EFTA Document EFTA01370939
From: Bradley Giffin Sent: 1/19/2018 2:19:06 PM To. Stewart Oldfield CC: Cynthia Rodriguez Subject: Revenue and AUM for Monday's meeting (II Classification: For Into use only SO, See below. Stewart Oldfield Revenue and AUM - 2017 & 2016 Reladonstip DEERING/CROSBY DZIALGA KIRSTEN ELYSIUM MANAGEMENT GENERAL ATLANTIC JOCKEY CLUB LINDEMANN JR GEORGE SAFANAD SOUTHERN FINANCIAL TFMG LLC, US THIRD LAKE CAPITAL Revenue AUM YTD 2017 YTD 2016 (7) 0 0 0 0 O 0 4 0 0
Summary
From: Bradley Giffin Sent: 1/19/2018 2:19:06 PM To. Stewart Oldfield CC: Cynthia Rodriguez Subject: Revenue and AUM for Monday's meeting (II Classification: For Into use only SO, See below. Stewart Oldfield Revenue and AUM - 2017 & 2016 Reladonstip DEERING/CROSBY DZIALGA KIRSTEN ELYSIUM MANAGEMENT GENERAL ATLANTIC JOCKEY CLUB LINDEMANN JR GEORGE SAFANAD SOUTHERN FINANCIAL TFMG LLC, US THIRD LAKE CAPITAL Revenue AUM YTD 2017 YTD 2016 (7) 0 0 0 0 O 0 4 0 0
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EFTA Document EFTA01373285
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EFTA Document EFTA01373861
From: Stewart Oldfield Sent: 1/26/2018 10:44:00 PM To: Sam Petrucci Subject: Re: Account Planning-Stewart Oldfield II) Thanks. Will do. Stewart Oldtield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank Wealth Management 345 Park Avenue, New York, NY 10154 Tel. 212 454-2881 Mobile- Email Securities offered through Deutsche Bank Securities Inc On Jan 26, 2018, at 5:29 PM, Sam Petrucci wrote: Classification: For Internal use only Hey bud, please let me know
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 EFTA01363513
From: Cynthia Rodriguez Sent: 1/22/2018 1:53:10 To: Samantha Harmo Subject: FW: Account Planning- 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 @ Kind regards, Cynthia Rodriguez Cynthia Rodriguez Assistant We President Deutsche Bark Trust Company Americas Deutsche Bark Wealth Management 345 Park Avenue. 24th Fl 10154-0004 New York. N
EFTA Document EFTA01373284
From: Cynthia Rodriguez Sent: 1/22/2018 1:07:28 PM To: Patrick Campion CC: Subject: Harris Winters Joshua Shoshan I Bradley Gill in RE: Account Planning-Stewart Oldfield III Stewart Oldfield I Dana Ponzio ; Nina-X Nevidzanska Brian 1 Harrington I ; Frank DeBenedittis : Matt Glassman ; Peter Ferrara ; Xavier Avila Joshua Frank Classification: For Internal use only Samantha Harmon ; Laura Farischon ;Andrew King Charlie Burrows ; George Hack ; Paul Bartilucci ; Sam Petr
EFTA Document EFTA01373863
Thirdlake: • Currently interested in Tech views via structured notes, but no appetite for risk • 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
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