arrow_back Search

EFTA01370446

DOJ Epstein Files
folder Dataset 10 insert_drive_file EFTA01370446.pdf description PDF text_fields 155 words · 1.2k chars
open_in_new View original source

Investment Process: Investing and Portfolio Monitoring The Portfolio Advisor will primarily pursue a hold-to-maturity strategy' Origination Due Diligence Process Maximize Value Seek to optimize value from investments through OID and other fee events during the life of the investment Minimize Risk • Review investment performance quarterly, update investment outlook, communicate with borrower management • Monitor wider market themes and sector trends. assess impact on the Issuers Portfolio Manage within Investment Guidelines • Monitor Portfolio and assc:ss ,flveslments for pro forma compliance with the Issuers Investment Guidelines Investing and Portfolio Monitoring Optimize Invested Tenor • Structure and purchase investments within tenor beyond the Reinvestment Period of the Issuer • Negotiate prepayment protection where possible (1) Strategy is indicative and subject to adaptation and change in particular contexts. For illustrative purposes only. Deutsche Asset Management Infrastructure Debt Presentation: RIN II Equity March 2018 36 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0063254 CONFIDENTIAL SDNY_GM_00209438 EFTA01370446