From: Paul Barrett
To: jeffrey E. <jeevacation@gmail.com>
Subject: Re: Meeting
Date: Mon, 11 Jun 2018 20:25:28 +0000
I will hold off on doing anything in the portfolio (other than selling something) until we meet.
The overall portfolio as of today is up —$4mm before my fees. So $3mm after fees. It was my understanding
that I would own the P/L of everything from Oct 1st. As a result I never differentiated between what I decided
to keep and what I initiated when thinking about the overall portfolio return. I owned the performance of
everything equally. I figured that if the portfolio was down due to legacy positions there would be no free pass.
As you think about things going forward I am happy to have position size limits (Min and Max), stop loss
requirements (except maybe if we have a structured note with very deep buffers) and have more concentrated
thematic bets.
Again I am happy to fly and meet you wherever you are to discuss.
Paul
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street III Floor, New York, NY 10019
(c)
On Jun 11, 2018, at 10:50 AM, jeffrey E. <jeevacation@gmail.com> wrote:
it will wait, im unsure at them moment I want to review in detail . it appears that if i were to include your 1 m
loan , we are at breakeven after all this time ? odd
On Mon, Jun 11, 2018 at 8:47 AM Paul Barrett < wrote:
Jeffrey
I really want this to work and need your input as to how you want me to operate going forward.
I can fly this afternoon to meet with you. Let me if you are in the States and have time.
Paul
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Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
(0) (c)
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