Forwarded message
From: Jeffrey Epstein <jeevacation@gmail.com>
Date: Fri, Feb 7, 2014 at 6:04 PM
Subject: Fwd: percentages get a read from your team [C]
To: Jeffrey Epstein <jeevacation@gmail.com>
Forwarded message
From: Jeffrey Epstein <jeevacation@gmail.com>
Date: wed, Feb 5, 2014 at 4:38 PM
Subject: Fwd: percentages get a read from your team [C]
To: Jeffrey Epstein <jeevacation@gmail.com>
Forward me e
From: Tazia Smith
Date: -rue, Feb 4, a : PM
Subject: Re: percentages get a read from your team [C]
To: jeevacation
Cc: Paul Morris Vinit Sahni Nay
Gupta a e 5 epanian
Classification: Confidential
Jeffrey -
Summary below takes into account the DB team's feedback. We agree with
overall themes. Commentary here, further implementation detail below and to
follow:
- Specific recommendations for modifications to the thematic baskets (Please
see Healthcare detailed below -back with specifics on each level)
- Propose allocation to US Tech equity (cognizant though that you have
private equity investments)
- Propose additional opportunistic FX exposure (trades like your short CAD)
- Energy renaissance will include trades on crude, in addition to equities
that are beneficiaries of secular shift in underlying energy supply, and
supply chains (not just the nat gas theme in the uS, but also companies like
Hannon Armstrong (HASI) that finance energy efficiency)
- we are reviewing PO v ID mortgages with rates where they are.
(Embedded image moved to file: pic26576.gif)
- NOt a typo on Proposed total of 105; original just didn't include the
single names in Japan
(Embedded image moved to file: pic02321.gif)
(Embedded image moved to file: pic06893.gif)
Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & wealth Management
345 Park Avenue, 26th Floor
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 109652
CONFIDENTIAL SDNY_GM_00255836
EFTA01452551