📄 Extracted Text (204 words)
Deutsche Bank
Wealth Management
Appendix
Date Recent & Upcoming Meetings
6/5/15 Laura Farischon, Paul Morris & Stew Oldfield discuss taking a piece
of client's art facility
9/9/15 Laura Farischon, Paul Morris & Stew Oldfield met with Brad
Wechsler to meet new Elysium COO and CFO and discuss art loan
and onboarding issues more completely
9/11/15 Paul Morris & Stew Oldfield follow up to meeting with the Elysium
team regarding reserve cash management and other Fixed Income
strategies
1/7/16 Paul Morris and Stew Oldfield took Brad Wechsler and his wife to a
Billy Joel concert as a social event
1/26/16 Paul Morris and Stewart Oldfield reached out to Brad Wechsler to
introduce our ISG team and discuss liquid market investment
capabilities
5/24/16 Stewart Oldfield speaks with Brad Wechsler to let him know that Paul
Morris is no longer at DB
Summary
Due to the fact that Elysium is a relatively new family office they had not historically been ready
to execute on many of the trade ideas we presented them. However, now that they have grown
and become more developed, we believe this is a perfect time to engage with them.
Confidential
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062207
CONFIDENTIAL SDNY_GM_00208391
EFTA01369757
ℹ️ Document Details
SHA-256
055c26cfd35c8c80b7e6739b2143f06bc4c52d9c2d1bba7479f5bdef76b33aae
Bates Number
EFTA01369757
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0