EPSTEIN
page 4 / 1020 . OCR, unverified
D
250,115.75
KATI WANEK-FORSYTHE 2015 GRAT
D
.00
TODD R. WANEK 2015 GRAT
D
250,000.00
If need help please contact pbrd_admin@list.db.com
Thank you
EFTA01430812
--- SOURCE: IMAGES__0070__EFTA01430813.txt ---
METADATA_SOURCE: IMAGES0070
METADATA_FILENAME: EFTA01430813.pdf
----------------------------------------
Subject: RE: can you email my current pipeline? Might be easier to just do
this via email. Thanks I
From: Bradley Gillin
Date: Thu, 25 May 2017 10:44:02 -0400
To: Stewart Oldfield
Classification: For internal use only
See below. Can you read on BB?
Opportunity Name
Customer Name
Close Date
Product Name
Total Assets
($)
Total Estimated Revenue
Stage
Probability (%)
BPS/Flat Fee Amount
Commercial R.E.
Madison Partners
Developed
25%
7/31/2017
Commercial Real Estate
$50,000,000.00
300
$1,500,000.00
Deposits
50%
6/30/2017
$50,000,000.00
Line of Credit
25%
6/30/2017
$100,000,000.00
KCP Private Markets
50%
6/30/2017
$50,000,000.00
KCP Private Markets
75%
9/30/2017
$50,000,000.00
KCP Private Markets
50%
12/31/2017
$100,000,000.00
KCP Private Markets
50%
12/31/2018
$200,000,000.00
Structured Credit
50%
12/31/2019
$200,000,000.00
DPM
Proposal
Elysium Management
Proposal
Money Market
$425,000.00
ORIX Americas
U.S. Letter of Credit
200
$2,000,000.00
Proposal
ORIX Corporation
Proposal
Key Client Offering
200
$1,000,000.00
ORIX Corporation
Proposal
Key Client Offering
200
$1,000,000.00
ORIX Corporation
Key Client Offering
200
$2,000,000.00
Proposal
ORIX Corporation
Proposal
Key Client Offering
100
$2,000,000.00
ORIX Corporation
Referral Fee
200
$4,000,000.00
Proposal
Rashid, Ali
50%
6/16/2017
U.S. IA - Balanced
EFTA01430813
--- PAGE 2 ---
$5,000,000.00
100
$50,000.00
ISG
Proposal
CLO
Developed
Swap)
KCP
25%
$1,000,000.00
Rashid, Ali
50%
6/16/2017
Hedge Funds
200
$20,000.00
Falcon Trail Capital,
25%
5/30/2017
Derivatives (Equity -
$5,000,000.00
200
$100,000.00
12/31/2015
300
Brokerage
25%
5/30/2017
$10,000,000.00
Real Estate Lending
25%
6/30/2017
$50,000,000.00
KCP Private Markets
50%
6/30/2017
$1,000,000.00
KCP Private Markets
50%
6/30/2017
$30,000,000.00
Southern Financial
Developed
Brokerage (Commissions)
$150,000.00
ChurchNorth America
Brokerage (Commissions)
100
$100,000.00
Third Lake Capital
Commercial Real Estate
300
$1,500,000.00
Third Lake Capital
Private Equity Funds
300
$30,000.00
Third Lake Capital
Checking
$255,000.00
Developed
Proposal
Proposal
Proposal
$5,000,000.00
From: Stewart Oldfield
Sent: Thursday, May 25, 2017 10:38 AM
To: Bradley Gillin
Subject: can you email my current pipeline? Might be easier to just do this
via email. Thanks [I]
Classification: For internal use only
EFTA01430814
--- PAGE 3 ---
fcid:image001.png@OlD2D543.D0F444401
Stewart Oldfield, CFA, CAIA
Director
Deutsche
Deutsche
345 Park
Tel.
Mobile
Email
Bank Trust Company Americas
Bank Wealth Management
Avenue, New York, NY 10154
blackberry
Securities offered through Deutsche Bank Securities Inc.
EFTA01430815
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METADATA_SOURCE: IMAGES0070
METADATA_FILENAME: EFTA01430816.pdf
----------------------------------------
Subject: RE: trading meeting
From: Stewart Oldfield
Date: Wed, 12 Jul 2017 16:50:36 -0400
To: Richard Kahn a>
8/3 doesn't work on our side unfortunately. What's the next date 8/7 or
later that works for you?
Thanks
From: Richard Kahn [mailto:
Sent: Wednesday, July 12, 2017 4:48 PM
To: Stewart Oldfield a>
Subject: Re: trading meeting
8/3 is best for us
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
On Jul 11, 2017, at 2:25 PM, Stewart Oldfield
wrote:
Turns out our new head of trading starts on July 31. Makes sense to wait
EFTA01430816
--- PAGE 2 ---
and include him I think. Can we do morning of 7/31 or 8/1 or any time the
following week? Thanks
From: Richard Kahn [mailto:
Sent: Tuesday, July 11, 2017 1:17 PM
To: Stewart Oldfield a>
Subject: Re: trading meeting
9am
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
On Jul 11, 2017, at 12:56 PM, Stewart Oldfield
wrote:
EFTA01430817
--- PAGE 3 ---
Will check. How much earlier on the 25th?
From: Richard Kahn [mailto:
Sent: Tuesday, July 11, 2017 11:57 AM
To: Stewart Oldfield ‹
>
Subject: Re: trading meeting
can we do same time on the 24th or earlier on the 25th?
please advise
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
EFTA01430818
--- PAGE 4 ---
On Jul 10, 2017, at 4:03 PM, Stewart Oldfield e
>
wrote:
That works. Can confirm details later next week. Thanks
From: Richard Kahn [mailto:
Sent: Friday, July 07, 2017 6:20 PM
To: Stewart Oldfield e
>
Subject: Re: trading meeting
Tuesday 25th 11am works.
EFTA01430819
--- PAGE 5 ---
Thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor