7
Shared Docs
7
Same-Page
7 / 7
Mentions
Footnotes: Data is as of March 18, 2016. Source: Bloomberg Finance LP, Deutsche Bank Wealth Management. 20
Certified Financial Planner designations. TM He can be reached at Deutsche Bank Wealth Management 23 or emailed at EFTA01477989 Biographies Paul Bartilucci Managing Director, Senior Portfolio Manager Paul Bartilucci is a Managing Director and Senior Portfolio Consultant at Deutsche Asset & Wealth Man
Footnotes: Data is as of March 18, 2016. Source: Bloomberg Finance LP, Deutsche Bank Wealth Management. 20
set class portfolios 4015 Paul Morris aag Managing Director Private Banker ecto (212) 454-0701 Joseph Dursi Director Investment S ecialist Paul Bartilucci aag Managing Director Associate For one-on-one presentation to qualified investors only. EFTA01478009 Table of Contents 1 2 3 4 5 6 Str
e DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
e DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
e DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
e DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB
views via structured notes, but no appetite for risk • Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tis
e DB AG accounts Possible Prospects: • Willet (Bloomberg Family Office): • Small RCM portfolio with DB
• Investment in Harvest Hedge Fund makes sense for this relationship • Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities • Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship Tisc
Entities connected to both Bloomberg L.P. and Paul Bartilucci

Jeffrey Epstein
PERSON
Prince Andrew
PERSONLeon Black
PERSON
United States
LOCATION
Julie K. Brown
PERSON
Michael Cohen
PERSON
Stephen Hawking
PERSON
Martha Stewart
PERSON
Paul Morris
PERSON
New York
LOCATION
Paul Ryan
PERSON
Jared Kushner
PERSONVahe Stepanian
PERSON
Barry Diller
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Michael Bloomberg
PERSON
Tazia Smith
PERSON
Kentucky
LOCATION
Lawrence Krauss
PERSON
Deutsche Bank
ORGANIZATION