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efta-01428830DOJ Data Set 10Other

EFTA01428830

Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01428830
Pages
4
Persons
0
Integrity

Extracted Text (OCR)

EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Subject: RE: RP Meetings [I] From: Audie Apple a> Date: Tue, 14 Feb 2017 08:47:31 -0500 To: Todd Stevens Stewart Oldfield Classification: For internal use only That sounds encouraging. Stew — can we get a meeting just to talk about the space and see where it goes? Audie From: Todd Stevens Sent: Tuesday, February 14, 2017 8:36 AM To: Stewart Oldfield; Audie Apple Subject: RE: RP Meetings [I] Classification: For internal use only He would also get the fact that some smart money (several HF's, and a secausus FO) use these strategies as a ATM machine/liquidity vehicle to allow them to stay invested in uncorrelated manner but also stay liquid. Possibly for some of the accounts he advises. I agree JE himself would be a tough one to re-onboard for the known reasons. From: Stewart Oldfield Sent: Monday, February 13, 2017 1:08 PM To: Audie Apple; Todd Stevens EFTA01428830 Subject: RE: RP Meetings [I] Classification: For internal use only He's somewhat of a control enthusiast. And already has a favorable tax set up. From: Audie Apple Sent: Monday, February 13, 2017 12:20 PM To: Stewart Oldfield; Todd Stevens Subject: RE: RP Meetings [I] Classification: For internal use only Fellas! Which part did they object to? The low fees? The liquidity? The asymmetrically attractive risk / return profile of the trade? The ability to cap the downside? The favorable tax treatment? 3 A From: Stewart Oldfield Sent: Monday, February 13, 2017 12:09 PM To: Audie Apple Subject: RE: RP Meetings [I] Classification: For internal use only Yes, GA is on the calendar. Todd and I met Southern and it's not a fit for him at this point. I still owe you Tisch EFTA01428831 From: Audie Apple Sent: Monday, February 13, 2017 11:59 AM To: Stewart Oldfield Subject: RP Meetings [I] Classification: For internal use only Hey Stew. I'm making the rounds with Andrew G to follow up with bankers to arrange meeting with clients targeted that you and I already discussed. Obviously I told him you and I didn't need this. I think we have something already set with general Atlantic. Right? The other 2 on the list that I think are outstanding are Southern Financial and Tisch. Any update there? Thanks amigo. A fcid:[email protected] Audie Apple Key Client Partners - Americas Deutsche Bank Wealth Management 345 Park Avenue, 26th Floor New York, NY 10154 Tel. EFTA01428832 Mob. Email: {cid:[email protected]} Securities offered through Deutsche Bank Securities Inc. EFTA01428833

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