EFTA01372707.pdf

From: Stewart Oldfield [ Sent: 1/5/201810:24:01 AM To: Andrew King Subject: FW: Client Event Schedule: Ten Themes for 2018 Attachments: Research List_Oldfield_180103.xlsx Importance: High Nice to have this in one place so you can send. I've attached a more updated disty list as well From: WMMarketing Americas Sent: Thursday, January 04, 2018 12:03 PM To: WM-Americas Client Facing Prof. & Assts < >; PWMLATAM Cc: Lar >; Felipe Godard < >; Moshe Levin >; Ana A Zamora < >; Bernadette Reyes < Sarah Rafferty < >, Matt Barry < Subject: Client Event Schedule: Ten Themes for 2018 Importance: High Wealth Management will host a series of client events in January and February, where Chief Investment Officer Americas and Global Chief Investment Strategist Larry Adam will present his Ten Themes for 2018 and share his views and outlook on the markets for the upcoming year. In 2017, Larry presented his Ten Themes to over 1,300 clients and prospects in 22 cities across the United States, Mexico and South America. This annual event is always well received by attendees. Detailed emails with invitation procedures are being sent to each office as we finalize the venues. If you would like to extend invitations to clients in cities other than where you are located, please click here or visit the Wealth Management intranet site and dick on the Ten Themes banner. Schedule of Events Wednesday, January 17, 2018 New York City Malone & Porcelli New York, New York 12:00 p.m. — 2:00 p.m. Lunch Thursday, January 18, 2018 Dallas alias Count Club Dallas, Texas CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0066536 CONFIDENTIAL SDNY_GM_00212720 EFTA01372707