EFTA00302096Set 9
15p7,921w
markets operate. This
memo is largely about the challenges they present.
O Oaktree Capital Management. L.P. All Rights Resented
EFTA00302096
Second-Level Thinking
I always thought that when I retired ... outlook for the company is favorable, meaning
the stock will go up."
2
0 Oaktree Capital Management, L.P. All Rights Resented
EFTA00302097
Second-level thinking is deep, complex and convoluted ... higher degrees." (Keynes, The General Theory ofEmployment,
Interest and Money, 1936).
3
0 Oaktree Capital Management, L.P. All Rights Resented
EFTA00302098
Keynes created his contest to make a point about
https://www.justice.gov/epstein/files/DataSet%209/EFTA00302096.pdf
EFTA00593632Set 9
2015-04-0112p7,332w
coated in
Mogan Stariey Research: Apollo Global Management LLC, BlackRock Inc., KKR & CO. LP., Oaktree Capital Group. LLC. The Blackstone Group L.P..
The Carlyle Group LP., WisdamTree Insestrients ... Management, L.P., Franklin Resources Inc.. Insesco. KKR & CO. L.P., Legg Mason Inc.. Oaktree Capital Group, LLC. CM Asset Management Plc.
The Blackstone Group LP.. The Carlyle Group ... BlackReck Inc., Franklin Resources Inc., blase°. KKR & CO. LP., Legg Mason Inc.. Oaktree Capital Group, LLC, CM Asset
Management Plc. The Blackstone Group L.P., The Carlyle Group
https://www.justice.gov/epstein/files/DataSet%209/EFTA00593632.pdf
EFTA01121630Set 9
2013-11-2215p10,820w
May.13 44.50 43.96 (52,705)
23.May-13 OAK 1.000 Oaktree Capital Group Uc USD financial 10.76% (553.500) $52,959 23-May.13 53.50 52.96 ($541)
23.May-13 PGEM ... Oaktree Capital Group Lic USD Financial 10.76% ($43,000) $42,329 12-Apr-12 43.00 42.33 ($671)
28-Feb-12 OKS 1,350 Oneok Partners Lp USD Energy
https://www.justice.gov/epstein/files/DataSet%209/EFTA01121630.pdf
EFTA01104745Set 9
2014-04-166p2,896w
Paulson & Co., New York Diverse 37,889.3 32,557.1 16.4 54 53 1
23 Oaktree Capital, Los Angeles Debt 36,213.7 35,865.6 1.0 248 230 18
24 Discovery Capital
https://www.justice.gov/epstein/files/DataSet%209/EFTA01104745.pdf
EFTA01452614Set 10
2014-01-281p462w
KKR.N 24.00 (USD) 27 Jan 14 1,7,8,14,15,17
Oaktree Capital Group OAK.N 57.36 (USD) 27 Jan 14 1,7,8
'Prices are 90.41Ced from local
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452614.pdf