📄 Extracted Text (111 words)
Epstein Meeting 10/22/13
Agenda
I. Entity Transfer and Position update - [Paul/Tazia]
a. Remaining positions to be transferred
b. sum total left at JPM
c. sum total at DB
i. Total cash (Note money market rates, limitations on
withdrawals)
ii. Exposure/Current Position Commentary
d. Investment Objectives Discussion (Return objective, risk appetite,
liquidity needs)
i. SFLLC
ii. STINC
iii. Naze
iv. Jeepers
v. Foundation
vi. Personal
II. Key client Partners - [Caroline]
a. KCP Global Value Proposition
b. KCP Non-Advisory Letter
III. Coverage Stylistic Clarifications - [Tazia]
a. Trading Communication and Position updates
i. Frequency/incremental moves
ii. Preferred medium
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030078
CONFIDENTIAL SDNY_GM_00176262
EFTA01344531
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