Subject: FW: Client event: Frieze LA - Invitations now available [C]

EFTA01425355 Dataset 10 5 pages Download original PDF Download as text
Subject: FW: Client event: Frieze LA - Invitations now available [C] From: Stewart Oldfield Date: Mon, 26 Nov 2018 19:22:58 -0500 To: Sarah Rafferty < Cc: Bradley Gillin < Richard Iarossi Monica Gilkinson Bcc: Over-inviting as usual. My guess is I will have 5-10 clients/prospects there. Thanks Monda November 26, 2018 From: WMMarketing Americas [mailto: Ser To: Cc: Melissa Pressley a; Ana A Zamora ; Bernadette Reyes Sarah Rafferty <[email protected]> Subject: Client event: Frieze LA - Invitations now available [C] Classification: Confidential As you are aware, the launch of Frieze LA is scheduled for Feb 14-17 at Paramount Studios and will gives us a great opportunity to build our West Coast presence. In terms of size, it will be about half the size of Frieze NY. We have so much interest that we are not concerned about using all our tickets but we would like to make sure we use them as an opportunity to get to top prospects (especially prospects WM would like to meet), CIBs top clients and prospects, and leveraging our partners for their best connections for new prospects (Frieze, Endeavor, LUX, Merkle etc as well). EFTA01425355 Similar to the NY and London fairs, we have the ability to organize visits for groups that we want to expand our relationship (e.g. such as an influential arts board from LA, SF or Seattle). As previously mentioned, the fair size in LA is significantly smaller in size and number of galleries in relation to both London & New York. Please note below ticket numbers allocated by time (11am or 2pm). We will provide more detailed information when we receive it from Frieze. Nomination, Invitation and RSVP process Nominations can be submitted using the attached template. Please submit your nominations to Sarah by Friday, November 30. At that time, we will review with management and invitations will be distributed. Invitations will be electronic only. RSVPs will be managed through a registration system, Eventogy. This new online system (same used for Frieze London) has a different look and feel, and should provide a much better client experience. Ticket structure & allocations Following the success of two VIP days in New York and London, the Frieze team will continue this format in Los Angeles: Preview Day — Thursday, February 14 (Valentine's Day) and Preview & Private View — Friday, February 15. Public Days, Saturday February 16 and Sunday, February 17. Compliance As long as you are not aware of any potential issues and the client meets the below criteria, entering in Compliance for approval can occur when they EFTA01425356 confirm attendance. If you have any questions or concerns, please contact the ABC group directly. Concur ID USD pp cost Ticket allocaton Frieze Los Angeles Dinner or Reception & Preview 3VRH $430.00 60 Preview 3VRJ $230.00 11am — 95 2pm - 95 Private View 3VXV $230.00 EFTA01425357 11am — 125 2pm - 125 Day ticket 3VRL $145.00 225 https://www.concursolutions.com/Expense/Request/default.asp Criteria: Invitees should be limited to the wealth management client (or prospect) and/or their family members No sensitive counterparts (including public officials, regulatory agencies, etc.) DB payment of client travel & accommodation is not permitted Pending business at the time of invite is not permitted (i.e. specific discussions pertaining to investment type and amount have occurred and decision or action is pending with client, or discussion on moving assets from bank x to DB). Prospective business is ok — general relationship building. Please contact Sarah Rafferty if you have any questions. Thank you. fcid:80063086-E6B1-464A-83C1-C22D037DB24E@lanl Marketing, Wealth Management —Americas EFTA01425358 Deutsche Bank Wealth Management Sarah Rafferty, Head Melissa Pressley Bernadette Reyes Ana Zamora deutschewealth.com fhttps://brandportal.intranet.db.com/img/modules/positive_impact_ENG.gifl This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Please refer to https://db.com/disclosures for additional EU corporate and regulatory disclosures. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA01425359

📷 Images in this document (5 detected)

AI-generated factual descriptions of embedded images (llava:13b). These are searchable across the corpus.

[Image 1] The image appears to be a photograph of a printed document, possibly a letter or an email. The document contains text that seems to be instructions or guidelines for organizing a visit or event. It mentions a hair show in London, England, and includes details about the venue, accommodations, and other logistical information. There are also references to a specific individual named "Sarah" and a da [Image 2] The image shows a screenshot of an email. The email is from a sender named "Wolfgang" and is addressed to "Richard Carson." The subject line of the email reads "Client event - Friday LA Invitations." The email contains a message thanking the recipient for their help and mentions a new project. There is a section titled "Confidential" followed by a paragraph that seems to be discussing a launch eve [Image 3] The image shows a scanned document, which appears to be a receipt or an invoice. The document contains text fields with information such as date, time, ticket number, and the amount paid. There is also a note at the bottom of the document that includes a disclaimer about the use of the ticket and a thank you message. The text is clear and legible, and the document is structured with organized fiel [Image 4] The image shows a document with text, which appears to be a communication from a company or organization. The document includes a header with the name "Debevoise & Plimpton LLP," followed by a recipient's address and a date. The body of the document contains a message that seems to be a standard disclaimer or notice, stating that the recipient is not authorized to use the information for any purpo [Image 5] The image shows a printed document with text, which appears to be a list or a table with various entries. The text is too small to read clearly, but it seems to be a list of items or information with columns and rows. The document is not a photograph and does not contain any visible names, dates, places, or logos. It is a text-based document, likely a list or a table, but the specific content is n