EFTA Document EFTA01416632
Subject: meeting notes - Southern Financial From: Stewart Oldfield ‹ > Date: Thu, 12 Oct 2017 15:24:16 -0400 To: Bradley Gillin Cynthia Rodriguez Cc: Stewart Oldfield DB — Stewart Oldfield, Martin Zeman Southern Financial — Paul Barrett, Alpha Group Capital Discussed ISDA setup for SF and STC Discussed more complex FX strategies that Martin can offer Introduced Harvest Volatility Management Paul also wants to see structured notes weekly Stewart Oldfield, CFA, CAIA Director Deutsche
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Subject: meeting notes - Southern Financial From: Stewart Oldfield ‹ > Date: Thu, 12 Oct 2017 15:24:16 -0400 To: Bradley Gillin Cynthia Rodriguez Cc: Stewart Oldfield DB — Stewart Oldfield, Martin Zeman Southern Financial — Paul Barrett, Alpha Group Capital Discussed ISDA setup for SF and STC Discussed more complex FX strategies that Martin can offer Introduced Harvest Volatility Management Paul also wants to see structured notes weekly Stewart Oldfield, CFA, CAIA Director Deutsche
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EFTA Document EFTA01371643
From: Stewart Oldfield Sent: 10/12/2017 3:24:16 PM To: Bradley Gillin CC: Stewart Oldfield Subject: meeting notes - Southern Financial ; Cynthia Rodriguez DB — Stewart Oldfield, Martin Zeman Southern Financial — Paul Barrett, Alpha Group Capital Discussed ISDA setup for SF and SIC Discussed more complex FX strategies that Martin can offer Introduced Harvest Volatility Management Paul also wants to see structured notes weekly Stewart Oldfield, CFA, CAIA Director Deutsche Bank T
EFTA Document EFTA01408539
Subject: RE: Butterfly Trust - new brokerage account needed [I] From: Richard Iarossi Date: Fri, 31 Aug 2018 12:34:27 -0400 To: Davide-A Sferrazza Hi Davide, First off, nice to meet you, I'm going to be Terri and started last week with the team. working with Stew, Brad and In regards to the KYC documentation, are you looking for a Case # within DB Force to find the documents? Thanks, Rich Richard Iarossi Assistant Vice President Deutsche Bank Wealth Management 345 Park Avenue, 24t
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Subject: RE: New variable rate CD option From: Stewart Oldfield ‹ > Date: Mon, 18 Dec 2017 14:36:29 -0500 To: "Paul Barrett Cc: Bradley Gillin Cynthia Rodriguez Bcc: With last week's Fed announcement, the rate on the 9 month variable CD rate is scheduled to increase on Jan. 2 (should be 1.81%). Please let us know if you would like any more info. Thanks From: Stewart Oldfield Sent: Thursda , October 12, 2017 3:18 PM To: CD option Rich, Cynthia Rodriguez Given interest rate expect
EFTA Document EFTA01418086
Subject: Re: DB preferred deposits and CDs - increased rates From: Richard Kahn <ffi Date: Wed, 17 Jan 2018 15:28:57 -0500 To: Stewart Oldfield Cc: Paul Barrett Bradley Gillin Cynthia Rodriguez thank you Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 On Jan 17, 2018, at 11:25 AM, Stewart Oldfield < =.• wrote: Rich and Paul, Per our recent conversation, I am sending updated rates for Deutsche Bank AG NY preferred deposits and CDs. As of Januar
EFTA Document EFTA01406420
Subject: RE: Butterfl Trust - new brokers e account needed [I] From: Richard Iarossi Date: Tue, 04 Sep 2018 15:19:25 -0400 To: Davide-A Sferrazza Classification: For internal use only Hi Davide, The latest approved KYC is 01651789, please let me know if you can pull the docs. I will come back and confirm the validity of the KYC. Thank You, Rich Richard Iarossi Assistant Vice President Deutsche Bank Wealth Management 345 Park Avenue, 24th Floor New York. NY 10154 Securities offered
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Subject: DB Force From: Stewart Oldfield Date: Wed, 20 Sep 2017 12:22:13 -0400 To: Bradley Gillin ‹ > We need to add Paul S. Barrett and Alpha Group Capital to DB Force. Can add to the Epstein relationship or keep separate, whichever is easiest. Thanks From: Richard Kahn [mailto: Sent: Tuesday, September 19, 2017 4:06 PM To: Stewart Oldfield Cc: Alpha Group Capital Subject: 9-20-2017 meeting @ 9:30am please confirm address and floor for tomorrows meeting thank you Richard Kahn HBRK
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