From: Stewart Dldfield
Sent: 7/6/2017 3:17:33 PM
To: Todd Stevens • Daniel•E Kaiser
BCC:
Subject: Epstein/Southern Financial reboot
Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I think he's
coming from JPM or GS, but don't know that for sure). He will have POA over JE's trading accounts and it sounds as if he
plans to trade in good size and frequency. I expect he will trade for other clients over time as well.
We've all agreed to use this as an opportunity to reboot our relationship and explore how we can do more business
together. We know they are interested in flow equity and debt, preferreds and new issue across the spectrum. We
should also be prepared to discuss what it would take for us to entertain opening a new OTC relationship.
As a reminder, JE keeps over $100mm of deposits with us and does advisory work with Leon Black's family office. So I'd
like to approach this as enthusiastically as we can.
Please let me know your availability July 17-19 and 24-27. We can meet at the DB offices or across the street with Rich
Kahn.
Thanks
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bark Trust Company Americas
Deutsche Bank Wealth Management
345 r A New York. NY 10154
Tel.
Mobile
Email
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