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efta-01433662DOJ Data Set 10Other

EFTA01433662

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DOJ Data Set 10
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efta-01433662
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EFTA Disclosure
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Subject: RE: research distribution From: Stewart Oldfield ‹ > Date: Mon, 23 Oct 2017 15:44:43 -0400 To: Andrew King ‹ > Let's definitely go through all of this. And more. I sent an invite for tmw From: Andrew King Sent: Monday, October 23, 2017 1:34 PM To: Stewart Oldfield ‹ > Subject: RE: research distribution Stew, let me know when works best to catch up on the distribution list and other recent client engagement (listed below): Harvest conversations Paul Barrett — sent — have engaged with him in follow-up convesation Third Lake - sent Tisch - sent John Service Hedge fund platform list — has entity been established? Ali Rashid Would like to talk to him about his options on structured notes — if he wants custom terms, we could attempt to build a book with other clients around a $250-500K investment. Paul Barrett EFTA01433662 Waiting for KCP to set up the account for structured notes — I assume they'd like to lead that conversation? From: Stewart Oldfield Sent: Monday, October 02, 2017 12:38 PM To: Andrew King ‹ > Subject: research distribution Let's discuss this list when I'm back. Can probably edit a bit and perhaps categorize by materials to send. Thanks Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 Park Tel. Mobile Email Bank Trust Company Americas Bank Wealth Management Avenue, New York, NY 10154 blackberry Securities offered through Deutsche Bank Securities Inc. EFTA01433663

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