Text extracted via OCR from the original document. May contain errors from the scanning process.
Classification: For internal use only
Yes! Was basing that number on Jeepers cash her and ST cash you have there
(really closer to 75mm)
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Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New Y
Tel.
Fax +
Mobil
Email
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From:
To:
Date:
01/06/2014 04:08 PM
Subject:
Re: Fw: Portfolio Review... [I]
Classification: For internal use only
thx, also has a lot of cash on the bank side,
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
EFTA01351281
New Yo
Office
Cell:
From:
To:
Paul Morris,
Date:
01/06/2014 11:47 AM
Subject:
Fw: Portfolio Review... [I]
Classification: For internal use only
meant to cc you..
Forwarded by
From:
To:
Date:
01/06/2014 11:46 AM
Subject:
Portfolio Review... [I]
Classification: For internal use only
Vinit -
on 01/06/2014 11:47 AM
Per our discussion, positions attached.
EFTA01351282
Client is looking for feedback on every single position from us/DB
collectively.
Would especially love your thoughts on the mortgage/asset back positions
I would like us to consolidate our team's view on preferreds, and fixed
to float hybrids
Most importantly we want to work collectively to be very actively in
front of this client with NEW opportunities, across all asset classes
Notes:
1) In addition to these positions he has over $60mm in cash here at DB, as
well as derivatives rolling off and equity collateral still to come over from
JP
2) This client will look at everything. Completely asset class agnostic.
3) This client is Very plugged in to financial sponsors and global decision
makers
4) We have sent him over a dozen investment/trade ideas since assuming
coverage (late Oct). He travels a quite a bit and is not always reachable. As
such, suggestions need to be short, poignant, and sized (ie. "suggest $5mm
notional in XYZ")
Two currently pending trades:
Pending entry point: basket of Japanese equities ($lmm across the basket
below), opportunstically short yen as an overlay
Pending infrastructure set up: Eurostoxx hedge (has a basket of single names
still at JPM that ran up nicely last year, this would be an overlay)
Please see the attached. Look forward to discussing with you!
Tazia
[attachment "Southern Financial 1.2.14.xls" deleted by Paul Morris/db/dbcom]
[attachment "Southern Financial USDJPY.pdf" deleted by Paul Morris/db/dbcom]
[attachment "Haze 1.2.14.xls" deleted by Paul Morris/db/dbcom] [attachment
"Southern Trust 1.2.14.xls" deleted by Paul Morris/db/dbcom]
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Tazia Smith
Director I Key Client Partners - US
Deutsche
Deutsche
345 Park
New York,
Tel.
Fax
Mobi
Emai 1
1
Bank Securities Inc
Asset & Wealth Management
Avenue, 26th Floor
NY 10154
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EFTA01351283