To: Jeffrey Epstein 'eevacation mail.com
Cc: Barrett Team
From: Barrett, Paul S
Sent Tue 9/17/2013 8:32:17 PM
Subject 2 more things to consider
Jeffrey
We should also switch our remaining PDVSA 2017 into the I 5s in Haze. Same idea — give up a
little yield but end up with a 2015 maturity.
We no longer think that Argentine GDP warrants will pay a coupon on 2014. Therefore we
should unwind. All in it has been an OK trade — up around 180K on S I.3MM invested.
Let me know.
Paul
Paul Barrett I Managing Director I Global Investment Opportunities Group 13.P. Morgan Private Bank I
320 Park Avenue 14 Floor New York, NY 10022 I T: -I F: (212) 310.0108 I
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