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sd-10-EFTA01460820Dept. of JusticeOther

EFTA Document EFTA01460820

KCP-US Capital Markets Build-Out Priorities Actions for successful build-out of KCP capital markets coverage falls into 3 critical categories: Formalize and package KCP Capital Markets Marketing Materials. Content and Idea Generation Platform • Quarterly Cross-Asset Theme Deck • External KCP trade idea template Internal Relationships + Infrastructure Develop Internal DB Relationships and Infrastructure ■ Private Bankers, PCS Brokers, CB&S Sales/Trading, and AWM Solutions & Tr

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Dept. of Justice
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sd-10-EFTA01460820
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Summary

KCP-US Capital Markets Build-Out Priorities Actions for successful build-out of KCP capital markets coverage falls into 3 critical categories: Formalize and package KCP Capital Markets Marketing Materials. Content and Idea Generation Platform • Quarterly Cross-Asset Theme Deck • External KCP trade idea template Internal Relationships + Infrastructure Develop Internal DB Relationships and Infrastructure ■ Private Bankers, PCS Brokers, CB&S Sales/Trading, and AWM Solutions & Tr

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Text extracted via OCR from the original document. May contain errors from the scanning process.
KCP-US Capital Markets Build-Out Priorities Actions for successful build-out of KCP capital markets coverage falls into 3 critical categories: Formalize and package KCP Capital Markets Marketing Materials. Content and Idea Generation Platform • Quarterly Cross-Asset Theme Deck • External KCP trade idea template Internal Relationships + Infrastructure Develop Internal DB Relationships and Infrastructure ■ Private Bankers, PCS Brokers, CB&S Sales/Trading, and AWM Solutions & Trading Group (STG) ■ CRM, compliance, reporting and trade execution systems Deepen existing client relationships while leveraging RMs to develop new relationships ■ -30 existing KCP Capital Markets Clients, many of which have yet to be fully on-boarded Long Term Goal: Set up KCP Clients with seamless global trade execution across KCP desks in EMEA and Asia Deutsche Asset Weanh kl.arlagt?m,nt 3 CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 122373 SDNY_GM_00268557 EFTA01460820

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