EFTA01388217.txt Text dataset_10 View on DOJ

Illegal Activity
suspicious
Blackmail
none
Date
2018-04-02
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This email from Sarah Rafferty to Stewart Oldfield provides a list of guests registered for the Frieze New York Preview and instructions for compliance, including how to record client entertainment expenses. The email raises concerns about potential misrepresentation of expenses to avoid gift reporting.
Metadata
Subject
Frieze New York registrations: Wednesday Preview p)
Sender
Sarah Rafferty
Recipients
Stewart 0ldfield I
Document ID
Parent ID: 219401
Date
2018-04-02
Illegal Activity
Severity
suspicious
Description
The email contains instructions on how to record client entertainment expenses in a way that could be seen as misleading, potentially violating compliance regulations.
Content Type
first_hand
Evidence:
  • The instruction to misrepresent client entertainment expenses could be considered a form of financial misrepresentation.
Relationships 5
Entity 1RelationshipEntity 2Description
Sarah Rafferty email correspondence Stewart Oldfield Sarah Rafferty is sending Stewart Oldfield information about Frieze New York registrations.
Tony Persico employment Marron Investments Tony Persico is the CIO of Marron Investments.
Rudy Sahay employment 54 Madison Rudy Sahay is the CEO of 54 Madison.
Brad Wechsler employment Elysium Brad Wechsler is the CEO of Elysium.
Paul Barren employment Alpha Group Capital Paul Barren is the CIO of Alpha Group Capital.
Notable Quotes 2
At this t me, please submit to Compliance using the following information: • Enter as "Client entertainment" • Enter a DB person name in the attendee section (so it does not appear to be a gift)
The costs associated with this ticket type are: Wednesday Preview - $188.00 pp Parent ID: 219401
Red Flags 1
  • The instruction to enter a DB person's name to avoid the appearance of a gift raises ethical concerns about transparency and compliance.
Financial Information
Amounts:188.00
Legal Compliance
  • The email instructs the recipient to enter a DB person name in the attendee section so it does not appear to be a gift, which could be a compliance issue.
Raw Analysis JSON click to expand
Themes
Business dealingsCommunications/correspondence
Organizations 6
Marron InvestmentsDeutsche Bank54 MadisonElysiumAlpha Group CapitalFrieze New York
Locations 2
New YorkNew York City
Financial Entities 1
Deutsche Bank Wealth Management
Text Analysis
Tone
Professional
Purpose
To provide Stewart Oldfield with a list of guests registered for the Frieze New York Preview on Wednesday, May 2, 2018, and instructions for compliance.
Significance
This document provides information about client entertainment and compliance procedures at Deutsche Bank.
File Info
File Name
EFTA01388217.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41:27.883787
DOJ Source
View on DOJ