EFTA01370616.pdf

• Laura Farischon pitched the notion of looking on the PE & 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 « OLE Object: Picture (Device Independent Bitmap) » Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue. 24th Fl 10154-0004 New York. NY. USA Tel. Fax 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 Hack; Joshua Shoshan; Matt Glassman; Paul Bartilucci; Peter Ferrara; Sam Petrucci; Tazia Smith; Xavier Avila; Martin Zeman; Vahe Stepanian; Joshua Frank Cc: Bradley Gillin; Cynthia Rodriguez Subject: Account Planning-Stewart Oldfield [I] When: Monday, January 22, 2018 8:00 AM-10:00 AM (UTC-05:00) Eastern Time (US & Canada). Where: CR 2405 / Dial-in Attached Classification: For internal use only « File: Oldfield 2018 Acct Planning.zip » Dear All, As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for potential new business in your particular product area. There is quite a bit of focus on this exercise this year. Please make every effort to be in attendance. If you are absolutely unable, please delegate to someone who can represent you, or if there are multiple people from your product area, you can have one person represent all the accounts. Documents that are available are attached. Please contact Samantha Harmon if you have any questions or concerns. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0063548 CONFIDENTIAL SDNY_GM_00209732 EFTA01370616