From: Paul Morris
Sent: 6/15/2015 4:54:30 PM
To: Jeffrey E. [jeevacation@gmail.coml; Richard Kahn
CC: Stewart Oldfield
Subject: FW: managed portfolio follow-up (CI
Attachments: Approved CIO Strategies_Taxable HFs_1Q15.pdf
Classification: Confidential
Interested in a conversation? thx
Paul Morris
Managing Director
Deutsche Bank Private Bank
Office
Cell:
From: Paul Morris
Sent: Tuesday, June 09, 2015 11:33 AM
To: Jeffrey E.
Cc: Stewart Oldfield; Richard Kahn
Subject: managed portfolio follow-up [C]
Classification: Confidential
Dear Jeffrey,
Thanks for your time last week. To follow up on our discussion of initiating a managed portfolio, I've attached an
overview of our global multi-asset portfolios that are built around our CIO views. I'm happy to get you on the phone
with the head of our portfolio management team to discuss. These strategies are globally diversified multi asset class
investment offerings that are constructed in our Asset and Wealth Management Group. Some key points:
1) A globally diversified multi-asset class portfolio offering
2) A disciplined investment process with a ten year track record of outperformance against appropriate blended
benchmarks
3) An open architecture investment manager selection process
4) The ability to customize based on individual client restrictions or constraints
We look forward to setting up a call to discuss.
Sincerely,
Paul Morris
Managing Director
Deutsche Bank Private Bank
Office:
Cell:
Rt2T-ilmcitr Peepyym.
Securities offered through Deutsche Bank Securities Inc.
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