EFTA01367842.pdf

To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. We will compile. What is the name of this client so we can add it to the updated cover page. Paul Paul N. Bartilucci Managing Director Deutsche Bank Asset & Wealth Management 345 Park Avenue, 25th Floor New York, NY 10154 From: Paul Morris Sent: Monday, June 08, 2015 10:49 AM To: Paul Bartilucci; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: FW: managed portfolio follow-up [I] Classification: For Internal use only Paul, we have another client that is sitting on a lot cash here at DB and is interested in allocating $25 million to DPM, we would like to send him an introductory email and wanted to check to see if the materials we sent to Karl would work? Paul Morris Managing Director Deutsche Bank Private Bank From: Stewart Oldfield Sent: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael J Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your time today. To follow up on our discussion of initiating a managed portfolio for Dan, I've attached an overview of our global multi-asset portfolios that are built around our CIO views. I have also copied our managed portfolio team, led by Paul Bartilucci. They can answer any questions you may have after reviewing the materials. We should plan for a call after you get back from Europe to address those questions and discuss how to get this up and running quickly for you. The book shows how those CIO views are formulated and implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run the same strategies without any hedge fund exposure if you prefer. I mentioned the CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0059462 CONFIDENTIAL SDNY_GM_00205646 EFTA01367842