Epstein Secrets

une 14, 2018 11:21 PM To: Paul Barrett; Richard Kahn Subject: Re: you wil have to walk before you r

From: jeffrey E. <[email protected]> Sent: Thursday, June 14, 2018 11:21 PM To: Paul Barrett; Richard Kahn Subject: Re: you wil have to walk before you run. I have to see results . that are professional . balanced. w=ll thought through . I am more gu

s f=om ML, DB and MS. I also see all the JPM ideas coming out of the GIO team. Their ideas have been 40/60 at best. For example JPM's top i=eas were European Banks, Japanese Banks and Argentina. DB was pushing ARS, TRY and BRL — all down between 13%-27% since t=e recommendation. I have started using buy side r

From: Paul Barrett < Sent: Thursday, June 14, 2018 9:51 PM To: Jeffrey E.; Richard Kahn Subject: RE: Jeffrey Thank you for your commitment to finding a solution. I will come prepared with a new focused strategy with clear size/limit

, June 14, 2018 9:51 PM To: Jeffrey E.; Richard Kahn Subject: RE: Jeffrey Thank you for your commi

s from ML, DB and MS. I also see all the JPM ideas coming out of the GIO team. Their ideas have been 40/60 at best. For example JPM's top ideas were European Banks, Japanese Banks and Argentina. DB was pushing ARS, TRY and BRL — all down between 13%-27% since the recommendation. I have started using buy side r

From: Ens, Amanda | Sent: 4/7/2017 12:24:59 PM To: jeffrey E. [[email protected]]; Richard Kahn [nn Subject: EU BANKS: BIG EQUITY OUTFLOWS BUT REMAIN UPBEAT ON REFLATION TRADE: SALES TOP PICKS = SOC GEN, INTESA, NORDEA Attachments: image001.gif

M To: jeffrey E. [[email protected]]; Richard Kahn [nn Subject: EU BANKS: BIG EQUITY OUTFLOWS BUT RE

n that clients have rotated out of US banks and into European banks. This conflicts with our latest Fund Manager Survey which suggested allocation to European Banks fell the most of any sector MoM in the first two weeks of March, however, its true European Banks have quickly reversed the performance gap to US pe