📄 Extracted Text (290 words)
Message
From: G Max
Sent: 9/29/2016 5:24:46 PM
To:
CC:
Subject: Re: RE:
Ideally the sooner the better but let me know when I can
THE TERRAMAR PROJECT
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On Sep 29, 2016, at 13:14," > wrote:
When would you need this by?
Please note our new address as of October 3rd, 2016
Scott L. Stockman
Managing Director - Investments
Private Wealth Advisor
UBS Private Wealth Management
1285 Avenue of the Americas. 38th Floor
New York, NY. 10019
Stackman/Casricl Group — Barron's Top 100 Advisors
http://finamialservicosincubs.comneam/staclonancasnol/
Pkmc be athised that this e-mail is not an official transaction confirmation. The official confirmation of this transaction mill be sent to you via rcgubr
From: G Max [mailto:[email protected]]
Sent: Thursday, September 29, 2016 1:11 PM
To: Stockman, Scott
Subject:
Hi there. Saw Rob last night. His baby is so cute and so much hair!
Have a few questions re the portfolio
Over time, by Asset class, what is the performance net of fees for each section of portfolio
CONFIDENTIAL UBSTERRAMAR00002986
EFTA00238377
What is this performance relative to the benchmark index for that market
To achieve a target return of 5 percent what is your recommendation on a portfolio reallocation
What is you recomendation, other than staying in cash, to hedge against interest rate hikes
I'd like to call you on monday or tuesday to hear the answers for you or someone on your team
thank you
Let me know
Best
G
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CONFIDENTIAL UBSTERRAMAR00002987
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ℹ️ Document Details
SHA-256
26ca77b7fde91f416e603ac41c5c28a733a0c4eeb77c45cad49813e4adfd3fb2
Bates Number
EFTA00238377
Dataset
DataSet-9
Document Type
document
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2
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