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efta-01369757DOJ Data Set 10Other

EFTA01369757

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efta-01369757
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Deutsche Bank Wealth Management Appendix Date Recent & Upcoming Meetings 6/5/15 9/9/15 9/11/15 1/7/16 1/26/16 5/24/16 Summary Laura Farischon, Paul Morris & Stew Oldfield discuss taking a piece of client's art facility Laura Farischon, Paul Morris & Stew Oldfield met with Brad Wechsler to meet new Elysium COO and CFO and discuss art loan and onboarding issues more completely Paul Morris & Stew Oldfield follow up to meeting with the Elysium team regarding reserve cash management and other Fixed Income strategies Paul Morris and Stew Oldfield took Brad Wechsler and his wife to a Billy Joel concert as a social event Paul Morris and Stewart Oldfield reached out to Brad Wechsler to introduce our ISG team and discuss liquid market investment capabilities Stewart Oldfield speaks with Brad Wechsler to let him know that Paul Morris is no longer at DB Due to the fact that Elysium is a relatively new family office they had not historically been ready to execute on many of the trade ideas we presented them. However, now that they have grown and become more developed, we believe this is a perfect time to engage with them. Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL SDNY_GM_00208391 DB-SDNY-0062207 EFTA01369757

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