FW: Account Planning-Stewart Oldfield [I]
Hey bud, please let me know where I (or a member of my team) can help here. Have a great weekend ... Sam
- From: Cynthia Rodriguez
- Sent: Monday, January 22, 2018 1:07 PM
- To: Patrick Campion
- Cc: Bradley Gillin
- Recipients (To/Cc): Patrick Campion, Stewart Oldfield, Samantha Harmon, Dana, Ponzio, Laura Farischon, Harris Winters, Nina-X Nevidzanska, Andrew King, Brian J Harrington, Charlie Burrows, Frank, DeBenedittis, George Hack, Joshua Shoshan, Matt Glassman, Paul Bartilucci, Peter, Ferrara, Sam Petrucci, Tazia, Smith, Xavier Avila, Martin Zeman, Vahe Stepanian, Joshua Frank
Subject: RE: Account Planning-Stewart Oldfield [I]
Classification: For internal use only
All,
Below are the notes from today's account planning session. Please feel free to add on to the below. Thanks.
Deering/Crosby:
Pitched structured notes in the past, but the client did not have interest Sell puts on a quarterly basis with DB collecting premium Stew Oldfield and Frank DeBenedittis to increase coverage and wallet sharing for this relationship Frank DeBenedittis to follow up and see what can be done from an RIA perspective
Dzialga/General Atlantic:
Mark Dzialga KCP east adopted client
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General Atlantic focus is on semi-structured yielding
There is more diversity on an individual level
Stewart Oldfield to contact the clients for a relationship review and make introductions with Michael King
Stewart Oldfield to attempt to get deposits and pitch Partner Capital Lines with Laura Farischon
Elysium:
Major focus on private investments and structured lending Stewart Oldfield to take a look into the Leon and Debbie Black Foundation Stewart Oldfield to set up an investment meeting with KCP/PB/Lending
Jockey Club:
Major opportunity to increase deposits with this relationship and open DB AG
and CD accounts
Brian Harrington, Frank DeBenedittis and Stewart Oldifield are currently working on investable opportunities within ISG
Lindemann:
Adam Lindemann and George Lindemann Jr are the family members in which we maintain a relationship with
Stewart Oldfield and Laura Farischon to take a look at Adam's balance sheet to see if there is a potential lending opportunity
George Jr, is in Commercial Real Estate and could be a possible candidate for refinancing (Global Markets) and potential SWAP Stewart Oldfield to follow with George on potential lending and SWAP.
Safanad:
Stewart Oldfield to set up a meeting and introduce asset class specialists and Chris Partridge from aviation financing to the client There could be a global markets specialty real estate opportunity and investment/lever up for this relationship as well
Southern Financial:
Mr. Epstein has the potential to introduce DB to other potential clients that are KCP adoptable Stewart Oldfield to follow up with the client on bringing in more deposits (DB AG) Josh Shoshan to increase trading with multiple accounts and KCP as a whole
Thirdlake:
Currently interested in Tech views via structured notes, but no appetite for risk
Investment in Harvest Hedge Fund makes sense for this relationship Stewart Oldfield and Paul Bartilucci to pitch DPM opportunities
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Stewart Oldfield to bring in more deposits and pitch consumer retail or corporate financing on this relationship
Tisch:
Hedge Funds such as Harvest could be a possible opportunity for this relationship
Stewart Oldfield to establish an introduction to Diamond Offshore Drilling with DB
Stewart Oldfield and ISG to pitch RCM, corporate treasury assets, and possible DB AG accounts
Possible Prospects:
Willet (Bloomberg Family Office):
Small RCM portfolio with DB
Look at private markets/managers
Seed managers
Patrick Campion to establish connection between John Cryan, Stewart Oldfield and Willet Internal groups such as ICG Sales, CIB, Prime Brokerage might have hedge fund contacts for Stew to connect to on a principle level Laura Farischon pitched the notion of looking on the PE & Hedge Fund public list to see if there are any possible prospects there Another option that was pitched was covering hedge funds that Global Markets no longer covers and getting introduction to those principles for possible wealth opportunity.
Kind regards,
Cynthia Rodriguez
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA
Tel.:
Fax:
Email:
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Original Appointment From: Patrick Campion Sent: Thursday, January 11, 2018 11:42 AM To: Patrick Campion; Stewart Oldfield; Samantha Harmon; Dana Ponzio; Laura Farischon; Harris Winters; Nina-X Nevidzanska; Andrew King; Brian J Harrington; Charlie Burrows; Frank DeBenedittis; George Hack; Joshua Shoshan; Matt Glassman; Paul Bartilucci; Peter Ferrara; Sam Petrucci; Tazia Smith; Xavier Avila; Martin Zeman; Vahe Stepanian; Joshua Frank Cc: Bradley Gillin; Cynthia Rodriguez Subject: Account Planning-Stewart Oldfield [I] When: Monday, January 22, 2018 8:00 AM-10:00 AM (UTC-05:00) Eastern Time (US & Canada). Where: CR 2405 / Dial-in Attached
Classification: For internal use only
« File: Oldfield 2018 Acct Planning.zip »
Dear All,
As we begin 2018 Account Planning, please note that it is very important for the product groups to review the documents provided ahead of time and come to the meeting with ideas for potential new business in your particular product area. There is quite a bit of focus on this exercise this year.
Please make every effort to be in attendance. If you are absolutely unable, please delegate to someone who can represent you, or if there are multiple people from your product area, you can have one person represent all the accounts.
Documents that are available are attached.
Please contact Samantha Harmon if you have any questions or concerns.
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