Weekly Business Updates Transactions Closed. Pipeline Deals & Client Updates
Weekly Business Updates Transactions Closed. Pipeline Deals & Client Updates
Nov 29th 2013
Macro Themes &
Trade Ideas
Client Prospects
& New
Approved
Accounts
Material Deals in
the Pipeline
Deutsche Asset
8: Wealth Managemet•KCP - YTD: MTD: WIC - YTD: MTD: Key Client Partners
Americas
KCP LATAM & WIC
KCP - YTD: 266 MTD: 0 WIC - YTD: 2,000 MTD: 128
Bullish US Equities' S8P 1800+ 1014 'Mega-Tech' - Bearish on Interest Rates Long Term. expectations of nsing rates pushed out - Chinese
economic re-acceleration on the back of 31 Plenum Reforms - European Recovery slow but +ve GDP growth AbenomIcs to drive Japanese
economic growth and further equity appreciation - Inflation. GIC view increase CPI in 2014 Municipal Bonds (dislocated v UST) - Oil spikes Efficient
structure to monetize oil spikes - RREEF: Price upside due to low supply
H,,einH
• Sage CapOal KHH-A Sa:::
• David Mann IZNI ar:::
• Michael David (NY PCS) Client
• 16 Currant KCP relationships Sales
• RM
•
• NB Zeullas Sec. • David Mann • Mew Hearon (NY PCS) • 12 KCP Forms signed •
• Thomas OR • Bryan Steponmn (GVVH PCS) • 9 KCP Accounts open • •
• MOCA • Thomas OR • Neal Foote (NY PCS) • •
• Price Fan* • Thomas OR • Carotin Botzenhard (LA PB) • • •
• Voltaire Cap4al • Thomas OR • Maik Gonzalez (NY PB) •
Desk
KCP-US
DM Deal
• 131 sDearborn
• Spitfire 2.0
• Gold Trade Finance
• Aide° CLO Product
• Real Estate
• Private Markets
• Private Markets
• Pit:ale Markets Client
•
• Various
•
• Jaw. B.3 Forest % I S(000)k
•
•
• 40%
• 95%1,500 Economics
• Preferred
• $15m,
• 4.5-45m
• $38m Equity class At
I% fee
gold deity&
situ tower t•-►
•
•
•
•
KCP-US
TOR • MDCA Stock Loan
• Somemtoo TRS
• Yacht Loan • Private thakets
• Capital Markets
• SI Fin. 8 Lording • Milos Nadal
• Someotton
• C. Gallagher • 60% 1650
• 70% 11,000
• 70% I 4.000 • 345m loan v $150m stock
•Mau TRS $14.60m in she
• 363m loan 15%, 4% foe •
•
•
KCP-US
TOS • Rides. Fx, Comm
• 6200 Hollywood
• Equity 00-invest • Capital Markets
• Real Estate
• Prnate Markets • Epstein
• Stillooter
• Endicott • 50% 75.100
• 95% I 25
• 5%I 2,000 • ISDA signed, ready to trade
• $5m investment •
•
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