EFTA01460629
EFTA01460630 DataSet-10
EFTA01460631

EFTA01460630.pdf

DataSet-10 1 page 376 words document
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Key Client Partners Americas Key Client Partners (KCP) —Americas 013 Business Summary & 2014 Business Focus Key Client Partner (KCP) Overview Expected Number of Incremental inaemental grtroth Total Revenue Total Revenue Target Budget Legacy accounts t, KCP Americas relationships KCP Americas NOW KCP Nevi KCP Clients New KCP grovAll from new from new KCP 2012 2073 2014 transition Revenue contributing to Client Clients Pending Prospects KCP clients 2013 orients SINISti 5(6161) S(MM) !Mail %NM. MY 20) 2014 WM) $(44M) 29 7 23.6 82 40.0 II 9 4 -100 17 80 0 0.5 6 6.5 12 10 5 05 ILA Total Revenue 291 24.1 88 06.6 Totals 23 19 9 —106 2.2 8.0 Team Structure & Business Strategy Rollout Expansion of Product Offering • Hire New Senior Sales [US & LatArn] RIN Rated Infrastructure Notes. • Hire New Junior Sales PSI. SOF III. Secondary Opportunities Fund III. Headcount & • Implement Product Manager (Ad' KCPj Spitfire 3.0: Commercial Aircraft Leasing. Hiring • Hire Analyst. Trading & Support Airlee 20'. CLO with repo financing. O1 Key Client: Yacht Loan. Key Client Concentrated Stock Loan Private Markets Deals Various. NCOU: PE Investment (client approved list) Monetizing • Clean up account base. existing • Finalize regional coverage. • Review target client and focus list SOF III relationships Liquid Ms — Fund II. Q2 dbSelect. • Identified 80 PCS accounts to target for KCP Mutual Fund Options New Client • PB defining client target hst Acquisition dbSelect. Q3/4 Mutual Fund Options • Managing inquiry. 255+ sales vs 5 KCP coverage. • Hiring and retention of talent. Standardized Investment process • Establish quality revenue reporting system. Cohesive WM product delivery to KCP Challenges & • Investment in operational infrastructure and tech. Coordination & leverage global KCP Team. • Determine broader compensation and revenue Challenges & Formalize Private Markets mandate. Focuses attribution for delivery of WM product through KCP. Dine diversified revenues client to client transactions. Focuses Define capital markets focus (product client) Continue implementation and buy-in with CB&S Produce 'real' institutional product in WM to fit the Key client profile and investor appetite Deutsche Asset Key Client Partners - Delivering expertise & solutions to sophisticated investors 8 Wealth Management CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122027 CONFIDENTIAL SDNY_GM_00268211 EFTA01460630
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904d0a30f6cc6ce4656fcc5139192a0881e33b68cce3621895427de009cf0ff2
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EFTA01460630
Dataset
DataSet-10
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document
Pages
1

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