EFTA Document EFTA01435705
Subject: RE: discretionary portfolio mgmt From: Paul Barrett <M IIMM> Date: Thu, 26 Oct 2017 23:24:03 -0400 To: Stewart Oldfield Cc: Martin Zeman And thanks for lunch. Was very interesting. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 646-876-5277 (o) From: Stewart Oldfield [mailto: Sent: Thursday, October 26, 2017 9:02 PM To: Paul Barrett e > Cc: Martin Zeman Subject: RE: disc11111.11911111111gmt I've attached a short overview of our appr
Summary
Subject: RE: discretionary portfolio mgmt From: Paul Barrett <M IIMM> Date: Thu, 26 Oct 2017 23:24:03 -0400 To: Stewart Oldfield Cc: Martin Zeman And thanks for lunch. Was very interesting. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 646-876-5277 (o) From: Stewart Oldfield [mailto: Sent: Thursday, October 26, 2017 9:02 PM To: Paul Barrett e > Cc: Martin Zeman Subject: RE: disc11111.11911111111gmt I've attached a short overview of our appr
Ask AI About This Document
Extracted Text (OCR)
Technical Artifacts (2)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
646-876-5277https://db.com/disclosuresLink to Specific Page
Share a direct link to a specific page in this document:
https://epsteinexposed.com/documents/sd-10-EFTA01435705?page=[page_number]Related Documents (6)
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 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
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 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 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 EFTA01438171
Subject: FW: discretionary portfolio m mt [I] From: Stewart Oldfield Date: Fri, 27 Oct 2017 09:52:33 -0400 To: Andrew King Did you ever send him our healthcare and tech managers? From: Stewart Oldfield Sent: Thursday. October 26. 2017 11:40 PM To: Cc: Martin Zeman Subject: Re: discretionary portfolio mgmt [I] Classification: For Internal Use Only Generally not. Would look to an external manager for something like that. Stewart Oldfield, CFA, CAIA Director Deutsche Bank Trust Compan
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.