EFTA Document EFTA01369757
Deutsche Bank Wealth Management Appendix Date Recent & Upcoming Meetings 6/5/15 9/9/15 9/11/15 1/7/16 1/26/16 5/24/16 Summary Laura Farischon, Paul Morris & Stew Oldfield discuss taking a piece of client's art facility Laura Farischon, Paul Morris & Stew Oldfield met with Brad Wechsler to meet new Elysium COO and CFO and discuss art loan and onboarding issues more completely Paul Morris & Stew Oldfield follow up to meeting with the Elysium team regarding reserve cash management
Summary
Deutsche Bank Wealth Management Appendix Date Recent & Upcoming Meetings 6/5/15 9/9/15 9/11/15 1/7/16 1/26/16 5/24/16 Summary Laura Farischon, Paul Morris & Stew Oldfield discuss taking a piece of client's art facility Laura Farischon, Paul Morris & Stew Oldfield met with Brad Wechsler to meet new Elysium COO and CFO and discuss art loan and onboarding issues more completely Paul Morris & Stew Oldfield follow up to meeting with the Elysium team regarding reserve cash management
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From: Paul I Sent: • •. To: Brad Wechsler CC: Stewart Oldfield Subject: RE: IC] Classification: Confidential Brad, if there is a good time to call you tomorrow please let me know otherwise perhaps we can connect next week over the phone or early breakfast. thanks From: Brad Wechsler [mailto Sent: Tuesday, January 13, 2015 11:36 AM To: Paul Morris; 'jeevacation©gmail.comr Subject: Re: [CI Thx paul...l'll be in touch soon. What's the best phone # to get you at.. From: Paul Morri
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Subject: Re: [C] From: Paul Morris ‹ > Date: Fri, 16 Jan 2015 08:43:26 -0500 To: Cc: Classification: Confidential Brad thx, talk to you next week. From: Brad Wechsler [mailto: Sent: Thursday, January 15, 2015 05:52 PM To: Paul Morris Cc: ' Subject: Re: [C] Paul-i'll be out of the office unt next tuesday. I shld be free to speak tuesday aft. I'm at From: Paul Morris [mailto: Sent: Thursday, January 15, 2015 03:07 PM To: Brad Wechsler Cc: Stewart Oldfield ‹ > Subject: RE: [C] Cl
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Illustrative Draft Account Planning Initiative July Account review information Name: Title / role: Notes: Client or Prospect: Client Apollo Last client meeting 6/28/2016 Brad Wechsler CEO of IMAX Next client meeting TBD Client details Client insight Name of WM client Elysium Management Growth Beneficial Owner: Client Identifier (#) Company name Elysium investments? no Length of WM relationship Client type Family Office JPM, GS Estimated total net worth (€m): 5000/1
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