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Classification: For internal use only
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Chip Packard
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
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Forwarded by Chip Packard/db/dbcom on 01/24/2014 10:33 AM
From:
Lawrence Weissman/db/dbcom
To:
Chip Packard/db/dbcom@DBAmericas,
Cc:
as
"Bernard Abdo" <
[email protected]>, Benjamin Pace/db/dbcom@DBAmeric
Date:
01/23/2014 07:34 PM
Subject:
Re: hf strategy [I]
Classification: For internal use only
Let's catch up tomorrow to discuss.
Original Message
Cc: Bernard Abdo; Benjamin Pace
EFTA01478754
Classification: For internal use only
Yes, I do as well but that's not what I'm writing about. Do you think
good idea to send out a weekly email progress update on books out and
commitments?
Chip Packard
Managing Director
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
Securities offered through Deutsche Bank Securities Inc.
Original Message
Cc: Bernard Abdo; Benjamin Pace
Classification: For internal use only
We all agree this is an excellent offering.
Original Message
Cc: Bernard Abdo; Benjamin Pace
Classification: For internal use only
I think something like this is
would feel comfortable sending
out and commitments each week.
pull in your team more closely
Bernard's team.
a great idea and that it
to all private bankers a
This will increase focus
. Assuming you agree, let'
Chip Packard
Managing Director
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
Securities offered through Deutsche Bank Securities Inc.
Original Message
Classification: For internal use only
it's a
could come from you. I
list by team of books
on the offering and
s develop it with
sending out a lot SOF III presentations, just a thought but we used to at JP
send around every several days to the bankers a list of every client/prospects
that say was invited to a managers lunch or got the materials with status with
indications (soft/committed etc with totals) kept folks very focused on the
offering, this is a good one
Paul Morris
EFTA01478755
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
From:
Chip Packard/db/dbcom
To:
Paul Morris/db/dbcom,
Date:
01/22/2014 09:39 PM
Subject:
Re: hf strategy [I]
Very exciting day Paul. It is all coming together.
Sent from my iPad
On Jan 22, 2014, at 6:37 PM, "Paul Morris" <
> wrote:
Classification: For internal use only
Sure thing, a few things from today, had breakfast with randy russell
this week, spoke today, sounds like charlie wants to move forward with
smaller loan and I should be getting a call, Leon should be opening up
trading accounts very soon per epstein call today, and laura farischon is
working on due diligence on taking a piece of upsize to gottesmans art
facility, say 50-100.
Thanks for the update.
Sent from my iPad
On Jan 22, 2014, at 7:58 AM, "Paul Morris"
> wrote:
EFTA01478756
Classification: For internal use only
Diego and i were scheduled to meet yesterday to get started he now
can meet Friday, i'll get started on parts of it until we meet.
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
EFTA01478757