To: Jeffrey epstein (jeeyacation@gmail.com)[jeffrey epstein (jeeyacation©gmail.com)];
jeeyacation@gmail.com[jeeyacation@gmail.com]
From: Boris Nikolic
Sent: Tue 1/7/2014 9:18:36 PM
Subject: FW: Trade Details and Research
Since I got money from Bill I started trading (I did not want to leave them just sitting in a
checking account) and almost all pits are made are doing great!
See email below.
For example Epizyme that I invest 2-300K is today up over 80%
FMI finally moved up 5% - and is only non-performer in my portfolio.
But the rest is doing so well that they are asking me how it is possible.
I placed only in company that I understood in my field of knowledge (healthcare, IT, big data)
Nevertheless, I must be super careful — I placed 50% of money in Index portfolio — and they are
now recommending some changes — what do you think?
Is it worth doing Index?
Talk soon
B
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From: Mahaffey, Jordan [mailt
Sent: Tuesday, January 7, 2014
To: Boris Nikolic
Cc: Wolf, Lisa; Hennessy, Miguel E
Subject: RE: Trade Details and Research
Hi Boris,
Hope all is well. I want to congratulate you on your recent Epizyme pick! It's up 80% today to
36.47 (your cost basis is 21.17). Likewise, I'm pleased to report that one of the positions we
recommended, Expedia, is up 40+% since you invested on favorable travel trends and innovations
around big data utilization.
Away from the individual names, we are scheduled for our next phase-in to the Index ETF
portfolio. Per our original plan, we would advise the following additions to your equity portfolio:
• S&P 500 ETF (SPY, U.S. Large Cap): +$400k in brokerage and $25k in IRA
• S&P Mid Cap ETF (IJIL U.S. Mid Can): +$200k in brokerage and $12k in IRA
• Nasdaa 100 ETF (000. U.S. Technoloav): +$200k in brokerage and $12k in IRA
• MSCI EAFE ETF (EFA. Developed International): +$400k in brokerage and $25k in IRA
o This is our first purchase of this ETF — We are becoming increasingly convicted in
the strength of the European recovery and feel strongly in a core allocation to
developed markets outside of the US. "EFA" is a broadly diversified, low cost
ETF offering exposure to Europe, Japan, and Australia.
We understand that you've been busy traveling through the holiday season. When you have a
free moment, we are happy to discuss your existing portfolio and the above ETF proposal.
Please don't hesitate to reach out: 212-464-2360.
All the best.
Jordan
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Jordan Mahaffey, CFA, CAIA
Investment Specialist
J.P. Morgan Private Bank
270 Park Ave.. 27th FIr
New York NY 10017-2014
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