EFTA01460636.pdf

Key Client Partners Americas Key Client Partners (KCP) Americas 01 dockey Product hocuses & initiatives Key Client Partner (KCP) Product Focus / Initiatives Product Focus Key Initiatives •••••.•• „, RIN. Rated Infrastructure Notes Hire New Senior Sales (US & Latten). SOF III: Secondary Opportunities Fund III. • Hire New Junior Sales (US & LatAm) Spitfire 3.0. Commercial Aircraft Leasing. Headcount & • Implement Product Manager WS]. Airlee 2.0. CLO with repo financing Hiring • Hire Analyst. Trading & Support Q1 • Key Client Yacht Loan. • Integrate Investment Managers (IMs) • Key Client Concentrated Stock Loan. • Integrate Portfolio Consultants (PCs). Private Markets Deals Various. NCOU PE Investment (client approved list). Monetizing Clean up account base. existing Finalize regional coverage SOF Ill. relationships Review target client and focus list. Liquid Ms - Fund II. O2 dbSelect New Client To be confirmed. Mutual Fund Options To be confirmed. Acquisition dbSelect Q3/4 Mutual Fund Options Challenges & Business Focus Managing inquiry: 250+ sales v 5 KCP coverage. Standardized Investment process. Hiring and retention of talent. Cohesive WM product delivery to KCP. Establish quality revenue reporting system. Coordination & leverage Global KCP Team. Investment in operational infrastructure and tech. Formalize Private Markets mandate. Determine broader compensation and revenue attribution for delivery of WM product through KCP. Define Capital Markets. Drive diversified revenues: client to client transactions. Produce 'rear institutional product in WM to fit the Key client profile and Continue implementation and buy-in with CB&S. investor appetite. Kl10 Fusion Steering Committee. KCP Regional Road Show. Deutsche Asset Key Client Partners - Delivering expertise & solutions to sophisticated investors 5'. '?./rlith Management CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122037 CONFIDENTIAL SDNY_GM_00268221 EFTA01460636