📄 Extracted Text (270 words)
Classification: Confidential
H&C,
Per our conversation you agree that KCP allocations can come off top before
PB/PCS breakdown? Its 3 clients where we have allocations. If so I will
discuss w Mike I.
See below.
Caroline V. Kitidis
Managing Director I Head of Key client Partners & wealth Investment coverage
- Americas
Deutsche Bank Securities Inc.
Deutsche Asset & wealth Management
345 Park Avenue, 26th Floor
New York. NY 10154-0004
Tel.
Fax.
mobile
Email
original Message
From: Joshua Shoshan
Sent: 11/05/2013 10:04 AM EST
To: Caroline Kitidis
Subject: Re: Fw: allocation [C]
Classification: Confidential
Caroline, as far as I understand, the KCP accounts are Epstein, Rose and
wolfson (Daniel wolfson will be in the book) -- so far. I guess Bollag is not
KCP, but he should be, based upon size -- but there is no KCP interaction
here, as far as I know. In short, the KCP accounts should get an allocation
before the PCS/PB split, but Mike Iaquinta tells me adamantly that he has no
instructions about a KCP carve-out, and he needs those instructions from you,
Haig and Chip.
Maybe you might call Iaquinta? He is at Best, --Josh
Joshua Shoshan
Director
Deutsche Bank securities Inc.
Private wealth Management - Americas
Private client services
345 Park Ave, 26th Floor
New York, NY 10154
offic
Cell
E-Fax
From: Caroline
TO: Joshua
Date: 11/05/2013 09:59 AM
Subject: Re: Fw: allocation [C]
Classification: Confidential
These are KCP accounts we r referring to or PB WIC ?
We said KCP accounts shd come off top and they agreed.
CONFIDENTIAL — PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0121847
CONFIDENTIAL SDNY_GM_00268031
EFTA01460524
ℹ️ Document Details
SHA-256
3e17ccd2a375b9d7395115248fb8ffe355f28b2591a403c0d8edff51d01e2e45
Bates Number
EFTA01460524
Dataset
DataSet-10
Document Type
document
Pages
1