Subject: RE: May Forecast Update [SC]

EFTA01410763 Dataset 10 5 pages Download original PDF Download as text
Subject: RE: May Forecast Update [SC] From: Oliver Esslinger <M > Date: Wed, 15 May 2019 12:17:33 -0400 To: Thomas Klemm Patrick Campion Cc: Donna Kerrigan Classification: Strictly Confidential Sharing latest tracker of completed cases if of interest. ISG Desk actually closed three major trades two days ago with total rev pool of 600k. Two additional trades in the pipeline for the month and already fully onboarded hence good to go, one significant one (Baccarat) expecting up to 1MM rev maybe more. Only one client pending (Gator) with potential 1MM notional volume and 100k+ rev, I have asked team to prioritize. PS: already engaged with Chris and Jake for one prospect of theirs, review under way fcid:[email protected] Oliver Esslinger Director I COO Head of Business Integrity Americas Deutsche Bank Wealth Management Deutsche Bank Trust Company Americas Postal address: 345 Park Avenue, 14th floor, New York, NY 10154, USA Tel.: Fax: EFTA01410763 Email: www.deutschewealth.com From: Thomas Klemm Sent: Wednesday, May 15, 2019 9:37 AM To: Patrick Campion Cc: Donna Kerrigan < > Subject: Re: May Forecast Update [SC] THanks Patrick, ; Oliver Esslinger @Oliver: Cothron has some big deals in the pipeline that requires final client appetite to execute but can you check in with him whether he sees any potential onboarding issues? We will send all Capital Markets revenues generated account opening challenges (both IWP/Pershing) your way (e.g. email to come from Chris Ainsworth) to ensure that those cases are in our daily tracker, to close loops and have right priorities. Hope that makes sense? EFTA01410764 Thomas Klemm Global Head of Digital and COO WM Americas Deutsche Bank Wealth Management Floor 24, Office 2427 345 Park Avenue, New York, NY 10154, USA Tel Email On May 15, 2019, at 3:34 PM, Patrick Campion a wrote: Thank you. The forecast gap closure rests with the swaps pipeline. I'm getting updated stats from Joe. I'm confident on the 500 needed to achieve LOS. Need to see the upside from the swaps pipeline in order to close the 2MM to forecast. Sent with BlackBerry Work (www.blackberry.com) From: Donna Kerrigan a Date: Wednesday, May 15, 2019, 2:37 PM To: Patrick Campion a, Thomas Klemm EFTA01410765 Subject: RE: May Forecast Update [SC] Hi Patrick - The LoS remains at 101m which still assumes we'll close another 0.5m in Swaps. Lending also has an Ambition of 0.5m (incl. in the 101) but Bimal seems confident they'll close it. Also just a reminder the Q2 Lending plan was increased by 1.7m (1/3 of the 5m Plan challenge transferred from EMEA) Kind regards, Donna From: Patrick Campion <a> Date: Wednesday, May 15, 2019, 6:41 AM To: Donna Kerrigan , Thomas Klemm Subject: FW: May Forecast Update [SC] Hi Donna and apologies for the early morning questions. See below. We have an EXCo huddle in one hour on Q2. Our FC is 103 and our LOS is 101. Per Todd he stands by the 8MM for IWP. Given that, what is your best guess for LOS today assuming that Berg swap closes and Chartuni does not trade their swap? I've asked for another swap update from Cothron because the market is fluid etc. EFTA01410766 Thanks Sent with BlackBerry Work (www.blackberry.com) From: Sandra Wirfs <I m> Date: Wednesday, May 15, 2019, 12:26 PM To: Claudio de Sanctis , Patrick Campion , Sudhir Nemali , Julian Thurston Wohlschiess Subject: May Forecast Update [SC] , Lok Yim , Peter Seeburger , Thomas Klemm , Jan All, current FC attached as background information for our meeting later. Best, S. EFTA01410767

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[Image 1] The image appears to be a screenshot of an email. The email is from a sender with the name "Coleman" and is addressed to a recipient whose name is not visible in the image. The email is dated May 1st, 2018, and it contains a subject line that reads "May Forecast Update." The body of the email discusses a forecast update and mentions a "total revenue pool" and "total volume." There is also a refere [Image 2] The image shows a text document with a subject line that reads "May Forecast Update." The document appears to be a professional email or report, as indicated by the formal language and structure. The text includes a salutation, a body with bullet points, and a closing. The content of the document is not fully visible due to the resolution and angle of the photograph. The visible portion of the tex [Image 3] The image shows a digital document, which appears to be an email. The sender's name is Thomas Glenn, and the recipient's name is redacted. The email is dated May 23, 2007, and it mentions a meeting scheduled for May 24, 2007, at 9:30 AM. The subject line of the email is "Meeting with Thomas Glenn." The body of the email discusses a meeting agenda and mentions a specific topic related to a "Forbes" [Image 4] The image shows a printed email with a visible sender and recipient email address. The email is dated and timed, indicating it was sent on a specific day and time. The content of the email is not fully visible, but it appears to be a professional communication, possibly related to business or financial matters, as suggested by the context provided. The text includes references to "Capital Markets, [Image 5] The image shows a printed document, which appears to be a letter or an email. The document contains text, and there are visible fields such as the sender's name, recipient's name, date, and subject line. The text includes a greeting, a salutation, and a body with a message. The visible names include "Sunday Wong," "Claudia de Santos," and "Thomas Kohn." The date mentioned is "Wednesday, May 15th,