From: "Barrett, Paul S" To: Jeffrey Epstein <[email protected]> CC: Barrett Team Subject: RE: Mentor CLN Date: Tue, 17 Sep 2013 20:24:21 +0000 We will be up around 220K when we get done in Southern Financial. We also own the position in Haze. Also up around 220K on that tranche. We should unwind them together. Let me know. Paul Paul Barrett I Managing Director I Global Investment Opportunities Group 13.P. Morgan Private Bank I 320 Park Avenue, 14th Floor, New York, NY 10022 ID# 853441 From: Jeffrey Epstein [mailto:[email protected]] Sent: Tuesday, September 17, 2013 3:20 PM To: Barrett, Paul S Subject: Re: Mentor CLN ok On Tue, Sep 17, 2013 at 3:16 PM, Barrett, Paul S < > wrote: Hi Jeffrey I NMLS Our view that Meritor credit spreads would tighten has worked out well. We bought a 3yr note yielding 6.2%. Now the yield is 2.30%. We should sell it. Don't think it makes sense to hold paper paying such a low yield. Profit all in is $175K. Let me know. Paul Paul Barrett I Managing Director I Global Investment Opportunities Group I 3.P. Morgan Private Bank I 320 Park Avenue, le Floor, New York, NY 10022 I I NMLS ID# 853441 This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege, EFTA00663466
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