would like to revisit the KRW structures we sent out. Jeffrey believes FOMC will hike in
September but was not interested in playing through interest rate derivatives which he
considered more speculative.
We asked him for an update on Genapsys — he mentioned he would meet with George
Church this week.
We discussed energy bonds that mature within the maturity wall of the issuers. He was
interested in outright purchases as well as levered plays.
Follow Ups Target Date
1 Proxy hedge for jet fuel Sent
2 MRX hedged long exposure Sent
3 Energy bonds Sep 8
4 EM FX shorts (KRW, BRL) Sep 8
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0118062
CONFIDENTIAL SDNY_GM_00264246
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