EFTA Document EFTA01421607
Subject: Re: Trade Details 04/02/2018 [I] From: Stewart Oldfield Date: Mon, 02 Apr 2018 17:01:10 -0400 To: Martin Zeman Thanks. Did you get him some worst-of put prices? We made some KYC progress while you were out. Hope you had a good trip Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 Park Tel. Mobi Email ■ Bank Trust Company Americas Bank Wealth Management Avenue, New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Apr 2, 2018, at 4:07
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Subject: Re: Trade Details 04/02/2018 [I] From: Stewart Oldfield Date: Mon, 02 Apr 2018 17:01:10 -0400 To: Martin Zeman Thanks. Did you get him some worst-of put prices? We made some KYC progress while you were out. Hope you had a good trip Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 Park Tel. Mobi Email ■ Bank Trust Company Americas Bank Wealth Management Avenue, New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Apr 2, 2018, at 4:07
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EFTA Document EFTA01413840
Subject: RE: Trade Details 04 02 2018 I From: Martin Zeman Date: Mon, 02 Apr 2018 17:10:02 -0400 To: Stewart Oldfield ‹ > Classification: For internal use only Working on it. I talked to Paul today briefly and want to have a more detailed conversation tomorrow on what he imagines in terms of levels so we target the request in GM better. They hate it when we ask for 3 million prices without the client being clear on what they want. Had a great trip. Hope you have the same.... From: Stew
EFTA Document EFTA01427193
Subject: Re: Trade Details 04/02/2018 [I] From: Stewart Oldfield < En Date: Mon, 02 Apr 2018 17:23:46 -0400 To: Martin Zeman I think you only need to price two pairs with a couple of different structures (maturity and strike). Should be enough there for him to understand how it all works. I would be targeting greater than 10pct annualized coupon. Given some of the tech names, could be even higher. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Company Americas Deutsche Bank
EFTA Document EFTA01428548
Subject: Re: Trade Details 04/02/2018 [I] From: Stewart Oldfield < Me Date: Mon, 02 Apr 2018 17:49:52 -0400 To: Martin Zeman And don't forget that we pitched this to him, not vice versa. So he doesn't necessarily have a view how terms should look. Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 Park Tel. Mobi Email Bank Trust Company Americas Bank Wealth Management Avenue. New York, NY 10154 Securities offered through Deutsche Bank Securities Inc. On Apr 2, 2018, at
EFTA Document EFTA01414057
Subject: Re: Southern Financial outstandin FX OTC trade [C] From: Stewart Oldfield Date: Wed, 19 Dec To: Martin Zeman Cc: Zbynek Kozelsky Thanks. Just a delta one trade? I plan to talk to them this afternoon if I can 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 Dec 19, 2018, at 9:37 AM, Martin Zeman
EFTA Document EFTA01427885
Subject: RE: Southern Financial outstanding FX OTC trade [C] [I] From: Martin Zeman Date: Wed, 19 Dec 2 To: Stewart Oldfielde> Cc: Zbynek Kozelsky Classification: For internal use only Yes. Paul bought a EUR denominated bond and so he did an FX swap to effectively gain a USD exposure and pick up extra yield. Can be unwound anytime and very easy to do. Call me before you speak to them please. From: Stewart Oldfield Sent: Wednesday, December 19, 2018 10:43 AM To: Martin Zeman Cc: Zbyn
EFTA Document EFTA01445148
Subject: RE: Butterfl Trust - new brokers e account needed [I] [C] From: Liam Osullivan Date: Tue, 25 Sep 2018 12:34:48 -0400 To: Stewart Oldfield Davide-A Sferrazza Martin Zeman Cc: Bradley Gillin Richard Iarossi Classification: Confidential Stewart, I have attached the following documents: -Account Agreement o 9th Page — Sign and Date o 16th Page — This page only needs to be completed if the account will have margin. We will need the original account agreement for margin. -Tr
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