EFTA01428246.pdf PDF
Subject: RE: Portfolio alai] From: Cynthia Rodriguez Date: Wed, 15 Nov 2017 13:08:48 -0500 To: Stewart Oldfield ‹ > Classification: For internal use only None that I've kyc'd. I would respond and let them know this person…
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EFTA01412074.pdf PDF
Subject: RE: managed portfolio follow-up [I] From: Michael J Driscoll ‹ > Date: Mon, 08 Jun 2015 14:51:59 -0400 To: Paul Morris Cc: Stewart Oldfield Ryan Barclay Paul Bartilucci Classification: For internal use only Hi Paul, Attached is…
EFTA01404870.pdf PDF
Subject: RE: managed portfolio follow-up [I] From: Michael J Driscoll MIIINOMPRINOIMINIEFOIPMIN Date: Mon, 08 Jun 2015 17:21:41 -0400 To: Paul Morris Cc: Stewart Oldfield Paul Bartilucc Ryan Barclay < Classification: For internal use only Hi Paul, Attached…
EFTA01434635.pdf PDF
Subject: Re: discretionary portfolio mgmt [I] From: Andrew King ‹ > Date: Fri, 27 Oct 2017 12:59:54 -0400 To: Stewart Oldfield ‹ > Hawkes Bay is not ready for distribution. We could send him Alkeon now. I've copied Nate…
EFTA01434853.pdf PDF
Subject: Re: discretionary portfolio mgmt From: Paul Barrett Date: Thu, 26 Oct 2017 18:25:53 -0400 To: Stewart Oldfielce> Cc: Martin Zeman Thanks. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York…
EFTA01593003.pdf PDF
Statement of Account MULTI-CURRENCY PORTFOLIO SUMMARY ***BASE CURRENCY REPORTED IN USD *** ***PREF CURRENCY REPORTED IN USD *** HOLDING CURRENCY SWISS FRANC Exchange Rate: PORTFOLIO SUMMARY VALUE IN HOLDING CURRENCY VALUE IN BASE CURRENCY VALUE IN PREF CURRENCY Cash Balance Long…
EFTA01592981.pdf PDF
Statement of Account MULTI-CURRENCY PORTFOLIO SUMMARY ***BASE CURRENCY REPORTED IN USD *** ***PREF CURRENCY REPORTED IN USD *** HOLDING CURRENCY SWISS FRANC Exchange Rate: PORTFOLIO SUMMARY VALUE IN HOLDING CURRENCY VALUE IN BASE CURRENCY VALUE IN PREF CURRENCY Cash Balance Long…
EFTA01429748.pdf PDF
Subject: FW: MR / LR remediation - your portfolio From: Stewart Oldfield Date: Wed, 21 Nov 2018 10:09:07 -0500 To: Bradley Gillin fyi From: Corinna-A Reibchen Sent: Tuesday, November 20, 2018 7:25 PM To: Stewart Oldfield ‹ > Subject…
EFTA01593253.pdf PDF
Statement of Account MULTI-CURRENCY PORTFOLIO SUMMARY ***BASE CURRENCY REPORTED IN USD *** ***PREF CURRENCY REPORTED IN USD *** HOLDING CURRENCY EURO Exchange Rate: PORTFOLIO SUMMARY VALUE IN HOLDING CURRENCY VALUE IN BASE CURRENCY VALUE IN PREF CURRENCY Cash Balance Long Market…
EFTA01461926.pdf PDF
tleulseh0 Asset & Wealth Management Sample Corporate Bond Portfolio July 24, 2014 …
EFTA01461940.pdf PDF
tleulseh0 Asset & Wealth Management Sample Corporate Bond Portfolio July 24, 2014 …
EFTA01431595.pdf PDF
Subject: MR / LR remediation - your portfolio From: Corinna-A Reibchen Date: Tue, 20 Nov 2018 19:25:13 -0500 To: Stewart Oldfield ‹ > Dear Stewart, My name is Corinna Reibchen. I am the CEO of passcon LLC, a consulting firm…
EFTA01388678.pdf PDF
Cc: Martin Zeman Subject: RE: discretionary portfolio mgmt I've attached a short overview of our approach and core portfolios. You heard a good summary of this at lunch today, but let's catch up tomorrow to discuss in more…
EFTA01461932.pdf PDF
Deutsche Asset & Wealth Management Sample Corporate Bond Portfolio July 24, 2014 …
EFTA01593064.pdf PDF
Statement of Account MULTI-CURRENCY PORTFOLIO SUMMARY ***BASE CURRENCY REPORTED IN USD *** ***PREF CURRENCY REPORTED IN USD *** HOLDING CURRENCY EURO Exchange Rate: PORTFOLIO SUMMARY VALUE IN HOLDING CURRENCY VALUE IN BASE CURRENCY VALUE IN PREF CURRENCY Cash Balance Long Market…
EFTA01593668.pdf PDF
Statement of Account MULTI-CURRENCY PORTFOLIO SUMMARY ***BASE CURRENCY REPORTED IN USD *** ***PREF CURRENCY REPORTED IN USD *** HOLDING CURRENCY SWISS FRANC Exchange Rate: PORTFOLIO SUMMARY VALUE IN HOLDING CURRENCY VALUE IN BASE CURRENCY VALUE IN PREF CURRENCY Cash Balance Long…
EFTA01593716.pdf PDF
Statement of Account MULTI-CURRENCY PORTFOLIO SUMMARY ***BASE CURRENCY REPORTED IN USD *** ***PREF CURRENCY REPORTED IN USD *** HOLDING CURRENCY SWISS FRANC Exchange Rate: PORTFOLIO SUMMARY VALUE IN HOLDING CURRENCY VALUE IN BASE CURRENCY VALUE IN PREF CURRENCY Cash Balance Long…
EFTA01428587.pdf PDF
Subject: MR / LR remediation - your portfolio From: Maximilian Taut < m> Date: Thu, 24 Jan 2019 18:28:41 -0500 To: Stewart Oldfield ‹ > Dear Stewart, Enclosed a blocker for a short call on Tuesday. Please find attached your KYC…
EFTA02019754.pdf PDF
paul„ call me in fly „ I want to reveiw portfolio. we are still down On Tue, Nov 15, 2011 at 3:56 PM, Barrett, Paul S c > wrote: Hi Jeffrey We bought 2.5MM out of 10MM SGD around…
EFTA01437538.pdf PDF
Subject: Re: Risk Premia: Multi-Asset Class 5% Target Volatility Portfolio From: Paul Barrett ‹ > Date: Wed, 06 Dec 2017 23:29:59 -0500 To: Xavier Avila Cc: Stewart Oldfield Joshua Shoshan Martin Zeman Hi Xavi…
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