EFTA01460926.pdf
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📄 Extracted Text (267 words)
LatAm was excluded because I believe the third party that supports the program does not have a significant presence in
LatAm and events the clients can attend are not planned to take place in latAm.
We will highlight those changes on the list.
From: Chip Packard
Sent: Sunday, January 25, 2015 04:03 PM
To: Diego Galan; Haig Ariyan
Cc: Caroline Kitidis; Mathew Negus
Subject: Re: Quintessentially Platinum - coming soon. Your support required. [C]
Classification: Confidential
Quick question: I don't see any LatAm names, where are they included?
went through the list and want to make the following changes:
Delete the following names: Kaiser, Templeton, Houchens, Dorrance, Anschutz, Brenninkmeijer, Deccan, RAWA,
McGraw, West and Scripps
I would add: Scott Malkin
I'm concerned about getting people to the early Wed am VC with this storm coming in. Will reach out to Alexander to let
him know we may need to reschedule the Americas call.
Chip Packard
Managing Director
Deutsche Asset and Wealth Management
345 Park Avenue
New York, NY. 10154
From: Diego Galan
Sent: Saturday, January 24, 2015 01:25 PM
To: Chip Packard; Haig Ariyan
Cc: Caroline Kitidis; Mathew Negus
Subject: RE: Quintessentially Platinum - coming soon. Your support required. [C]
Classification: Confidential
Chip / Haig,
Based on the file, there are 61 clients and 9 prospects identified as potential participants. See below the USPB Bankers /
PCS brokers covering these relationships and number of clients / prospects.
Do you want to invite all the bankers / CAs below to the call on Wednesday?
CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 122651
CONFIDENTIAL SDNY_GM_00268835
EFTA01460926
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EFTA01460926
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