Skip to main content
Skip to content
Case File
efta-01437604DOJ Data Set 10Other

EFTA01437604

Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01437604
Pages
5
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: discretionar ortfolio mgmt [I] From: Andrew King Date: Fri, 27 Oct 2017 13:00:24 -0400 To: Stewart Oldfield Cc: Nathaniel Morga William-M Finn Copying Nate and Bill On Oct 27, 2017, at 12:59 PM, Andrew King wrote: Hawkes Bay is not ready for distribution. We could send him Alkeon now. I've copied Nate and Bill who can submit the AIS request. Sent from my iPhone On Oct 27, 2017, at 9:52 AM, Stewart Oldfield c > wrote: > Did you ever send him our healthcare and tech managers? From: Stewart Oldfield Sent: Thursday, October 26, 2017 11:40 PM To: Cc: eman Subject: Re: discretionary portfolio mgmt [I] Classification: For Internal Use Only Generally not. Would look to an external manager for something like that. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel: Mobi blackberry Emai : Securities offered through Deutsche Bank Securities Inc. EFTA01437604 From: Paul Barrett [mailto: Sent: Thursday, October 26, 2017 10:58 PM To: Stewart Oldfield Cc: Martin Zeman Subject: RE: discretionary portfolio mgmt Thanks Do you offer any single sector managed solutions? Like a tech or healthcare sleeve? Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 c) <image001.jpg> From: Stewart Oldfield [mailto: Sent: Thursday, October 26, 2017 9:02 PM To: Paul Barrett Cc: Martin Zeman Subject: RE: discretionary "..11111gmt I've attached a short overview of our approach and core portfolios. You heard a good summary of this at lunch today, but let's catch up tomorrow to EFTA01437605 discuss in more detail. Thanks, Stew From: Paul Barrett [mailto: Sent: Thursday, October 26, 2017 6:26 PM To: Stewart Oldfield Cc: Martin Zeman Subject: Re: discretionary portfolio mgmt Thanks. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 Sent from my iPhone On Oct 26, 2017, at 4:32 PM, Stewart Oldfield wrote: Paul, Martin mentioned that you would like some more info on our DPM offering. I will pull together some materials for you tmw and will be happy to chat about what we do in this space. Thanks EFTA01437606 <image001.png> Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. Mobi blackberry Email' Securities offered through Deutsche Bank Securities Inc. 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. 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. EFTA01437607 EFTA01437608

Forum Discussions

This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.

Annotations powered by Hypothesis. Select any text on this page to annotate or highlight it.