Epstein Secrets

(DISCA, FOSL, IFF, LINTA, TAP, THC, DIS) Wednesday: MBA Mortgage Applications, Wholesale Inventories, III. Davidson Financial Services Conference (Seattle), Earnings (DF, TEVA, SODA, ATVI, CSCO, MNST, NWSA, PCLN) Thursday: Treasury Monthly Budget Statement, Trade Balance, China CPI/PPI, Houlihan Lokey

initiates RAT (op) & downgrades HAS, W Blair upgrades DLB & downgrades BODY Key Research: Capstone initiates FRAN (buy), Piper downgrades PVH/BODY, Jefferies downgrades DRWI, Key Research: Dougherty downgrades CBOU, Key initiates HUN (buy), JPM upgrades WFM, KBW cuts KBW Key Research: Barcap upgrades A

on, KY), Plosser @ 12pm (Philadelphia) Conferences: DB Healthcare (Boston), Jeff TMT (NYC), Bofa Global Tech (SF), DA Davidson Financial Services (Seattle) Conferences: Wells Industrial & Construction (NYC), Baird Growth Stock (Chicago) Analyst/Investor Days: CNO, TLM, WU, SLE, ACFN Non-Deal Roadshow

BB&T downgrades DCO, Baird upgrades CPE Key Research: GS upgrades AIG (buy) & downgrades ACE/GNRC, Bofa upgrades JNS and MGLN (buy) Key Research: Jefferies initiates ENPH (buy) & downgrades CQB, CS initiates PSX (op) & reinstates COP (newt) Key Research: JPM resumes SSCC (ow) & downgrades FOSL, Think i

with Trend Stedman from Columbia Pacific Advisors yesterday for around an hour. He is our first Jefferies introduction. Columbia Pacific is based in Seattle and Trent spends 75% of his time in Greenwich and 25% in Seattle He manages $140 million. $100 from Columbia Pacific and $40 million that he raised

ia Pacific Adivisors (jefferies introduction) I met with Trend Stedman from Columbia Pacific Advisors yesterday for around an hour. He is our first Jefferies introduction. Columbia Pacific is based in Seattle and Trent spends 75% of his time in Greenwich and 25% in Seattle He manages $140 million. $100 f

Speakers: Lacker @ 8am (NYC), Plosser @ 1:15pm (NYC) Conferences: Baird Growth Stock (Chicago), Jefferies TMT (NYC), DA Davidson Financial Services (Seattle), Wells Industrial & Construction (NYC) Analyst/Investor Days: AES, MYGN Non-Deal Roadshows: ABT, ADNC, AIMC, AKRX, AMRI, APD, ARIA, AZN, BUD, CER

••• Mizuho downgrades OFIX, Wells initiates INFI (op) & upgrades AWK, Brean cuts MFB ••• DB initiates KBR/FLR/CBI/PWR/MTZ (buys) & MDR/JEC (holds), Jefferies cuts BMC ••• Opco upgrades VSAT, GS downgrades TSLA, Citi downgrades TUMI/BLK Europe Key Research: ••• Citi upgrade KCO GY, ICL TI, downgrade KOMB

ons, China PPI & CPI, Ira Sohn Conference NYC (link), Wells Industrial & Construction Conference (NYC), D.A. Davidson Financial Services Conference (Seattle, WA), Earnings (CTSH, LINTA, ATVI, CTL, MNST, NWSA, EXPD) Thursday: Wholesale Inventories, Retail Sales, BOE rate decision, Earnings (AES, APA, CVC

s) & SONS (neut) & ADTN (up) ••• GS initiates PF (neut) & MDVN/BMRN (buys) & initiates INFI/PCYC/SGEN (neut's) & INCY (sell) • ISI downgrades HOLX, Jefferies assumes MTD/LIFE (hold), Stifel initiates OMTH (buy) ••• Wells initiates CHS/KORS/ANF/GPS/URBN (op) & ANN/JWN/KSS/LULU/M/RUE/TJX/TIF/AEO (mp) & JCP

ckRock's New York headquarters, presumably in a similar role. McBrady's deputy at Silver Creek, Rut Gong, is assuming his responsibilities at the Seattle fund-of- funds operator. Silver Creek, led by Eric Dillon, has $5.5 billion under manage- ment. Portfolio manager Fritz von Carp left New York equ

buyers or sellers of stocks and options on behalf of its customers and then exe- cutes orders by routing them through the appropriate broker- ages. Jefferies and Tourmaline aren't sharing revenues, but are promising to refer clients to each other — a key motivation for the initiative. A small group of J