📄 Extracted Text (432 words)
Subject: Re: Have you spoken to Paul Barrett about Harvest? [I]
From: Stewart Oldfield e >
Date: Wed, 24 Jan 2018 16:10:35 -0500
To: Vahe Stepanian
Cc: Martin Zeman
I know harvest very well. Worked with most of those guys at CS and my group
did the work when we bought their predecessor firm. I agree - nice overlay
to broad portfolio.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobi
Email ■
Securities offered through Deutsche Bank Securities Inc.
On Jan 24, 2018, at 3:59 PM, Vahe Stepanian a wrote:
> Classification: For internal use only
Yah, think it makes sense considering he already has assets here and would
easily understand the strategy. Had a call this morning with a big family
office (allocator type) and thought the strategy makes sense + they did a
good job.
From: Stewart Oldfield
Sent: Wednesday, January 24, 2018 3:53 PM
To: Vahe Stepanian
Cc: Martin Zeman
Subject: Re: Have you spoken to Paul Barrett about Harvest? [I]
Yes. Need to follow up on it.
EFTA01435612
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Mobile
Email
Securities offered through Deutsche Bank Securities Inc.
On Jan 24, 2018, at 3:49 PM, Vahe Stepanian <= > wrote:
Thank you,
Vahe
EFTA01435613
Vahe Stepanian
Key Client Partners
Deutsche Bank Securities Inc.
Tel.
Mobil
Email
KCP products and services are intended and available only for persons who
are sophisticated institutional investors within the meaning of the FINRA
Rule 4512(C)(3), and who are capable of evaluating the strategies,
characteristics and investment risks of, and exercising independent judgment
in evaluating, the ideas and products discussed herein. Trades and
transactions are subject to relevant internal approvals of DBSI or its
affiliates prior to execution, and the execution of any transaction or idea
discussed herein is conditional on your becoming a client of Deutsche Bank.
Key Client Partners (KCP) products, investment ideas and solutions and
related matters discussed herein are provided for discussion purposes only,
and strictly on a non-advisory basis. The KCP Americas desk does not provide
investment advice.
The information set forth herein is confidential and personal to you and is
being presented for your information and for discussion purposes only. Any
reproduction and/or redistribution thereof (in whole or in part) or
disclosure of its content without our written consent is strictly
forbidden. This communication does not create any legally binding
obligation on the part of DBSI or any of its affiliates.
EFTA01435614
ℹ️ Document Details
SHA-256
bfb668ac081901a9eefb3f040c83ad2daf9683c14f9a8425f73aba47a18a5994
Bates Number
EFTA01435612
Dataset
DataSet-10
Document Type
document
Pages
3
Comments 0