EFTA01351688.pdf

Subject: Re: USPB MD banker meeting - draft materials [I] From: Diego Galan < Date: Tue, 03 Dec 2013 16:24:19 -0500 To: Chip Packard Classification: For internal use only Chip, Please use this slightly revised version. Thanks, Diego (See attached file: WM Americas -- USPB MD Update -- 2013-12-3_4pm.pdf) (Embedded image moved to file: pic03095.gif) Diego Galan Head of Strategy Wealth Management Americas DB Securities Inc 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Mobile Email Assistant: Ladie Whitaker (Embedded image moved to file: pic18155.gif) From: Diego Galan/db/dbcom To: Chip Packard/db/dbcom@DBAmericas, Date: 12/03/2013 04:06 PM Subject: USPB MD banker meeting - draft materials [I] Classification: For internal use only Chip, Please find attached the draft materials for the Banker MD meeting this coming Thursday. Paul will be able to do the Success Story presentation over the EFTA01351688 phone. Please let me know if you have any comments. Thanks, Diego [attachment "WM Americas -- USPB MD Update -- 2013-12-3_4pm.pdf" deleted by Diego Galan/db/dbcom] (Embedded image moved to file: pic05116.gif) Diego Galan Head of Strategy Wealth Management Americas DB Securities Inc 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Mobile Email Assistant: Ladie Whitaker (Embedded image moved to file: pic29007.gif) From: Chip Packard/db/dbcom To: Diego Galan/db/dbcom@DBAMERICAS, Date: 12/03/2013 01:10 PM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only Let's do the Paul Morris deal. It is a new KCP client with more than $150 mm coming over from JPM. Don't worry about Roelfien, plenty to talk about at this point. EFTA01351689 (Embedded image moved to file: pic05168.gif) Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Fax Mobile Email (Embedded image moved to file: pic08625.gif) From: Diego Galan/db/dbcom To: Chip Packard/db/dbcom@DBAmericas, Date: 12/03/2013 11:15 AM Subject: Re: Fw: USPB MD banker meeting success story - SFX [I] Classification: For internal use only Chip, As per the email below, we won't be able to do Terri's success story. Other options include: - $195mm Str. Lending for MX Holdings One, LLC (R. Vrablic) - $75mm loan for David H. Murdock Living Trust (C. Faller) - $60mm in two brokerage accounts for Southern Financial LLC (P. Morris) Any other deal you can think of that would be worth presenting? Also FYI, I have not heard back from Roelfien yet. Thanks, Diego (Embedded image moved to file: pic25270.gif) Diego Galan Head of Strategy Wealth Management Americas EFTA01351690 DB Securities Inc 345 Park Avenue, 10154-0004 New York, NY, USA Tel. Mobile Email Assistant: Ladie Whitaker (Embedded image moved to file: pic16187.gif) From: Diego Galan/db/dbcom To: "Chip Packard" Date: 12/02/2013 07:18 PM Subject: Fw: USPB MD banker meeting success story - SFX Classification: External Communication Chip, See email below from Terri - she does not want to do the success story. Thoughts? Original Message From: Terri Sohrab Sent: 12/02/2013 07:16 PM EST To: Diego Galan/db/ Subject: Re: USPB MD banker meeting success story - SFX Classification: External Communication I am not interested in doing it. Thx Original Message From: Diego Galan Sent: 12/02/2013 07:07 PM EST To: Terri Sohrab Subject: USPB MD banker meeting success story - SFX Classification: External Communication Terri, EFTA01351691 We would like you to present the SFX Entertainment IPO as a success story during this coming Thursday MD banker meeting (including the corp cash and stock holdings in custody, the pre-IPO loan and wealth planning). Do you have 30 minutes tomorrow (Tuesday) to meet to develop a one-pager for the meeting? The one pager will include Client profile (including any other business the client did with us in the past), deal description, and key success factor to win the deal / mandates (including Product support people involved) Thanks, Diego EFTA01351692