Themes for UH NW investors
Mf MITE"
I. Stable sources of current income
II. Distressed asset opportunities
III. Transitional (non-bank) capital — need for asset/debt financing
IV. Structural solutions
V. Real assets as inflation protection
VI. Private investments
VII. Special situations — tactical trade opportunities
VIII. Uncorrelated sources of return
Deutsche Asset
& Wealth Management For Internal Use Only 12
CONFIDENTIAL — PURSUANT TO FED. R CRIM. P. 6(e) DB-SONY-0114201
CONFIDENTIAL SDNY_GM_00260385
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