Deutsche AM's
ORGANIZATIONDeutsche Asset Management Infrastructure Debt Presentation: RIN II Equity
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Deutsche AM's Leading Infrastructure Platform Platform overview Deutsche Bank Overviews • One of the world's leading international financial institutions with
nding. Al breakdowns are by primary use. Excludes financial services. Allocations are subject to change without notice (3) As of September 30 2017. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 6 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0062684 SDNY_GM_00208868 EFTA01370086
RIN I ("RIN LTD") CLO First CLO Primarily Secured by Loans to Economic Infrastructure Assets Deutsche AM's inaugural infrastructure CLO, RIN I closed on October 25th 2017 First Infrastructure CLO rated by Moody's under its Project Finance & Infrastructu
fee.. Please see notes included at end of presentation for the effect of fees on performance. Past performance is not indicative of future results. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 13 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL SDNY_GM_00208875 DB-SDNY-0062691 EFTA01370093
of Civil Engineers report 2017. (2) Source: Preqin North American private infrastructure equity fundraising data as of November 1 2017. (3) Source: Deutsche AM's estimates of expected acquisition and refinancing activity over the next 5 years. Expected acquisition financing amounts based on analysis of funds a
g amounts based on proprietary Deutsche AM database as of November 1. 2017. No assurance can be given that any forecast or target will be achieved. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 27 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062705 CONFIDENTIAL SDNY_GM_00208889 EFTA01370101
RIN I ("RIN LTD") CLO First CLO Primarily Secured by Loans to Economic Infrastructure Assets Deutsche AM's inaugural infrastructure CLO, RIN I closed on October 25th 2017 First Infrastructure CLO rated by Moody's under its Project Finance & Infrastructu
fee.. Please see notes included at end of presentation for the effect of fees on performance. Past performance is not indicative of future results. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 13 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL SDNY_GM_00209415 DB-SDNY-0063231 EFTA01370433
Deutsche AM's Leading Infrastructure Platform Platform overview Deutsche Bank Overviews • One of the world's leading international financial institutions with
nding. Al breakdowns are by primary use. Excludes financial services. Allocations are subject to change without notice (3) As of September 30 2017. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 6 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0063224 SDNY_GM_00209408 EFTA01370429
Deutsche AM's Leading Infrastructure Platform Platform overview Deutsche Bank Overviews • One of the world's leading international financial institutions with
nding. Al breakdowns are by primary use. Excludes financial services. Allocations are subject to change without notice (3) As of September 30 2017. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 6 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0066917 SDNY_GM_00213101 EFTA01372979
RIN I ("RIN LTD") CLO First CLO Primarily Secured by Loans to Economic Infrastructure Assets Deutsche AM's inaugural infrastructure CLO, RIN I closed on October 25th 2017 First Infrastructure CLO rated by Moody's under its Project Finance & Infrastructu
fee.. Please see notes included at end of presentation for the effect of fees on performance. Past performance is not indicative of future results. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 13 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL SDNY_GM_00213108 DB-SDNY-0066924 EFTA01372984
Entities connected to both Deutsche AM's and Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity
Morgan Stanley Research
ORGANIZATION
Moody's
ORGANIZATION
North America
LOCATIONProject Finance and Infrastructure Assets
ORGANIZATIONMoody's Approach to Rating Collateralized Debt Obligations
ORGANIZATIONdeployed2
ORGANIZATIONprofessionals3
ORGANIZATIONLoans to Economic Infrastructure Assets
ORGANIZATIONCurrent Weighted Average Rating Factor
ORGANIZATIONPar Creation
ORGANIZATIONthe Principal Collateral
ORGANIZATIONAUM -$885m
ORGANIZATION
David Cameron
PERSONIntragiucture
ORGANIZATIONSecurbes
PERSONHeogo
ORGANIZATION
Alfredo Rodriguez
PERSONGuncotton
PERSONInfrastructure Debt Business
ORGANIZATION