From: Jeffrey Epstein <jeevacation@gmail.com>
To: "Barrett, Paul S"
Subject: Re: Venezuela
Date: Tue, 09 Oct 2012 19:48:12 +0000
ok
On Tue, Oct 9, 2012 at 9:40 PM, Barrett, Paul S < > wrote:
OK — 3 tranches of 500K each. Start today?
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
320 Park Avenue, 14th Floor, New York, NY 10022
NMLS ID# 853441
From: Jeffrey Epstein [mailtmjeevacation@qmail.com]
Sent: Tuesday, October 09, 2012 3:40 PM
To: Barrett, Paul S
Subject: Re: Venezuela
lets leg in total 1.5
On Tue, Oct 9, 2012 at 9:31 PM, Barrett, Paul S > wrote:
Yes — we should decide a total size and then average in over the next few weeks
EFTA00876649
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
320 Park Avenue, 14th Floor, New York, NY 10022
NMLS ID# 853441
From: Jeffrey Epstein [mailto:jeevacationegmail.com]
Sent: Tuesday, October 09, 2012 3:26 PM
To: Barrett, Paul S
Subject: Re: Venezuela
ok start on a?
On Tue, Oct 9, 2012 at 9:22 PM, Barrett, Paul S > wrote:
Correct
Both NY law.
a) The 2017N issued bond; 8.50% coupon; sinking fund (payable over 2015, 2016, 2017); $6BLN issue size; 12.30%
yield
b) The other one has a coupon of 5.25% matures Apr 2017. $3.SBLN issue size; 12.00%
We like (a)
EFTA00876650
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
320 Park Avenue, 14th Floor, New York, NY 10022
NMLS ID# 853441
From: jeffrey epstein [mailto:jeevacationOgmail.com]
Sent: Tuesday, October 09, 2012 1:25 PM
To: Barrett, Paul S
Subject: Re: Venezuela
There are two 2017
Sent from my iPad
On Oct 9, 2012, at 4:34 PM, "Barrett, Paul S" < wrote:
Hi Jeffrey
Given that we expected a Chavez win, I am a little surprised that the bonds are trading down 3 points (around 4%).
There has been some noise out of Argentina where a local province repaid a coupon on a bond in ARS when it should
be in USD. So this is putting pressure on the region.
I think this is an interesting level to buy the PDVSA 2017 bond. Currently yielding 12.20%. Passive play on oil.
Would do $1.5MM.
EFTA00876651
Let me know
Paul
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
JPMorgan Private Bank
320 Park Avenue, 14th Floor, New York, NY 10022
NMLS ID# 853441
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The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
Jeffrey Epstein
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
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destroy this communication and all copies thereof,
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This email is confidential and subject to important disclaimers and conditions including on offers for thepurchase or sale of sccuriti accurac and completeness of
information, viruses, confidentiality, legal privilege, and legal entity disclaimers, available at
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
Jeffrey Epstein
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
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destroy this communication and all copies thereof,
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