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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 Classification: confidential Greeti
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
Office Cell E-Fax Original Message From: 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 Ariy
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
Office Cell E-Fax Original Message From: 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 onl
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
rnal use only Ok Original Message From: Joshua Shoshan Sent: 03/25/2014 02:44 PM EDT To: Joshua Shoshan Cc: Caroline Kitidis; Chip Packard; Donald Summer; Haig Ariyan; Michael Iaquinta; Tazia Smith; Vahe Stepanian Subject: Epstein's IOIs for KING, NORD, TNET and CBSO [I] Classification: For internal
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 Donald Summer and Mike Iaquinta

Donald Trump
PERSONZbynek Kozelsky
PERSONJoshua Shoshan
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONVahe Stepanian
PERSON
Jeffrey Epstein
PERSONDeutsche Asset & Wealth Management
ORGANIZATIONCaroline Kitidis
PERSONHaig Ariyan
PERSON
Tazia Smith
PERSONKey Client Partners & Wealth Investment Coverage
ORGANIZATIONBollag
PERSONPaylocity
PERSON
Paul Morris
PERSON