From: Paul Barrett <
To: Jeffrey E. <jeevacation@gmail.com>, Richard Kahn <
Subject: RE: Paul
Date: Wed, 13 Jun 2018 16:12:08 +0000
Inline-Images: image003.jpg
Hi Jeffrey
Can we meet tomorrow in Palm Beach at 6pm?
I left a great career at JPM to work with you and need to make this partnership work. I clearly should have scheduled
monthly calls with you to discuss the portfolio and get your input. For that I am very sorry. What I need is a clear
understanding of your expectations and risk tolerance.
We made a lot of money working together over the years and I strongly believe that this can continue.
Best,
Paul
Paul Barrett
Alpha Group Capital LLC
142 W 57th Street, 11th Floor, New York, NY 10019
From: Jeffrey E. <jeevacation@gmail.com>
Sent: Wednesday, June 13, 2018 11:12 AM
To: Paul Barrett Richard Kahn
Subject: Fwd: Paul
it appears in rough numbers that without paul invovlment we would be up approx . 2 m. and now we are roughly
breakeven in cludes 1 million loan plus 900k beforre tax income, . very very disappointing. positions are sized
incorrectly, sector investing ,makes no sense , it is individual stocks that make money, balanced sector is silly, unless
instituional. . ideas are firm wide. handouts to ohio butchers. . little trader input. selective trades in what has been the
best trading environment in years. volatitly, currrencies. alternatives. . not sue how to proceed.
Forwarded message
From: Richard Kahn <
Date: Wed, Jun 13, 2018 at 10:04 AM
Subject: Paul
To: "jeffrey E." <jeevacation@gmail.com>
i used august and september 2017 equities as a starting point and was able to create the following:
EFTA01029170