EFTA Document EFTA01388678
Cc: Martin Zeman Subject: RE: discretionary portfolio mgmt I've attached a short overview of our approach and core portfolios. You heard a good summary of this at lunch today, but let's catch up tomorrow to discuss in more detail. Thanks, Stew From: Paul Barrett [mailto Sent: Thursday, October 26, 2017 6:26 PM To: Stewart Oldfield Cc: Martin Zeman c Subject: Re: discretionary portfolio mgmt Thanks. Paul Barrett Alpha Group Capital LLC 4 7th it' Fl r rk NY 10019 On Oct 26, 2017, at
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Cc: Martin Zeman Subject: RE: discretionary portfolio mgmt I've attached a short overview of our approach and core portfolios. You heard a good summary of this at lunch today, but let's catch up tomorrow to discuss in more detail. Thanks, Stew From: Paul Barrett [mailto Sent: Thursday, October 26, 2017 6:26 PM To: Stewart Oldfield Cc: Martin Zeman c Subject: Re: discretionary portfolio mgmt Thanks. Paul Barrett Alpha Group Capital LLC 4 7th it' Fl r rk NY 10019 On Oct 26, 2017, at
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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 EFTA01434497
Subject: RE: Southern Financial LLC update [SC] From: Kimberly Hart a> Date: Mon, 02 Oct 2017 16:52:48 -0400 To: Martin Zeman Keith Buckholz Cc: Stewart Oldfield Xavier Avila Daniel-E Kaiser Classification: Strictly Confidential Jeffrey Epstein has been a client since 2013 and we have a number of open active accounts for him and his related entities including Southern Financial LLC. At the time he was onboarded, the potential reputational risk concerns were escalated to regional mana
EFTA Document EFTA01417308
Subject: RE: Southern Financial - Client Confirmation [C] From: Xavier Avila Date: Wed, 28 Mar 2018 18:04:47 To: Richard Kahn Paul Barrett Cc: Martin Zeman Liam Osullivan Davide-A Nina Tona Stewart Oldfield -0400 Richard, as discussed today, in order for the Southern Financial account in Global Markets can get KYCed and we can extend product adoptions to a couple of other asset classes (credit and equity OTC derivatives), we need you to confirm that the below information and the at
EFTA Document EFTA01435850
Subject: Re: Have you spoken to Paul Barrett about Harvest? [I] From: Stewart Oldfield e > Date: Wed, 24 Jan 2018 15:52:33 -0500 To: Vahe Stepanian Cc: Martin Zeman Yes. Need to follow up on it. Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 Park Tel. Mobile Email Bank Trust Company Americas Bank Wealth Management Avenue, New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Jan 24, 2018, at 3:49 PM, Vahe Stepanian <O> wrote: > Classificat
EFTA Document EFTA01434814
Subject: RE: RIN follow up From: Vahe Stepanian Date: Fri, 20 Apr 2018 14:16:02 -0400 To: Paul Barrett Cc: Stewart Oldfield Martin Zeman No problem, happy to help. The team assumes a 50bps p.a. default rate, and I would point you to page 29 of the book to support this point. Also worth looking at the scenario analysis on pg. 40 — think scenarios 1-7 are particularly relevant because the 50bp issuance costs are in line with RIN I (vs. 2% for a BSL). Thank you, Vahe From: Paul Barrett
EFTA Document EFTA01433493
Subject: RE: XPO Logistics and FEDEX [I] From: Stewart Oldfield < Mn Date: Tue, 06 Mar 2018 11:53:19 -0500 To: Martin Zeman I love the sector. And the CEO of XPO is the real deal. From: Martin Zeman Sent: Tuesday, March 06, 2018 11:52 AM To: Stewart Oldfield ‹ > Subject: RE: XPO Logistics and FEDEX [I] Classification: For internal use only I know but I just personally know nada about them. I think selling puts and collecting premium on all 3 would make sense for him. He really is not
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