Case File
efta-01424571DOJ Data Set 10OtherEFTA01424571
Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01424571
Pages
8
Persons
0
Integrity
Extracted Text (OCR)
EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
Subject: RE: Beowulf [I]
From: Zack Tax <
IMI
>
Date: Mon, 22 Jan 2018 15:27:58 -0500
To: Stewart Oldfield
Matt Glassman
Cc: Oliver Rothauser
Classification: For internal use only
Thanks Stew —
I submitted the names you provided last week as well. Will let you know as
soon as we hear back and will have Beowulf reach out.
Thanks,
Zack
{cid:[email protected]}
Zack Tax
Key Client Partners
Deutsche Bank Securities Inc.
Deutsche Bank Wealth Management
345 Park Avenue, 24th Floor
New York, NY 10154
Email:
KCP products and services are intended and available only for persons who
are sophisticated institutional investors within the meaning of the FINRA
Rule 4512(C)(3), and who are capable of evaluating the strategies,
characteristics and investment risks of, and exercising independent judgment
in evaluating, the ideas and products discussed herein. Trades and
transactions are subject to relevant internal approvals of DBSI or its
affiliates prior to execution, and the execution of any transaction or idea
discussed herein is conditional on your becoming a client of Deutsche Bank.
EFTA01424571
Key Client Partners (KCP) products, investment ideas and solutions and
related matters discussed herein are provided for discussion purposes only,
and strictly on a non-advisory basis. The KCP Americas desk does not provide
investment advice.
The information set forth herein is confidential and personal to you and is
being presented for your information and for discussion purposes only. Any
reproduction and/or redistribution thereof (in whole or in part) or
disclosure of its content without our written consent is strictly
forbidden. This communication does not create any legally binding
obligation on the part of DBSI or any of its affiliates.
From: Stewart Oldfield
Sent: Monday, Januar 22, 2018 3:19 PM
To: Zack Tax <
Subject: RE: Beowulf
; Matt Glassman ‹
>
Stanley Bould at Highlander Partners wants to see the teaser. He may be
able to refer us to other investors. Let's discuss
From: Stewart Oldfield
Sent: Wednesda , January 17, 2018 10:11 AM
To: Zack Tax
; Matt Glassman <MI
>
Subject: Beowulf
What sort of check size are we looking for?
EFTA01424572
Let's discuss:
Duncan
Elysium
Gerry Ford
Highlander
Epstein
Third Lake
Tisch
Willett
I know there is a sponsor already, but might Orix, Crestline or Safanad look
at this? Return projections are substantial . . .
From: Zack Tax
Sent: Wednesday, Januar 17 2018 9:47 AM
To: Matt Glassman
; Stewart Oldfield
>
Subject: RE: KCP Americas Weekly Update 01.16.18 [I]
Classification: For internal use only
Full internal only deck attached. Return projections start on page 14.
Icid:[email protected]
EFTA01424573
Zack Tax
Key Client Partners
Deutsche Bank Securities Inc.
Deutsche Bank Wealth Management
345 Park Avenue, 24th Floor
New York, NY 10154
Email:
KCP products and services are intended and available only for persons who
are sophisticated institutional investors within the meaning of the FINRA
Rule 4512(C)(3), and who are capable of evaluating the strategies,
characteristics and investment risks of, and exercising independent judgment
in evaluating, the ideas and products discussed herein. Trades and
transactions are subject to relevant internal approvals of DBSI or its
affiliates prior to execution, and the execution of any transaction or idea
discussed herein is conditional on your becoming a client of Deutsche Bank.
Key Client Partners (KCP) products, investment ideas and solutions and
related matters discussed herein are provided for discussion purposes only,
and strictly on a non-advisory basis. The KCP Americas desk does not provide
investment advice.
The information set forth herein is confidential and personal to you and is
being presented for your information and for discussion purposes only. Any
reproduction and/or redistribution thereof (in whole or in part) or
disclosure of its content without our written consent is strictly
forbidden. This communication does not create any legally binding
obligation on the part of DBSI or any of its affiliates.
From: Matt Glassman
Sent: Wednesday, January 17, 2018 9:37 AM
To: Stewart Oldfield
Cc: Zack Tax <
Subject: RE: KCP Americas Weekly Update 01.16.18 [I]
EFTA01424574
Zack can you attach the internal only presentation? For Stew
From: Stewart Oldfield
Sent: Wednesday, Januar 17, 2018 9:36 AM
To: Matt Glassman
Subject: FW: KCP Americas Weekly Update 01.16.18 [I]
Let's talk about full moon. Need to understand return projections before
showing
From: KCP Markets [mailto:
Sent: Tuesday, January 16, 2018 5:55 PM
To: KCP Markets <==
>
Subject: KCP Americas Weekly Update 01.16.18 [I]
Classification: For internal use only
{cid:[email protected]}
Dear Colleagues,
Attached is the January 16, 2018 edition of the Key Client Partners Weekly
Update. Please note the information contained herein is for Internal Use
Only.
Recently Completed Transactions & Updates:
Direct Private Opportunities Updates (Live):
Project Full Moon Live as of 1/12/18
EFTA01424575
o
$35 million energy development project to retrofit a Swedish Refinery
o
Sponsor looking to raise equity capital to fund the balance of the
remaining Project development costs
o
Press release on project: https://www.preem.se/en/in-english/investors/-
corral/cisionsida/?id=F5256C32C749A5F4
Project Tonka Third Party Introduction is live as of 12/11/17.
o
$10 million total equity raise
o
$1 million minimum investment
o
6 Clients introduced thus far
o
Tenna's asset tracking system monitors and tracks construction tools,
equipment and vehicles
o
Tenna's platform can be implemented across the construction, oil & gas,
waste management and industrial industries
o
Please reach out to your KCP Representative for more details on any of the
above transactions.
If investment ideas presented in the calendar would be of interest to your
clients who qualify for KCP, please reach out to your KCP Representative.
Thank you,
The KCP Markets Team
Oliver Rothauser, Director
EFTA01424576
Sophie Peresson, Vice President
Zack Tax, Analyst
fcid:[email protected]
KCP products and services are intended and available only for persons who
are sophisticated institutional investors within the meaning of the FINRA
Rule 4512(C)(3), and who are capable of evaluating the strategies,
characteristics and investment risks of, and exercising independent judgment
in evaluating, the ideas and products discussed herein. Trades and
transactions are subject to relevant internal approvals of DBSI or its
affiliates prior to execution, and the execution of any transaction or idea
discussed herein is conditional on your becoming a client of Deutsche Bank.
Key Client Partners (KCP) products, investment ideas and solutions and
related matters discussed herein are provided for discussion purposes only,
and strictly on a non-advisory basis. The KCP Americas desk does not provide
investment advice.
The information set forth herein is confidential and personal to you and is
being presented for your information and for discussion purposes only. Any
reproduction and/or redistribution thereof (in whole or in part) or
disclosure of its content without our written consent is strictly
forbidden. This communication does not create any legally binding
obligation on the part of DBSI or any of its affiliates.
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Please refer to https://db.com/disclosures for additional EU corporate and
regulatory disclosures.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
EFTA01424577
EFTA01424578
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