Epstein Secrets

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

implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t

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

implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t

From: Stewart Oldfield Sent: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael 3 Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your t

implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t