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EFTA01407495
4 pg
Subject: RE: Portfolio Protection Idea - SPX Puts Contingent on lOy USD Swap
Rates [C]
From: Stewart Oldfield
Date: Mon, 13 Apr 2015 16:19:11 -0400
To: Paul Morris ‹ >
Classification: Confidential
I'm generally a fan of hybrid puts…
DataSet-10
EFTA01433332
3 pg
Subject: FW: Portfolio Protection Idea - SPX Puts Contingent on lOy USD Swap
Rates [C]
From: Paul Morris ‹ >
Date: Mon, 13 Apr 2015 16:06:34 -0400
To: Stewart Oldfield ‹ >
Classification: Confidential
What do u think?
Paul Morris
Managing…
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EFTA01366352
1 pg
approximately 2,948 private equity portfolio companies have been held for more than 5 years, with the
median holding period increasing from an average of 3.6 years in 2007 to 6.1 years in 2014.
77
limited I icmidity…
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EFTA01446602
1 pg
Josh Thinloos is a Managing Director and Portfolio Manager in the Newport
Beach office of PIMCO, where he focuses on interest rate derivatives.
Prior to joining PIMCO in 2010, he was a Managing Director for the Royal
Bank of Scotland…
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EFTA01386272
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01374189
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01385928
1 pg
27 March 2015
US Fixed Income Weekly
In the portfolio managers survey conducted by Stone McCarthy Research
Associates, the systematic reduction in overexposure to credit is even more
pronounced. As of last week, portfolio managers have a tactical allocation of…
DataSet-10
EFTA01386159
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
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1 pg
RI N II • 094 Alpha Group Capital LLC
The Portfolio Advisor will continue to screen for investment opportunities that meet the Eligibility Criteria and then prioritize
them on a relative value basis with the aim of constructing an optimal Portfolio…
DataSet-10
EFTA01457189
1 pg
27 March 2015
US Fixed Income Weekly
In the portfolio managers survey conducted by Stone McCarthy Research
Associates, the systematic reduction in overexposure to credit is even more
pronounced. As of last week, portfolio managers have a tactical allocation of…
DataSet-10
EFTA01374069
1 pg
AGP LP 519 Alpha Group Capital Paul Barrett
Portfolio Construction
• Disciplined approach to portfolio construction
Stock Universe
1 I …
DataSet-10
EFTA01430442
40 pg
Deutsche Asset
& Wealth Management
CIO Strategies
Globally diversified multi-asset class portfolios
1Q15
Paul Morris
Managing Director
Private Banker
Paul Bartilucci
Managing Director
Portfolio Manager
Stewart Oldfield
Director
Private Banker
Michael J. Driscoll
Director
Portfolio Manager
For one-on-one…
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EFTA01367896
1 pg
Deutsche Asset
& Wealth Management
OO Strategies
Globally diversified multi-asset class portfolios
Our Investment Management Philosophy Our Investment Management Approach
Provide our clients with strong risk-adjusted retu…
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EFTA01446856
1 pg
The companylies) mentioned in this document may be members of a
Deutsche Bank Absolute Return Ideas Portfolio, details of which can
be found at http://equities.research.db.com
The information found at these links is intended only for the…
DataSet-10
EFTA02108836
2 pg
To: Michael Fowle
From: Lesley Groff
Sent Tue 4/22/2014 4:15:27 PM
Subject: Re: ATorus Daily Portfolio Report - 4/18
had a great vaca! and will ask JE re a call...
thanks
On Apr 22, 2014, at…
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1 pg
The companylies) mentioned in this document may be members of a
Deutsche Bank Absolute Return Ideas Portfolio, details of which can
be found at http://equities.research.db.com
The information found at these links is intended only for the…
DataSet-10
EFTA01364441
1 pg
For Key Client Partner Clients or Distribution.
Deutsche Bank
Wealth Management
Risk Premia Investment Overviev:
Multi-Asset Class 5% Target Volatility Portfolio
Past Performance
The past performance of securities, indexes or other …
DataSet-10
EFTA01364386
1 pg
For Key Client Partner Clients or Distribution.
Deutsche Bank
Wealth Management
Risk Premia Investment Overviev:
Multi-Asset Class 5% Target Volatility Portfolio
Past Performance
The past performance of securities, indexes or other …
DataSet-10
EFTA01364466
1 pg
For Key Client Partner Clients or Distribution.
Deutsche Bank
Wealth Management
Risk Premia Investment Overviev:
Multi-Asset Class 5% Target Volatility Portfolio
Past Performance
The past performance of securities, indexes or other …
DataSet-10
EFTA01932832
2 pg
To: Jeffre E steinfieevacation©gmail.com]
From:
Sent: Thur 3/6/2014 10:02:03 AM
Subject: Bruce Galloway
Bruce Gallowavresume.doc
Model Portfolio-NN.wk20140228.xlsx
Track Record2013-FEB2014.xlsx
Sent from my iPhonc
Begin fonvarded message:
From: Bruce Galloway…
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