Epstein Secrets

It works great. I will organize a full agenda in Caracas for you to meet the right govt and business people. Also we can organize some fun down in Venezuela... Original Message From: jeffrey epstein To: Cc: Meister, Todd Subject: Re: LSJ Sent: Oct 2, 2012 9:24 PM I can come to Caracas on the 26 o

B+ 11.615/11.519 USP17625AD98 VENZ 9% 34 89.150-89.850 B2 B+ 10.671/10.580 US922646BL74 VENZ 7 38 73.500-74.250 B2 B+ 9.8582/9.7548 USP97475AJ95 PDVSA 8 13 99.500-100.250 N.A. N.A. PDVSA 8 13 100.000-100.500 N.A. N.A PDVSA 4.9 14 89.500-90.250 N.A. N.A. 10.700/10.257 XS0460546442 PDVSA 5 15 83

zing by 2Q15. Mexico reform is getting close and onshore service contracts could materialize in 2H14 followed by IOC offshore tenders in 1H15. Even Venezuela is improving with a recent agreement on receivables and additional activity. • Raising EPS estimates slightly, more upside from buybacks. We raised

tnering with Pemex in both shallow and deepwater. Lastly, Venezuela may be showing some signs of improvement with the recently negotiated deal with PDVSA. Together with Schlumberger and Weatherford, $2bn in work has been agreed upon, which will include payment on receivables. Many Options with Balan

atility will likely remain an issue and therefore it will trade like a short tail risk trade. However, given that access to dollars remains key for Venezuela, we should expect the government to do whatever they can to avoid a problem servicing these bonds (or even the perception of the same). They do hav

in m: To: Vinit Sahni Cc: Tazia Smith/ "Nay Gupta (DEUTSCHE ASSET MANAG)" < >, Pau Morris, , vahe Stepanian oat 13/01/2014 11:50 e: Sub Re: PDVSA chart + USDJPY Trade [C] jec t: thanks , lets keep on Mon, Jan 13, 2014 at 7:47 AM, vinit Sahni <-> wrote: Classification: Confidential This

atility will likely remain an issue and therefore it will trade like a short tail risk trade. However, given that access to dollars remains key for Venezuela, we should expect the government to do whatever they can to avoid a problem servicing these bonds (or even the perception of the same). They do hav

com> m: To: vinit Sahni Cc: Tazia Smith "may Gupta (DEUTSCHE ASSET MANAG)" < , Pau Morris , vahe Stepani an oat 13/01/2014 11:50 e: sub Re: PDVSA chart USDJPV Trade [c] jec t: thanks , lets keep On Mon, Jan 13, 2014 at 7:47 AM, vinit Sahni > wrote: classification: confidential This atta

atility will likely remain an issue and therefore it will trade like a short tail risk trade. However, given that access to dollars remains key for Venezuela, we should expect the government to do whatever they can to avoid a problem servicing these bonds (or even the perception of the same). They do hav

Cc: ' "Nav Gupta DEUTSCHE ASSET MANAG)" < Paul morris/db/ Vahe Stepan an Oat 13/01/2014 11:50 e: Sub Re: PDVSA chart + USDJPY Trade [C] jec t: thanks , lets keep On Mon, Jan 13, 2014 at 7:47 AM, Vinit Sahni Classification: Confidential wrote: This attac

ou should meet Jose Maria Nogeroles, =he owner of BNC, the bank we want to buy. Maybe one more banker... 7. 8. General Alejandro A=drade, head of Venezuela's finances and treasury and also one of Chave= closest friends. 9. Yuchi Cen, rep of the Chinese Gov't in Venez=ela in charge of all bilateral agr

On Mon, Oct 22, 2012=at 6:40 PM, Francisco D'Agostinc ivr=te: Hi Jeffrey! =div> My idea is for you to meet: 1. Baldo Sanso, financ=al advisor to PDVSA (also the brother in law of Rafael Ramirez, president =f PDVSA) 2. Henry Ramos Allup, Leader of the opposition party. (also =y brother in law) 3.

It works great. I will organize a full agenda in Caracas for you to meet the right govt and business people. Also we can organize some fun down in Venezuela... Original Message Fr To Cc: Meister, Todd Subject: Re: LSJ Sent: Oct 2, 2012 9:24 PM I can come to Caracas on the 26 of nov if that works

9+ 11.615/11.519 USP17625A098 VENZ 9% 34 89.150-89.850 92 9+ 10.671/10.580 U59226469174 VENZ 7 38 73.500.74.250 B2 6+ 9.8582/9.7548 USP97475AJ95 PDVSA 8 13 99.500-100.250 N.A. N.A. EFTA_R1_01378021 EFTA02373150 PDVSA 8 13 100.000.100.500 N.A. N.A PDVSA 4.9 14 89.500-90.250 N.A. N.A. 10.700/10

It works great. I will organize a full agenda in Caracas for you to meet the right govt and business people. Also we can organize some fiat down in Venezuela... ----Original Message- Frt m: ieffrev enstein To Cc. , Subject: Re: LSJ Sent: Oct 2, 2012 9:24 PM I can come to Caracas on the 26 of nov if

B+ 11.615/11.519 USP17625AD98 VENZ 9% 34 89.150-89.850 B2 B+ 10.671/10.580 US922646BL74 VENZ 7 38 73.500-74.250 B2 B+ 9.8582/9.7548 USP97475AJ95 PDVSA 8 13 99.500-100.250 N.A. N.A. PDVSA 8 13 100.000-100.500 N.A. N.A PDVSA 4.9 14 89.500-90.250 N.A. N.A. 10.700/10.257 XS0460546442 PDVSA 5 15 83

latility will likely remain an issue and therefore it will trade like a short tail risk trade. However, given that access to dollars remains key for Venezuela, we should expect the government to do whatever they can to avoid a problem servicing these bonds (or even the perception of the same). They do hav

11/13/2042 and ping u as and when our view on rates or the currency changes will keep u updated, as here u have risk on both components unlike the PDVSA where the bond was denominated in USDs. Best Vinit EFTA00676639 <mime-attachment.gif> Vinit Sahni Managing Director I Global Head - Profession