Subject: RE: RP Meetings [I]
From: Audie Apple a>
Date: Tue, 14 Feb 2017 08:47:31 -0500
To: Todd Stevens
Stewart Oldfield
Classification: For internal use only
That sounds encouraging.
Stew — can we get a meeting just to talk about the space and see where it
goes?
Audie
From: Todd Stevens
Sent: Tuesday, February 14, 2017 8:36 AM
To: Stewart Oldfield; Audie Apple
Subject: RE: RP Meetings [I]
Classification: For internal use only
He would also get the fact that some smart money (several HF's, and a
secausus FO) use these strategies as a ATM machine/liquidity vehicle to
allow them to stay invested in uncorrelated manner but also stay liquid.
Possibly for some of the accounts he advises.
I agree JE himself would be a tough one to re-onboard for the known reasons.
From: Stewart Oldfield
Sent: Monday, February 13, 2017 1:08 PM
To: Audie Apple; Todd Stevens
EFTA01428830
Subject: RE: RP Meetings [I]
Classification: For internal use only
He's somewhat of a control enthusiast. And already has a favorable tax set
up.
From: Audie Apple
Sent: Monday, February 13, 2017 12:20 PM
To: Stewart Oldfield; Todd Stevens
Subject: RE: RP Meetings [I]
Classification: For internal use only
Fellas! Which part did they object to? The low fees? The liquidity? The
asymmetrically attractive risk / return profile of the trade? The ability to
cap the downside? The favorable tax treatment?
3
A
From: Stewart Oldfield
Sent: Monday, February 13, 2017 12:09 PM
To: Audie Apple
Subject: RE: RP Meetings [I]
Classification: For internal use only
Yes, GA is on the calendar. Todd and I met Southern and it's not a fit for
him at this point. I still owe you Tisch
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From: Audie Apple
Sent: Monday, February 13, 2017 11:59 AM
To: Stewart Oldfield
Subject: RP Meetings [I]
Classification: For internal use only
Hey Stew. I'm making the rounds with Andrew G to follow up with bankers to
arrange meeting with clients targeted that you and I already discussed.
Obviously I told him you and I didn't need this.
I think we have something already set with general Atlantic. Right?
The other 2 on the list that I think are outstanding are Southern Financial
and Tisch.
Any update there?
Thanks amigo.
A
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Audie Apple
Key Client Partners - Americas
Deutsche Bank Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Tel.
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Mob.
Email:
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