6
Shared Docs
6
Same-Page
6 / 6
Mentions
port format and frequency IV. Investment/Trade Ideas - [Tazia] a. European Recovery i. Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland) ii. EUR 2yl0y Curve Steepener Note (4.75% x n/N, paid semi-annually) iii. European Equity Basket (compare with current holdings) b. Municipals i
Epstein Meeting 10/22/13 Agenda I. Entity Transfer and Position Update - (Paul/Tazia] a. Remaining Transfer b. Position Update at DB c. Investment Objectives Discussion (return objective, risk appetite, liquidity needs) i. SFLLC
port format and frequency IV. Investment/Trade Ideas - (Tazia) a. European Recovery i. Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland; 3mL+375bps for Syrs) ii. EUR 2yl0y Curve Steepener Note (4.75% x n/N paid semi-annually, 1.5-2.5%) iii. European Equity Basket (compare with curr
Epstein Meeting 10/22/13 Agenda I. Entity Transfer and Position Update - [Paul/Tazia] a. Remaining positions to be transferred b. Sum total left at IPM c. Sum total at DB i. Total Cash (Note money market rates, limitations on with
referred report format and frequency Investment/Trade Ideas - [Tazia] European Recovery Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland) EUR 2yl0y Curve Steepener Note (4.75% x n/N, paid semi-annually) European Equity Basket (compare with current holdings) Municipals Puerto Rico C
Epstein Meeting 10/22/13 Agenda Entity Transfer and Position Update [Paul/Tazia] Remaining Transfer Position Update at DB Investment Objectives Discussion (return objective, risk appetite, liquidity needs) SFLLC STINC Haze
rt format and frequency IV. Investment/Trade Ideas - [Tazia] a. European Recovery i. Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland; 3mL+375bps for 5yrs) ii. EUR 2ylOy Curve Steepener Note (4.75% x n/N paid semi-annually, 1.5-2.5%) iii. European Equity Basket (compare with cu
Paul - Per our discussion, revisions below/attached.... Epstein Meeting 10/22/13 Agenda EFTA01350908 I. Entity Transfer and Position Update - [Paul/Tazia] a. Remaining positions to be transferred b. Sum total left at JPM c. Sum total at DB i. Total Cash (Note money market rates, limitations on wi
rt format and frequency IV. Investment/Trade Ideas - [Tazia] a. European Recovery i. Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland; 3mL+375bps for 5yrs) EFTA01351241 ii. EUR 2ylOy Curve Steepener Note (4.75% x n/N paid semi-annually, 1.5-2.5%) iii. European Equity Basket (
ernal use only Paul - Per our discussion, revisions below/attached.... Epstein Meeting 10/22/13 Agenda I. Entity Transfer and Position Update - [Paul/Tazia] a. Remaining positions to be transferred b. Sum total left at JPM c. Sum total at DB i. Total Cash (Note money market rates, limitations on wi
requency EFTA01351250 IV. Investment/Trade Ideas - [Tazia] a. European Recovery i. Credit-Linked Note on Eurozone Periphery (Portugal, Spain, Italy & Ireland; 3mL+375bps for 5yrs) ii. EUR 2ylOy Curve Steepener Note (4.75% x n/N paid semi-annually, 1.5-2.5%) iii. European Equity Basket (compare with cu
ernal use only Paul - Per our discussion, revisions below/attached.... Epstein Meeting 10/22/13 Agenda I. Entity Transfer and Position Update - [Paul/Tazia] a. Remaining positions to be transferred b. Sum total left at JPM c. Sum total at DB i. Total Cash (Note money market rates, limitations on wi
Entities connected to both Italy & Ireland and Paul/Tazia

Jeffrey Epstein
PERSONRetrofit Partners
ORGANIZATIONRREEF
ORGANIZATIONInvestment/Trade Ideas
ORGANIZATIONCaroline Kitidis
PERSON
Tazia Smith
PERSONSTINC
ORGANIZATIONVahe/Amanda
ORGANIZATIONAmanda Kirby
PERSONPuerto Rico Cofina Bond
ORGANIZATION
Paul Morris
PERSON
Monica
PERSONKey Client Partners & Wealth Investment Coverage
ORGANIZATIONMonica Gilkinson
PERSONDeutsche Bank Private Bank
ORGANIZATIONDeutsche Bank Securities Inc.
ORGANIZATIONDeutsche Asset & Wealth Management
ORGANIZATIONDeutsche Bank Trust Company Americas
ORGANIZATION
United States
LOCATION