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From: Stewart Oldfield
Sent: 10/23/2017 3:44:43 PM
To: Andrew King
Subject: RE: research distribution
Let's definitely go through all of this. And more. I sent an invite for tmw
From: Andrew King
Sent: Monday, October 23, 2017 1:34 PM
To: Stewart Oldfield
Subject: RE: research distribution
Stew, let me know when works best to catch up on the distribution list and other recent client engagement (listed
below):
Harvest conversations
• Paul Barrett — sent — have engaged with him in follow-up convesation
• Third Lake - sent
• Tisch - sent
John Service
• Hedge fund platform list — has entity been established?
Ali Rashid
• Would like to talk to him about his options on structured notes — if he wants custom terms, we could attempt to
build a book with other clients around a $250-S00K investment.
Paul Barrett
• Waiting for KCP to set up the account for structured notes — I assume they'd like to lead that conversation?
From: Stewart Oldfield
Sent: Monday, October 02, 2017 12:38 PM
To: Andrew King
Subject: research distribution
Let's discuss this list when I'm back. Can probably edit a bit and perhaps categorize by materials to send. Thanks
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bark Wealth Management
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087988
CONFIDENTIAL SDNY_GM_00234172
EFTA01386335
ℹ️ Document Details
SHA-256
435504d93dfc2991bc88b73fa68c70fbfd0c0b54681f1e4c530a80653954be9b
Bates Number
EFTA01386335
Dataset
DataSet-10
Type
document
Pages
1
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