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From: Joshua Shoshan Sent: 12/16/2013 10:49:45 AM To: Caroline Kitidis I Michael laquinta CC: Zbynek Kozelsky • Chip Packard I ; Haig Ariyan Mathew Negus I I; Donald Summer Subject: ECM carve out to KCP client ICJ Attachments: pic25059.gif; pic24588.gif; pic24449.gif; pic05765.gif Cl
ocated 50bps of the shares allocated to wealth Management for the deals in which he participates? Do you agree, and will you kindly respond so that Mike Iaquinta and the rest of us are aware of this arrangement? Please also let us know if you have questions or concerns. Best regards, --Josh Joshua Shoshan
Subject: KCP IOI: Paylocity IPO fI From: Joshua Shoshan Date: Fri, 14 Mar 2014 To: Haig Ariyan < Cc: Caroline Kitidis Chip Packard Michael Iaquinta Tazia Smith < Vahe Stepanian Donald Summer < Classification: For internal use only Greet
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
I Date: Subject: Re: KCP I From: Haig Ariyan Date: Fri, 14 Mar 2014 16:04:35 -0400 To: Joshua Shoshan Cc: Caroline Kitidis Chip Packard Donald Summer Michael Iaquinta Tazia Smith < Vahe
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
Subject: Re: KCP IOI: Paylocity IPO [I] From: Joshua Shoshan Date: Fri, 14 Mar 2014 18:17:33 -0400 To: Haig Ariyan Cc: Caroline Kitidis Chip Packard Donald Summer Michael Iaquinta Tazia Smith Vahe Stepanian Classification: For internal use only Thanks, Hai
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
I] From: Joshua Shoshan < Date: Tue, 25 Mar 2014 14:44:05 -0400 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
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
Subject: Re: Epstein's IOIs for KING, NORD, TNET and CBSO [I] From: Joshua Shoshan Date: Tue, 25 Mar 2014 19:35:16 -0400 To: Haig Ariyan Cc: Caroline Kitidis Chip Packard Donald Summer Michael Iaquinta Tazia Smith < Vahe Stepanian Classification: For internal use only Thanks, H
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
Subject: Re: Epstein's IOIs for KING, NORD, TNET and CBSO [I] From: Haig Ariyan < Date: Tue, 25 Mar 2014 17:26:18 -0400 To: Joshua Shoshan < Cc: Caroline Kitidis Chip Packard 1111.11§§§§§§§§§§§1k, Donald Summer < >, Michae
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
(Embedded image moved to file: pic25794.gif) From: dbcom Joshua Shoshan/db/- To: Caroline Kitidis/db/dbcom, "Chip P " Haig Ariyan/NewYork/DBNA Michael Iaquinta/db/- dbcom, Cc: Zbynek Kozelsk Mathew Negus/db/dbcom, Donald Summer/NewYork/DBNA/D Date: 12/16/2013 10:49 AM
cated 50bps of the shares allocated to Wealth Management for the deals in which he participates? Do you agree, and will you kindly respond so that Mike Iaquinta and the rest of us are aware of this arrangement? Please also let us know if you have questions or concerns. Best regards, --Josh EFTA01351706
Dec 2013 11:23:35 -0500 To: Joshua Shoshan <[email protected]> Cc: Chip Packard <[email protected]>, Donald Summer <[email protected]>, Haig Ariyan <[email protected]>, [email protected], Michael Iaquinta <[email protected]>, Zbynek Kozelsky <[email protected]> Classification: C
ocated 50bps of the shares allocated to Wealth Management for the deals in which he participates? Do you agree, and will you kindly respond so that Mike Iaquinta and the rest of us are aware of this arrangement? Please also let us know if you have questions or concerns. Best regards, -- Josh Joshua Shoshan
Entities connected to both Haig Ariyan and Mike Iaquinta
Caroline Kitidis
PERSONMathew Negus
PERSON
Jeffrey Epstein
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Donald Trump
PERSON
Tazia Smith
PERSONDeutsche Asset & Wealth Management
ORGANIZATIONJoshua Shoshan
PERSONKey Client Partners & Wealth Investment Coverage
ORGANIZATION
Paul Morris
PERSONMichael Iaquinta
PERSONDonald Summer
PERSONIaquinta
LOCATIONVahe Stepanian
PERSONSantander IPO
ORGANIZATIONSantander
ORGANIZATIONBollag
PERSONKey Client Partners
ORGANIZATIONZbynek Kozelsky
PERSONPaylocity
PERSON