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EFTA00238377.pdf

Source: DOJ_DS9  •  Size: 106.9 KB  •  OCR Confidence: 85.0%
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Message From: G Max Sent: 9/29/2016 5:24:46 PM To: CC: Subject: Re: RE: Ideally the sooner the better but let me know when I can THE TERRAMAR PROJECT FACEBOOK TWITTER PINTEREST INSTAGRAM PLEDGE THE DAILY CATCH On Sep 29, 2016, at 13:14," When would you need this by? Please note our new address as of October 3rd, 2016 Scott L. Stockman Managing Director - Investments Private Wealth Advisor UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York, NY. 10019 Stackman/Casricl Group — Barron's Top 100 Advisors http://finamialservicosincubs.comneam/staclonancasnol/ > wrote: Pkmc be athised that this e-mail is not an official transaction confirmation. The official confirmation of this transaction mill be sent to you via rcgubr From: G Max [mailto:gmaxl@ellmax.com] Sent: Thursday, September 29, 2016 1:11 PM To: Stockman, Scott Subject: Hi there. Saw Rob last night. His baby is so cute and so much hair! Have a few questions re the portfolio Over time, by Asset class, what is the performance net of fees for each section of portfolio CONFIDENTIAL UBSTERRAMAR00002986 EFTA00238377 What is this performance relative to the benchmark index for that market To achieve a target return of 5 percent what is your recommendation on a portfolio reallocation What is you recomendation, other than staying in cash, to hedge against interest rate hikes I'd like to call you on monday or tuesday to hear the answers for you or someone on your team thank you Let me know Best G Please visit our website at http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html for important disclosures and information about our e-mail policies. For your protection, please do not transmit orders or instructions by e-mail or include account numbers, Social Security numbers, credit card numbers, passwords, or other personal information. CONFIDENTIAL UBSTERRAMAR00002987 EFTA00238378

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Filename EFTA00238377.pdf
File Size 106.9 KB
OCR Confidence 85.0%
Has Readable Text Yes
Text Length 1,947 characters
Indexed 2026-02-11T11:55:33.508661
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