Illegal Activity
none
Blackmail
none
Date
2017-10-27
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This email exchange between Andrew King, Stewart Oldfield, and Paul Barrett discusses discretionary portfolio management and potential investment opportunities, including healthcare and tech sectors. Andrew King mentions that Hawkes Bay is not ready for distribution and suggests sending Alkeon instead.
Metadata
- Subject
- Re: discretionary portfolio mgmt [I]
- Sender
- Andrew King
- Recipients
- Stewart Oldfield
- Document ID
- EFTA01434635.txt
- Date
- 2017-10-27
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Stewart Oldfield | business | Paul Barrett | Correspondence regarding discretionary portfolio management. |
| Andrew King | business | Stewart Oldfield | Email regarding distribution of investment portfolios. |
| Stewart Oldfield | business | Martin Zeman | Martin Zeman is copied on emails between Stewart Oldfield and Paul Barrett. |
Notable Quotes 2
Hawkes Bay is not ready for distribution. We could send him Alkeon now.
Do you offer any single sector managed solutions? Like a tech or healthcare sleeve?
Financial Information
Assets:
- healthcare and tech managers
- discretionary portfolio
- single sector managed solutions
- tech or healthcare sleeve
- core portfolios
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
Organizations 6
Deutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.Alpha Group Capital LLCAlkeonHawkes Bay
Locations 4
New YorkNY142 W 57th Street, 11th Floor, New York, NY 10019345 Park Avenue, New York, NY 10154
Financial Entities 1
Deutsche Bank
Text Analysis
- Tone
- Professional
- Purpose
- To discuss discretionary portfolio management and potential investment opportunities.
- Significance
- The email chain discusses potential investment strategies and the distribution of investment portfolios to clients.
File Info
- File Name
- EFTA01434635.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:05.733243
- DOJ Source
- View on DOJ