Illegal Activity
none
Blackmail
none
Date
2018-02-07
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This email exchange discusses the Harvest Collateral Yield Enhancement Strategy, with Andrew King promoting it to Paul Barrett. The strategy is presented as an overlay that can add incremental returns to an existing portfolio without requiring additional capital outlay, using the investor's portfolio as collateral.
Metadata
- Subject
- RE: DB - Harvest Collateral Yield Enhancement Strategy
- Sender
- Andrew King
- Recipients
- Stewart Oldfield
- Document ID
- —
- Date
- 2018-02-07
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Andrew King | business | Stewart Oldfield | Andrew King is on Stew Oldfield's team at DB. |
| Paul Barrett | employment | Alpha Group Capital LLC | Paul Barrett works at Alpha Group Capital LLC. |
| Harvest | business | DB | DB offers Harvest's Collateral Yield Enhancement Strategy on its platform. |
Notable Quotes 2
You're right that the returns have been around 70bps since Dec 2013. However, it's important to note that this is an overlay strategy, and doesn't require additional capital outlay.
The strategy enables an investor to add an incremental return stream to their existing portfolio, and the potential diversification benefit provided by the strategy's historically low correlation to equities. It requires no capital outlay and instead uses an investor's existing portfolio as collateral.
Financial Information
Amounts:70bps210bps$10BN
Assets:
- collateral
- portfolio
- S&P 500 index
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
Organizations 5
KCPDBDeutsche BankAlpha Group Capital LLCHarvest
Locations 4
New YorkNY142 W 57th Street, 11th Floor, New York, NY 10019345 Park Avenue, New York, NY 10154
Financial Entities 2
Deutsche Bank Securities Inc.Deutsche Bank Wealth Management
Text Analysis
- Tone
- Professional
- Purpose
- To discuss and promote the Harvest Collateral Yield Enhancement Strategy to Paul Barrett.
- Significance
- This email chain discusses the potential benefits and risks of the Harvest Collateral Yield Enhancement Strategy and its implementation.
File Info
- File Name
- EFTA01434913.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:26.918874
- DOJ Source
- View on DOJ