EFTA Document EFTA01460821
Client Coverage Model —Primary coverage of KCP client relationships that have a "capital markets" investment focus. "Capital Markets" is defined as investment and/or flow trading activity across any/all asset classes (e.g. listed equities, listed options, fixed income, rates, commodities, FX, etc.) —Co-coverage of KCP client relationships that have a component of "capital markets" investment focus, in addition to other KCP-US business (i e private markets, structured finance, etc.) —Back-up
Summary
Client Coverage Model —Primary coverage of KCP client relationships that have a "capital markets" investment focus. "Capital Markets" is defined as investment and/or flow trading activity across any/all asset classes (e.g. listed equities, listed options, fixed income, rates, commodities, FX, etc.) —Co-coverage of KCP client relationships that have a component of "capital markets" investment focus, in addition to other KCP-US business (i e private markets, structured finance, etc.) —Back-up
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01478921
Deutsche Asset & Wealth Management For Internal Use Only Key Client Partners - U.S. Capital Markets Build-Out September 2014 EFTA01478921 KCP-US Capital Markets Build-Out Objectives + Team Introduction Objectives: — Coordinate AWM + CB&S Capital Markets Professionals, idea generation, compliance, account services, and other relevant resources to improve consistency, efficiency, and reach of KCP Capital Markets Offering — Drive diversified capital markets revenues that represent
EFTA Document EFTA01457160
From: Amanda Kirby Sent: 4/9/2015 1:58:11 PM To: Paul Morris Subject: RE: Leon Black (I) will do. I'm sending him an email and will include that original Message From: Paul Morris Sent: Thursday, April 09, 2015 1:56 PM To: Amanda Kirby subject: Re: Leon Black [I] Classification: For Internal Use Only If u talk with Brad again, mention our deposit and cd rates, he's not focused on investments now but tell him our family office clinets find it attractive for excess cash and curre
EFTA Document EFTA01345016
From: Chip Packard UM: 1/11/2014 8:1111M To: Caroline Kitidis Subject: Fw: Got good feedback from call today w/ Jeffrey Epstein [I] Classification: For internal use only What other accounts should we involve Vinit7 I think we should consider Eddie Stem. Beller and Kovner's new family office. among others. Interested in your views. Chip Packard Managing Director Co-Head. Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securiti
EFTA Document EFTA01351738
Subject: Re: Fw: Go f k fr m 11 today w/ Jeffrey Epstein [I] From: Chip Packard Date: Thu, 23 Jan 20 • • - . . To: Caroline Kitidis <caroline.kitidis@db.com> Classification: For internal use only Jen also knows the head of Bruce Kovner's new family office. Former GS guy I thought you met? Need to get you in there asap. Chip Packard Managing Director Co-Head, Wealth Management Americas alth Management (212) 454 2173 Securities offered through Deutsche Bank Securities Inc. Or
EFTA Document EFTA01457157
From: Amanda Kirby (-I Sent: 4/9/2035 1:31:08 PM To: Paul Morris I; Daniel Sabba ( I Subject: RE: Leon Black (I) Yes. I spoke with vahe. He has an account opened in his name. Just waiting to hear back from Brad for a few follow up questions before sending over additional paperwork to add JE as POA and a few additional items original message From: Paul Morris sent: Thursday, April 09, 2015 1:26 PM To: Daniel sabba; Amanda Kirby Subject: Re: Leon Black [I] classification: For I
EFTA Document EFTA01351743
Subject: Re: Fw: Got goo f k fr m 11 day w/ Jeffrey Epstein [I] From: Caroline Kitidis < Date: Fri, 24 Jan 2014 0 : : - To: Chip Packard Classification: For internal use only Ok I'll reach out to her on that as well. Kind regards, Caroline Kitidis (Embedded image moved to file: pic19086.gif) Caroline V. Kitidis Managing Director I Head of Key Client Partners & Wealth Investment Coverage Americas Deutsche Bank Securities Inc Deutsche Asset & Wealth Management 345 Park Avenue, 26t
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.