From: Barrett, Paul S < Sent: Monday, June 10, 2013 6:34 PM To: Jeffrey Epstein Cc: Barrett Pod Subject: To Do =OD Jeffrey =p class="MsoNormal"> I =ill be back with some ideas for the cash but for now we should take advant=ge of the selloff in pfds and buy another $1.5MM of the Ally B Pfds. W= own $2.7MM in Southern Financial from —$22/share level. Right n=w it is at 26.20 which is a yield to call of 6.90% (ytm 8.19%)=2E If they don't call it in 2016, it switches from a fixed cou=on of 8.50% to L+624bps. Let me know. Paul =/p> Paul Barrett=span style="font-size:8.0pt;font-family:"Verdana","sans=serir;color:g5F5F5F"> I Managing Director Global Investment =pportunities Group 1 1.P. Morgan Private Bank I </=iv> This email is confidential and subject to =mportant disclaimers and conditions including on offers for the purchase o= sale of securities, accuracy and completeness of information, viruses, co=fidentiality, legal privilege, and legal entity disclaimers, available at =ttp://www.jpmorgan.com/pages/disclosures/email. EFTA_R1_01738342 EFTA02570398


