Themes for UH NW investors Mf MITE" I. Stable sources of current income II. Distressed asset opportunities III. Transitional (non-bank) capital — need for asset/debt financing IV. Structural solutions V. Real assets as inflation protection VI. Private investments VII. Special situations — tactical trade opportunities VIII. Uncorrelated sources of return Deutsche Asset & Wealth Management For Internal Use Only 12 CONFIDENTIAL — PURSUANT TO FED. R CRIM. P. 6(e) CONFIDENTIAL DB-SONY-0114201 SDNY_GM_00260385 EFTA01455441
