EFTA Document EFTA02203933

To: Stewart Oldfield From: Sent Mon 1/30/2017 7:09:38 PM Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? IC) Stewart...we are running slightly behind...let Todd stay in his meeting a little longer and arrive at 4:30pm instead! On Jan 30, 2017, at 9:44 AM, Stewart Oldfield wrote: Great! Thanks From: Sent: Monday, January 30, 2017 9:42 AM To: Stewart Oldfield Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? [C] We can start at 4:15...totally fine! see you then... On Jan 30, 2017, at 9:21 AM, Stewart Oldfield wrote: Any chance we can start a little later at 4:15 or 4:30? No stress either way, I just need to know when to pull Todd out of another mtg that got scheduled here. Thanks From: Sent: Wednesday, January 25, 2017 12:31 PM To: Stewart Oldfield Cc: Rich Kahn Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? [C] Excellent ..thank you On Jan 25 2017 at 12:30 PM, Stewart Oldfield ote: Will do. See you then. Thanks From Sent: Wednesday, January 25, 2017 12:29 PM To: Stewart Oldfield EFTA_R1_00917097 EFTA02203933 Cc: Rich Kahn Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? [C] Excellent. Could you please come see him at 4:00pm Monday? On Jan 25, 2017, at 12:18 PM, Stewart Oldfield wrote: That would work well for us, thanks. We are open after 1pm Sent: Wednesday, January 25, 2017 11:14 AM To: Stewart 0ldfield Cc: Rich Kahn Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? [C] Hello Stewart. Jeffrey will be in NY on Monday Jan. 30th... might you and Todd have time to come sec him this day at his home? 9 East 71st Street between 5th and Madison Please let me know...at the moment he is pretty open... Thanks, On Jan 12, 2017, at 4:58 PM, Stewart Oldfield wrote: Classification: Confidential He's out of the country all of next week unfortunately. Please let me know the next time Jeffrey is free. Thanks. EFTA_R1_00917098 EFTA02203934 Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management Securities offered through Deutsche Bank Securities Inc. !rnisissa" Sent: Thursday, January 12, 2017 03:44 PM To: Stewart Oldfield Cc: Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? [C] i spoke with Jeffrey yesterday and he would love to have a meeting not sure of his schedule for Jan 30th yet but do believe he will be in town the end of next week i have copied Lesley on this email who can assist with scheduling stewart please come back to us with some specific dates for your availability along with Todd thank you Richard Kahn HBRK Associates Inc On Jan 11, 2017, at 2:31 PM, Stewart Oldfield Classification: Confidential Global head of key client partners. Was US head (Daniel's direct boss) last time they met. He's EFTA_R1_00917099 EFTA02203935 responsible for globally for coverage of our uhnw/family office clients and anything that crosses over from the private bank to the investment bank. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Mana:ement Securities offered through Deutsche Bank Securities Inc. From: Richard Kahn Sent: Wednesday, January 11, 2017 1 To: Stewart Oldfield Subject: Re: JE meeting with Todd Stevens week of Jan. 30th? HBRK Associates Inc. i will check today please refresh me on Todd role at DB thanks Richard Kahn On Jan 9, 2017, at 6:09 PM, Stewart Oldfield EFTA_R1_00917100 EFTA02203936 wrote: Rich, You mentio ned having Todd sit with JE over the next few weeks to discuss our deal pipelin e and coverag e strateg y. Is he in town the week of Jan. 30th? Todd is in Asia and Europe until then, but around that week and possibl y the week after. Thanks EFTA_R1_00917101 EFTA02203937 <image002.png> Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Mana•ement Securities offered through Deutsche Bart Securities Inc This communication may contain confidential and/or privile ged inform ation. If you are not the intend ed recipie nt (or have receiv ed this comm unicati on in error) please notify the EFTA_R1_00917102 EFTA02203938 sende immed lately and destro y this comm unicati on. Any unaut horize d copyin 9, disclo sure or distrib ution of the materi al in this comm unicati on is strictly forbid den. Deutsche Bank does not render legal or tax advice , and the inform ation contai ned in this comm unicati on should not be EFTA_R1_00917103 EFTA02203939 regard ed 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. 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 EFTA_R1_00917104 EFTA02203940 immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. 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. 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. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA_R1_00917105 EFTA02203941 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. 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. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA_R1_00917106 EFTA02203942