EFTA01478762.pdf

Subject: Re: hf strategy [I] From: Chip Packard <ffi• Date: Fri, 24 Jan 2014 17:48:11 -0500 To: Bernard Abdo ‹ > Classification: For internal use only Thanks, speak this weekend. Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securities Inc. From: Bernard Abdo Sent: 01/24/2014 09:36 AM CST To: Chip Packard Subject: Re: hf strategy [I] Classification: For internal use only Btw we should def do this. My team can set it up and deliver. We'll chat tomorrow. From: Lawrence Weissman To: Chip Packard Cc: Bernard Abdo; Benjamin Pace Sent: Thu Jan 23 18:34:30 2014 Subject: Re: hf strategy [I] Classification: For internal use only Let's catch up tomorrow to discuss. {Inactive hide details for Chip Packard}Chip Packard Original Message From: Chip Packard EFTA01478762  Sent: 01/23/2014 06:34 PM EST To: Lawrence Weissman Cc: Bernard Abdo; Benjamin Pace Subject: Re: hf strategy [I] Classification: For internal use only Yes, I do as well but that's not what I'm writing about. Do you think it's a good idea to send out a weekly email progress update on books out and commitments? Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securities Inc. {Inactive hide details for Lawrence Weissman}Lawrence Weissman Original Message From: Lawrence Weissman Sent: 01/23/2014 06:31 PM EST To: Chip Packard Cc: Bernard Abdo; Benjamin Pace Subject: Re: hf strategy [I] Classification: For internal use only We all agree this is an excellent offering. {Inactive hide details for Chip Packard}Chip Packard Original Message From: Chip Packard Sent: 01/23/2014 05:56 PM EST To: Lawrence Weissman Cc: Bernard Abdo; Benjamin Pace Subject: Fw: hf strategy [I] Classification: For internal use only I think something like this is a great idea and that it could come from you. I would feel comfortable sending to all private bankers a list by team of books out and commitments each week. This will increase focus on the offering and pull in your team more closely. Assuming you agree, let's develop it with Bernard's team. Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management EFTA01478763 Securities offered through Deutsche Bank Securities Inc. {Inactive hide details for Paul Morris}Paul Morris Original Message From: Paul Morris Sent: 01/23/2014 10:45 AM EST To: Chip Packard Subject: Re: hf strategy [I] Classification: For internal use only sending out a lot SOF III presentations, just a thought but we used to at JP send around every several days to the bankers a list of every client/- prospects that say was invited to a managers lunch or got the materials with status with indications (soft/committed etc with totals) kept folks very focused on the offering, this is a good one Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Office: Cell: {Inactive hide details for Chip Packard---01/22/2014 09:39:10 PM---Very exciting day Paul. It is all coming together.}Chip Packard---01/22/2014 09:39:10 PM---Very exciting day Paul. It is all coming together. From: Chip Packard/db/dbcom To: Paul Morris/db/dbcom, Date: 01/22/2014 09:39 PM Subject: Re: hf strategy [I] Very exciting day Paul. It is all coming together. Sent from my iPad EFTA01478764 On Jan 22, 2014, at 6:37 PM, "Paul Morris" a wrote: Classification: For internal use only Sure thing, a few things from today, had breakfast with randy russell this week, spoke today, sounds like charlie wants to move forward with smaller loan and I should be getting a call, Leon should be opening up trading accounts very soon per epstein call today,and laura farischon is working on due diligence on taking a piece of upsize to gottesmans art facility, say 50-100. From: Chip Packard Sent: 01/22/2014 09:18 PM EST To: Paul Morris Subject: Re: hf strategy [I] Thanks for the update. Sent from my iPad On Jan 22, 2014, at 7:58 AM, "Paul Morris" a wrote: Classification: For internal use only Diego and i were scheduled to meet yesterday to get started he now can meet Friday, i'll get started on parts of it until we meet. Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Office: Cell: EFTA01478765