EFTA01435573.pdf

Subject: DIFFERENTIATED EVENT: DB Theme Week: 1) Tech/Internet 12/12, 2) Media/Telco 12/14, 3) Industrials 12/11, 4) Consumer 12/14, 5) Healthcare 12/15, 6) Energy 12/18, 7) Financials 12/19 [I] From: Martin Zeman <[email protected]> Date: Tue, 05 Dec 2017 15:50:15 -0500 To: Garlina Meggett Cc: Marc Nickley David Silber Nadean Novogratz Courteney B Forna Joshua Shoshan Xavier Avila < Stewart Oldfield Classification: For internal use only Dear Garlina, I would like invite our client Paul Barrett to the first two events — Industrials/Materials and Tech/Internet. His details are: Paul Barrett Alpha Group Capital LLC Would you kindly let me know the location of all the presentations please? Thank you, Martin From: Marc Nickley Sent: Tuesday, December 05, 2017 12:43 PM EFTA01435573 Subject: DIFFERENTIATED EVENT: DB Theme Week: 1) Tech/Internet 12/12, 2) Media/Telco 12/14, 3) Industrials 12/11, 4) Consumer 12/14, 5) Healthcare 12/15, 6) Energy 12/18, 7) Financials 12/19 Importance: High Classification: Public {cid:[email protected]} *** For Institutional Clients Only- This is Not a Product of Research * * * DB Spec Sales, Research & Trading teams are hosting the 3rd annual Theme Week in NYC (12/11-12/19) where each sector team talks through key themes, ideas, flows & sector/mkt set-up heading into the new year. These are some of our best attended events all year & we hope you can make it! Interested in attending any of them? SCHEDULE: MON 12/11: 12pm Industrials/Materials TUE 12/12: 145pm Tech/Internet (Tax reform, Tech M&A, AI / Machine Learning, Cloud/Datacenter, SaaS, Video Games, Semis (peak?, M&A, silicon carbide/- CREE), AAPL, mobile video, ADAS, Auto Tech, industrial tech/robotics, 5G, SDN, Mobile Payments, blockchain/crypto etc) THUR 12/14: 12pm Consumer THUR 12/14: 12pm Media/Telco FRI 12/15: 12pm Healthcare EFTA01435574 MON 12/18: Energy TUE 12/19: Financials EFTA01435575