Epstein Secrets

Manager Deutsche Asset & Wealth Management INIMMIIMOMMOMMI New York, NY 10154 Tel. Fax Mobi Emai {cid:[email protected]} From: Paul Morris Sent: Monday, June 08, 2015 1:24 PM EFTA01404870 To: Paul Bartilucci; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: manage

need to be on cover, just want to leverage what we just used and send out today, the materials we send to Karl were attached to my previous email Paul Morris Managing Director Deutsche Bank Private Bank Office Cell: From: Paul Bartilucci Sent: Monday, June 08, 2015 12:46 PM To: Paul Morris; Michael

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

Subject: Re: Bios [I From: Joseph Dursi < Date: Thu, 07 Apr 2016 07:16:02 -0400 To: Paul Morris <a> Cc: Thomas Heidenber er <t , Andrew King Sounds great Paul On Apr 6, 2016, at 5:30 PM, Paul Morris a wrote: Thanks I think the book turned

ate: Thu, 07 Apr 2016 07:16:02 -0400 To: Paul Morris <a> Cc: Thomas Heidenber er <t , Andrew King Sounds great Paul On Apr 6, 2016, at 5:30 PM, Paul Morris a wrote: Thanks I think the book turned out good and I'll get bio to you, separately I met with Patrick Gerschel today who was old client of mine

few managers for portfolio recommendations. I know him very well and we can get a meeting soon and go through our book. Original Message From: Thomas Heidenberger Sent: Wednesday, April 06, 2016 03:20 PM Eastern Standard Time To: Paul Morris; Joseph Dursi Subject: Bios [I] > Classification: For internal use

To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. W

N. Bartilucci Managing Director Deutsche Bank Asset & Wealth Management 345 Park Avenue, 25th Floor New York, NY 10154 Tel: Fax: Email From: Paul Morris Sent: Monday, June 08, 2015 10:49 AM To: Paul Bartilucci; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: FW: managed portfolio fo

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

To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. W

r page. Paul Paul N. Bartilucci Managing Director Deutsche Bank Asset & Wealth Management 345 Park Avenue, 25th Floor New York, NY 10154 From: Paul Morris Sent: Monday, June 08, 2015 10:49 AM To: Paul Bartilucci; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: FW: managed portfolio fo

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

Subject: FW: Approved Southern Financial [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

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

From: Thomas Heidenberge Sent: 4/11/2016 To: Joseph Our CC: Andrew Kin: Subject: RE: Bios II) Attachments: Southern Financial LLC Pitch.pdf Paul Morris ll Classification: For Internal use only We still have not finalized slide 12 which is the "all in estimated fee" slide. Paul still needs to give

b Email PART-in4VP44010Pt. Securities offered through Deutsche Bank Securities Inc. From: Joseph Dursi Sent: Monday, April 11, 2016 9:43 AM To: Thomas Heidenberger; Paul Morris Cc: Andrew King Subject: RE: Bios [I] Classification: For Internal use only Hi Thomas, CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P.

th Management Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios 4Q15 Panio-1.,-/TrPeArfomt, Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Joseph Dursi Thomas Heidenberger Director Associate In

s 4Q15 Panio-1.,-/TrPeArfomt, Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Joseph Dursi Thomas Heidenberger Director Associate Investor Strategist Portfolio Analyst For one-on-one presentation to qualified investors only. CONFIDENTIAL - PURSUANT TO FE

th Management Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios 4Q15 Panio-1.,-/TrPeArfomt, Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Joseph Dursi Thomas Heidenberger Director Associate In

s 4Q15 Panio-1.,-/TrPeArfomt, Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Joseph Dursi Thomas Heidenberger Director Associate Investor Specialist Portfolio Analyst For one-on-one presentation to qualified investors only. CONFIDENTIAL - PURSUANT TO FE

[email protected] {https://brandportal.intranet.db.com/img/modules/claim_en_rgb.gif} Securities offered through Deutsche Bank Securities Inc. From: Paul Morris Sent: Tuesday, April 12, 2016 1:14 PM To: Thomas Heidenberger; Joseph Dursi Cc: Andrew King Subject: RE: Bios [I] Do you think we can skip the f

[I] From: Paul Morris ‹ > Date: Tue, 12 Apr 2016 1 • • To: Thomas Heidenber er Joseph Dursi Cc: Andrew King Thanks Original Message From: Thomas Heidenberger Sent: Tuesday, April 12, 2016 01:56 PM Eastern Standard Time To: Paul Morris; Joseph Dursi Cc: Andrew King Subject: RE: Bios [I] > Paul is ok wi

th Management Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios 4Q15 Panio-1.,-/TrPeArfomt, Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Joseph Dursi Thomas Heidenberger Director Associate In

s 4Q15 Panio-1.,-/TrPeArfomt, Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Joseph Dursi Thomas Heidenberger Director Associate Investment Specialist Portfolio Analyst For one-on-one presentation to qualified investors only. CONFIDENTIAL - PURSUANT TO