EFTA01344588.pdf
dataset_10 PDF 74.7 KB • Feb 4, 2026 • 1 pages
To: Paul Morris/db/dbcom@OBAMERICAS,
Cc: Amanda Kirby/db/dbcom@DBAMERICAS
Date: 12/03/2013 03:17 PM
Subject: Re: Success Story for this coming Thursday USPB It Banker meeting [I]
classification: For internal use only
Thanks Paul. Please take a look at the attached page and let me know if you
have any comments.
Also, can you mention a few aspects of the DB Product Platform and KCP
offering that were attractive to the client vs. JP Morgan offering?
Thanks,
Diego
[attachment "success story.pptx" deleted by Amanda Kirby/db/dbcom]
(Embedded image moved to file: pic22841.gif)
Diego Galan
Head of Strategy wealth Management Americas
DB Securities Inc
Tel.
Mobile
Email
Assistant: Ladie whitaker
(Embedded image moved to file: pic27780.gif)
From: Paul Morris/db/dbcom
To: Diego Galan
Cc: Amanda Kirb
Date: 12/03/2013 02:53 PM
Subject: Re: Success Story for this coming Thursday USPB MD Banker meeting [I]
Classification: For internal use only
client profile:
Billionaire entrepreneur; family office, philanthropist
Highly sophisticated private investor and trader across asset classes and
derivatives
One of largest brokerage clients at JP Morgan; Multiple relationships across
the street
Private investor in early stage VC
Deal Description:
Prospect recently moved approximately moved $200 million of securities and
cash (equities, currencies, structures, fixed income, swaps, commodities etc)
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030222
CONFIDENTIAL SDNY_GM_00176406
EFTA01344588
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- Created
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