EFTA01478744.pdf

Subject: Re: hf strategy [I] From: Lawrence Weissman Date: Thu, 23 Jan 2014 18:31:35 -0500 To: Chip Packard Cc: Bernard Abdo Benjamin Pac Classification: For internal use only We all agree this is an excellent offering. {Inactive hide details for Chip Packard}Chip Packard Original Message From: Chip Packard Sent: 01/23/2014 05:56 PM EST To: Lawrence Weissman Cc: Bernard Abdo; Benjamin Pace Subject: Fw: hf strategy [I] 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 EFTA01478744 Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Offica 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 09:39:10 PM---Very exciting day Paul. It is all coming together. From: 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" < > 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] EFTA01478745 Thanks for the update. Sent from my iPad On Jan 22, 2014, at 7:58 AM, "Paul Morris" < › wrote: Classification: For internal use only 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 New Yor Office: Cell: EFTA01478746