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elow for the 3, 5, and 7 year correlation analysis on the requested funds. CORRELATION MATRIX TRAILING 3 YEAR MARCH 31, 2016 TO MARCH 31, 2019 I; Walker, Christopher Total Return Description 1 2 3 UBS Al BlackRock European Lona/Short+ 1 1 0000 -0.0328 0 4857 UBS Al Graham Absolute Return Fund
rn Fund+ 2 0 1111 1.0000 0 3378 UBS AI MILLENNIUM FUND+ 3 0.5726 0.3378 1.0000 Thanks, Matt CONFIDENTIAL UBSTERRAMAR00004404 EFTA00239668 Matthew R. Klein, CFA, CFP UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York. NY 10019 Sumitomo I Casriel Group Barron's Top 50 Priv
rson [- Sent: Friday, July 05, 2019 9:53 AM CONFIDENTIAL UBSTERRAMAR00004408 EFTA00239672 To: Klein, Matthew Cc: McNamara, Sean; Casriel, Lyle; Walker, Christopher; GMAX Subject: [External] Re: Montpelier Trust: Blackrock European 1/S Thanks Matt. No rush. Happy 4th, sgb On Jul 5, 2019, at 09:47,
on analysis on the requested funds. <image001.png> <image002.png> <image003.png> <I mage004. png> <image005.png> <image006.png> Thanks, Matt Matthew R. Klein, CFA, CFP UBS Private Wealth Management Steelman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Finan
me to learn more or visit: From: Scott Borgerson [mailto Sent: Friday, July OS, 2019 9:27 AM To: McNamara, Sean Cc: Klein, Matthew; Casriel, Lyle; Walker, Christopher; GMAX Subject: [External] Re: Montpelier Trust: Blackrock European L/S Thanks Sean. Possible to run a quick analysis of the monthly re
al) Re: Montpelier Trust: Blackrock European L/S Scott, We will have the analysis run and send it over once complete. Have a great weekend, Matt Matthew R. Klein. CFA, CFP UBS Private Wealth Management C F Stackman I Casricl Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors
Entities connected to both Walker and Matthew R. Klein
Christopher
PERSON
McNamara
PERSONScott Borgerson'
PERSONUBS Private Wealth Management
ORGANIZATIONBarron's Top 50
ORGANIZATIONSean J. McNamara
PERSONthe Blackrock European Long/Short Fund
ORGANIZATIONThe European L/S Hedge Fund
ORGANIZATIONPan European
ORGANIZATION
Millennium
ORGANIZATION
Blackrock
LOCATIONPrivate Wealth Management Teams
ORGANIZATION