EFTA Document EFTA01379541
From: Sent: To: Subject: Attachments: fyi Stewart Oldfield 11/6/2017 10:32:48 AM Bradley Giffin I I; Cynthia Rodriguez FW: Southern Financial Trade Report - Week of 10/30/17 [C] SFLLC Activity_Week of 10.30.17.xlsx From: Davide-A Sferrazza Sent: Monday, November 06, 2017 8:30 AM To: Stewart Oldfield Cc: Vahe Ste anian >; Joshua Shoshan ; Liam Osullivan < Subject: Southern Financial Trade Report - Week of 10/30/17 [C] Classification: Confidential Stew, >; Martin Zeman Please
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From: Sent: To: Subject: Attachments: fyi Stewart Oldfield 11/6/2017 10:32:48 AM Bradley Giffin I I; Cynthia Rodriguez FW: Southern Financial Trade Report - Week of 10/30/17 [C] SFLLC Activity_Week of 10.30.17.xlsx From: Davide-A Sferrazza Sent: Monday, November 06, 2017 8:30 AM To: Stewart Oldfield Cc: Vahe Ste anian >; Joshua Shoshan ; Liam Osullivan < Subject: Southern Financial Trade Report - Week of 10/30/17 [C] Classification: Confidential Stew, >; Martin Zeman Please
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EFTA Document EFTA01371643
From: Stewart Oldfield Sent: 10/12/2017 3:24:16 PM To: Bradley Gillin CC: Stewart Oldfield Subject: meeting notes - Southern Financial ; Cynthia Rodriguez DB — Stewart Oldfield, Martin Zeman Southern Financial — Paul Barrett, Alpha Group Capital Discussed ISDA setup for SF and SIC Discussed more complex FX strategies that Martin can offer Introduced Harvest Volatility Management Paul also wants to see structured notes weekly Stewart Oldfield, CFA, CAIA Director Deutsche Bank T
EFTA Document EFTA01407532
Subject: FW: Account Planning-Stewart Oldfield [I] From: Cynthia Rodriguez <MI I> Date: Mon, 22 Jan 2018 13:53:10 -0500 To: Samantha Harmon ‹ > Classification: For internal use only Hey there, All the tasks have been tagged with "2018AP" and assigned to respective people. Let me know if anything else needs to be done. Thanks for helping .7 Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management
EFTA Document EFTA01416632
Subject: meeting notes - Southern Financial From: Stewart Oldfield ‹ > Date: Thu, 12 Oct 2017 15:24:16 -0400 To: Bradley Gillin Cynthia Rodriguez Cc: Stewart Oldfield DB — Stewart Oldfield, Martin Zeman Southern Financial — Paul Barrett, Alpha Group Capital Discussed ISDA setup for SF and STC Discussed more complex FX strategies that Martin can offer Introduced Harvest Volatility Management Paul also wants to see structured notes weekly Stewart Oldfield, CFA, CAIA Director Deutsche
EFTA Document EFTA01415270
Subject: FW: Account Planning-Stewart Oldfield [I] From: Sam Petrucci Date: Fri, 26 Jan 2018 17:29:19 -0500 To: Stewart Oldfield Classification: For internal use only Hey bud, please let me know where I (or a member of my team) can help here. Have a great weekend ... Sam From: Cynthia Rodriguez Sent: Monday, January 22, 2018 1:07 PM To: Patrick Cam ion Ponzio Harris Winters ; Stewart Oldfield ; Samantha Harmon • Laura Farischon • Nina- • Andrew King • Charlie Burrows zans >. Br
EFTA Document EFTA01363515
• Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisch: • Hedge Funds such as Harvest could be a possible opportunity for this relationship • Stewart Oldfield to establish an introduction to Diamond Offshore Drilling with DB • Stewart Oldfield and ISG to pitch RCM, corporate treasury as
EFTA Document EFTA01418191
Subject: RE: Account Planning-Stewart Oldfield [I] From: Cynthia Rodriguez Date: Mon, 22 Jan 2018 13:07:28 To: Patrick Campion Stewart Oldfield Samantha Ha Dana Ponzio Laura Farischon Harris Winters Nina-X Nevid Andrew King Brian J Harrington Charlie Burrows Frank DeBeneditt George Hac Joshua Shos Matt Glassman Paul Bartilucci Peter Ferrar Sam Petrucci Tazia Smith Xavier Avila Martin Zeman Vahe Stepani Joshua Frank Cc: Bradley Gillin Classification: For internal All,
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