Portfolio Holdings (continued) Reporting requirements generally will be phased in over a three-year period, as follows: • Stock in a corporation acquired on or after January 1, 2011 • Mutual funds and dividend reinvestment plan (DRP) shares acquired on or after…
Portfolio Risk Mitigation Techniques (as defined below) are adhered to in respect of such swaps by the sixth Business Day following the date on which both parties are aware that representation given in Section 1.2 above was incorrect or…
Subject: Portfolio Alert_ Jeffrey Epstein, Jeffrey E. Epstein,Jeffrey Edward Epstein [I] From: PWM BIS-Research Date: Mon, 15 Jul 2019 17:54:38 -0400 To: Stewart Oldfield Cc: PWM BIS-Research
Subject: Portfolio aler From: PWM BIS-Research Date: Mon, 13 Nov 2017 17:57:17 -0500 To: Stewart Oldfield Cc: PWM BIS-Research PWMUS AMLKYC Hello, Attached is look back alert for the party mentioned above. Kind regards, Priyanka Rathore…
Subject: RE: discretionary portfolio mgmt From: Paul Barrett Date: Thu, 26 Oct 2017 23:24:03 -0400 To: Stewart Oldfield Cc: Martin Zeman And thanks for lunch. Was very interesting. Paul Barrett Alpha Group Capital LLC 142 W…
Subject: FW: Portfolio a From: Stewart Oldfield Date: Wed, 15 Nov 2017 13:06:46 -0500 To: Cynthia Rodriguez < ::• Which account is this related to? I assume this is a different person From: Priyanka Rathore On Behalf Of PWM…
Subject: Re: Fw: Portfolio Review... [I] From: Tazia Smith < Date: Mon, 06 Jan 2014 16:10:53 -0500 To: Paul Morris Classification: For internal use only Yes! Was basing that number on Jeepers cash her and ST cash you…
• Manages a portfolio of short index option spreads (modified iron condors) on the S&P 500 to generate option premium with limited risk: o Market and collateral agnostic. o Maximum potential loss in any given month -5% of notional value…
Subject: LR/MR portfolio discussion From: Corinna-A Reibchen Date: Mon, 03 Dec 2018 16:38:36 -0500 To: Corinna Reibchen Stewart Oldfield Daphne Cales Emily Craig < Dian Stoianov Dian Stoianov Hello Stewart, As discussed here the invitation for…
Subject: RE: Portfolio alert_ [I] From: Stewart Oldfield Date: Wed, 15 Nov 2017 13:15:03 -0500 To: Cynthia Rodriguez < She shows up in DB Force as a prospect but linked to Southern Financial From: Cynthia Rodriguez Sent: Wednes…
Investment Process: Investing and Portfolio Monitoring Active Portfolio Management: PM's seek to minimize risk to RIN Note holders through asset and portfolio level metrics Invest…
Subject: FW: discretionary portfolio m mt [I] From: Stewart Oldfield Date: Fri, 27 Oct 2017 09:52:33 -0400 To: Andrew King Did you ever send him our healthcare and tech managers? From: Stewart Oldfield Sent: Thursday. October 26. 2017…
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…
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…
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…
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…
Team Biographies Portfolio Management and Investment Team Jorge Rodriguez, Managing Director, Portfolio Manager, Global Head of Infrastructure Debt Mr. Rodriguez is responsible for the management and strategic direction of the Global Infrastructure Debt business. Prior to joining Deutsche Asset Management…
Team Leaders and Portfolio Management Mare Boatwright— Vice President, Portfolio Manager, Team Leader Mr. Boatwright is a Vice President Portfolio Manager and Team Leader in the ING Senior Loan Group and leads the group's Alternative Credit efforts. Mr. Boatwright…
From: Michael Fowler To: Subject: ATorus Daily Portfolio Report - 3/13 Date: Fri, 14 Mar 2014 19:59:38 +0000 Attachments: Atoms BacktestNAV_031314.pdf Lesley, Please find attached the Daily Portfolio Report for 3/13. Have a great weekend…
From: Michael Fowler To: Subject: ATorus Daily Portfolio Report 5/15 Date: Fri, 16 May 2014 18:09:07 +0000 Attachments: ATours BacktestNAV_051514.pdf Please see attached the Daily Portfolio Report for 5/15. Have a great weekend! Best…
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