EFTA01435705.txt Text dataset_10 View on DOJ

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 is interested in Deutsche Bank's discretionary portfolio management (DPM) offering. Stewart Oldfield of Deutsche Bank is providing information about their services following a lunch meeting.
Metadata
Subject
RE: discretionary portfolio mgmt
Sender
Paul Barrett <M
Recipients
Stewart Oldfield
Document ID
Date
2017-10-26
Relationships 2
Entity 1RelationshipEntity 2Description
Paul Barrett business Stewart Oldfield Paul Barrett is interested in Deutsche Bank's discretionary portfolio management offering.
Stewart Oldfield business Martin Zeman Martin Zeman mentioned Paul Barrett's interest to Stewart Oldfield.
Notable Quotes 2
And thanks for lunch. Was very interesting.
Martin mentioned that you would like some more info on our DPM offering.
Raw Analysis JSON click to expand
Themes
Business dealingsFinancial transactions/money flowCommunications/correspondence
Organizations 4
Alpha Group Capital LLCDeutsche Bank Trust Company AmericasDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.
Locations 3
New York, NY142 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 provide information about discretionary portfolio management services.
Significance
Shows initial contact and information exchange regarding potential investment management services.
File Info
File Name
EFTA01435705.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41:00.283854
DOJ Source
View on DOJ