c. Sum total at DB
i. Total Cash (Note money market rates, limitations on
withdrawals)
ii. Exposure/Current Position commentary
d. Investment objectives Discussion (Return objective, risk appetite,
liquidity needs)
i. SFLLC
ii. STINC
iii. Haze
iv. Jeepers
v. Foundation
vi. Personal
II. Key Client Partners - [Caroline]
a. KCP Global Value Proposition
b. KCP Non-Advisory Letter
III. Coverage Stylistic Clarifications - [Tazia]
a. Trading Communication and Position updates
i. Frequency/incremental moves
ii. Preferred medium
iii. when unreachable
b. Position Review - referred report format and frequency
Iv. Investment/Trade Ideas - [Tazia]
a. European Recovery
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030033
CONFIDENTIAL SDNY_GM_00176217
EFTA01344507