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riyan Date: Fri, 14 Mar 2014 16:04:35 -0400 To: Joshua Shoshan Cc: Caroline Kitidis Chip Packard Donald Summer Michael Iaquinta Tazia Smith < Vahe Stepanian > Classification: For internal use only ok by me Haig Ariyan Managing Director Co-Head Wealth Management, Americas Deutsche Asset & Wealth Man
the Paylocity IPO, which is this coming Tuesday night/ Wednesday morning. Per Haig's earlier email (below) that we will not be bound to a formula, Mike Iaquinta and I reviewed the possibilities for allocations on this deal. The deal is small -- 6.67mm shares -- and DB is the left bookrunner. We expect a ra
: Haig Ariyan Sent: 03/14/2014 04:04 PM EDT To: Joshua Shoshan Cc: Caroline Kitidis; Chip Packard; Donald Summer; Michael Iaquinta; Tazia Smith; Vahe Stepanian Subject: Re: KCP IOI: Paylocity IPO [I] Classification: For internal use only ok by me Haig Ariyan Managing Director Co-Head Wealth Management,
the Paylocity IPO, which is this coming Tuesday night/ Wednesday morning. Per Haig's earlier email (below) that we will not be bound to a formula, Mike Iaquinta and I reviewed the possibilities for allocations on this deal. The deal is small -- 6.67mm shares -- and DB is the left bookrunner. We expect a ra
400 To: Joshua Shoshan < Cc: Caroline Kitidis < Chip Packard < Donald Summer < >, Haig Ariyan < >, Michael Iaquinta < >, Tazia Smith < >, Vahe Stepanian < Classification: For internal use only Greetings, Haig. I hope all is well. Tazia has entered IOI's for Mr. Epstein: 10,000 KING 10,000 NORD 1
nd CBSO. It may be above 1000 for TNET (DB has noticeably bigger economics of 20%; in the other three deals, we are passive, with 7-8% economics). Mike Iaquinta would have final word, when he knows the actual numbers. KING and NORD allocate tomorrow morning. TNET is Thursday morning, and CBSA is Friday. Wh
: Haig Ariyan Sent: 03/25/2014 05:26 PM EDT To: Joshua Shoshan Cc: Caroline Kitidis; Chip Packard; Donald Summer; Michael Iaquinta; Tazia Smith; Vahe Stepanian Subject: Re: Epstein's IOIs for KING, NORD, TNET and CBSO [I] Classification: For internal use only Ok Original Message From: Joshua Shoshan
nd CBSO. It may be above 1000 for TNET (DB has noticeably bigger economics of 20%; in the other three deals, we are passive, with 7-8% economics). Mike Iaquinta would have final word, when he knows the actual numbers. KING and NORD allocate tomorrow morning. TNET is Thursday morning, and CBSA is Friday. Wh
4 17:26:18 -0400 To: Joshua Shoshan < Cc: Caroline Kitidis Chip Packard 1111.11§§§§§§§§§§§1k, Donald Summer < >, Michael Iaquinta Tazia Smith Vahe Stepanian < Classification: For internal use only Ok Original Message From: Joshua Shoshan Sent: 03/25/2014 02:44 PM EDT To: Joshua Shoshan Cc: Caro
nd CBSO. It may be above 1000 for TNET (DB has noticeably bigger economics of 20%; in the other three deals, we are passive, with 7-8% economics). Mike Iaquinta would have final word, when he knows the actual numbers. KING and NORD allocate tomorrow morning. TNET is Thursday morning, and CBSA is Friday. Wh
Entities connected to both Vahe Stepanian and Mike Iaquinta

Jeffrey Epstein
PERSON
Paul Morris
PERSON
Tazia Smith
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONDeutsche Asset & Wealth Management
ORGANIZATIONCaroline Kitidis
PERSONZbynek Kozelsky
PERSON
Donald Trump
PERSONJoshua Shoshan
PERSONDonald Summer
PERSONHaig Ariyan
PERSONSantander
ORGANIZATIONPaylocity
PERSONKey Client Partners & Wealth Investment Coverage
ORGANIZATIONMichael Iaquinta
PERSONMathew Negus
PERSONthe Paylocity IPO
ORGANIZATION
Joshua
PERSON
Wolfson
PERSONSantander IPO
ORGANIZATION