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Subject:
From: Martin Zeman ‹
>
Date: Fri, 27 Oct 2017 14:10:43 -0400
To: "Paul Barrett
Cc: Stewart Oldfield
SACA agreement, Paul.
{cid:image001.gif@OlD259D5.3E2DFOF0}
Martin Zeman
Director I Key Client Partners
Deutsche Bank Wealth Management
DB Securities Inc
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +1(212) 250-0432
Mobile
Email
KCP products and services are intended and available only for persons who
are sophisticated institutional investors within the meaning of the FINRA
Rule 4512(C)(3), and who are capable of evaluating the strategies,
characteristics and investment risks of, and exercising independent judgment
in evaluating, the ideas and products discussed herein. Trades and
transactions are subject to relevant internal approvals of DBSI or its
affiliates prior to execution, and the execution of any transaction or idea
discussed herein is conditional on your becoming a client of Deutsche Bank.
Key Client Partners (KCP) products, investment ideas and solutions and
related matters discussed herein are provided for discussion purposes only,
and strictly on a non-advisory basis. The KCP Americas desk does not provide
investment advice. The information set forth herein is confidential and
personal to you and is being presented for your information and for
discussion purposes only. Any reproduction and/or redistribution thereof (in
whole or in part) or disclosure of its content without our written consent
is strictly forbidden. This communication does not create any legally
binding obligation on the part of DBSI or any of its affiliates.
EFTA01435572
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Subject: DIFFERENTIATED EVENT: DB Theme Week: 1) Tech/Internet 12/12, 2)
Media/Telco 12/14, 3) Industrials 12/11, 4) Consumer 12/14, 5) Healthcare
12/15, 6) Energy 12/18, 7) Financials 12/19 [I]
From: Martin Zeman <martin.zeman@db.com>
Date: Tue, 05 Dec 2017 15:50:15 -0500
To: Garlina Meggett
Cc: Marc Nickley
David Silber
Nadean Novogratz
Courteney B Forna
Joshua Shoshan
Xavier Avila <
Stewart Oldfield
Classification: For internal use only
Dear Garlina,
I would like invite our client Paul Barrett to the first two events —
Industrials/Materials and Tech/Internet.
His details are:
Paul Barrett
Alpha Group Capital LLC
Would you kindly let me know the location of all the presentations please?
Thank you,
Martin
From: Marc Nickley
Sent: Tuesday, December 05, 2017 12:43 PM
EFTA01435573
--- PAGE 2 ---
Subject: DIFFERENTIATED EVENT: DB Theme Week: 1) Tech/Internet 12/12, 2)
Media/Telco 12/14, 3) Industrials 12/11, 4) Consumer 12/14, 5) Healthcare
12/15, 6) Energy 12/18, 7) Financials 12/19
Importance: High
Classification: Public
{cid:9937FD3AC13AD74EAF31COEEAE78EFD4@db.com}
*** For Institutional Clients Only- This is Not a Product of Research * * *
DB Spec Sales, Research & Trading teams are hosting the 3rd annual Theme
Week in NYC (12/11-12/19) where each sector team talks through key themes,
ideas, flows & sector/mkt set-up heading into the new year. These are some
of our best attended events all year & we hope you can make it! Interested
in attending any of them?
SCHEDULE:
MON 12/11: 12pm Industrials/Materials
TUE 12/12: 145pm Tech/Internet (Tax reform, Tech M&A, AI / Machine Learning,
Cloud/Datacenter, SaaS, Video Games, Semis (peak?, M&A, silicon carbide/-
CREE), AAPL, mobile video, ADAS, Auto Tech, industrial tech/robotics, 5G,
SDN, Mobile Payments, blockchain/crypto etc)
THUR 12/14: 12pm Consumer
THUR 12/14: 12pm Media/Telco
FRI 12/15: 12pm Healthcare
EFTA01435574
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MON 12/18: Energy
TUE 12/19: Financials
EFTA01435575
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Saudi Arabia
Deutsche Bank
Markets Research
Middle East
Saudi Arabia
Strategy
Saudi Arabia
Date
March 2018
Strategy Update
Saudi Arabia included in FTSE
Secondary EM Index
Saudi Arabia expected to weigh —3% in the index, inflows of up to -USD4.5bn
expected
FTSE announced that Saudi Arabia would be promoted to Secondary Emerging
market status in five tranches, from Mar-2019 to Dec-2019. It expects Saudi
Arabia to have an index weight within FTSE GEIS of 0.25% and 2.7% within
the FTSE Emerging index. Saudi Arabia could be the 10th largest constituent
on
the EM Index with an expected weightage of 3% as per the data suggested by
FTSE Emerging Saudi Arabia Inclusion Index; at current market prices this
could
translate into USD4.5bn of inflows into the Saudi Equity market. The FTSE
Saudi
Arabia All Cap Index has 79 constituents and the large cap stocks are likely
to attract bulk of the expected inflows; we estimate Sabic could attract some