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efta-01438171DOJ Data Set 10Other

EFTA01438171

Date
Unknown
Source
DOJ Data Set 10
Reference
efta-01438171
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: FW: discretionary portfolio m mt [I] From: Stewart Oldfield Date: Fri, 27 Oct 2017 09:52:33 -0400 To: Andrew King Did you ever send him our healthcare and tech managers? From: Stewart Oldfield Sent: Thursday. October 26. 2017 11:40 PM To: Cc: Martin Zeman 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: Mobile: blackberry Email: Securities offered through Deutsche Bank Securities Inc. 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? EFTA01438171 Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 (o) (c) From: Stewart Oldfield [mailto: Sent: Thursday, October 26, 2017 9:02 PM To: Paul Barrett Cc: Martin Zeman Subject: RE: discretionary port o io mgmt 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 discuss in more detail. Thanks, Stew From: Paul Barrett [mailto: Sent: Thursday, October 26, 2017 6:26 PM To: Stewart Oldfield e > Cc: Martin Zeman Subject: Re: discretionary EFTA01438172 Thanks. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 (o) (c) 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 <image001.png> Stewart Oldfield, CFA, CAIA Director Deutsche Bank Deutsche Bank 345 P_ Tel. Mobile Email Trust Company Americas Wealth Management ew York, NY 10154 blackberry Securities offered through Deutsche Bank Securities Inc. EFTA01438173 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. EFTA01438174

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