EFTA00300965.txt

"In 2012, we bought our first private company, Columbia Distributing"

"a close friend from college, David Zierk"

"David had been a trader on Renaissance Technologies' execution desk since 1996"

"David Zierk... invited me to have lunch with him and a friend of his"

"Nat. who had started Meritage in 1997"

"trying to recruit his old college friend. Leo Guthart"

"both Dan Stern and Richard Rainwater gave me a call and said, "You should go meet with Michael Dell.""

"both Dan Stern and Richard Rainwater gave me a call and said, "You should go meet with Michael Dell.""

"I met with Michael and he asked me what I was trying to build."

"He's been a phenomenal partner. II make the same decision again anytime. It's been a great partnership with him"

"Michael was the one that introduced me to my partner, Glenn Fuhrman."

"Glenn has been a tremendous partner and friend"

"Glenn and I were involved in every decision"

"When I was a younger guy. I invested a lot of my money at the time in something called Data Access Systems."

"Old Country Buffet. It was run by a guy named Roe Hatlen."

"the summer between my first and second years at business school I worked for Richard Rainwater"

"Richard introduced me to Eddie"

"ended up working with him a little over seven years"

"Sam hired Randy Rowe... Randy was kind enough to offer me a job"

"Randy Rowe, who was the main person I worked with at Goldman in Chicago"

"Bob Lurie had died and he was really Sam's right-hand man—they were partners"

"co-manage with my partner Glenn Fuhrman"

"A guy named Truman Hunt... As a CEO. you shouldn't worry about the shorts."

"I saw Arnaud Ajdler take a position in lmvescor Restaurant Group (IRG.TO)"

"With Ferrari, I own options and outright stock"

"but I also own Fiat"

"I decided to return to business school at Columbia"

"your investment in IDT. Can you discuss that investment?"

"I had an opportunity to meet Michael Steinhardt at his personal zoo in Westchester. This was in the middle of 2010."

"Jewish Heritage Program that Michael Steinhardt helped found"

"I know you invested in IDT's Genie Oil Shale JV"

"Howard Jonas... He was chairman when IDT had really started to unravel."

"Ted Adams, the founder of IDW and current CEO"

"John Phelan of MSD Capital... Mr. Phelan is Co-Managing Partner of MSD"

"he was a Principal from 1992 to 1997 at ESL Investments"

"Mr. Phelan was Vice President in charge of Acquisitions (Western Region) for the Zell-Merrill Lynch Real Estate Opportunity Funds"

"Mr. Phelan began his career at Goldman, Sachs & Co... worked as an Analyst in the Investment Banking Division"

"Alex Magaro is a Co-President of Meritage Group"

"Adam Wyden founded ADW Capital in January 2011"

"acts as sole portfolio manager to the Fund"

"Marc Cohodes is a former General Partner of Rocker Partners/ Copper River from 1985-2009"

"He began his career at the Northern Trust Company in 1982"

"Meredith Trivedi, the Heilbrunn Center Director"

"Professor Bruce Greenwald. the Faculty Co-Director of the Heilbrunn Center"

"Howard Marks from Oaktree"

"Keith Meister of Corvex Management LP"

"Jordan is a first-year MBA student at Columbia Business School"

"Jordan worked as an Engagement Manager at LEIC Consulting"

"This summer he will be interning at AUA Private Equity"

"Nielsen is a first-year MBA student at Columbia Business School"