💨IMPACT LEVEL 1 — MEH
Epstein File EFTA01386935: Controlled and Tied Up (DS10)
Financial RecordDate unavailableEFTA013869351 keyword hits
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This document discusses investment portfolio management and asset allocation strategy. It references Laura as one of three people on a firm's investment committee and notes that a portion of the portfolio is not controlled by her. The document recommends specific investment vehicles including DBNY CDs and RCM for cash reserves that can be tied up longer to generate higher yields.
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PersonKeyword
Excerpt 1
This portion of the portfolio is not **controlled** by
Laura, although she is one of three people on the firm's investment committee.
Excerpt 2
For cash that can be **tied** **up** a bit longer to generate more yield,
we will recommend a combination of DBNY CDs and RCM.
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