EFTA01467007.pdf

Subject: Re: percents es et a read from your team [C] From: Tazia Smith < Date: Tue, 04 Feb 2014 15:25:42 -0500 To: [email protected] Cc: Paul Morris >, Vinit Sahni >, Nav Gupta < Vahe Stepanian < Classification: Confidential Jeffrey - Summary below takes into account the DB team's feedback. We agree with overall themes. Commentary here, further implementation detail below and to follow: - Specific recommendations for modifications to the thematic baskets (Please see Healthcare detailed below -back with specifics on each level) - Propose allocation to US Tech equity (cognizant though that you have private equity investments) - Propose additional opportunistic FX exposure (trades like your short CAD) - Energy renaissance will include trades on crude, in addition to equities that are beneficiaries of secular shift in underlying energy supply, and supply chains (not just the nat gas theme in the US, but also companies like Hannon Armstrong (HASI) that finance energy efficiency) - We are reviewing PO v II) mortgages with rates where they are. (Embedded image moved to file: pic03695.gif) - Not a typo on Proposed total of 105; original just didn't include the single names in Japan (Embedded image moved to file: pic03349.gif) (Embedded image moved to file: pic26784.gif) Tazia Smith Director I Key Client Partners - US Deutsche Bank Securities Inc Deutsche Asset & Wealth Management 345 Park Avenue, 26th Floor New York, NY 10154 Tel. Fax + Mobil Email (Embedded image moved to file: pic20926.gif) From: Jeffrey Epstein <[email protected]> EFTA01467007  To: Tazia Smith/db/dbcom@DBAMERICAS, Paul Morris/db/dbcom@DBAMERICAS, Date: 02/02/2014 08:59 PM Subject: percentages get a read from your team Inline image 1 *********************************************************** The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of Jeffrey Epstein Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01467008