Illegal Activity
none
Blackmail
none
Date
2017-10-26
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
Paul Barrett of Alpha Group Capital LLC is inquiring about discretionary portfolio management services, specifically single-sector solutions, from Stewart Oldfield at Deutsche Bank. Oldfield offers to provide more information and discuss the offerings in detail.
Metadata
- Subject
- RE: discretionar ortfolio m mt
- Sender
- Paul Barrett
- Recipients
- Stewart Oldfield
- Document ID
- —
- Date
- 2017-10-26
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Paul Barrett | Business | Stewart Oldfield | Paul Barrett is seeking information on discretionary portfolio management from Stewart Oldfield. |
| Stewart Oldfield | Business | Martin Zeman | Martin Zeman introduced Paul Barrett to Stewart Oldfield regarding DPM offerings. |
| Stewart Oldfield | Employment | Deutsche Bank | Stewart Oldfield is a Director at Deutsche Bank Trust Company Americas. |
Notable Quotes 2
Do you offer any single sector managed solutions? Like a tech or healthcare sleeve?
Martin mentioned that you would like some more info on our DPM offering. I will pull together some materials for you tmw and will be happy to chat about what we do in this space.
Raw Analysis JSON
click to expand
Themes
Business dealingsFinancial transactions/money flowCommunications/correspondence
Organizations 5
Alpha Group Capital LLCDeutsche BankDeutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.
Locations 4
New YorkNY142 W 57th Street, 11th Floor, New York, NY 10019345 Park Avenue New York, NY 10154
Financial Entities 2
Deutsche BankDeutsche Bank Securities Inc.
Text Analysis
- Tone
- Professional
- Purpose
- The email exchange is about Paul Barrett inquiring about discretionary portfolio management services offered by Deutsche Bank, specifically single-sector managed solutions.
- Significance
- This document shows initial contact and information exchange regarding potential investment management services.
File Info
- File Name
- EFTA01434632.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:45.935686
- DOJ Source
- View on DOJ