EFTA01418599.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
2017-04-24
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This email exchange discusses scheduling a meeting between Richard Kahn, Stewart Oldfield, Audie Apple, and Vahe Stepanian to discuss risk premia investing. Stewart Oldfield suggests that this investment strategy might appeal to 'JE' because he could tailor the investment strategies and employ efficient leverage or portfolio hedging alongside.
Metadata
Subject
Re: catching up/risk premia investing
Sender
Richard Kahn
Recipients
Stewart Oldfield, Audie Apple, Vahe Stepanian
Document ID
EFTA01418599.txt
Date
2017-04-24
Relationships 4
Entity 1RelationshipEntity 2Description
Richard Kahn Employment HBRK Associates Inc. Richard Kahn works at HBRK Associates Inc.
Stewart Oldfield Employment Deutsche Bank Trust Company Americas Stewart Oldfield works at Deutsche Bank Trust Company Americas.
Stewart Oldfield Business Audie Apple Stewart Oldfield and Audie Apple are on the same team.
Richard Kahn Potential Client JE Stewart Oldfield suggests that risk premia investing might appeal to JE.
Notable Quotes 2
Think of it as systematic trading to extract risk premia (curve structure, volatility, etc.) across asset classes. Basically what most hedge funds do, but in a more liquid and transparent fashion and with lower fees.
It might appeal to JE since he could tailor the investment strategies and employ efficient leverage or portfolio hedging alongside.
Raw Analysis JSON click to expand
Themes
Business dealingsFinancial transactions/money flowCommunications/correspondence
Organizations 4
HBRK Associates Inc.Deutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.
Locations 5
New York, NYHoustonMaui575 Lexington Avenue 4th Floor, New York, NY 10022345 Park Avenue, New York, NY 10154
Financial Entities 1
Deutsche Bank
Text Analysis
Tone
Professional
Purpose
To schedule a meeting to discuss risk premia investing.
Significance
The email discusses a potential investment strategy that might appeal to 'JE'.
File Info
File Name
EFTA01418599.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43:17.442734
DOJ Source
View on DOJ