Subject: Fw: hf strategy [I]
From: Chip Packard
Date: Fri, 24 Jan 2014 10:34:31 -0500
To: Arnaud De-Servigny <
Classification: For internal use only
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Chip Packard
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Mobile
Email
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Forwarded by Chip Packard/db/dbcom on 01/24/2014 10:33 AM
From: Lawrence Weissman/db/dbcom
To: Chip Packard/db/dbcom@DBAmericas,
Cc: "Bernard Abdo" <bernard.abdo@db.com>, Benjamin Pace/db/dbcom@DBAmeric
as
Date: 01/23/2014 07:34 PM
Subject: Re: hf strategy [I]
Classification: For internal use only
Let's catch up tomorrow to discuss.
Original Message
From: Chip Packard
Sent: 01/23/2014 06:34 PM EST
To: Lawrence Weissman
Cc: Bernard Abdo; Benjamin Pace
EFTA01478754
Subject: Re: hf strategy [I)
Classification: For internal use only
Yes, I do as well but that's not what I'm writing about. Do you think it's a
good idea to send out a weekly email progress update on books out and
commitments?
Chip Packard
Managing Director
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
Securities offered through Deutsche Bank Securities Inc.
Original Message
From: Lawrence Weissman
Sent: 01/23/2014 06:31 PM EST
To: Chip Packard
Cc: Bernard Abdo; Benjamin Pace
Subject: Re: hf strategy (I)
Classification: For internal use only
We all agree this is an excellent offering.
Original Message
From: Chip Packard
Sent: 01/23/2014 05:56 PM EST
To: Lawrence Weissman
Cc: Bernard Abdo; Benjamin Pace
Subject: Fw: hf strategy (I)
Classification: For internal use only
I think something like this is a great idea and that it could come from you. I
would feel comfortable sending to all private bankers a list by team of books
out and commitments each week. This will increase focus on the offering and
pull in your team more closely. Assuming you agree, let's develop it with
Bernard's team.
Chip Packard
Managing Director
Co-Head, Wealth Management Americas
Deutsche Asset and Wealth Management
Securities offered through Deutsche Bank Securities Inc.
Original Message
From: Paul Morris
Sent: 01/23/2014 10:45 AM EST
To: Chip Packard
Subject: Re: hf strategy [I)
Classification: For internal use only
sending out a lot SOF III presentations, just a thought but we used to at JP
send around every several days to the bankers a list of every client/prospects
that say was invited to a managers lunch or got the materials with status with
indications (soft/committed etc with totals) kept folks very focused on the
offering, this is a good one
Paul Morris
EFTA01478755
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
From: Chip Packard/db/dbcom
To: Paul Morris/db/dbcom,
Date: 01/22/2014 09:39 PM
Subject: Re: hf strategy [I]
Very exciting day Paul. It is all coming together.
Sent from my iPad
On Jan 22, 2014, at 6:37 PM, "Paul Morris" < > wrote:
Classification: For internal use only
Sure thing, a few things from today, had breakfast with randy russell
this week, spoke today, sounds like charlie wants to move forward with
smaller loan and I should be getting a call, Leon should be opening up
trading accounts very soon per epstein call today,and laura farischon is
working on due diligence on taking a piece of upsize to gottesmans art
facility, say 50-100.
From: Chip Packard
Sent: 01/22/2014 09:18 PM EST
To: Paul Morris
Subject: Re: hf strategy [I]
Thanks for the update.
Sent from my iPad
On Jan 22, 2014, at 7:58 AM, "Paul Morris" > wrote:
EFTA01478756
Classification: For internal use only
Diego and i were scheduled to meet yesterday to get started he now
can meet Friday, i'll get started on parts of it until we meet.
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
EFTA01478757