EFTA01418832.pdf

DataSet-10 3 pages 355 words document
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Subject: RE: RP From: Todd Stevens Date: Tue, 14 Feb 2017 08:35:36 -0500 To: Stewart Oldfield Audie Apple Classification: For internal use only He would also get the fact that some smart money (several HF's, and a secausus FO) use these strategies as a ATM machine/liquidity vehicle to allow them to stay invested in uncorrelated manner but also stay liquid. Possibly for some of the accounts he advises. I agree JE himself would be a tough one to re-onboard for the known reasons. From: Stewart Oldfield Sent: Monday, February 13, 2017 1:08 PM To: Audie Apple; Todd Stevens Subject: RE: RP Meetings [I] Classification: For internal use only He's somewhat of a control enthusiast. And already has a favorable tax set up. From: Audie Apple Sent: Monday, February 13, 2017 12:20 PM To: Stewart Oldfield; Todd Stevens Subject: RE: RP Meetings [I] Classification: For internal use only Fellas! Which part did they object to? The low fees? The liquidity? The asymmetrically attractive risk / return profile of the trade? The ability to EFTA01418832 cap the downside? The favorable tax treatment? A From: Stewart Oldfield Sent: Monday, February 13, 2017 12:09 PM To: Audie Apple Subject: RE: RP Meetings [I] Classification: For internal use only Yes, GA is on the calendar. Todd and I met Southern and it's not a fit for him at this point. I still owe you Tisch From: Audie Apple Sent: Monday, February 13, 2017 11:59 AM To: Stewart Oldfield Subject: RP Meetings [I] Classification: For internal use only Hey Stew. I'm making the rounds with Andrew G to follow up with bankers to arrange meeting with clients targeted that you and I already discussed. Obviously I told him you and I didn't need this. I think we have something already set with general Atlantic. Right? The other 2 on the list that I think are outstanding are Southern Financial and Tisch. EFTA01418833 Any update there? Thanks amigo. A {cid:[email protected]} Audie Apple Key Client Partners - Americas Deutsche Bank Wealth Management 345 Park Avenue, 26th Floor New York NY 10154 Tel. Mob. Email fcid:[email protected] Securities offered through Deutsche Bank Securities Inc. EFTA01418834
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EFTA01418832
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