Table of Contents 1 Strategy Overview 2 Investment Process 3 Asset Allocation 4 Performance 5 Economic Commentary and Forecasts 6 Appendix Deutacho bank Wealth Management CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0C45238 CONFIDENTIAL SDNY_GM_00191422 EFTA01358005