EFTA01369094.pdf
dataset_10 PDF 78.6 KB • Feb 4, 2026 • 1 pages
From: Todd Stevens
Sent: 7/6/2017 7:33:45 PM
To: Stewart 0ldfield
CC: Daniel-E Kaiser
Subject: Re: Epstein/Southern financial reboot
Week of 24tg better
On Jul 6, 2017, at 3:17 PM, Stewart Oldfield < > wrote:
Jeffrey's new trader will be available to meet with us after July 14th, when he wraps up his current job (I
think he's coming from JPM or GS, but don't know that for sure). He will have POA over JE's trading
accounts and it sounds as if he plans to trade in good size and frequency. I expect he will trade for other
clients over time as well.
We've all agreed to use this as an opportunity to reboot our relationship and explore how we can do
more business together. We know they are interested in flow equity and debt, preferreds and new
issue across the spectrum. We should also be prepared to discuss what it would take for us to entertain
opening a new OTC relationship.
As a reminder, JE keeps over $100mm of deposits with us and does advisory work with Leon Black's
family office. So I'd like to approach this as enthusiastically as we can.
Please let me know your availability July 17-19 and 24-27. We can meet at the 08 offices or across the
street with Rich Kahn.
Thanks
<image002.png>
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue New York. NY 10154
Securities offered through Deutsche Bank Securities Inc.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0061181
CONFIDENTIAL SDNY_GM_00207365
EFTA01369094
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