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Original Message
From: Joshua Shoshan
Sent: 11/05/2013 10:04 AM EST
To: Caroline Kitidis
Subject: Re: Fw: allocation [C]
classification: confidential
Caroline, as far as I understand, the KCP accounts are Epstein, Rose and
wolfson (Daniel wolfson will be in the book) -- so far. I guess Bollag is not
KCP, but he should be, based upon size -- but there is no KCP interaction
here, as far as I know. In short, the KCP accounts should get an allocation
before the PCS/PS split, but Mike Iaquinta tells me adamantly that he has no
instructions about a KCP carve-out, and he needs those instructions from you,
Haig and Chip.
Maybe you might call Iaquinta? He is at Best, --Josh
Joshua Shoshan
Director
Deutsche Bank Securities Inc.
Private wealth Management - Americas
Private Client Services
345 Park Ave, 26th Floor
New York, NY 10154
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To:
Date: 11/05/2013 09:59 AM
subject: Re: Fw: allocation [c]
Classification: confidential
These are KCP accounts we r referring to or PB WIC ?
We said KCP accounts shd come off top and they agreed.
WIC PB comes out of regular allocation?
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 Y
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Mobil
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CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 121794
CONFIDENTIAL SDNY_GM_00267978
EFTA01460495
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EFTA01460495
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