EFTA Document EFTA01415468
Subject: Epstein - new From: Stewart Oldfield Date: Mon, 10 Jul 2017 To: Todd Stevens Daniel-E Kaiser Xavier Avila trader meeti 15:55:40 -0400 EFTA01415468
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From: Paul Morris Sent: 9/8/2015 12:13:57 PM To: Daniel Sabba [ [ Subject: RE: Call Report - Southern Financial Meeting - 09/02/2015 [I] Classification: For Memel use only Thanks Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Daniel Sabba Sent: Friday, September 04, 2015 12:43 PM To: KCP-Americas; Paul Morris; Stewart Oldfield; Chip Packard Cc: Todd Stevens; Vahe Stepanian; Ariane Dwyer Subject: Call Report - Southern Financial Meeting - 09/02/201
EFTA Document EFTA01415779
Subject: RE: Epstein/Southern Financial reboot [I] From: Xavier Avila <ffi• Date: Fri, 07 Jul 2017 10:05:26 -0400 To: Daniel-E Kaiser Stewart Oldfield Todd Stevens Cc: Tracy-Ann Hopkins Classification: For internal use only Happy to, I am around on Monday... From: Daniel-E Kaiser Sent: Friday, July 07, 2017 9:35 AM To: Stewart Oldfield; Todd Stevens Cc: Xavier Avila; Tracy-Ann Hopkins Subject: RE: Epstein/Southern Financial reboot I would suggest the week of July 24th. Could you, m
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From: Todd Stevens Sent: 11/17/2016 11:49:57 AM To: Stewart Oldfield Subject: RE: Epstein Classification: Public Shoshan also moving to KCP.. From: Stewart Oldfield Sent: Thursday, November 17, 2016 11:04 AM To: Todd Stevens Subject: RE: Epstein Classification: Public That's a great solution I think. We know JE likes syndicate. Will need Josh to be up to speed on the more interesting PE/NF offerings if and when we have them. Thanks From: Todd Stevens Sent: Thursday, November 17
EFTA Document EFTA01419163
Subject: FW: Approval Needed - List of Preferreds [I] From: Stewart Oldfield e > Date: Tue, 14 Jun To: Terri Sohrab Classification: For internal use only From: zia Memon Sent: Tuesday, June 14, 2016 5:56 PM To: Todd Stevens; Stewart Oldfield; Zbynek Kozelsky; Andrew King; Joseph Dursi Subject: RE: Approval Needed - List of Preferreds Todd, Initial approval should come from the immediate supervisor (9/10 or 24 )of the person preparing the marketing piece. If someone is putting togeth
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Subject: RE: Canyon requests - AIS - KCP [I] From: Zbynek Kozelsky Date: Tue, 15 Nov 2016 17:43:53 -0500 To: Stewart Oldfield Cc: Mathew Negus Todd Stevens Joseph Dursi Classification: For internal use only Stew, Just tell Daniel/Darlene to submit AIS requests for Canyon for Epstein/- Southern Financial and TFMG. Please keep in mind that TFMG is a COD account. You won't be able to book Canyon there unless you have a new account (cash). Thank you {cid:image003.png@O1CFFD0A.6F882F50}
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Subject: FW: Approval Needed - List of Preferreds From: Stewart Oldfield Date: Tue, 14 Jun 2016 14:44:16 -0400 To: Todd Stevens Bcc: Fyi, this process is completely broken. From: Andrew King Sent: Monday, June 13, 2016 5:00 PM To: Andrew King; Zbynek Kozelsky Cc: Stewart Oldfield; Joseph Dursi Subject: RE: Approval Needed - List of Preferreds Hey Ziggy, I thought I'd send a quick note to see if you were able to review the list. Stew had a conversation with the client today, and he'd
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