EFTA01344474

b. RCP Non-Advisory Letter III. Coverage stylistic clarifications - [Tazia] a. Trading Communication and Position updates i. Frequency/incremental moves ii. Preferred medium iii. when unreachable b. Position Review - referred report format and frequency IV. Investment/Trade Ideas - [Tazia] a. European Recovery 1. Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland; 3mL+375bps for Syrs) ii. EUR 2ylOy Curve Steepener Note (4.75% x n/N paid semi-annually, 1.5-2.5%) iii. European Equity Basket (compare with current holdings) b. Municipals Puerto Rico Cofina Bond (+ leverage?) c. Technology i. DB Global Markets Basket: QCOM, AAPL, EMC, APH, GOOG, ACN, CTSH, IBM, WU, BRCM, INTC, VNTV, WNS, FCS, ONNN V. Other Investment Opportunities [Tazia] a. RREEF (RDIF and Retrofit Partners) b. Japanese Real Estate Mezzanine c. CLOs CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0029965 CONFIDENTIAL SDNY_GM_00176149 EFTA01344474