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EFTA01383670EFTA01383672
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efta-01383671DOJ Data Set 10Other

EFTA01383671

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DOJ Data Set 10
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efta-01383671
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From: Paul Morris Sent: 6/15/2015 4:54:30 PM To: Jeffrey E. [[email protected]; Richard Kahn CC: Stewart Oldfield Subject: FW: managed portfolio follow-up (CI Attachments: Approved CIO Strategies_Taxable HFs_1Q15.pdf Classification: Confidential Interested in a conversation? thx Paul Morris Managing Director Deutsche Bank Private Bank Office Cell: From: Paul Morris Sent: Tuesday, June 09, 2015 11:33 AM To: Jeffrey E. Cc: Stewart Oldfield; Richard Kahn Subject: managed portfolio follow-up [C] Classification: Confidential Dear Jeffrey, Thanks for your time last week. To follow up on our discussion of initiating a managed portfolio, I've attached an overview of our global multi-asset portfolios that are built around our CIO views. I'm happy to get you on the phone with the head of our portfolio management team to discuss. These strategies are globally diversified multi asset class investment offerings that are constructed in our Asset and Wealth Management Group. Some key points: 1) A globally diversified multi-asset class portfolio offering 2) A disciplined investment process with a ten year track record of outperformance against appropriate blended benchmarks 3) An open architecture investment manager selection process 4) The ability to customize based on individual client restrictions or constraints We look forward to setting up a call to discuss. Sincerely, Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: Rt2T-ilmcitr Peepyym. Securities offered through Deutsche Bank Securities Inc. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0083441 CONFIDENTIAL SDNY_GM_00229625 EFTA01383671

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