def to watch
From: Tazia Smith
To: visit Sahn Nay Gupta Paul Morris,
Date: 04/02/2014 17:58
Subject: Fw: percentages get a read from your team [C]
classification: confidential
- Have some recommendations for modifications to the equity baskets
(Healthcare, Financials, Europe, Japan)*
- would like to see 5-10% in Tech in us -> take 5% from mortgages, possibly
2-5% from europe and/or 2-5% from energy
- PO vs. I0 in mortgages? 5% down from 10% (will speak with traders on
existing plus opportunistic entry)
- Add the near-term short crude trade to the energy allocation, 2%
*details to follow. example 1:
(Embedded image moved to file: pic14796.gif)
Forwarded by Tazia smith_on 02/04/2014 10:30 AM
From: Jeffrey Epstein <jeevacation@gmail.com>
To: Tazia smit Paul Morris
Date: 02/02/2014 08:59 PM
subject: percentages get a read from your team
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