EFTA Document EFTA01460021
From: Joseph Dursi Sent: 4/11/2016 9:42:55 AM To: Thomas Heidenberger CC: Andrew King Subject: RE: Bios III Classification: For internal use only Hi Thomas, Paul Morr Can you send over the final presentation? I don't think we have it in soft copy. If it is still waiting on SPG approval, just let us know. Thanks, Joe From: Thomas Heidenberger Sent: Wednesday, April 06, 2016 3:20 PM To: Paul Morris; Joseph Dursi Subject: Bios [I] Classification: For Internal use only Paul and
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From: Joseph Dursi Sent: 4/11/2016 9:42:55 AM To: Thomas Heidenberger CC: Andrew King Subject: RE: Bios III Classification: For internal use only Hi Thomas, Paul Morr Can you send over the final presentation? I don't think we have it in soft copy. If it is still waiting on SPG approval, just let us know. Thanks, Joe From: Thomas Heidenberger Sent: Wednesday, April 06, 2016 3:20 PM To: Paul Morris; Joseph Dursi Subject: Bios [I] Classification: For Internal use only Paul and
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EFTA Document EFTA01477912
Subject: RE: Bios [I] From: Paul Morris ‹ > Date: Tue, 12 Apr 2016 1 To: Thomas Heidenberger Joseph Dursi Cc: Andrew King Do you think we can skip the fee page for now? Want to get this out let me know thoughts thanks Original Message From: Thomas Heidenberger Sent: Monday, April 11, 2016 09:45 AM Eastern Standard Time To: Joseph Dursi; Paul Morris Cc: Andrew King Subject: RE: Bios [I] > Classification: For internal use only We still have not finalized slide 12 which is the "all
EFTA Document EFTA01477916
Subject: RE: Bios [I] From: Thomas Heidenberger <[email protected]> Date: Tue, 12 Apr 2016 13:22:21 -0400 To: Paul Morris Joseph Dursi Cc: Andrew King I just asked Paul what he thought about that. I will let you know shortly. Thanks, Thomas fhttps://brandportal.intranet.db.com/img/modules/- DAWN_ logo _metallic_46x46.gifl Thomas P. Heidenberger Associate I DPM (WM) - Americas, Multi Asset Group Deutsche Bank Trust Company Americas Deutsche Bank Wealth Mana.ement fhttps://
EFTA Document EFTA01477921
Subject: RE: Bios [I] From: Thomas Heidenberger <[email protected]> Date: Tue, 12 Apr 2016 13:56:38 -0400 To: Paul Morris Joseph Dursi Cc: Andrew King Paul is ok with it. Let me submit this to SPG Thanks, Thomas fhttps://brandportal.intranet.db.com/img/modules/- DAWM_ logo_ metallic 46x46.gifl Thomas P. Heidenberger Associate I DPM (WM) - Americas, Multi Asset Group Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, 25th Floor New York
EFTA Document EFTA01477907
Subject: RE: Bios [I] From: Thomas Heidenberger < Date: Mon, 11 Apr 2016 09:411 To: Joseph Dursi < >, Paul Morris Cc: Andrew King Classification: For internal use only We still have not finalized slide 12 which is the "all in estimated fee" slide. Paul still needs to give us his blessing on how we are going to present that page with the updated HF fees. I have attached the draft that we reviewed in our previous meeting for your review. Thanks, Thomas {https://brandportal.intranet
EFTA Document EFTA01460013
From: Thomas Heidenberger Sent: 4/7/2016 10:12:54 AM To: Paul Morris Subject: RE: Bios [I] Ok thanks. Thanks, Thomas Thomas P. Heidenberger Associate I DPM (WM) - America, Multi Asset Group Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, 25th Floor New Tel. Fax Mob. Email Petnial,%•1117 Peectirm. Securities offered through Deutsche Bank Securities Inc. From: Paul Morris Sent: Thursday, April 07, 2016 9:52 AM To: Thomas Heidenberger
EFTA Document EFTA01477876
Subject: Re: Bios [I From: Joseph Dursi < Date: Thu, 07 Apr 2016 07:16:02 -0400 To: Paul Morris <a> Cc: Thomas Heidenber er <t , Andrew King Sounds great Paul On Apr 6, 2016, at 5:30 PM, Paul Morris a wrote: Thanks I think the book turned out good and I'll get bio to you, separately I met with Patrick Gerschel today who was old client of mine from JP and he is sitting on about $300 million of cash after ACE bought Chubb which he held about 5 million shares for last 20 years and is g
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