Head of Strategy Wealth Management Americas
DB Securities Inc
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Mobil
Email
Assistant: Ladle whitaker
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From: Paul morris/db/dbcom
To: Diego Galan/db/dbcom@DBAmERIcAs,
Cc: Amanda Kirby/db/dbcom@DBAMERICAS
Date: 12/03/2013 02:53 PM
Subject: Re: Success Story for this coming Thursday USPB MD Banker meeting [I]
Classification: For internal use only
client profile:
Billionaire entrepreneur; family office, philanthropist
Highly sophisticated private investor and trader across asset classes and
derivatives
One of largest brokerage clients at JP Morgan; Multiple relationships across
the street
Private investor in early stage VC
Deal Description:
Prospect recently moved approximately moved $200 million of securities and
cash (equities, currencies, structures, fixed income, swaps, commodities etc)
very active trader; ISDAs negotiated and finalized in timely manner
Significant growth opportunity for asset growth in 2014
strong existing relationship with banker, multiple meetings/call with client
and team got him comfortable with global trading capabilities
client also liked the focus of the DB platform and KCP model
Client will trade across all asset classes using cash, derivatives and
structures
Key Success Factors:
frequent dialogue with principal and family office members
Teamwork - KCP Caroline Kitidis, Tazia Smith, vahe Stephanian, Amanda Kirby,
Blanche christerson, credit Risk Management, Account Opening Group (India)
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Cell:
From: Diego Galan/db/dbcom
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030210
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