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"U.S. CIO"
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EFTA00695985
Dataset 9
2017-04-27
2p
509w
Subject:
CIO
Outlook April 2017 - International vs.
U.S
. Markets — The Tide Could Be Turning
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
…
CIO
Outlook International vs.
U.S
. Markets The Morris Group Private Wealth Manager The Tide Could Be Turning One Bryant Park, 28th Floor As investors search for growth, and equities in the
U.S
. New York NY 10036 have been rising to record levels and extended valuations relative to history, it may now be a good time http://www.pwa.ml.cornithemorrisgroup to look abroad. While we are positive, and recommend overweight allocations across all regions, including the
U.S
…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00695985.pdf
EFTA00238234
Dataset 9
2016-06-27
2p
645w
Subject:
After the U.K. referendum: What's next?
From:
Casriel, Lyle
To:
G Maxwell
…UBSTERRAMAR00002684 EFTA00238234 could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing. UBS Financial Services Inc. is registered with the
U.S
. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer. UBS Financial Services Incorporated of Puerto Rico is registered as a broker-dealer. As a firm providing wealth management services to clients. we offer both investment advisory and brokerage services…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00238234.pdf
EFTA01039703
Dataset 9
2017-07-26
2p
570w
Subject:
CIO
Weekly Letter: With earnings, it's "global first"
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
…Jeffrey Epstein <
[email protected]
> Subject:
CIO
Weekly Letter: With earnings, it's "global first" Date: Wed, 26 Jul 2017 17:31:54 +0000 PBIG logo ;
CIO
Weekly With earnings, it's "global first" Read the latest Weekly Letter Notwithstanding chatter about "America First," rarely have the stars aligned so well for
U.S
. multinationals—or firms with a The Morris Group global footprint and, therefore, global exposure. The one-two Private Wealth Manager combo from accelerating non-
U.S
…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01039703.pdf
EFTA00633278
Dataset 9
2017-01-23
2p
681w
Subject:
CIO
Outlook January 2017 - Fixed Income 2017
From:
"Paul V. Morris"
To:
Jeffrey Epstein <
[email protected]
>
From: "Paul V. Morris" To: Jeffrey Epstein <
[email protected]
> Subject:
CIO
Outlook January 2017 - Fixed Income 2017 Date: Mon, 23 Jan 2017 14:41:32 +0000 (,
CIO
Outlook Fixed Income 2017 The Morris Group Private Wealth Manager What a difference a year makes. One Bryant Park, 28th Floor Lower oil prices and a stronger dollar had significant effects on New York, NY 10036 (212) 680-5919 the
U.S
. economy and fixed income markets last year—lower paul.v…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00633278.pdf
EFTA00627166
Dataset 9
2017-10-31
2p
639w
Subject:
CIO
Weekly Letter - Comfortably Numb
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
…V. Morris" 4 To: Jeffrey Epstein <
[email protected]
> Subject:
CIO
Weekly Letter - Comfortably Numb Date: Tue, 31 Oct 2017 13:14:19 +0000 PBIG logo RCIO Weekly Comfortably Numb Read the latest Weekly Letter Perhaps no song better captures the mood of the global capital markets than Pink Floyd's classic "Comfortably Numb." The Morris Group Whatever the risks, many investors have remained in that state Private Wealth Manager this year. We remain "relaxed" or positive towards
U.S
…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00627166.pdf
EFTA01459546
Dataset 10
2016-02-05
1p
382w
Subject:
COMPLIANCE COMMENT: Deutsche AM
CIO
View Special: "Beyond the oil bust: Are markets right to worry?"
From:
Deutsche AM CIO Office
…for asset classes. In our latest
CIO
Special 'Beyond the oil bust: Are markets right to worry?" we look at the causes and consequences of the falling oil price. We think that oil will continue to be a source of uncertainty and can no longer be seen as a 'known problem" that can be assessed purely in terms of established fundamentals. We have reduced our forecasts for major equity indices and increased our end-2016 spread forecasts for
U.S
…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459546.pdf
EFTA01388028
Dataset 10
2017-10-10
1p
195w
Subject:
FW: TODAY: Client Conference Call:
CIO
Update Call: Be invested, stay invested Oct 10 [I]
From:
Sarah Rafferty
To:
Stewart 0ldfield
…<
[email protected]
>, Sarah Rafferty c > Subject: TODAY: Client Conference Call:
CIO
Update Call: Be invested, stay invested Oct 10 Deutsche Bank Wealth Management will host a client conference call,
CIO
Update Call: Be invested, stay invested with Fabrizio Campelli and Christian Notting. Date and time: Tuesday, October 10, 2017 11:45 an. ET Call Details: Available via registration link on invitation below Replay details:
U.S
. Conference ID Available for 30 days CONFIDENTIAL - PURSUANT TO FED. R…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01388028.pdf
EFTA01387357
Dataset 10
2015-09-08
1p
244w
Subject:
RE:
CIO
/ Research Email Intro
From:
Melinda Roy
To:
Stewart Oldfield; Paul Morris
…For Internal use only I will add those reports and include the
CIO
summary. Are the distribution lists the same? From: Stewart Oldfield Sent: Tuesday, September 08, 2015 11:23 AM To: Jj Litchford; Paul Morris Cc: Melinda Roy Subject: RE:
CIO
/ Research Email Intro Classification: Public Let's get this out today or tomorrow. Could add the attached two reports as well perhaps. Could also include the brief summary of the
CIO
view His nine positions are: -
U.S
…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01387357.pdf
EFTA01459652
Dataset 10
2016-02-05
1p
384w
Subject:
FW: COMPLIANCE COMMENT: Deutsche AM
CIO
View Special: "Beyond the oil bust: Are markets right to
From:
Melinda Roy
To:
Paul Morris; Stewart Oldfield
…for asset classes. In our latest
CIO
Special 'Beyond the oil bust: Are markets right to worry?" we look at the causes and consequences of the falling oil price. We think that oil will continue to be a source of uncertainty and can no longer be seen as a 'known problem" that can be assessed purely in terms of established fundamentals. We have reduced our forecasts for major equity indices and increased our end-2016 spread forecasts for
U.S
…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459652.pdf
EFTA01436333
Dataset 10
2017-10-10
5p
450w
Subject:
FW: TODAY: Client Conference Call:
CIO
Update Call: Be invested,
From:
Sarah Rafferty
To:
Stewart Oldfield
… Sarah Rafferty Subject: TODAY: Client Conference Call:
CIO
Update Call: Be invested, stay invested Oct 10 Deutsche Bank Wealth Management will host a client conference call,
CIO
Update Call: Be invested, stay invested with Fabrizio Campelli and Christian Notting. Date and time: Tuesday, October 10, 2017 11:45 a.m. ET EFTA01436334 Call Details: Available via registration link on invitation below Replay details:
U.S
.: 1-866-247-4222 I International: 631-510-7499 Conference ID: 92321812 Available for 30…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01436333.pdf
EFTA01474522
Dataset 10
2015-09-08
8p
1,247w
Subject:
RE:
CIO
/ Research Email Intro
From:
Melinda Roy <2•Iimlimmuilile
To:
Paul Morris
…internal use only I will add those reports and include the
CIO
summary. Are the distribution lists the same? From: Stewart Oldfield Sent: Tuesday, September 08, 2015 11:23 AM To: Jj Litchford; Paul Morris Cc: Melinda Roy Subject: RE:
CIO
/ Research Email Intro Classification: Public Let's get this out today or tomorrow. Could add the attached two reports as well perhaps. Could also include the brief summary of the
CIO
view EFTA01474523 His nine positions are: -
U.S
…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474522.pdf
EFTA00679742
Dataset 9
2017-03-15
2p
458w
Subject:
CIO
Weekly Letter - Housing rises
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
From: "Paul V. Morris" 4 To: Jeffrey Epstein <
[email protected]
> Subject:
CIO
Weekly Letter - Housing rises Date: Wed, 15 Mar 2017 14:30:49 +0000 PBIG logo RCIO Weekly Housing rises Read the latest Weekly Letter One sector poised to benefit from a stronger
U.S
. economy is housing. Demand should remain strong this year as a solid job The Morris Group market and rising wages continue to support the industry. Private Wealth Manager Longer-term, data suggest there…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00679742.pdf
EFTA00634501
Dataset 9
2017-04-04
2p
461w
Subject:
CIO
Weekly Letter - Will the BAT fly?
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein -4
From: "Paul V. Morris" 4 To: Jeffrey Epstein -4 Subject:
CIO
Weekly Letter - Will the BAT fly? Date: Tue, 04 Apr 2017 15:21:36 +0000 PBIG logo (,
CIO
Weekly Will the BAT fly? Read the latest Weekly Letter A Republican proposal to tax imports and subsidize exports as part of a broader overhaul of
U.S
. corporate income taxes has The Morris Group left corporate America intensely divided. The measure is seen Private Wealth Manager as potentially hurting companies…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00634501.pdf
EFTA00653064
Dataset 9
2017-06-15
2p
519w
Subject:
CIO
ISC Viewpoint - A June Prune Not a Swoon
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
…Private Wealth Manager If you prefer not to receive future emails from updates.ml.com click here Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the
U.S
. or abroad. Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00653064.pdf
EFTA00626167
Dataset 9
2017-05-30
2p
497w
Subject:
CIO
Outlook May 2017 — Market Disconnects — Real or a Head Fake?
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
…personal risk tolerance and investment goals before making an investment decision. Investments have varying degrees of risk. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the
U.S
. or abroad. Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00626167.pdf
EFTA00685855
Dataset 9
2017-02-28
2p
478w
Subject:
CIO
Weekly Letter - Europe's New Challenges
From:
"Paul V. Morris
To:
Jeffrey Epstein <
[email protected]
>
…The Weekly Letter, Europe's New Challenges. Sincerely, The Morris Group Private Wealth Manager If you prefer not to receive future emails from updates.ml.com click here Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the
U.S
. or abroad. Bonds are subject to interest rate, inflation and credit risks…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00685855.pdf
EFTA00711149
Dataset 9
2017-07-15
2p
507w
Subject:
CIO
Outlook — The Tortoise and the Hare Cycle
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein -4
…personal risk tolerance and investment goals before making an investment decision. Investments have varying degrees of risk. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the
U.S
. or abroad. Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00711149.pdf
EFTA00643834
Dataset 9
2017-08-30
2p
556w
Subject:
CIO
Outlook — Fixed Income Mid-year Outlook
From:
"Paul V. Morris"
To:
Jeffrey Epstein <
[email protected]
>
…personal risk tolerance and investment goals before making an investment decision. Investments have varying degrees of risk. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the
U.S
. or abroad. Investments in foreign securities involve special risks, including foreign currency risk and the possibility of substantial volatility due to adverse political…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00643834.pdf
EFTA00631436
Dataset 9
2017-02-28
2p
554w
Subject:
CIO
Outlook January 2017 - Volatility and Sentiment: What Gives?
From:
"Paul V. Morris" 4
To:
Jeffrey Epstein <
[email protected]
>
…important that you consider this information in the context of your personal risk tolerance and investment goals before making an investment decision. Investments have varying degrees of risk. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the
U.S
. or abroad. Bonds are subject to interest rate, inflation and credit risks…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00631436.pdf
EFTA01165800
Dataset 9
2011-06-14
1p
379w
Subject:
Reminder: GIO Conference Call Invite
From:
US CIO <us.gio(kjpmorgan.com>
To:
Undisclosed recipients::
…Opportunities Group Rob Flug, Co-Head of the Global Investment Opportunities Group Please join us for a discussion to recap our top trade ideas for 2H 2011 and thoughts on the challenges of China's growing energy needs. Participants will have the opportunity to ask questions at the end of the prepared remarks. Dial-In Information
U.S
./Canada: 888-469-0569 International: 517-308.9099 Passcode:
CIO
GROUP If you are unable to join the call, but wish to…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01165800.pdf
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