Epstein Secrets

enior Analyst Post Road Cap - Portfoio Manager and Senior Analyst Molecular Assoc/Lipe & Co - Senior Associate JPM/Schroders - Investment Banking MBA - Columbia University BS Engineering - Cornell University Oppenheimer Asset Management - Portfolio Manager Credit Suisse Asset Management - Portfolio Manager PhD & MSc

AGP LP 519 Alpha Group Caudal Paul Barrett Alkeon Fundamental Analyst Team CRANSTON PAULL, PH.D, CFA RAJ SHAH TAKIS SPARAGGIS, PH.D CIO, FOUNDER Oppenheimer - Research Analyst Prudentia

enior Analyst Post Road Cap - Portfoio Manager and Senior Analyst Molecular Assoc/Lipe & Co - Senior Associate JPM/Schroders - Investment Banking MBA - Columbia University BS Engineering - Cornell University Oppenheimer Asset Management - Portfolio Manager Credit Suisse Asset Management - Portfolio Manager PhD & MSc

AGP LP 519 Alpha Group Caudal Paul Barrett Alkeon Fundamental Analyst Team CRANSTON PAULL, PH.D, CFA RAJ SHAH TAKIS SPARAGGIS, PH.D CIO, FOUNDER Oppenheimer - Research Analyst Prudentia

enior Analyst Post Road Cap - Portfoio Manager and Senior Analyst Molecular Assoc/Lipe & Co - Senior Associate JPM/Schroders - Investment Banking MBA - Columbia University BS Engineering - Cornell University Oppenheimer Asset Management - Portfolio Manager Credit Suisse Asset Management - Portfolio Manager PhD & MSc

AGP LP 519 Alpha Group Caudal Paul Barrett Alkeon Fundamental Analyst Team CRANSTON PAULL, PH.D, CFA RAJ SHAH TAKIS SPARAGGIS, PH.D CIO, FOUNDER Oppenheimer - Research Analyst Prudentia

-end receivers where inflation dynamics and real rates are supportive as in Brazil (where we now see 100bp of value in JuI18/Jan19 FRA), Russia, and Colombia. We closed our ASW compression trade in ZAR and see some short-end pull-back before elections and possible downgrade in November. We see TRY as the

From: Martin Zema Sent: 10/27/2017 12:43:30 PM To: Paul Barrett Subject: EM MSF - Outlook, trade updates, specials on Arg, Me; SoA, FX Stewart Oldfield I haven't read this yet, but it has updates on Arg and So

22.4 3.8 MercadoUbre MELI US 281.9 -2.9 Chile IPSA 02 36.6 LATAM Airlines Group S A. LTM US 14.4 2.9 Chedraui CHDRAUIB MM 21 -2.7 Colombia IGBC -0.9 12.8 Santander Chile BSAC US 30.2 2.0 Nature NATU3 BS 10.3 -2.6 Mexico IPC -0.7 28.6 Garcia do Brasil BBAS3 BS 113 19 Va

From: Martin Zeman Sent: 9/22/2017 9: 4I r AM To: Paul Barrett CC: Vahe Stepanian Stewart Oldfield Davide-A Sferrazza Xavier Avila Joshua Shoshan Subject: / I DB Morning Overview Classification: Public P