Weekly Business Updates
Weekly Business Updates
Transactions Closed, Pipeline Deals & Client Updates
Key Client Partners
Americas
Nov 12th 2013
Revenue ($ mm)
Macro Themes &
Trade Ideas
KCP US & WIC
KCP: YTD MTD
WIC: YTD MTD
KCP LATAM & WIC
KCP: YTD MTD
WIC: YTD MTD
- Global Equities: Bullish S&P 1750+ YE — "Tech " - US Rates: expectations
of rising rates pushed out - European Recovery: slow but +ve GDP
growth - Hedging solutions, taking gains - Japanese growth: Abenomics lead
to 2x Equity - Inflation: GIC view increase CPI in 2014 - Municipal
Bonds (dislocated v UST) - Efficient structure to monetize oil spikes
RREEF: Price upside due to low supply
Client
Client Prospects
ISage Capital
INB Zoullas Sec
IFlorida Crystals
IMDCA
IPrice Family
Desk
KCP-US
Transaction
Highlights /
jlients
ICPLATAM
Oxford Lane Capital
WIC-US
WICLATAM
Deutsche
Asset
Wealth Management
EFTA01478704
ISyndicate
IVarious
I123
227k Preferred, paid .54 per bond
Deal
IPriceSmart Block Sale
KCP-A Sales
David Mann
David Mann
Thomas OR
Thomas OR
Thomas OR
RM (Office)
Michael David (NY PCS)
Drew Hearon (NY PCS)
IIBryan Stepanian (GWH PCS)
IINeal Fiore (NY PCS)
IICarotin Botzenhard (LA PB)
Product
EFTA01478705
IPrivate Markets
Client
IPrice Family
lient
/ $(000)k
500
Sales
Economics
400k stock sale (PSMT)
M
For internal use only
EFTA01478706
Weekly Business Updates
Transactions Closed, Pipeline Deals & Client Updates
Key Client Partners
Americas
Nov 12th 2013
Desk
KCP-US
DM
Deal
I131 s.Dearborn
ISpitfire 2.0
IGold Trade Finance
IAirlee CLO
KCP-US
TOR
IMDCA Stock Loan
ISomerston TRS
IYacht Loan
KCP-US
TDS
Material Deals
in the Pipeline
IRates, Fx, Comm
I6200 Hollywood
IEquity co-invest
hCPLATAM
Equity Swap
IIron Ore
ICLN
IEuropean Property x 2
WIC-US
3C / VS
WIC-US
BH / CQ
WIC-US
JS / DS
WICLATAM
EFTA01478707
I
5-9y Fwd Swap
IStructured Notes
I
I Restricted Stock Sale
Equity
IFunds
Product
Real Estate
Private Markets
Private Markets
Private Markets
Private Markets
Capital Markets
St Fin. & Lending
Capital Markets
Real Estate
Private Markets
Capital Markes
Private Markets
Private Markets
Real Estate
Capital Markets
Capital Markets
Capital Markets
Capital Markets
KCP Americas
ilient
EFTA01478708
Various
Jaws, Bill Forest
Miles Nadal
Somerston
C. Gallagher
Epstein
Stillwater
Endicott
Leo Kryss
Belford, Optimist
Belford, Fund P
A.G., RMA Engh
Wasserman
Paul, Karl Kuehner
Samson Capital
Hamlin Capital
/ $(000)k Economics
40%
95% 11,500
60% I 650
70% 11,000
70%I 4,000
50% I 75100
95% 125
EFTA01478709
I5% I
2,000
II60% I 80
II90% I 150
II 80% I 125
II75% I 150
I75% I 150
80% I 75
Preferred Equity class A+ tower
$15m, 1% fee
4.5-45m gold deliver
$38m size
$45m loan v $150m stock
Muni TRS $14-60m in size
$63m loan 15%, 4% fee
ISDA signed, ready to trade
$5m investment
$20m equity swap on Bovespa
on Petrobras linked w/ Inflation
$20m+ luxury & 100m+ commercial
$30m notional
Monthly flow structured notes & OTC
EFTA01478710
Alts
100%
$2.5m mut funds & offshore ETFs
Deutsche Asset
& Wealth Management
For internal use only
EFTA01478711
📷 Images in this document (8 detected; 6 largest described)
AI-generated factual descriptions of embedded images (llava:13b). These are searchable across the corpus.
[Image 1] The image appears to be a screenshot of a text document, possibly a business update or a list of items. The text is too small to read clearly, but it seems to contain a list of items or topics, each followed by a number or a code. There are no visible names, dates, places, or logos that can be discerned from this image. The document does not provide any context or description of the content, so it
[Image 2] The image shows a text document with a list of items, which appears to be a weekly business update or a summary of events. The list includes various types of information such as new client partners, product updates, and financial figures. The items are organized in a table format with columns and rows. The text is too small to read in detail, but it seems to be a professional or corporate document
[Image 3] The image shows a text document with a list of financial data points. The document appears to be a summary of financial metrics, possibly from a company's financial report or a personal finance statement. The list includes figures such as "Total Assets," "Total Liabilities," "Total Equity," "Total Revenue," "Total Expenses," "Net Income," "Total Assets," "Total Liabilities," "Total Equity," "Total
[Image 4] The image shows a text document with a list of names, followed by a series of percentages. The names appear to be of individuals or entities, possibly related to a company or organization. The percentages are likely representing some form of ownership or investment stake. The document is structured with the names at the top, followed by the corresponding percentages. The text is in a standard font
[Image 5] The image shows a text document with a list of names and corresponding information. The list appears to be related to sales or transactions, as it includes columns for "Sales," "Dept," "Price," "Qty," and "Total." The names listed are likely individuals or entities involved in the sales or transactions. The document is structured in a tabular format, with each row representing a separate entry. Th
[Image 6] The image displays a list of items or categories, each followed by a space and then a word. The list includes various types of businesses or entities such as "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Markets," "Capital Marke