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 make

Barrett, Paul S" To: Jeffrey Epstein <[email protected]> Subject: RE: Swap idea Date: Mon, 02 Apr 2012 15:41:34 +0000 Can I do the switch into Meritor? Paul Barrett, CFA Managing Director Global Investment Opportunities Group JPMorgan Private Bank 320 Park Avenue, 14th Floor, New York, NY 10022

rrett, Paul S < Hi Jeffrey wrote: I think we should sell our $1.2MM of the Ford 7% 2015 (ytm 3.82%) and move into a 3yr Meritor Note yielding 6%. Meritor is a global auto parts supplier focused on commercial parts. We are OW the credit. I would recommend $1.SMM of this. Let me know. Paul Paul Barre