Illegal Activity
none
Blackmail
none
Date
2018-01-24
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
Stewart Oldfield and Vahe Stepanian are discussing Harvest and whether Oldfield has spoken to Paul Barrett about it. Oldfield knows Harvest well and agrees it would be a nice overlay to a broad portfolio, while Stepanian mentions a call with a family office allocator who thought the strategy made sense.
Metadata
- Subject
- Re: Have you spoken to Paul Barrett about Harvest? [I]
- Sender
- Stewart Oldfield
- Recipients
- Vahe Stepanian
- Document ID
- EFTA01435612.txt
- Date
- 2018-01-24
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Stewart Oldfield | Business | Vahe Stepanian | Email correspondence regarding Harvest and Paul Barrett. |
| Stewart Oldfield | Business | Harvest | Stewart Oldfield knows Harvest well and worked with most of those guys at CS. |
| Vahe Stepanian | Business | Paul Barrett | Vahe Stepanian is inquiring if Stewart Oldfield has spoken to Paul Barrett about Harvest. |
Notable Quotes 2
I know harvest very well. Worked with most of those guys at CS and my group did the work when we bought their predecessor firm. I agree - nice overlay to broad portfolio.
Yah, think it makes sense considering he already has assets here and would easily understand the strategy. Had a call this morning with a big family office (allocator type) and thought the strategy makes sense + they did a good job.
Financial Information
Assets:
- portfolio
- assets
Raw Analysis JSON
click to expand
Themes
Business dealingsFinancial transactions/money flowCommunications/correspondence
Organizations 7
Deutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.CSFINRAKey Client Partners (KCP)Harvest
Locations 3
New YorkNY345 Park Avenue, New York, NY 10154
Financial Entities 2
Deutsche BankDeutsche Bank Securities Inc.
Text Analysis
- Tone
- Professional
- Purpose
- To discuss Harvest and whether Stewart Oldfield has spoken to Paul Barrett about it.
- Significance
- The email discusses a potential investment strategy and a family office allocator.
File Info
- File Name
- EFTA01435612.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:26.623724
- DOJ Source
- View on DOJ