📄 Extracted Text (495 words)
Subject: FW: discretionary portfolio m mt [I]
From: Stewart Oldfield
Date: Fri, 27 Oct 2017 09:52:33 -0400
To: Andrew King
Did you ever send him our healthcare and tech managers?
From: Stewart Oldfield
Sent: Thursday. October 26. 2017 11:40 PM
To:
Cc: Martin Zeman
Subject: Re: discretionary portfolio mgmt [I]
Classification: For Internal Use Only
Generally not. Would look to an external manager for something like that.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue. New York, NY 10154
Tel:
Mobile: blackberry
Email:
Securities offered through Deutsche Bank Securities Inc.
From: Paul Barrett [mailto:
Sent: Thursday, October 26, 2017 10:58 PM
To: Stewart Oldfield
Cc: Martin Zeman
Subject: RE: discretionary portfolio mgmt
Thanks
Do you offer any single sector managed solutions? Like a tech or healthcare
sleeve?
EFTA01438171
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
(o) (c)
From: Stewart Oldfield [mailto:
Sent: Thursday, October 26, 2017 9:02 PM
To: Paul Barrett
Cc: Martin Zeman
Subject: RE: discretionary port o io mgmt
I've attached a short overview of our approach and core portfolios. You
heard a good summary of this at lunch today, but let's catch up tomorrow to
discuss in more detail. Thanks,
Stew
From: Paul Barrett [mailto:
Sent: Thursday, October 26, 2017 6:26 PM
To: Stewart Oldfield e >
Cc: Martin Zeman
Subject: Re: discretionary
EFTA01438172
Thanks.
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
(o) (c)
On Oct 26, 2017, at 4:32 PM, Stewart Oldfield ‹ >
wrote:
Paul,
Martin mentioned that you would like some more info on our DPM offering. I
will pull together some materials for you tmw and will be happy to chat
about what we do in this space. Thanks
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Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 P_ ew York, NY 10154
Tel.
Mobile blackberry
Email
Securities offered through Deutsche Bank Securities Inc.
EFTA01438173
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contained in this communication should not be regarded as such.
EFTA01438174
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EFTA01438171
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