From: Stewart Oldfield [stewart.oldfield@db.com]
Sent: 8/21/2017 4:47:52 PM
To: Samantha Harmon ISamantha.Harmon@db.coml
Subject: FW: account planning [C]
From: Stewart Oldfield
Sent: Thursday, January 19, 2017 10:35 AM
To: Andrew Gallivan <andrew.gallivan@db.com>
Subject: account planning (CI
Classification: Confidential
Client ISG/0PM Lending Wealth Planning Notes
Elysium (Leon Black) Dursi/King Farischon
Orix GM
only Included in July planning
Southern Financial (Epstein) Included
in November planning
Third Lake Dursi/King
54 Madison GM only
Tisch Dursi/King
Shamrock
Safanad
Crestline GM only
Cliff Illig
Week of Jan. 30th is pretty open for these discussions.
Thanks
From: Andrew Gallivan
Sent: Tuesday, January 17, 2017 8:35 AM
To: Mary A Coleman; Brian P Convey; Joanne Jensen; Stewart Oldfield; Elizabeth Payne; Joseph Sabbagh; Terri Sohrab;
Terrence F Tangney; Rosemary Vrablic
Cc: Mamie Holland
Subject: [C]
Classification: Confidential
As you've heard Patrick say in previous meetings, our goal is to have a plan for the majority of our clients and important
prospects by 3/31/17. Thoughtful client planning, with full participation from your product partners, will identify the
growth opportunities for 2017. Thereafter it will be up to you and your product partners to execute against those
opportunities with urgency so that we can achieve momentum early in the year. It's important.
These sessions will be different than what you may have experienced in the past. The focus will be on the experience
during the sessions and the outcomes. Here is what you can expect:
Preparation for the sessions:
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0086320
CONFIDENTIAL SDNY_GM_00232504
EFTA01385178