📄 Extracted Text (267 words)
From: Caroline Kttidts
Sent: 12/16/2013 11:23:35 AM
To: Joshua Shoshan
CC: Chio Packard • Donald Summer • Hai Ar' an
• Michael laquinta j; Zbynek Kozelsky
Subject: Re: ECM carve out to KCP client (C]
Classification: Confidential
Thanks Josh.
Yes, Epstein is one of our first focus KCP Cap market accounts. This is the account that Paul Morris and Tazia have worked on.
bringing 200nun of assets over from JPM. He Ills started trading with us already, and we have him targeted to be a Tier 1 KCP client
for 2014.
As such, I think it makes sense to think about his allocation from a KCP target bucket as you propose below.
Haig and Chip, we discussed this a month ago. having for both PCS and PB, KCP clients that we allocate a %u of the allocation. In this
specific KCP case, which won't be for all clients, the client is focused on syndicate and wants to be a pan of our program.
Kind regards.
Caroline Kitidis
Caroline V. Kitidis
Managing Director I Head of Key Client Partners 8 Wealth Investment Coverage - Americas
Deutsche Bank Securities Inc
Deutsche Asset & Weath Management
345 Park Avenue. 26th Floor
New York NY 10154-0004
Tel.
MobilEl m
Email
angeTr% ITT Pe.4bYM.
`Joshua Shoshan--12/16/2013 10:49:45 AM---Classification: Confidential Greetings, Caroline, Chip, Haig. Tazia and i discussed
this case this morning. The proposal from
From: Joshua Shoshan/db/dbcom
To: Caroline Kitidis/db/dbcom. 'Chip Packard" uippgi Haig
Ariyan/NewYork/DBNA/DeuBa®DBAnteneas. aquin dbcom.
Cc: Zbynek KozelsIcy/db/dbcomgDBAmericas, Mathew Negus/db/dbcom. Donald
Sununer/NewYork/DBNA/DeuBa@DBAinericas
Date: 12/16/2013 10:49 AM
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0031068
CONFIDENTIAL SONY GM_00177252
EFTA01345005
ℹ️ Document Details
SHA-256
fb5a6c5c8ebe9b529ca7975365c8e94e3d7022a9135744d3c22208a1841ecc75
Bates Number
EFTA01345005
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0