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Subject: Re: Fw: USPB MD banker meeting success story - SFX [I]
From: Chip Packard <
Date: Tue, 03 Dec 2013 13:10:29 -0500
To: Diego Galan
Classification: For internal use only
Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm
coming over from JPM.
Don't worry about Roelfien, plenty to talk about at this point.
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Chip Packard
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
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From: Diego Galan/db/dbcom
To: Chip Packard/db/dbcom@DBAmericas,
Date: 12/03/2013 11:15 AM
Subject: Re: Fw: USPB MD banker meeting success story - SFX [I]
Classification: For internal use only
Chip,
As per the email below, we won't be able to do Terri's success story. Other
options include:
- $195mm Str. Lending for MX Holdings One, LLC (R. Vrablic)
EFTA01351664
- $75mm loan for David H. Murdock Living Trust (C. Paller)
- $60mm in two brokerage accounts for Southern Financial LLC (P. Morris)
Any other deal you can think of that would be worth presenting?
Also FYI, I have not heard back from Roelfien yet.
Thanks,
Diego
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Diego Galan
Head of Strategy Wealth Management Americas
DB Securities Inc
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Mobile
Email
Assistant: Ladie Whitaker
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From: Diego Galan/db/dbcom
To: "Chip Packard" 1IIIIIIIIIIIIIIIIMM>,
Date: 12/02/2013 07:18 PM
Subject: Fw: USPB MD banker meeting success story - SFX
Classification: External Communication
Chip,
See email below from Terri - she does not want to do the success story.
Thoughts?
Original Message
From: Terri Sohrab
EFTA01351665
Sent: 12/02/2013 07:16 PM EST
To: Diego Galan/db/dbcom@DBAMERICAS@DBAMERICAS@DBCOEX
Subject: Re: USPB MD banker meeting success story - SFX
Classification: External Communication
I am not interested in doing it. Thx
Original Message
From: Diego Galan
Sent: 12/02/2013 07:07 PM EST
To: Terri Sohrab
Subject: USPB MD banker meeting success story — SFX
Classification: External Communication
Terri,
We would like you to present the SFX Entertainment IPO as a success story
during this coming Thursday MD banker meeting (including the corp cash and
stock holdings in custody, the pre-IPO loan and wealth planning).
Do you have 30 minutes tomorrow (Tuesday) to meet to develop a one-pager for
the meeting? The one pager will include Client profile (including any other
business the client did with us in the past), deal description, and key
success factor to win the deal / mandates (including Product support people
involved)
Thanks,
Diego
EFTA01351666
ℹ️ Document Details
SHA-256
bb58070fdccf6fc22a57d0bf434c46a487356766cccdf49605661cec1c396ef7
Bates Number
EFTA01351664
Dataset
DataSet-10
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Pages
3
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