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sd-10-EFTA01460619Dept. of JusticeOther

EFTA Document EFTA01460619

To: Lawrence Weissman Cc: Bernard Abdo; Benjamin Pace Subject: Fw: hf strategy (II Classification: For internal use only I think something like this is a great idea and that it could come from you. I would feel comfortable sending to all private bankers a list by team of books out and commitments each week. This will increase focus on the offering and pull in your team mom closely. Assuming you agree. let's develop it with Bernard's team. Chip Packard Managing Director Co-Head. Wealth M

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Dept. of Justice
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sd-10-EFTA01460619
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To: Lawrence Weissman Cc: Bernard Abdo; Benjamin Pace Subject: Fw: hf strategy (II Classification: For internal use only I think something like this is a great idea and that it could come from you. I would feel comfortable sending to all private bankers a list by team of books out and commitments each week. This will increase focus on the offering and pull in your team mom closely. Assuming you agree. let's develop it with Bernard's team. Chip Packard Managing Director Co-Head. Wealth M

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Text extracted via OCR from the original document. May contain errors from the scanning process.
To: Lawrence Weissman Cc: Bernard Abdo; Benjamin Pace Subject: Fw: hf strategy (II Classification: For internal use only I think something like this is a great idea and that it could come from you. I would feel comfortable sending to all private bankers a list by team of books out and commitments each week. This will increase focus on the offering and pull in your team mom closely. Assuming you agree. let's develop it with Bernard's team. Chip Packard Managing Director Co-Head. Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securities Inc. Paul Morris Original Message — From: Paul Morris Sent: 01/23/2014 10:45 AM EST To: Chip Packard Subject: Re: hf strategy (II Classification: For internal use only 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 (soli/committed etc with totals) kept folks very focused on the offering. this is a good one Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue. 27th Floor New York. NY 10154 Office: Cell: ""' Chip Packard-01/22/2014 09:39:10 PM—Very exciting day Paul. It is all coming together. From: Chip To: Paul Date: 01/22/2014 09:39 PM Subject: Re: hf strategy II) Very exciting day Paul. It is all coming together. Sent from my iPad On Jan 22, 2014, at 6:37 PM, "Paul Morris" .,= > wrote: CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122006 CONFIDENTIAL SONY GM_00268190 EFTA01460619

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EFTA Document EFTA01478741

Subject: Fw: hf strate From: Chip Packard Date: Thu, 23 Jan 2014 To: Lawrence Weissman Cc: Bernard Abdo Benjamin (Ben •ace Classification: For internal use only I think something like this is a great idea and that it could come from you. I would feel comfortable sending to all private bankers a list by team of books out and commitments each week. This will increase focus on the offering and pull in your team more closely. Assuming you agree, let's develop it with Bernard's team. Chip

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Subject: Re: hf strategy [I] From: Bernard Abdo <MII I> Date: Fri, 24 Jan 2014 10:36:03 -0500 To: Chip Packard ‹ > Classification: For internal use only Btw we should def do this. My team can set it up and deliver. We'll chat tomorrow. From: Lawrence Weissman To: Chip Packard Cc: Bernard Abdo; Benjamin Pace Sent: Thu Jan 23 18:34:30 2014 Subject: Re: hf strategy [I] Classification: For internal use only Let's catch up tomorrow to discuss. {Inactive hide details for Chip Packard}Chi

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Subject: Re: hf strategy [I] From: Bernard Abdo Date: Thu, 23 Jan 201 • • - To: Lawrence Weissman Chip Packard Cc: Benjamin Pac Classification: For internal use only Let me know From: Lawrence Weissman To: Chip Packard Cc: Bernard Abdo; Benjamin Pace Sent: Thu Jan 23 18:34:30 2014 Subject: Re: hf strategy [I] Classification: For internal use only Let's catch up tomorrow to discuss. {Inactive hide details for Chip Packard}Chip Packard Original Message From: Chip Packard Se

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Subject: Re: hf strategy [I] From: Chip Packard <ffi• Date: Fri, 24 Jan 2014 17:48:11 -0500 To: Bernard Abdo ‹ > Classification: For internal use only Thanks, speak this weekend. Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securities Inc. From: Bernard Abdo Sent: 01/24/2014 09:36 AM CST To: Chip Packard Subject: Re: hf strategy [I] Classification: For internal use only Btw we shou

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Subject: Re: hf strate [I] From: Chip Packar Date: Thu, 23 Jan 2014 18:34:46 -0500 To: Lawrence Weissman Cc: Bernard Abdo Benjamin Pac Classification: For internal use only Yes, I do as well but that's not what I'm writing about Do you think it's a 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 Securiti

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Securities offered through Deutsche Bank Securities Inc. Original Message From: Lawrence Weissman Sent: 01/23/2014 06:31 PM EST To: Chip Packard Cc: Bernard Abdo; Benjamin Pace Subject: Re: hf strategy [I] Classification: For internal use only We all agree this is an excellent offering. Original Message From: chip Packard sent: 01/23/2014 05:56 PM EST To: Lawrence Weissman cc: Bernard Abdo; Benjamin Pace subject: Fw: hf strategy [I] classification: For internal use only I

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