EFTA01344666.pdf

From: Paul Morris Sent: 1/6/2014 4:08:20 PM To: Tazia Smit Subject: Re: Fw: Po o o Attachments pic09203.gif; pic00824.gif; pic16745.gif Classification: For internal use only thx, also has a lot of cash on the bank side, Paul Morris Managing Di rector Office: Cell: From: Tazia Smith/db/dbcom To: Paul Morris, Date: 01/06/2014 11:47 AM Subject: Fw: Portfolio Review. .. [I] Classification: For internal use only meant to cc you.. Forwarded by Tazia smith/db/dbcom on 01/06/2014 11:47 AM From: Tazia Smith/db/dbcom To: vinit sahni/db/a, Date: 01/06/2014 11:46 AM Subject: Portfolio Review... [I] Classification: For internal use only vinit - Per our discussion, positions attached. Client is looking for feedback on every single position from us/DB collectively. would especially love your thoughts on the mortgage/asset back positions I would like us to consolidate our team's view on preferreds, and fixed to float hybrids most importantly we want to work collectively to be very actively in front of this client with NEW opportunities, across all asset classes Notes: 1) In addition to these positions he has over S6Ornm in cash here at DB, as well as derivatives rolling off and equity collateral still to come over from CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0030382 CONFIDENTIAL SDNY_GM_00176566 EFTA01344666