📄 Extracted Text (553 words)
Subject: Re: discretionar ortfolio mgmt [I]
From: Andrew King
Date: Fri, 27 Oct 2017 13:00:24 -0400
To: Stewart Oldfield
Cc: Nathaniel Morga
William-M Finn
Copying Nate and Bill
On Oct 27, 2017, at 12:59 PM, Andrew King wrote:
Hawkes Bay is not ready for distribution. We could send him Alkeon now. I've
copied Nate and Bill who can submit the AIS request.
Sent from my iPhone
On Oct 27, 2017, at 9:52 AM, Stewart Oldfield c >
wrote:
> Did you ever send him our healthcare and tech managers?
From: Stewart Oldfield
Sent: Thursday, October 26, 2017 11:40 PM
To:
Cc: eman
Subject: Re: discretionary portfolio mgmt [I]
Classification: For Internal Use Only
Generally not. Would look to an external manager for something like that.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel:
Mobi blackberry
Emai :
Securities offered through Deutsche Bank Securities Inc.
EFTA01437604
From: Paul Barrett [mailto:
Sent: Thursday, October 26, 2017 10:58 PM
To: Stewart Oldfield
Cc: Martin Zeman
Subject: RE: discretionary portfolio mgmt
Thanks
Do you offer any single sector managed solutions? Like a tech or healthcare
sleeve?
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
c)
<image001.jpg>
From: Stewart Oldfield [mailto:
Sent: Thursday, October 26, 2017 9:02 PM
To: Paul Barrett
Cc: Martin Zeman
Subject: RE: discretionary
"..11111gmt
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
EFTA01437605
discuss in more detail. Thanks,
Stew
From: Paul Barrett [mailto:
Sent: Thursday, October 26, 2017 6:26 PM
To: Stewart Oldfield
Cc: Martin Zeman
Subject: Re: discretionary portfolio mgmt
Thanks.
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
Sent from my iPhone
On Oct 26, 2017, at 4:32 PM, Stewart Oldfield
wrote:
Paul,
Martin mentioned that you would like some more info on our DPM offering. I
will pull together some materials for you tmw and will be happy to chat
about what we do in this space. Thanks
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<image001.png>
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobi blackberry
Email'
Securities offered through Deutsche Bank Securities Inc.
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in error) please notify the sender immediately and destroy this
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Please refer to https://db.com/disclosures for additional EU corporate and
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Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
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ℹ️ Document Details
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220fc42d104f37c2eca4ac5221e2718a288f37a0998881b9b6c0ff1762186f36
Bates Number
EFTA01437604
Dataset
DataSet-10
Document Type
document
Pages
5
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