EFTA01434635.pdf
dataset_10 PDF 155.9 KB • Feb 4, 2026 • 4 pages
Subject: Re: discretionary portfolio mgmt [I]
From: Andrew King ‹ >
Date: Fri, 27 Oct 2017 12:59:54 -0400
To: Stewart Oldfield ‹ >
Hawkes Bay is not ready for distribution. We could send him Alkeon now. I've
copied Nate and Bill who can submit the AIS request.
Sent from my iPhone
On Oct 27, 2017, at 9:52 AM, Stewart Oldfield <E >
wrote:
> Did you ever send him our healthcare and tech managers?
From: Stewart Oldfield
Sent: Thursday, October 26, 2017 11:40 PM
To:
Cc: Martin Zeman
Subject: Re: discretionary portfolio mgmt [I]
Classification: For Internal Use Only
Generally not. Would look to an external manager for something like that.
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel:
Mobile: blackberry
Email:
Securities offered through Deutsche Bank Securities Inc.
From: Paul Barrett [mailto:
Sent: Thursday, October 26, 2017 10:58 PM
To: Stewart Oldfield
Cc: Martin Zeman
Subject: RE: discretionary portfolio mgmt
EFTA01434635
Thanks
Do you offer any single sector managed solutions? Like a tech or healthcare
sleeve?
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
(o) (c)
<image001.jpg>
From: Stewart Oldfield [mailto:
Sent: Thursday, October 26, 2017 9:02 PM
To: Paul Barrett
Cc: Martin Zeman
Subject: RE: discretionary portfolio mgmt
I've attached a short overview of our approach and core portfolios. You
heard a good summary of this at lunch today, but let's catch up tomorrow to
discuss in more detail. Thanks,
Stew
EFTA01434636
From: Paul Barrett [mailto:
Sent: Thursday, October 26, 2017 6:26 PM
To: Stewart Oldfield
Cc: Martin Zeman
Subject: Re: discretionary portfolio mgmt
Thanks.
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
(o) (c)
On Oct 26, 2017, at 4:32 PM, Stewart Oldfield ‹ >
wrote:
Paul,
Martin mentioned that you would like some more info on our DPM offering. I
will pull together some materials for you tmw and will be happy to chat
about what we do in this space. Thanks
<image001.png>
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
EFTA01434637
345 Park Avenue, New York, NY 10154
Tel.
Mobile blackberry
Email
Securities offered through Deutsche Bank Securities Inc.
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Deutsche Bank does not render legal or tax advice, and the information
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This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
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material in this communication is strictly forbidden.
Please refer to https://db.com/disclosures for additional EU corporate and
regulatory disclosures.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
EFTA01434638
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