EFTA01478741.pdf
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📄 Extracted Text (433 words)
Subject: Fw: hf strate
From: Chip Packard
Date: Thu, 23 Jan 2014
To: Lawrence Weissman
Cc: Bernard Abdo
Benjamin (Ben •ace
Classification: For internal use only
I think something like this is a great idea and that it could come from you.
I would feel comfortable sending to all private bankers a list by team of
books out and commitments each week. This will increase focus on the
offering and pull in your team more closely. Assuming you agree, let's
develop it with Bernard's team.
Chip Packard
Managing Director
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
Securities offered through Deutsche Bank Securities Inc.
{Inactive hide details for Paul Morris}Paul Morris
Original Message
From: Paul Morris
Sent: 01/23/2014 10:45 AM EST
To: Chip Packard
Subject: Re: hf strategy [I]
Classification: For internal use only
sending out a lot SOF III presentations, just a thought but we used to at JP
send around every several days to the bankers a list of every client/-
prospects that say was invited to a managers lunch or got the materials with
status with indications (soft/committed etc with totals) kept folks very
focused on the offering, this is a good one
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
{Inactive hide details for Chip Packard---01/22/2014 09:39:10 PM---Very
exciting day Paul. It is all coming together.}Chip Packard---01/22/2014
EFTA01478741
09:39:10 PM---Very exciting day Paul. It is all coming together.
From:
To:
Date:
01/22/2014 09:39 PM
Subject:
Re: hf strategy [I]
Very exciting day Paul. It is all coming together.
Sent from my iPad
On Jan 22, 2014, at 6:37 PM, "Paul Morris" <O> wrote:
Classification: For internal use only
Sure thing, a few things from today, had breakfast with randy russell this
week, spoke today, sounds like charlie wants to move forward with smaller
loan and I should be getting a call, Leon should be opening up trading
accounts very soon per epstein call today,and laura farischon is working on
due diligence on taking a piece of upsize to gottesmans art facility, say
50-100.
From: Chip Packard
Sent: 01/22/2014 09:18 PM EST
To: Paul Morris
Subject: Re: hf strategy [I]
Thanks for the update.
Sent from my iPad
On Jan 22, 2014, at 7:58 AM, "Paul Morris" <O> wrote:
Classification: For internal use only
EFTA01478742
Diego and i were scheduled to meet yesterday to get started he now can meet
Friday, i'll get started on parts of it until we meet.
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
NewYoriliiiii.
Office:
Cell:
EFTA01478743
ℹ️ Document Details
SHA-256
5cd750d82a0b20e9d5c0e6cf1404f9264ae2c9350f9a5d7e8846fedb09a4c0ef
Bates Number
EFTA01478741
Dataset
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document
Pages
3
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