Epstein Secrets

ine Kitidis Subject: Re: Fw: allocation [C] Classification: Confidential Caroline, as far as I understand, the KCP accounts are Epstein, Rose and Wolfson (Daniel Wolfson will be in the book) -- so far. I guess Bollag is not KCP, but he should be, based upon size -- but there is no KCP interaction her

he needs those instructions from you, Haig and chip. Maybe you might call Iaquinta? He is at 212 250 9224. Best, --Josh Joshua Shoshan Director Deutsche Bank Securities Inc. Private wealth Management - Americas Private Client Services From: Caroline Kitidis/db/d To: Joshua Date: 11/05/2013 09:59 AM Subject: Re:

ted 9/4) - vorobeychik IRA's - waiting on client info from Brandon - requested 2 weeks ago. 2) Pls. quickly run through my 'while I'm gone' list. Wolfson - Still haven't heard from Alfred regarding POA. Payal- MF Distributions requested in pershing, still processing. Waited for further dividend which

ic19718.gif Classification: For internal use only Thanks for sending brosef. Let's review tmw. Vahe Stepanian Associate I Markets Coverage Group Deutsche Bank Securities Inc. Deutsche Asset & Wealth Management 34S Park Avenue - 26th Floor New York. NY 10154 Original Message From: Jay Lipman Sent: 09/06/2013 05:44

Two KCP clients we are speaking about now: 1. Epstein, Morris-PB, new S180mm KCP cap markets acct. 2. Wolfson, you know this account...large imp. KCP client situation. Estimated size/interest 2-3k shs. Caroline V. Kitidis Managing Director I Head of Key Cl

n. Estimated size/interest 2-3k shs. Caroline V. Kitidis Managing Director I Head of Key Client Partners & wealth Investment Coverage - Americas Deutsche Bank Securities Inc. Deutsche Asset & wealth Management 345 Park Avenue, 26th Floor New York. NY 10154-0004 Tel. Fax. Mobil Email original Message From: Haig

ted 9/4) - Vorobeychik IRA's - waiting on client info from Brandon - requested 2 weeks ago. 2) Pls. quickly run through my 'while I'm gone' list. Wolfson - Still haven't heard from Alfred regarding POA. Payal- MF Distributions requested in pershing, still processing. Waited for further dividend which

ld help me hit the ground running. We can go through it all sometime in the AM. Thanks, Vahe Vahe Stepanian Associate I Markets Coverage Group Deutsche Bank Securities Inc. Deutsche Asset & Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 EFTA01351813

ted 9/4) - Vorobeychik IRA's - waiting on client info from Brandon - requested 2 weeks ago. 2) Pls. quickly run through my 'while I'm gone' list. Wolfson - Still haven't heard from Alfred regarding POA. Payal- MF Distributions requested in pershing, still processing. Waited for further dividend which

the ground running. We can go through it all sometime in the AM. EFTA01351815 Thanks, Vahe Vahe Stepanian Associate I Markets Coverage Group Deutsche Bank Securities Inc. Deutsche Asset & Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 EFTA01351816

aig Ariyan Subject: Fw: Fw: allocation [C] Classification: Confidential The below are all PB clients. I would still like to carve out Epstein and Wolfson on top of the allocation process if you agree and allocate Rose from the PB pool. Rationale is that the Wolfson's are already a huge client and Eps

hink partner? Chip Packard Managing Director Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management Securities offered through Deutsche Bank Securities Inc. Original Message From: Caroline Kitidis Sent: 11/05/2013 10:11 AM EST To: Chip Packard; Haig Ariyan Subject: Fw: Fw: allocation [C] Classif

ine Kitidis Subject: Re: Fw: allocation [C] Classification: Confidential Caroline, as far as I understand, the KCP accounts are Epstein, Rose and Wolfson (Daniel Wolfson will be in the book) -- so far. I guess Bollag is not KCP, but he should be, based upon size -- but there is no KCP interaction he

Caroline V. Kitidis Managing Director I Head of Key Client Partners & Wealth Investment Coverage - Americas Deutsche Bank Securities Inc. Deutsche Asset & Wealth Management 345 Park Avenue, 26th Floor New York, NY 10154-0004 Original Message From: Joshua Shoshan Sent: 11/05/20