The document outlines the objectives, team introduction, mandate, priorities, client coverage model, and timeline for the KCP-US Capital Markets Build-Out by Deutsche Asset & Wealth Management. It includes details on trade idea generation, market content delivery, trade execution, account monitoring, cross-selling, and new client generation. The document also provides a list of primary and co-coverage client relationships, their types, ISDA status, AUM, YTD revenue, and approximate net worth. Additionally, it discusses the build-out timeline and meeting schedules.
documents/vol00010-efta01478921-pdf.pdf
{"title":"KCP-US Capital Markets Build-Out","key_people":["Daniel Sabba","Vahe Stepanian","Jay Lipman","Jeffrey Epstein","Leon Black","John Goff","Thomas H. Lee","Noam Gottesman","Paul Allen"],"document_date":"September 2014","document_type":"tabular","key_locations":["New York","Los Angeles","San Francisco"],"document_subtype":"internal report","key_organizations":["Deutsche Asset & Wealth Management","KCP-US Capital Markets","DB Markets Research","AWM Global CIO"]}