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📄 Extracted Text (219 words)
From: Andrew King
Sent: 10/23/2017 1:34:08 PM
To: Stewart 0ldfield I-
Subject: RE: research distribution
Attachments: Research List Oldfield 170906.xlsx
Stew, let me know when works best to catch up on the distribution list and other recent client engagement (listed
below):
Harvest conversations
• Paul Barrett — sent — have engaged with him in follow-up convesation
• Third Lake • sent
• Tisch - sent
John Service
• Hedge fund platform list — has entity been established?
Ali Rashid
• Would like to talk to him about his options on structured notes — if he wants custom terms, we could attempt to
build a book with other clients around a $250-500K investment.
Paul Barrett
• Waiting for KCP to set up the account for structured notes — I assume they'd like to lead that conversation?
From: Stewart Oldfield
Sent: Monday, October 02, 2017 12:38 PM
To: Andrew King
Subject: research distribution
Let's discuss this list when I'm back. Can probably edit a bit and perhaps categorize by materials to send. Thanks
IIHc
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue. New York, NY 10154
Tel. 212 454-2881
Mobile blatkber
Email
Securities offered through Deutsche Bank Securities Inc.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0061295
CONFIDENTIAL SDNY_GM_00207479
EFTA01369173
ℹ️ Document Details
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EFTA01369173
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