Found 121 results for “portfolio” in 63ms

EFTA02690901.pdf PDF

DataSet-11 EFTA02690901 2 pg

Michael J. Fowler Profile Quantitative portfolio manager with entrepreneurial background coupled with strong foundation in corporate finance and macroeconomic analysis. Experience Senior Portfolio Manager 2009 — …

EFTA02348982.pdf PDF

DataSet-11 EFTA02348982 11 pg

…Stephen Hanson < Sent: Monday, October 26, 2015 11:09 PM To: Jeffrey E. Subject: Re: Proposed Portfolio Tks. Will u be in town Tuesday -=or after and have any free time Sent from my iPad On Oct 26, 2015…

EFTA02681769.pdf PDF

DataSet-11 EFTA02681769 3 pg

…maturity, and vision in the selection and implementation of private equity and other alternatives while building and managing global portfolios.Effective in delivering high impact presentations with a proven ability to create, maintain, and expand relationships with impeccable integrity and…

EFTA02560230.pdf PDF

DataSet-11 EFTA02560230 1 pg

…September 20, 2012 6:37 PM To: [email protected]* Cc: Giuffrida, David Subject: Portfolio Jeffrey Would you like us to revisit the 100mm portfolio we discussed =ack in July? Paul Paul Barrett, CFA Managing Director=0D Global …

EFTA02401562.pdf PDF

DataSet-11 EFTA02401562 8 pg

…2012 4:10 PM To: Jeffrey Epstein Cc: Giuffrida, David Subject: FW: Revised Portfolio Hi Jeffrey I left a message with Do you need any additional follow up regarding the portfolio?=o:p> Paul Paul Barrett…

EFTA02546902.pdf PDF

DataSet-11 EFTA02546902 2 pg

…com> Sent: Friday, November 18, 2011 12:34 PM To: Barrett, Paul S Subject: Re: SGD add on paul„ call me in ny I want to reveiw portfolio. we ar= still down On Tue, Nov 15, 2011at 3:5= PM…

EFTA02393523.pdf PDF

DataSet-11 EFTA02393523 8 pg

…17, 2012 7:55 PM To: Jeffrey Epstein Cc: Giuffrida, David Subject: Revised Portfolio Hi Jeffrey =OD Here is a revised portfolio sam=le that does not employ leverage. We added some gold exposure and increa=ed the oil weighting. Remember…

EFTA02400313.pdf PDF

DataSet-11 EFTA02400313 8 pg

…Sent: Monday, July 16, 2012 7:58 PM To: Jeffrey Epstein Cc: Giuffrida, David Subject: RE: =OA Jeffrey Here is a sample portfolio per your re=uest. The below portfolio has the following characteristic:q=p…

EFTA02558460.pdf PDF

DataSet-11 EFTA02558460 6 pg

…Cc: Giuffrida, David Subject: RE: Revised Portfolio We own 1.2MM of the Sprint 6% 2016 bonds that have rallied back to 99 from the lows of 79 in November. I think we should sell and look for other replacement…

EFTA02724337.pdf PDF

DataSet-11 EFTA02724337 3 pg

…10, 2012 at 10:32 AM, Barrett, Paul S wrote: I know - you have to do a portfolio approach for these. On $50K premiums spent: PCLN we unwound for a$2UK profit; CSCO lost $40K. We…

EFTA02402992.pdf PDF

DataSet-11 EFTA02402992 1 pg

…COF 1 which is currently valued at $42 million (as of 3/31/14). Once we complete the sale of the Citi portfolio discussed yesterday, you will receive approximately $31 million of cash and have a remaining invested capital of…

EFTA02557659.pdf PDF

DataSet-11 EFTA02557659 2 pg

…2012 2:23 PM To: Barrett, Paul $ Su=ject: Portfolio? Sorry for all the typos .Sent fr=m my iPhone This email is confidential and subject to important discl=imers and conditions including on offers for the purchase or sale of=0D securities…

EFTA02576278.pdf PDF

DataSet-11 EFTA02576278 1 pg

…accounting. ? who is doing it. ? when will it be ready,. =A0 2. what are the outstanding obligations , capital commitments of the=existing portfolio. i thought around 50 million. 3. how =id the large debt assosciated with u.s. news get calculated. …

EFTA02676113.pdf PDF

DataSet-11 EFTA02676113 2 pg

…=e were delighted to receive your commitment to MRA's biennial benefi= dinner at Sotheby's to support MRA's research portfolio. =/p> More than 200 supporters joined us in celebrating th= progress taking place in the field of…

EFTA02556306.pdf PDF

DataSet-11 EFTA02556306 4 pg

…I'm available this =fternoon or next week. Thank you, Isabel Isabel Scharmer, CFA Managing =irector Portfolio =trategist I Boston, MA 02116 …

EFTA02431764.pdf PDF

DataSet-11 EFTA02431764 1 pg

…should handle the workouts, restructurings, sales, monetizations and/or securitizations of the istithmar portfolio with you. I have helped to solve every problem you asked me to solve: we got a S100mm mortgage discount on the knickerbocker, we were able…

EFTA02681772.pdf PDF

DataSet-11 EFTA02681772 1 pg

…managing the assets for the family. In addition to starting with a large asset base, I oversaw the proceeds from their liquidity event and have had full discretion over the portfolio with responsibility ranging from asset allocation, to manager selection…

EFTA02536422.pdf PDF

DataSet-11 EFTA02536422 3 pg

…2018 at 1:42:54 PM EST To: Richard Kahn= Cc: Sam Bain ubject: Re: Isabel Scharmer, CFA Managing Director Portfolio Strategist 699 Boylston Street 1 10t= Floor I Boston, MA 02116…

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