Subject: Re: Fw: SOF III New York Client Event March 3 [I]
From: Andrew Gallivan <
Date: Tue, 25 Feb 2014 10:31:35 -0500
To: Amanda Kirby ‹ >
Cc: Paul Morris
Classification: For internal use only
Approved
Regards,
Andrew
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Andrew Gallivan
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
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From: Amanda Kirby/db/dbcom
To: Andrew Gallivan/db/dbcom@DBAmericas,
Cc: Paul Morris/db/dbcom@DBAMERICAS
Date: 02/25/2014 10:06 AM
Subject: Fw: SOF III New York Client Event March 3 [I]
Classification: For internal use only
Andrew,
Paul would like toe extend invitations to the below clients/prospects. Please
EFTA01467285
approve.
Also, will the invitation be forwarded to us so that we can send?
Richard Simon
Arun Alagappan
John Halleran
Peter Gaslow
Budd GOldman
Sunil Jain
Judy Kelly
Marvin Shanker
Charles Britton
Jeffrey Epstein
Chris Workman
Dill Ayres
Tony Persico
John Fitzgibbons
Ed Hyman
William Howard Keenan
Richard Leeds
Peter Leidel
Neal Milch
Haresh Tharani
Andrew Zaro
Kind regards,
Amanda Kirby
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Amanda Kirby
Associate
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Email
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Securities offered through Deutsche Bank Securities Inc.
Forwarded by Amanda Kirby/db/dbcom on 02/25/2014 10:03 AM
From: Paul Morris/db/dbcom
To: Amanda Kirby/db/dbcom@DBAMERICAS,
Date: 02/24/2014 09:54 AM
EFTA01467286
Subject: Fw: SOF III New York Client Event March 3 [I]
Classification: For internal use only
can you get the invite so we can send to group of folks
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
Forwarded by Paul Morris/db/dbcom on 02/24/2014 09:54 AM
From: Andrew Gallivan/db/dbcom
To: USPWM Private Banker New York,
Date: 02/21/2014 01:31 PM
Subject: SOF III New York Client Event March 3 [I]
Classification: For internal use only
As has been discussed at our various meetings recently SOFIII is an important
offering for DB this year. Ben Pace has also discussed its attractiveness as
an investment especially for investors who want to invest at a point further
along the J Curve for returns that exist with Private Equity Investments.
Given all of the above it is incumbent upon all of us to identify clients in
our books who should get exposure to this investment. There is a luncheon on
Monday March 3 which is a great opportunity for clients to get a more in depth
understanding of the fund. As of today we have no clients who are attending
this event. Please focus on this over the next couple of days and develop a
list of names for this event which can be approved so that invites can go out
early next week.
Thank you in advance for your attention to this.
Regards,
Andrew
EFTA01467287
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Andrew Gallivan
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
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EFTA01467288