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📄 Extracted Text (289 words)
Thirdlake:
• Currently interested in Tech views via structured notes, but no appetite for risk
• Investment in Harvest Hedge Fund makes sense for this relationship
• Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities
• Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this
relationship
Tisch:
• Hedge Funds such as Harvest could be a possible opportunity for this relationship
• Stewart Oldfield to establish an introduction to Diamond Offshore Drilling with DB
• Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts
Possible Prospects:
• Willet (Bloomberg Family Office):
• Small RCM portfolio with DB
• Look at private markets/managers
• Seed managers
• Patrick Campion to establish connection between John Cryan, Stewart Oldfield and Willet
• Internal groups such as ICG Sales, CIB, Prime Brokerage might have hedge fund contacts for
Stew to connect to on a principle level
• Laura Farischon pitched the notion of looking on the PE 8 Hedge Fund public list to see if there
are any possible prospects there
• Another option that was pitched was covering hedge funds that Global Markets no longer covers
and getting introduction to those principles for possible wealth opportunity.
Kind regards,
Cynthia Rodriguez
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Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
34 4 New York. NY, USA
Tel
Fa
Em
Original Appointment
From: Patrick Campion
Sent: Thursday, January 11, 2018 11:42 AM
To: Patrick Campion; Stewart Oldfield; Samantha Harmon; Dana Ponzio; Laura Farischon; Harris Winters;
Nina-X Nevidzanska; Andrew King; Brian J Harrington; Charlie Burrows; Frank DeBenedittis; George
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0068267
CONFIDENTIAL SDNY_GM_00214451
EFTA01373863
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EFTA01373863
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