Subject: Fw: reef retro I
From: Amanda Kirby <
Date: Mon, 21 Jul 2014 13:38:39 -0400
To: Paul Morris
Classification: For internal use only
FYI -- Dates sent/where we stand
Best,
Amanda Kirby
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Amanda Kirby
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +
Fax
Email
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Securities offered through Deutsche Bank Securities Inc.
Forwarded by Amanda Kirby/dbIM on 07/21/2014 01:38 PM
From: Tazia Smith/db/I
To: Amanda Kirby/db/
Cc: "Jay Lipman" <
Date: 07/21/2014 01:36 PM
Subject: Re: reef retro [I]
Classification: For internal use only
Jay/AK - this is what I know to be true. Please let me know if otherwise.
Added the missing names:
Marron Capital - TS sent 7/3
EFTA01469697
taro - TS sent 7/3
Tisch - not approved
Black - TS sent to PM, PM wanted to send
Southern Financial (Epstein) - TS sent to PM, PM wanted to send
Thirdlake - TS sent 7/2
General Atlantic - TS was waiting for post-MTA to send
MSD Capital - PM has deck
Cold Spring Harbor Labs - sumbitted, do not have watermarked deck back
Ian Cumming (American Investment Partners) - sumbitted, do not have
watermarked deck back
Aspen Grove (Family office for Greg Maffei) - sumbitted, do not have
watermarked deck back
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Tazia Smith
Director I Key Client Partners - US
DB Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
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From: Amanda Kirby/db/
To: "Jay Lipman" <
Cc: Tazia Smith/db/
Date: 07/21/2014 12:51 PM
Subject: Re: reef retro [I]
Classification: For internal use only
For all the below, can you let me know the status? ie. Received docs from
KCP, sent to client. Thank you!
EFTA01469698
Best.
Amanda Kirby
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Amanda Kirby
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +
Fax +1
Email
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Securities offered through Deutsche Bank Securities Inc.
From: Amanda Kirby/db/
To: Tazia Smith/db/
Cc: "Jay Lipman" <
Date: 07/17/2014 04:35 PM
Subject: Re: reef retro [I]
Classification: For internal use only
Tisch
Black
Thirdlake
General Atlantic
MSD Capital
Cold Spring Harbor Labs
Ian Cumming (American Investment Partners)
Aspen Grove (Family office for Greg Maffei)
Best,
Amanda Kirby
EFTA01469699
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Amanda Kirby
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +
Fax
Email
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Securities offered through Deutsche Bank Securities Inc.
From: Tazia Smith/db/
To: "Amanda Kirby" 4IIIIIIIIIIIIIIIIIII>, "Jay Lipman"
>,
Date: 07/17/2014 04:16 PM
Subject: Re: reef retro [I]
Classification: For internal use only
Can u pls list the 5-6 names paul has added while I've been out so that I can
add them to my tracking sheet on monday? Thx!
Tazia Smith
Director
Key Client Partners - US
Deutsche Bank Securities, Inc.
Deutsche Asset & Wealth Management
345 Park Avenue - 26th Floor
New York NY 10154
Tel:
Mobile:
Fax:
E-mail:
EFTA01469700
From: Paul Morris
Sent: 07/17/2014 03:55 PM EDT
To: Jay Lipman
Cc: Amanda Kirby; Tazia Smith
Subject: Re: reef retro [I]
Classification: For internal use only
retired founder of leucadia corp, family office diversiffied investments in
private companies, marketable securities, no RE funds, NW 1.5bn
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
From: Jay Lipman/db/
To: Paul Morris/db/
Cc: Amanda Kirby/db/
Date: 07/17/2014 09:53 AM
Subject: Re: reef retro [I]
Classification: For internal use only
Hi Paul,
I will submit Ian Cumming now. Please can you provide details regarding Source
of wealth, Investment entity type, net worth and his level of experience
investing in Real Estate opportunities.
I will follow up with the retrofit team now regarding the books for Cold
Spring. Thanks
Kind Regards,
Jay Lipman
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Jay Lipman
Analyst I Key Client Partners
EFTA01469701
DB Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Mobile
Email
From: Paul Morris/db/
To: Jay Lipman/db/ , Amanda
Kirby/db/
Date: 07/17/2014 09:39 AM
Subjec reef retro [I)
t:
Classification: For internal use only
can you add Ian Cumming (American Investment Partners) to list, still have not
seen the cold spring harbor book
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
EFTA01469702