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TBD TBD TBD TBD None ARA Infrastructure 4/30 close EFTA01478871 Jorge Rodriguez Jonathan Newman CB&S Exotic Muni Trading Michael Kuras CB&S ECM Jeff Mortara ECM TBD Chad Cooper Presentation TBD Post NDA Package TBD Presentation PPM 1. QIBs only 2. Offshore Reg S 3. ECM to se
READY TO SEND DO NOT SEND Process & Steps: Management Meetings: Target Raise: Fees/Revs: NPA & DD: Teaser #5mm tickets and up TBD $96.2mm CB&S TBD TBD TBD 4 For internal use only EFTA01478873 Private Markets & Alts Thursday, April 10, 2014 Product: ReGaL Citroen - Lyon, France L
478864 PB PB Mary Ann Coleman PB Lok / Burnett Susan Burnett Neal Fiore Jim Fink Frank Winford PB PB PCS PCS PCS Office KCP Atlanta David Mann Los Angeles David Mann Los Angeles David Mann Palm Beach David Mann MIA / NY MIA / BOS New York David Mann David Mann David Mann Los Angele
US and Global). (1) Connect Global KCP Capital Markets teams, scaling trade ideas and execution. (2) Ramp up execution capabilities with relevant CB&S traders across equities, credit, derivatives, FX, etc. Need direct access to DB proprietary pricing models/systems to provide clients with regul
Trade Execution - Where to go to Trade AWM + CB&S key contacts included in Appendix A Flow Trading - AWM / STG Execution Equities Block Trades — CB&S Equity Derivatives Structured Solutions Fixed Income FX Deutsche Asset & Wealth Management For U.S. Key Client Partners (KCP) Clients Only Li
mary Coverage Tazia Smith Tazia Smith Tazia Smith Thomas Ororke Tazia Smith Tazia Smith Thomas Ororke Tazia Smith Tazia Smith Tazia Smith David Mann Tazia Smith Tazia Smith Tazia Smith EFTA01478929 Approx. Net Worth $1B $106 Approx. Net Worth $1B $1B $0.56 $15B $20B $1B $2B NA $
CP clients How is KCP different from the normal Wealth Management Business / PIC? — vs WM: senior coverage, access to full product platform, direct CB&S access, KCP owned processes geared towards coverage of top tier Key clients, strictly non-advisory — vs PIC: part of AWM, focus on holistic client
themes 05 Key Client Partners FAQ For Internal Use Only 7 EFTA01470770 Business update Key contacts and metrics KCP U.S. Desk: 212-250-7722 David Mann Director, KCP U.S. Sales New York, North East, South East Thomas O'Rorke Director, KCP U.S. Sales New York, Mid Atlantic, Mid & South West Tazi
AWM hc available WM Markets Coverage Group team member 4 Generalist/ FI specialist D New York March-13 Yes, PIC desk New York No existing CB&S headcount CB&S hc CB&S PIC desk head 5 Generalist/ Credit Specialist tt No N/A PIC desk New York headcount CB&S 6 Generalist/ Rates Spe
ist D New York , WM Cap Mkts tbd (Haig Ariyan hc) No No Yes, existing AWM hc available March-13 Planned start date Yes, Tazia Smith Yes, David Mann No Hir No N/A Yes N/A March-13 Yes, Patricia Benne Yes, Tom 0 Rourke Yes, Luis Chaves March-13 Yes, Yes, Bruce McDermott Yes, Joe Aglion
ts Monday, March 24, 2014 Product: Private Markets: ARA Infrasturcture Rated Infrastucture Notes (RIN) Live Jorge Rodriguez Jonathan Newman CB&S Maryland Proton Therapy Live Exotic Muni Trading Michael Kuras Bastille Pipeline CB&S ECM Jeff Mortara TBD Post NDA Package TBD Presenta
PB PCS PCS PCS PB PB PB PCS PB PB Office New York KCP Thomas ORorke Los Angeles Tazia Smith Boston Los Angeles Tazia Smith NY, MIA David Mann David Mann San Francisco Tazia Smith Los Angeles David Mann Los Angeles David Mann Palm Beach David Mann New York PB/PCS Various PCS PCS Ne
roline Kitidis/db/dbcom To: Paul morris/db/dbcom@DBAMERICAS, Date: 09/08/2014 04:02 PM Subject: Re: Fw: [C] Classification: confidential Yes, CB&S did a financing for Utah Park City resort, we had a client who bought a piece of the syndicated loan. So we can do both, bring financing to CB&S an
06:17 PM To: Paul Morris Subject: Re: Fw: [CI Attachments: pic16865.gif; pic06026.gif; pic16115.gif; pic00381.gif Classification: Confidential David Mann, Boston office Original Message From: Paul Morris Sent: 09/08/2014 04:04 PM EDT To: Caroline Kitidis Subject: Re: Fw: [C] Classification: C
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