📄 Extracted Text (537 words)
Subject: Re: percents es et a read from your team [C)
From: Nav Gupta <
Date: Mon, 03 Feb 2014 16:55:51 -0500
To: Paul Morris <
Cc: Tazia Smith < >,
Vinit Sahni <
Got it Paul. Thx
On 3 Feb 2014, at 21:45, "Paul Morris" < wrote:
Classification: Confidential
Watford Re looks like a new hedge fund with bermuda reinsurance wrapper started by Highbridge/Arch c
apital, don't know what type guess credit or long/short
i have not talked with him about energy renissance but likely liquid equities across producers or se
condary beneficiaries (e.g. auto, chemicals), JP has created a basket recently focused on this theme
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York NY 10154
Office
Cell:
Nav Gupta---02/03/2014 04:37:15 PM---What risk is in energy renaissance theme and Watford re. Thx
From: Nate Gupta/db/dbcom8DBEMEA
To: Tazia Smith/db/dbcom8dbamericas,
Cc: Vinit Sahni/db/dbcomedbemea, Paul Morris/db/dbcom8dbamericas
Date: 02/03/2014 04:37 PM
Subject: Re: percentages get a read from your team [C)
What risk is in energy renaissance theme and Watford re.
Thx
On 3 Feb 2014, at 20:58, "Tazia Smith" < wrote:
Classification: Confidential
Sounds good. I'll send through our initial suggestions, Nav, and then you can opine on top of that,
that'd be great.
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Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset a Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Tel.
Fax
Mobi
Email
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Vinit Sahni---02/03/2014 03:55:58 PM---Hi tazia - am out of office tomorrow. Happy to discuss later
EFTA01466976
in the eve tomorrow. Nav can u pls help and we can discus in the
From: Vinit Sahni/db/dbcom@DBEMEA
To: Tazia Smith/db/dbcomedbamericas,
Cc: Nav Gupta/db/dbconldbemea, Paul Morris/db/dbcomedbamericas
Date: 02/03/2014 03:55 PM
Subject: Re: percentages get a read from your team (C)
Hi tazia - am out of office tomorrow. Happy to discuss later in the eve tomorrow.
Nav can u pls help and we can discus in the eve
Thanks
Vinit
On 3 Feb 2014, at 18:19, "Tazia Smith" wrote: Classification: Confidential
Hello Vinit S Nav -
Paul and I spoke with JE this morning. This a proposal, from him, of putting -100mm to work. I'm put
ting together some suggested tweaks on a few pieces (ex additional companies in japan, detail on the
energy piece), and pricing, etc. Clearly always love your input as well Team! Please let me know if
/when you have a moment to discuss, thanks! Also, recognize this is helpful in scaling ideas.
Best,
Tazia
Forwarded by Tazia Smith/db/dbcom on 02/03/2014 01:14 PM From: Jeffrey Epstein <jeevacat
ionegmail.com>
To: Tazia Smith/db/dbcom8DBAMERICAS, Paul Morris/db/dbcom@DBAMERICAS,
Date: 02/02/2014 08:59 PM
Subject: percentages get a read from your team
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