Epstein Secrets

Thomas Lee, Chief U.S. Equity Strategist Also participating: Alex White, European Policy Strategist; Malcolm Barr, Senior European Economist; • Pavan Wadhwa, Global Head of Interest Rate Strategy, Nikolaos Panigirtzoglou, Global Market Strategist. North America Equity Research 26 June 2012 Portfolio S

see over the summer; • Are we heading towards a Lehman moment? • Comment on ratings action by Moody's on banks; Nikolaos Panigirtzoglou (Head of European Asset Allocation): • Why QE seems to be losing its effectiveness • Progress on investor positioning; • Chinese metals import increases signaling improving deman

markets. Hosted by: • Thomas Lee, Chief U.S. Equity Strategist Also participating: o David Mackie, Head of Western Europe Economic Research; o Pavan Wadhwa, Global Head of Interest Rate Strategy; o Alexander White (tentative), European Policy Strategist; o Nikolaos Panigirtzoglou, Global Market Strateg

ions o Post-election view on Eurozone economic outlook with upside and downside drivers; global economic update • Nikolaos Panigirtzoglou (Head of European Asset Allocation): Trading and market liquidity: further discussion on capitulation measures; discussion of market liquidity and depth Details and specifics: • Mo

uities. Hosted by: • Thomas Lee, Chief U.S. Equity Strategist Also participating: • David Mackie. Head of Western Europe Economic Research; • Pavan Wadhwa, Global Head of Interest Rate Strategy; Alexander White (tentative), European Policy Strategist; Nikolaos Panigirtzciglou, Global Market Strategist

ptions • Post-election view on Eurozone economic outlook with upside and downside drivers; global economic update Nikolaos Panigirtzoglou (Head of European Asset Allocation): Trading and market liquidity: further discussion on capitulation measures; discussion of market liquidity and depth North America Equity Researc