EFTA01351728
EFTA01351730 DataSet-10
EFTA01351733

EFTA01351730.pdf

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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. <0.1DO.gif> Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management 345 Park Avenue, 10154-0004 New York, NY, USA <0.578.gif> 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 <0.1998.gif> 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 <0.2422.gif> EFTA01351731 EFTA01351732
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EFTA01351730
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DataSet-10
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