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Message From: G Max I Sent: 9/29/2016 5:11:08 PM To: Scott Stackman Hi there. Saw Rob last night. His baby is so cute and so much hair! Have a few questions re the portfolio Over time, by Asset class, what is the performance net of fees for each section of portfolio What is this performance relative to the benchmark index for that market To achieve a target return of 5 percent what is your recommendation on a portfolio reallocation What is you recomendation, other than staying in cash, to hedge against interest rate hikes I'd like to call you on monday or tuesday to hear the answers for you or someone on your team thank you Let me know Best G CONFIDENTIAL UBSTERRAMAR00002985 EFTA00238376
Summary
Message From: G Max I Sent: 9/29/2016 5:11:08 PM To: Scott Stackman Hi there. Saw Rob last night. His baby is so cute and so much hair! Have a few questions re the portfolio Over time, by Asset class, what is the performance net of fees for each section of portfolio What is this performance relative to the benchmark index for that market To achieve a target return of 5 percent what is your recommendation on a portfolio reallocation What is you recomendation, other than staying in cash, to hedge against interest rate hikes I'd like to call you on monday or tuesday to hear the answers for you or someone on your team thank you Let me know Best G CONFIDENTIAL UBSTERRAMAR00002985 EFTA00238376
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