📄 Extracted Text (376 words)
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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EFTA01460630
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