w
Subject:
Re: CONFIDENTIAL -
inStream
Investor Update - First Quarter 2015
From:
"jeffrey E." <
[email protected]
>
To:
"Peter L. Corsell"
…utilization,
inStream
will be launching an unprecedented volume of new and enhanced functionality available for all current and prospective users including: o Asset class level analysis o New allocation model UI and logic o Fund distributions o NIIT/Medicare Surtax o Scenario matrix o Enterprise/Firm admin improvements o Custom UI and branding changes EFTA00859021 o API development for nightly client update, household split, and primary client change Financing: • Following
inStream
's successful $4.5 million Series A Preferred offering…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00859020.pdf
EFTA00666992
Dataset 9
2015-04-18
3p
992w
Subject:
Re: CONFIDENTIAL -
inStream
Investor Update - First Quarter 2015
From:
"Peter L. Corsell" <
[email protected]
>
To:
Jeffrey Epstein <
[email protected]
>
…utilization,
inStream
will be launching an unprecedented volume of new and enhanced functionality available for all current and prospective users including: o Asset class level analysis o New allocation model UI and logic EFTA00666993 o Fund distributions o NIIT/Medicare Surtax o Scenario matrix o Enterprise/Firm admin improvements o Custom UI and branding changes o API development for nightly client update, household split, and primary client change Financing: • Following
inStream
's successful $4.5 million Series A Preferred offering…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00666992.pdf
EFTA00592846
Dataset 9
2014-10-22
7p
1,872w
…rate or having a mortgage which, at current rates (automatically pulled down from the Internet EFTA00592846 every day), could profitably be refinanced. But another feature, which Murguia was initially excited about, was ignored by the smaller advisory firms who were among the first
InStream
users. "We collected all the recommendations made by all the advisors to all the clients in the system, anonymously, of course, and aggregated them for all of our users," he explains. "We thought it would be…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00592846.pdf
EFTA01203882
Dataset 9
2014-10-22
7p
1,872w
…rate or having a mortgage which, at current rates (automatically pulled down from the Internet EFTA01203882 every day), could profitably be refinanced. But another feature, which Murguia was initially excited about, was ignored by the smaller advisory firms who were among the first
InStream
users. "We collected all the recommendations made by all the advisors to all the clients in the system, anonymously, of course, and aggregated them for all of our users," he explains. "We thought it would be…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203882.pdf
EFTA01203880
Dataset 9
2014-10-20
2p
749w
…combined assets under management or administration of more than $17.6 billion as of September 30, 2014. BAM Advisor Services delivers to its community of firms, known as THE BAM ALLIANCE, comprehensive wealth management solutions and support along with a unique support network defined by strong personal relationships and world-class service. Additional information can be found at PRESS CONTACTS:
inStream
Rhoades Alderson Email: Phone: +1-401-477-4020 Buckingham/BAM Meredith Boggess Email: Phone: +1-314-743-2295 EFTA01203881
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203880.pdf
EFTA01203873
Dataset 9
5p
2,129w
…Silicon Valley RIAs marry their practices to lay the groundwork for succession. EFTA01203876 "We are now beginning to have pre-IPO conversations with them. We have also made some great inroads with some professional firms — e.g. law firms — to provide wealth management services to their equity partners." In addition to inking a partnership with
inStream
, Buckingham purchased three firms this year that together have brought on $630 million in assets: $100 million AUM Wealth Management Group in Irvine, Calif.…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203873.pdf
EFTA01203889
Dataset 9
1p
649w
…one of the country's largest independent wealth management enterprises announced that it had selected the
inStream
planning-centric wealth management software platform to serve the more than 370 advisors representing the more than 140 client firms in its network. This announcement was the culmination of a nine month, 50+ meeting/call enterprise sales effort involving the entire
inStream
team and is a true "game changer" due to both Buckingham/BAM's size and its stature as one of the…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203889.pdf
EFTA01196229
Dataset 9
13p
4,675w
…technology, from initial prototype in 2004 into an established cleantech leader and a pioneer in the Internet of Things. More recently, he has built and capitalized Hubub,
inStream
and Clearpath — all companies developed around signature digital products. Corsell has managed multiple equity and debt financings for technology companies, and has raised over $300 million in operating capital for his businesses. He has fostered a diversified stable of investors, ranging from major institutions to high net worth individuals to corporations. Most…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01196229.pdf
Results by Dataset
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Set 9
11
Set 11
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