EFTA Document EFTA01374022
From: Nathaniel Morgan Sent: 11 1 2017 2:48:49 PM To: CC: Stewart Oldfield Andrew King Subject: DB - Tech HF Manager Attachments: AGP LP 519 Alpha Group Capital Paul Barrett.zip; Alkeon Factsheet - Sep 2017 - Final.pdf; Alkeon Sep 17 • MRG Approved.pdf Hello Paul! I hope you are doing well. On Stew and Andrew's behalf, I have attached a zip file, factsheet, and marketing deck for one of the tech-focused Hedge Fund managers on our platform, Alkeon Growth Partners. We are also in the
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From: Nathaniel Morgan Sent: 11 1 2017 2:48:49 PM To: CC: Stewart Oldfield Andrew King Subject: DB - Tech HF Manager Attachments: AGP LP 519 Alpha Group Capital Paul Barrett.zip; Alkeon Factsheet - Sep 2017 - Final.pdf; Alkeon Sep 17 • MRG Approved.pdf Hello Paul! I hope you are doing well. On Stew and Andrew's behalf, I have attached a zip file, factsheet, and marketing deck for one of the tech-focused Hedge Fund managers on our platform, Alkeon Growth Partners. We are also in the
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Subject: RE: Assistance required in resolving points - KYC #01977695 [I] From: Bradley Gillin Date: Wed, 24 Oct 2018 13:46:24 -0400 To: Alka Babu <fl. Cc: Vinita Advani < Vijay-A Sawant Stewart Oldfield Richard Iarossi <richard.iarossi@db.com> Classification: For internal use only Alka, See below in blue. We had a rejection for the captioned KYC for accounts The 2007 Jeffrey E. Epstein Insurance Trust #3, The Haze Trust, NES, LLC, Plan D, LLC We need your inputs on the points highli
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EFTA Document EFTA01438171
Subject: FW: discretionary portfolio m mt [I] From: Stewart Oldfield Date: Fri, 27 Oct 2017 09:52:33 -0400 To: Andrew King Did you ever send him our healthcare and tech managers? From: Stewart Oldfield Sent: Thursday. October 26. 2017 11:40 PM To: Cc: Martin Zeman Subject: Re: discretionary portfolio mgmt [I] Classification: For Internal Use Only Generally not. Would look to an external manager for something like that. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Compan
EFTA Document EFTA01437604
Subject: Re: discretionar ortfolio mgmt [I] From: Andrew King Date: Fri, 27 Oct 2017 13:00:24 -0400 To: Stewart Oldfield Cc: Nathaniel Morga William-M Finn Copying Nate and Bill On Oct 27, 2017, at 12:59 PM, Andrew King wrote: Hawkes Bay is not ready for distribution. We could send him Alkeon now. I've copied Nate and Bill who can submit the AIS request. Sent from my iPhone On Oct 27, 2017, at 9:52 AM, Stewart Oldfield c > wrote: > Did you ever send him our healthcare and tech man
EFTA Document EFTA01282225
KY(' Print Page 1 of 21 DB PWM GLOBAL KYC/NCA: PART A rA KYC Case : One sheet must be established per relationshi - list all accounts included in the relationshi 1. Relationship Details Relabonshe Name: SOUTHERN FINANCIAL RELATIONSHIP Booking Center: New York Relationship Manager: Stewart Oldfeld • New PArTI Relationship 2 Ensting PWM Relationship Relationship to FWM: If edstIng, please indicate since when the relationship exist, provide reason for new profile and attach old pr
EFTA Document EFTA01436115
Subject: RE: Assistance re uired in resolving points - KYC #01977695 [I] From: Bradley Gillin Date: Thu, 01 Nov 2018 11:09:40 -0400 To: Alka Babu Cc: Vinita Advani < Vijay-A Sawant Stewart Oldfield Richard Iarossi Classification: For internal use only The case referenced was approved. I believe you are talking about another entity. Regards, Brad {cid:image001.gif@OlD471D3.6116F680} Bradley Gillin Vice President Deutsche Bank Wealth Management 345 Park Avenue, 24th Fl New York,
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