From: "jeffrey E." <jeevacation@gmail.com>
To: Paul Barrett
Subject: Re: Paul
Date: Wed, 13 Jun 2018 16:18:35 +0000
Inline-Images: image003.jpg
monday new york. I am very sensitvie to the move you made
On Wed, Jun 13, 2018 at 12:12 PM, Paul Barrett > wrote:
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, Il th Floor, New York, NY 10019
EFTA01029213
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 eludes 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 <I
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:
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