Document Mentions (5 shared documents)

EFTA01401269

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ial [I] From: Andrew King Date: Mon, 02 May 2016 10:47:12 -0400 To: Paul Morris Stewart Oldfield Classification: For internal use only Paul and Stewart, I've attached the final presentation for Southern Financial. Please let me know if you have any questions or comments. Best regards, Andrew King

s Inc. Deutsche Asset & Wealth Management 345 Park Avenue, New York, NY 10154 Tel Fax Mobile Email fcid:[email protected] From: Thomas Heidenberger Sent: Friday, April 29, 2016 4:21 PM To: Andrew King; Joseph Dursi Cc: Paul Bartilucci Subject: Approved Southern Financial [I] EFTA01401269 C

EFTA01404870

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08 Jun 2015 17:21:41 -0400 To: Paul Morris Cc: Stewart Oldfield Paul Bartilucc Ryan Barclay < Classif

t: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael J Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up EFTA01404872 Karl, Thanks for your time today. To follow up on our discussion of initiating a managed port

EFTA01361133

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aul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-u

nt: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael J Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your time today. To follow up on our discussion of initiating a managed portfolio for Dan, I