The document outlines the account planning for the Jockey Club, a client of Deutsche Bank since 1976. It details the client profile, including their role as the breed registry for Thoroughbred horses in the US, Canada, and Puerto Rico, and their long-standing relationship with Deutsche Bank. The document discusses opportunities for new business, focusing on improving the efficiency of cash assets and optimizing the investment portfolio. Challenges include the client's conservative investment approach and lack of consistent investment dialogue.
doj/DataSet10/EFTA01433916.pdf
{"title":"2018 Account Planning - Jockey Club","key_people":["Stewart Oldfield","Laura Barillaro","James Gagliano","Matt F. Iuliano","Terri Sohrab","Michael Mullin"],"document_date":"2018","document_type":"correspondence","key_locations":["New York City","Lexington, Kentucky"],"document_subtype":"account planning document","key_organizations":["Jockey Club","Deutsche Bank","JP Morgan Chase","Bessemer Trust"],"reference_numbers":["EFTA01433916","EFTA01433917","EFTA01433918"]}