3
Shared Docs
3
Same-Page
3 / 3
Mentions
hould be, based upon size -- but there is no KCP interaction here, as far as I know. In short, the KCP accounts should get an allocation before the PCS/PB split, but Mike Iaquinta tells me adamantly that he has no instructions about a KCP carve-out, and he needs those instructions from you, Haig and c
tion [C] Classification: Confidential These are KCP accounts we r referring to or PB WIC ? We said KCP accounts shd come off top and they agreed. WIC PB comes out of regular allocation? Caroline v. Kitidis managing Director I Head of Key Client Partners & Wealth Investment Coverage - Americas Deut
before the PCS/PB split, but Mike Iaquinta tells me adamantly that he has no instructions about a KCP carve-out, and he needs those instructions from you, Haig and C
tion [C] Classification: Confidential These are KCP accounts we r referring to or PB WIC ? we said KCP accounts shd come off top and they agreed. WIC PB comes out of regular allocation? Caroline V. Kitidis Managing Director I Head of Key Client Partners & wealth Investment Coverage - Americas Deut
hould be, based upon size -- but there is no KCP interaction here, as far as I know. In short, the KCP accounts should get an allocation before the PCS/PB split, but Mike Iaquinta tells me adamantly that he has no instructions about a KCP carve-out, and he needs those instructions from you, Haig and C
location Classification: Confidential These are KCP accounts we r referring to or PB WIC ? We said KCP accounts shd come off top and they agreed. WIC PB comes out of regular allocation? Caroline V. Kitidis Managing Director I Head of Key Client Partners & Wealth Investment Coverage - Americas Deut
Entities connected to both PCS/PB and WIC PB
Caroline Kitidis
PERSONDeutsche Bank Securities Inc.
ORGANIZATIONIaquinta
LOCATIONMike Iaquinta
PERSON
Jeffrey Epstein
PERSONKey Client Partners & Wealth Investment Coverage
ORGANIZATIONBollag
PERSONDeutsche Asset & Wealth Management
ORGANIZATIONDaniel Wolfson
PERSONJoshua Shoshan
PERSON
Wolfson
PERSON