EFTA Document EFTA01421588
Subject: RE: RP Meetings [I] From: Stewart Oldfield ‹ > Date: Mon, 13 Feb 2017 13:08:02 -0500 To: Audie Apple Todd Steven Classification: For internal use only He's somewhat of a control enthusiast. And already has a favorable tax set up. From: Audie Apple Sent: Monday, February 13, 2017 12:20 PM To: Stewart Oldfield; Todd Stevens Subject: RE: RP Meetings [I] Classification: For internal use only Fellas! Which part did they object to? The low fees? The liquidity? The asymmetrically
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Subject: RE: RP Meetings [I] From: Stewart Oldfield ‹ > Date: Mon, 13 Feb 2017 13:08:02 -0500 To: Audie Apple Todd Steven Classification: For internal use only He's somewhat of a control enthusiast. And already has a favorable tax set up. From: Audie Apple Sent: Monday, February 13, 2017 12:20 PM To: Stewart Oldfield; Todd Stevens Subject: RE: RP Meetings [I] Classification: For internal use only Fellas! Which part did they object to? The low fees? The liquidity? The asymmetrically
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Subject: RE: RP Meetin s I From: Audie Apple Date: Mon, 13 Feb 2017 12:19:58 -0500 To: Stewart Oldfield Todd Stevens Classification: For internal use only Fellas! Which part did they object to? The low fees? The liquidity? The asymmetrically attractive risk / return profile of the trade? The ability to cap the downside? The favorable tax treatment? 3 A From: Stewart Oldfield Sent: Monday, February 13, 2017 12:09 PM To: Audie Apple Subject: RE: RP Meetings [I] Classification: For i
EFTA Document EFTA01428830
Subject: RE: RP Meetings [I] From: Audie Apple a> Date: Tue, 14 Feb 2017 08:47:31 -0500 To: Todd Stevens Stewart Oldfield Classification: For internal use only That sounds encouraging. Stew — can we get a meeting just to talk about the space and see where it goes? Audie From: Todd Stevens Sent: Tuesday, February 14, 2017 8:36 AM To: Stewart Oldfield; Audie Apple Subject: RE: RP Meetings [I] Classification: For internal use only He would also get the fact that some smart money (sev
EFTA Document EFTA01427926
Subject: RE: Canyon requests - AIS - KCP [I] From: Stewart Oldfield Date: Tue, 22 Nov 2016 10:33:25 -0500 To: Daniel Sabba Darlene Zong <darlene.zong@db.com> Cc: Zbynek Kozelsky <zbynek.kozelsky@db.com>, Todd Stevens <todd.stevens@db.com> Classification: For internal use only Then we need to let me or ISG do it. From: Daniel Sabba Sent: Tuesday, November 22, 2016 10:32 AM To: Stewart Oldfield; Darlene Zong Cc: Zbynek Kozelsky; Todd Stevens Subject: RE: Canyon requests - AIS - KCP [I
EFTA Document EFTA01421867
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}
EFTA Document EFTA01432809
Subject: RE: Canyon requests - AIS - KCP [I] From: Stewart Oldfield Date: Tue, 15 Nov 2016 17:21:16 -0500 To: Zbynek Kozelsky Cc: Mathew Negus Todd Stevens Joseph Dursi Classification: For internal use only Then please tell me specifically what I need to do and for which clients. Are we only talking about Southern Financial and Tisch? From: Zbynek Kozelsky Sent: Tuesday, November 15, 2016 3:14 PM To: Stewart Oldfield Cc: Mathew Negus; Todd Stevens; Joseph Dursi Subject: RE: Canyon
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Subject: RE: Canyon requests - AIS - KCP [I] From: Daniel Sabba <M I> Date: Tue, 22 Nov 2016 10:32:28 -0500 To: Stewart Oldfield Darlene Zong Cc: Zbynek Kozelsk Todd Stevens Classification: For internal use only Stew — I received guidance from Todd/Ziggy we wouldn't be marketing Canyon to Southern Financial. From: Stewart Oldfield Sent: Tuesday, November 22, 2016 10:30 AM To: Daniel Sabba; Darlene Zong Subject: FW: Canyon requests - AIS - KCP [I] Classification: For internal use on
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