EFTA01351670.pdf

Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] From: Diego Galan < Date: Tue, 03 Dec 2013 13:50:48 -0500 To: Chip Packard ‹ > Classification: For internal use only I just spoke with Paul - he will be in Florida on Thursday, and asked if he can present this at the following USPB MD Banker meeting. Any other thoughts of success stories? I don't think the Lending ones are worth being presented. In any case, we already have the Rel Sci demo and Diana's Presentation in the Agenda; those plus the update on October performance and your update on the AWM ExCO and Q3 review with MF should be good use of the time of the meeting. What do you think? (Embedded image moved to file: pic11645.gif) Diego Galan Head of Strategy Wealth Management Americas DB Securities Inc 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Mobile Email Assistant: Ladie Whitaker (Embedded image moved to file: pic24139.gif) From: Chip Packard/db/dbcom To: Diego Galan/db/dbcom@DBAMERICAS, Date: 12/03/2013 01:10 PM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only EFTA01351670 Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. (Embedded image moved to file: pic03692.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Fax Mobile Email (Embedded image moved to file: pic26201.gif) From: Diego Galan/db/dbcom To: Chip Packard/db/dbcom@DBAmericas, Date: 12/03/2013 11:15 AM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only Chip, As per the email below, we won't be able to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings One, LLC (R. Vrablic) - $75mm loan for David H. Murdock Living Trust (C. Paller) - $60mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. EFTA01351671 Thanks, Diego (Embedded image moved to file: pic21974.gif) Diego Galan Head of Strategy Wealth Management Americas DB Securities Inc 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Mobile Email Assistant: Ladie Whitaker (Embedded image moved to file: pic20736.gif) From: Diego Galan/db/dbcom To: "Chip Packard" 1IIIIIIIIIIIIIMMEMM>, Date: 12/02/2013 07:18 PM Subject: Fw: USPB MD banker meeting success story - SFX Classification: External Communication Chip, See email below from Terri - she does not want to do the success story. Thoughts? Original Message From: Terri Sohrab Sent: 12/02/2013 07:16 PM EST To: Diego Galan/db/dbcom@DBAMERICAS@DBAMERICAS@DBCOEX Subject: Re: USPB MD banker meeting success story - SFX Classification: External Communication I am not interested in doing it. Thx EFTA01351672  Original Message From: Diego Galan Sent: 12/02/2013 07:07 PM EST To: Terri Sohrab Subject: USPB MD banker meeting success story - SFX Classification: External Communication Terri, We would like you to present the SFX Entertainment IPO as a success story during this coming Thursday MD banker meeting (including the corp cash and stock holdings in custody, the pre-IPO loan and wealth planning). Do you have 30 minutes tomorrow (Tuesday) to meet to develop a one-pager for the meeting? The one pager will include Client profile (including any other business the client did with us in the past), deal description, and key success factor to win the deal / mandates (including Product support people involved) Thanks, Diego EFTA01351673