Epstein Secrets

From: Paul Barrett < Sent: Monday, August 13, 2018 8:10 PM To: Jeffrey E. Cc: Richard Kahn Subject: EM Jeffrey Summary of some options when ready: > • Brazil local currency bond prices have been very stable. Most of th

t < Sent: Monday, August 13, 2018 8:10 PM To: Jeffrey E. Cc: Richard Kahn Subject: EM Jeffrey Summa

t < Sent: Monday, August 13, 2018 8:10 PM To: Jeffrey E. Cc: Richard Kahn Subject: EM Jeffrey Summar

19 @ 7.01% YTM — RUB Denomi=ated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomina=ed Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD Den=minated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM- USD =enominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM—TRY =enominated 3 EFTA_R1_01791419 EFTA026027

From: Paul Barrett Sent: Tuesday, August 14, 2018 9:19 PM To: Jeffrey E. Cc: Richard Kahn Subject: FW: EM Decent recovery today in Turkey. TRY up 8%...still down 23% MTD BRL up 50bps RUB up 2% Turkey rally driven by:

142 W 57th Street, 11th Floor,=New York, NY 10019 EFTA_R1_01794725 EFTA02604683 From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected]> Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have bee

EFTA02604683 From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected]> Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have been very stable. Most of the =ove has been in USDBRL. Best Option —

LB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomina=ed 4 EFTA_R1_01794728 EFTA02604686 Turkey Garanti 6.25% 4/20/2021 @ 10.74% rum - USD Den=minated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM— USD =enominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM— TRY =enominated Paul Barrett Alpha Group Capi

From: Paul Barrett Sent: Thursday, August 23, 2018 2:19 PM To: Jeffrey E. Cc: Richard Kahn Subject: EM Update Brazil Update: BRL continues to weaken. Elections are October 7: El=ction Day (first-round) and then October 28

Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor,=New York, NY 1O019 From: Paul Barrett Sent: Tuesday, August 14, 2018 5:19 PM To: 'jeffrey E.' <jeevac=tion@•mail.com <mailto:jeevacation@ maiLcom> > Cc: 'Richard Kahn' Subject: FW: EM Decent recovery today in Turkey. TRY up 8%...still down 2

TA02605063 From: Paul Barrett Sent: Friday, August 17, 2018 2:30 PM To: 'jeffrey E.' cjeevacation@gmailcom> Cc: 'Richard Kahn' Subject: RE: EM Jeffrey EM Update FX Spot Changesao:p> =/p> 1 Week 1 month 3 month 6 month 1 yr BRL -2% -2.58% -6.18% -18.02% -19% RUB 2 EFTA_R1_01795324 E

19 @ 7.01% YTM — RUB Denomi=ated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denominared Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD Den=minated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM- USD =enominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM—TRY =enominated Paul Barrett Alpha Group Capit

From: Paul Barrett < Sent: Monday, October 15, 2018 6:56 PM To: Jeffrey E. Cc: Richard Kahn Subject: RE: EM Jeffrey Rich mentioned you are looking at Turkey and Saudi.<=:p> 1 year Turkish Lira forwards are implying local

Alpha Group Capital LLC 142 W 57th Street, 11th Floor,=New York, NY 10019 <mailto From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected]> Cc: 'Richard Kahn' <- t EFTA_R1_01826467 EFTA02620496 Subject: EM Jeffrey Summary of some options when ready: • Brazi

ent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected]> Cc: 'Richard Kahn' <- t EFTA_R1_01826467 EFTA02620496 Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have been very stable. Most of the =ove has been in USDBRL. Best Option —

19 @ 7.01% YTM — RUB Denomi=ated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomina=ed Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD Den=minated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM— USD =enominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM—TRY =enominated Paul Barrett 4 EFTA_R1_018264

th<=sup> Floor, New York, NY 10019 646.876-5277 (o) (c) </=> a> <mailto =/span> From: Paul Barrett Sent: Friday, August 17, 2018 2:30 PM To: 'jeffrey E.' «mailto:[email protected]= target=> <=span> FX Spot Changes 1 Week<=span> 1 month 3 month 6 month 1 yr BRL -2% -2.58% -6.18% -18.02% -1

ay, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <mailto:jeevacation@ mail.com= tar et=» Cc: 'Richard Kahn' mailt Subject: EM Jeffrey Summary of some options when ready:=/b> • Brazil local currency bond prices have been very stable. Most of the mo=e has been in USDBRL. Best Optio

19 @ 7.01% YTM — RUB Deno=inated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomi=ated Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD D=nominated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM— US= Denominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM— TR= Denominated Paul Barrett Alpha Group Capi

x 212-320-0381 cell Begin forwarded message: From: =/b>Paul Barrett Subject: =/b>EM Update Date: =/b>August 23, 2018 at 10:18:43 AM =DT To: =/b>jeffrey E. <[email protected]> Cc: Richard Kah Brazil =pdate: EFTA_R1_01795620 EFTA02605272 BRL continues to =eaken. Elections are October 7: Election D

: Friday, August 17, 2018 2:30 PM To: 'jeffrey E.' <jeevacation@ mail.com> Cc: 'Richard Kahn' 2 EFTA_R1_01795621 EFTA02605273 Subject: RE: EM Jeffrey EM Update FX Spot Changes 1 Week 1 =onth 3 =onth 6 =onth 1 =r BRL -2% -2.58% -6.18% -18.02% -19% RUB 0.45% -7.11% -7.75% -16% -12

19 @ =.01% YTM — RUB Denominated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB =enominated Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD =enominated — Turkish Bank Turkey Sovereign 7% =/5/2020 @ 8.44% YTM— USD Denominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM— =RY Denominated Paul =arrett Alpha Group =api

Capital LLC New York, NY 10019 2 EFTA_R1_01799821 EFTA02607780 (o) (c) <=p> From: Paul Barrett Sent: Tuesday, August 14, 2018 5:19 PM To: 'jeffrey E? <[email protected]> Cc: 'Richard Kahn' <MMIM M> Subject: FW: EM Decent recovery today in Turkey. TRY up 8%...still down 23% MTD BRL up 50bp

02607781 Paul Barrett Alpha Group Capital LLC =New York, NY 10019 (o) (c) <=p> From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <mailto:[email protected]> > Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil loc

19 @ 7.01% YTM — RUB Denomi=ated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denomina=ed Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD Den=minated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM— USD =enominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM— TRY =enominated Paul Barrett Alpha Group Capi

q=142+W+57&entry=gmail&source=g> th Street, 11th Floor, New York, NY 10019 <mailto From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <[email protected]» Cc: 'Richard Kahn' < <mailto Subject: EM > > 2 EFTA_R1_01826065 EFTA02620336 Jeffrey S

effrey E.' <[email protected] <[email protected]» Cc: 'Richard Kahn' < <mailto Subject: EM > > 2 EFTA_R1_01826065 EFTA02620336 Jeffrey Summary of some options when ready: • Brazil local currency bond prices have been very stable. Most of the move has been in USDBRL. Best Option —

19 @ 7.01% YTM — RUB Denominated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denominated Turkey Garanti 6.25% 4/20/2021 @ 10.74% YTM — USD Denominated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM— USD Denominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM—TRY Denominated 5 EFTA_R1_01826068 EFTA026203

Paul Barrett Alpha Group Capital LLC From: Paul Barrett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <mailto:[email protected]» Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local

rett Sent: Monday, August 13, 2018 4:10 PM To: 'jeffrey E.' <[email protected] <mailto:[email protected]» Cc: 'Richard Kahn' Subject: EM Jeffrey Summary of some options when ready: • Brazil local currency bond prices have been very stable. Most of the move has been in USDBRL. Best Option —

9 @ 7.01% YTM — RUB Denominated RFLB 6.4% 5/27/2020 @ 7.45% YTM — RUB Denominated Turkey Garanti 6.25% 4/20/2021 @ 10.74% VT M — USD Denominated — Turkish Bank Turkey Sovereign 7% 6/5/2020 @ 8.44% YTM— USD Denominated Turkey Sovereign 12.4% 03/08/28 @ 21 YTM— TRY Denominated Paul Barrett Alpha Group Capi