Epstein Files Search

EFTA01477939Set 10

2015-12-3162p10,734w

Deutsche Bank Wealth Management Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios Globally diversified multi asset class portfolios 4015 Paul Morris aag Managing Director Private ... Active management advised, especially in high yield. Footnotes: Outlook as of March 21, 2016 Multi-Asset Investment Committee Meeting and March 22, 2016 Americas Regional Investment Committee Source: Deutsche Bank ... clients. The customized investment strategies that Mr. Dursi and his team create utilize a multi-asset class approach to help achieve the short and long-term goals of their clients

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01477939.pdf

EFTA01478009Set 10

2015-12-3162p10,740w

Deutsche Bank Wealth Management Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios Globally diversified multi asset class portfolios 4015 Paul Morris aag Managing Director Private ... Active management advised, especially in high yield. Footnotes: Outlook as of March 21, 2016 Multi-Asset Investment Committee Meeting and March 22, 2016 Americas Regional Investment Committee Source: Deutsche Bank ... clients. The customized investment strategies that Mr. Dursi and his team create utilize a multi-asset class approach to help achieve the short and long-term goals of their clients

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01478009.pdf

EFTA01430442Set 10

2015-05-1940p7,408w

Deutsche Asset & Wealth Management CIO Strategies Globally diversified multi-asset class portfolios 1Q15 Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Stewart Oldfield Director Private Banker ... Director Portfolio Manager For one-on-one presentation to qualified investors only. EFTA01430442 The Multi-Asset Investment Committee (MIC) develops the global house view Multi-Asset Investment Committee — Contributing Groups ... Committee (RIC) uses the global house view to develop asset allocations for U.S. clients Multi-Asset Investment Committee House view Global asset allocation Regional Investment Committee (RIC) Asset allocation

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01430442.pdf

EFTA01116071Set 9

2013-12-3169p9,374w

higher pin • 4 3.7 than the end of 2011 3 2.8 Multi-Asset 76% of growth in 2013 due to higher net 2 1A1 0.7 Environmental inflows — driven by wholesale ... accounting for 31% of total AuM by region (€bn) AuM each. Decline in Irish multi-asset AuM reflects Ireland industry-wide de-risking and wind-up of Asia defined benefit ... Strategies • A number of significant new mandate wins, particularly in our Global Equity strategies Multi-Asset • Outflows from Multi-Asset strategies 21% Environmental reflect continued de-risking and wind

https://www.justice.gov/epstein/files/DataSet%209/EFTA01116071.pdf

EFTA01433607Set 10

26p5,177w

10/1 Infinity Q 888 7th Avenue New York NY 10106 Real Estate, yield, esoteric multi-asset for Wildcat EFTA01433612 fund macro, vol? 20% IRR hurdle. Unconstrained. Size up to $40mm ... Infinity Q 888 7th Avenue New York NY 10106 Real Estate, yield, esoteric multi-asset for Wildcat fund macro, vol? 20% IRR hurdle. Unconstrained. Size up to $40mm with control ... General, including real estate. Want yield. Like trophy assets. Want co-invest multi-asset. FX and rates hedging looking at cheap assets in Europe. Could use tax shield against GOOG

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01433607.pdf

EFTA01438073Set 10

28p4,057w

AQ71)>0,"Y","")= EFTA01438078 Sent 10/1 Sent 10/1 Infinity Q Real Estate, yield, esoteric multi-asset for Wildcat fund macro, vol? 20% IRR hurdle. Unconstrained. Size up to $40mm with ... AL72,AM72,AN72,A072,AP72,A072)>0,"Y","")= Infinity Q Real Estate, yield, esoteric multi-asset for Wildcat fund macro, vol? 20% IRR hurdle. Unconstrained. Size up to $40mm with ... Chai P General, including real estate. Want yield. Like trophy assets. Want co-invest multi-asset. FX and rates hedging looking at cheap assets in Europe. Could use tax shield

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01438073.pdf

EFTA01438221Set 10

11p4,462w

General, including real estate. Want yield. Like t rophy assets. Want co-invest multi-asset. FX and rates hedging looking at cheap assets in E urope. Could use tax shield ... Infinity Q 888 7th Avenue New York NY 10106 Real Estate, yield, esoteric multi-asset for Wildcat fund macro, vol? 20% IRR hurdle. Unconstrain ed. Size up to $40mm with ... General, including real estate. Want yield. Like trophy assets. Want co-i nest multi-asset. FX and rates hedging looking at cheap assets in Europe. Could use tax sh ield

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01438221.pdf

EFTA01437665Set 10

15p5,522w

including rea es a e. an yield. Like trophy assets. Want co-i nest multi-asset. FX and rates hedging looking at cheap assets in Europe. Could ... Want yield. Like t rophy assets. Want co-invest multi-asset. FX and rates hedging looking at cheap assets in E urope. Could use tax shield against GOOG share sales ... Infinity Q 888 7th Avenue New York NY 10106 Real Estate, yield, esoteric multi-asset for Wildcat fund macro, vol? 20% IRR hurdle. Unconstrain ed. Size up to $40mm with

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01437665.pdf

EFTA01079462Set 9

2016-03-3043p14,322w

sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. Rockefeller & Co. offers a variety of investment advisory services, including investment management ... internal and, where appropriate, external strategies. In certain client situations, Rockefeller & Co. may recommend multi-asset class investment funds in an effort to meet a client's investment objectives ... sector specific and sustainability and impact investment equity strategies; as well as, balanced (e.g., multi-asset class) strategies. RAM believes that good long-term equity investments result from understanding

https://www.justice.gov/epstein/files/DataSet%209/EFTA01079462.pdf

EFTA00618147Set 9

26p6,053w

Taxable Fixed Income Strategy Non-U.S. Equity Strategy Global Dividend Growth Equity Strategy Multi-Asset Class Strategy Rockefeller Tailored Portfolios Healthcare MLP The Ocean Fund Global Energy Fund These ... Index' -7.7 1.2 11.0 11.7 6.6 Outperformance (+) / Underperformance (-) -Gross +3.2 +2.3 0.0 +1.3 +1.9 Multi-Asset Class Strategy Compositem0 $303.9 -Gross -4.0 -2.2 9.2 9.4 6.8 (1/06 ... Sustainability & Impact Equity Composite, Balanced Representative Portfolio is included in the Rockefeller Asset Management - Multi-Asset Class Strategy Composite. Non-U.S. Equity Representative Portfolio is included in the Rockefeller

https://www.justice.gov/epstein/files/DataSet%209/EFTA00618147.pdf

EFTA01364485Set 10

1p124w

Multi-Asset Risk Premia Portfolio Option Pricing* ■ However, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV5 costs 0.85%, or approx. 0.45% per annum, versus backtested returns ... years 0.85% 3 years 1.45% 0.60% ■ Similarly, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV8 costs 2.0%, or approx. 1.0% per annum, versus backtested returns

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01364485.pdf

EFTA01364433Set 10

1p124w

Multi-Asset Risk Premia Portfolio Option Pricing* ■ However, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV5 costs 0.85%, or approx. 0.45% per annum, versus backtested returns ... years 0.85% 3 years 1.45% 0.60% ■ Similarly, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV8 costs 2.0%, or approx. 1.0% per annum, versus backtested returns

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01364433.pdf

EFTA01364404Set 10

1p123w

Multi-Asset Risk Premia Portfolio Option Pricing* ■ However, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV5 costs 0.85%, or approx. 0.45% per annum, versus backtested returns ... years 0.85% 3 years 1.45% 0.60% ■ Similarly, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV8 costs 2.0%, or approx. 1.0% per annum, versus backtested returns

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01364404.pdf

EFTA01364460Set 10

1p123w

Multi-Asset Risk Premia Portfolio Option Pricing* ■ However, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV5 costs 0.85%, or approx. 0.45% per annum, versus backtested returns ... years 0.85% 3 years 1.45% 0.60% ■ Similarly, a 2-year 90% put on Multi-Asset Risk Premia Portfolio TV8 costs 2.0%, or approx. 1.0% per annum, versus backtested returns

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01364460.pdf

EFTA01377064Set 10

1p446w

asset allocation cope with and also to provide a 1943 1968 As a result, multi-asset investors sufficient risk budget to buy into may need to recalibrate their larger sell ... index performance. targets, together with high expected -1.0 -60% In this new, active, multi-asset- volatility, suggests focusing on 1968 2000 management world, key concepts getting the right equity style

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01377064.pdf

EFTA01437704Set 10

2000-01-0754p14,594w

concludes by presenting some tentative solutions to the dilemma investors currently face from a multi-asset perspective. 1. The role of central banks Sixteen years ago, Mervyn King ... appears to be working — but at what cost? 5. Assessing the problem from a multi-asset perspective With confidence in monetary policy at lower levels than it used

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01437704.pdf

EFTA01383683Set 10

1p72w

Multi-Asset Investment Committee (MIC) develops the global house view Multi-Asset Investment Committee — Contributing Groups Germany Americas EMEA ex-Germany 3 & 12 Month House Asia Views Asset Management Global

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01383683.pdf

EFTA01386131Set 10

1p72w

Multi-Asset Investment Committee (MIC) develops the global house view Multi-Asset Investment Committee — Contributing Groups Germany Americas EMEA ex-Germany 3 & 12 Month House Asia Views Asset Management Global

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01386131.pdf

EFTA00854342Set 9

2015-06-152p297w

discussion of initiating a managed portfolio, I've attached an overview of our global multi-asset portfolios that are built around our CIO views. happy ... Asset and Wealth Management Group. Some key points: 1) A globally diversified multi-asset class portfolio offering 2) A disciplined investment process with a ten year track record of outperformance

https://www.justice.gov/epstein/files/DataSet%209/EFTA00854342.pdf

EFTA01386080Set 10

1p193w

discussion of initiating a managed portfolio, I've attached an overview of our global multi-asset portfolios that are built around our CIO views. I'm happy ... Asset and Wealth Management Group. Some key points: 1) A globally diversified multi-asset class portfolio offering 2) A disciplined investment process with a ten year track record of outperformance

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01386080.pdf