Bernie Madoff SEC Documents Exhibit 0076

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Bernie Madoff Court Case Exhibits and Documents released by the SEC to the public October 2009

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Shared by: Tara Sims
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1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION 3 4 5 In the Matter of: File No. OIC-509 GIG-509 7 8 PACES: DATE: 1 through Friday, 73 3anuary 23, 2009 10 11 12 13 14 15 16 17 18 19 20 21 22 23 ยท TAPE TRANSCRIPTION 24 25 Diversified Reporting (202) Services,Inc. 467-9200 Page 1 MADOFF EXHIBITS-02541 1 APPEARANCES: 3 4 5 6 7 8 9 10 On behalf HEIDI office of the securities Investigator Inspector Exchange NE DC 20549 and Exchange Commission: STEIBER, of the and General Commission Securities 100 F Street, Washington, (202) 551-5067 11 on behalf of the Interviewee: 12 13 14 15 16 17 18 19 20 21 22 23 24 25 LAURA GOLDMAN, Pro Se 1 P R O C' E D IN G S 2 3 Laura Ms. STEIBER: Goldman, This is going to be the by Heidi interview steiber, of G-o-l-d-m-a-n, Page 2 conducted MADOFF EXHIBITS-02542 4 5 S-t-e-i-b time is as in 10:00 boy, e-r-. The date is ~anuary 23rd, and the a.m. 6 7 8 9 10 11 12 13 14 15 met Madoff at Anyway, different talked of your first, with things about with I wanted that to talk to you about about a couple in the will past of or I know you talked and one of those the SEC in the David, with just things past, your but be all experiences if you could I thought, run me through heard interactions and then just a Madoff, when you first of what -Sure. palm at of Madoff, chronology MS. COLDMAN: in 1992 in Okay, okay. First Then of -- all, I was I Beach, the time, Florida. so I working Painewebber couldn't invest with 16 17 18 him because Painewebber, know, I wasn't it would have been against at boat. my contract painewebber. at So -you and I was doing ready to rock well the 19 20 21 Then in I had my own firm wanted -and I 1997, I wasn't working him again about at Painewebber, and I I wanted to and and I met with want to be clear this. 22 23 24 25 invest with him. okay? Everyone -and in the he wasn't ~ewish losing community money. loved It's him, like as you know, I'm except a great sell, salesman. which is Okay. -you I would know, for have you do more work work. I love me not 1 2 it. that. Okay. Okay? The hard part is picking stocks and things like 3 4 5 6 7 originally, point so I met with and I went him. back -- I come from philadelphia I had at Bear in one and my offices, cleared Bear through office an independent firm in Page that the 3 Steams. the you that So my offices Philadelphia had been Stock Steams Exchange, but -- you know, I tell MADOFF EXHIBITS-02543 8 for a reason. 9 10 strategy when I got back, basically was -- okay -- you know, Madoff's you know, the stocks and the simple 11 12 13 14 15 options. but I can Okay. track which I couldn't the is trading -to -those them track of the trading of Microsoft, options. guys are So I called just my personal they traded this with for Susquehanna friends Madoff, and okay, I talked because about whether you know, he was doing 16 17 18 options He wasn't trading, trading I talked so he had to be trading with to through somebody. them. Personal Privacy He's head of -- he was 19 20 21 head of the wasn't trading Personal Privacy at that and I talked down there. time. of street He other there, that Personal Privacy to a bunch Market the market-makers I knew 22 23 Securities, these people all kinds with of people, and none of were trading Madoff. 24 25 went -- That already because -- told me something these are was wrong. the big players. so I you know, 1 2 3 4 Okay? volume they're him. I mean, on the doing He called Susquehanna New York none Stock at one point Exchange. so, was like so -okay, in Number 10 in you know, I went back I went to of thistrading? he was trading me that New York. 5 6 7 8 back to all in these firms to ask them how you could and they told me that be trading it's he be New York American more that? stocks not probably doing expensive, as efficient, why would 9 10 was wrong. Okay? Okay. So that At that Page was my second point 4 clue that sec. something I did not I called the MADOFF EXHIBITS-02544 4 auditors -- you know, it's bullshit. You know what I'm 5 6 saying? Leventhal. They're I was all an shitty. accounting No, no, major no. at I worked wharton. at okay. I 7 8 worked were at sued Leventhal for bad and Horowitz. audits all the I apparently time, so who -cares and they what 9 10 firm you're at? MS. STEIBER: So were there -- 11 Was there anything else about the documents that 12 13 14 15 16 17 you were provided that raised well, any okay. the red flags The or -is, but is it that, was -- MS. COLDMAN: it was a -I mean, thing obviously Of the It consistency, MS. STEIBER: returns? just month. the You consistency, know what I'm but MS. GoLDMAN: it wasn't -it was like wasn't every 18 19 20 trying month which to he is say? did not .2 when I say and then the that, next It it wasn't month was it like, did i, okay, you .8, one know, .9, a big difference. basically 21 22 point, you know what MS. STEIBER: I mean, Right. all in the Had you same cluster. ever -you said 23 24 25 you've consistency looked of MS. at a lot of firms. -Yes. Have you seen that type of returns GOLDMAN: 13 1 2 MS. MS. STEIBER: GOLDMAN: -Yes. in a firm? 3 4 5 sure he's MS. MS. not STEIBER: GOLDMAN: in business Okay. okay. any I don't more, but know I if -I'm pretty him could track 6 down for you because I used Page 11 to have a lot of money with MADOFF EXHIBITS-02545 7 8 9 10 11 Personal Privacy Personal Privacy He was in the Bermudas. I don't know howmuch these He was a protege you know about mean anything of the to business. you. I don't know whether names MS. STEIBER: No, but other than this one other 12 13 14 person, consistent this was fairly returns? unusual to see these types of MS. GOLDMAN: Yes. 15 16 17 18 MS. STEIBER: Okay. level. aim to Okay. do that You know what but not to I'm that MS. COLDMAN: That saying? level. There are people that 19 MS. STEIBER: Not to that level. So this was the 20 21 22 23 most consistent returns, consistent Right, right. returns that you've seen? MS. COLDMAN: MS. that raised STEIBER: suspicions? So anything else about the documents any 24 25 advertised MS. GOLDMAN: Well, him. He didn't say okay, I Madoff really He said what he we couldn't. 14 1 preferred, I didn't. 2 3 about the MS. STEIBER: documents that Okay. you Right saw. now, we're just talking 4 5 MS. COLDMAN: Oh, no, MS. STEIBER: Nothing no, else nothing. about the documents. 6 7 8 9 Okay. so then let's walk through your meeting with him. that Do you have you go through a standard due diligence someone? I have a list procedure when you interview I mean, MS. GOLDMAN: of -- I mean, I 10 have a standard. I have Page a list 12 of questions -- you know, MADOFF EXHIBITS-02546 11 12 like kind how much money you have, of questions. dah-dah-dah -- you know, those 13 14 he'd actually okay. NOW, in my previous talked to me -- meeting with the guy, 15 16 17 18 19 MS. STEIBER: Oh, okay. in a fairly, you know, open MS. GOLDMAN: -manner. shuffling, questions. when I started as they say. asking him questions, he didn't he started really answer You know, 20 21 22 MS. STEIBER: people -MS. GOLDMAN: Was this unusual compared to other Yes. 23 24 25 many assets MS. STEIBER: -Yes, you'd yes. done I -mean, whenI he didn't said want how to MS. GOLDMAN: do you have under management, 15 1 answer. I mean, these are standard questions. 2 3 wouldn't Ms. STEIBER: say how much -- Did he say -- did he say why he 4 5 6 7 8 9 10 MS. COLDMAN: He did said, have "Don't torealize worry about those answer things." eventually, You know, but he you first, probably one of the reasons tell he picked me, every "Don't me is, time worry you know, I asked your that. he was a chauvinist. he would about He would say, him a question, pretty head you know, You know little that." how I loved 11 MS. STEIBER: Yeah. I'm sure that was much 12 13 appreciated. MS. COLDMAN: Yeah. Page 13 You know, I was much younger MADOFF EXHIBITS-02547 14 15 16 17 then the and much skinner,.so ~ewish community. than the rest it wasn't they world, so unusual, are actually but that's especially more another in I mean, of the chauvinist story. 18 19 20 21 22 23 24 25 vou know But anyway, say, "Look how lucky so he would you are, we're say that, and then would going to make you a Okay. to mi Ilionai so, say? re." vou know, what the I was already a millionaire. I'm trying you know, hell. vou know what MS. MS. what STEIBER: COLDMAN: I mean? It Right, would was right. he have said that to a man? obnoxious. 16 1 2 3 4 you. So -so many red flags. but I really want you go to know, say -- to you there weren't I mean, Let's MS. STEIBER: through them as they struck 5 6 7 like how -- MS. CoLDMAN: MS. STEIBER: okay. Right. Co ahead, Could you go ahead. walk through just 8 9 10 11 12 did that for? know, you this It you -- MS. GOLDMAN: MY first did much, was just you it's invest? about a stupid and then, But, that, question, you question hey, what you do of you was howmuch know, you need I at he money answered to need know to time, Course know, know, know, that 13 14 15 he told three me, this million Then, was 1997, three you that he was -three my next he was investing Sorry. was -- billion, my -- billion. question Okay. how many know, 16 17 employees does the firm Page have? okay. 14 MS. STEIBER: And what did he say, and was MADOFF EXHIBITS-02548

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