📄 Extracted Text (447 words)
Subject: Re: Got good feedback from call today w/ Jeffrey Epstein [I]
From: Vinit Sahni
Date: Sat, 11 Jan 2014 • -
To: Chip Packard
Cc: Caroline Kitidis < ,
Dario Schiraldi <
My pleasure Chip. Appreciate the input and feedback.
Vinit
On 10 Jan 2014, at 22:30, "Chip Packard" > wrote:
Classification: For internal use only
Thanks for your help Vinit.
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Chip Packard
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
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Caroline Kitidis---01/10/2014 03:31:15 PM---Classification: For internal use
only Vinit, just wanted to give you kudos for your call today with
From: Caroline Kitidis/db/dbcom
To: Vinit Sahni/db/dbcom@DBEMEA,
Cc: , Chip Packard/db/dbcom@DBAmericas
Date: 01/10/2014 03:31 PM
Subject: Got good feedback from call today w/ Jeffrey Epstein [I]
EFTA01351730
Classification: For internal use only
Vinit, just wanted to give you kudos for your call today with our client
Jeffrey Epstein. He was pleased with the dialogue and was complimentary.
Dario, by way of background, this was a KCP account (new) that we opened and
brought over from JPM, $200mm of new assets, to trade capital markets -
onboarded in past 2 months. Paul Morris is the banker (from JPM) and Tazia
is managing the relationship/ trading given her Capital markets KCP focus.
He's started to do some trading but he really wants institutional service
and ideas. Vinit and Tazia reviewed his holding today at the client meeting,
and gave him advice on what to do with the existing portfolio as well as new
ideas.
This is the same client I want to take you to for dinner but he is not here
next week so we will do it when your back in town.
He has another $100mm he mentioned he would send over, at some point but I
think we need to really make a good effort on trading ideas, wins, good
execution etc, get his trust and confidence.
Additionally, he has many many important relationships. 1) Leon Black who I
met the last time we were at his home, who has $500mm of cash that he wants
to put to work (would like to get Michele in front of him soon...), Larry
Summers, among a number of other people.
So in short a very good opportunity, we think this is hopefully a Tier 1
relationship, and Vinit and team have been v helpful and will continue to be
in the coming months.
Kind regards,
Caroline Kitidis
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Caroline V. Kitidis
Managing Director I Head of Key Client Partners & Wealth Investment Coverage
- Americas
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York. NY 10154-0004
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