Epstein File EFTA01389917: Charles, Deutsche Bank and Construction (DS10)
This document appears to be a portfolio or investment strategy document referencing Deutsche Bank and multiple financial institutions including Bankers Trust, ABN Amro, UBS, and others. It discusses portfolio construction using an opportunistic barbell approach adjusted to market cycles, with focus on discounted fund secondaries, mid-size GP-led deals, and value creation through fundamental analysis. Named individuals include Glaser, Emilio Olmos, and Francesco Rigamonti in various partner and managing director roles.
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