EFTA02609017.pdf

From: jeffrey E. <[email protected]> Sent: Monday, June 11, 2018 8:30 PM To: Paul Barrett Subject: Re: Meeting I understand . Will talk tomorrow. You w=re expected to get info and input from the best traders. Not firmwid= recommendations that tge plumber in ohio reads and reviews. You c=nnot be an analyst of sectors and manage money. People live and breathe e =ames . Others china. . This is not useful to spend time learningt>=A0 On Mon, Jun 11, 201= at 2:25 PM Paul Barrett «mailtc . > wrote: I will hold off on doing anything in the portfolio (other than selli=g something) until we meet. The overall portfolio as of today is up —$4mm before my fees. So $3m= after fees. It was my understanding that I would own the P/L of everything from Oct 1st. As a result I never differentiated between what I decided to keep and what I =nitiated when thinking about the overall portfolio return. I owned the per=ormance of everything equally. I figured that if the portfolio was down du= to legacy positions there would be no free pass. As you think about things going forward I am happy to have position =ize limits (Min and Max), stop loss requirements (except maybe if we have a structured note with very deep buffers) and have more concent=ated thematic bets. Again I am happy to fly and meet you wherever you are to discuss. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 EFTA_R1_01802611 EFTA02609017  On Jun 11, 2018, at 10:50 AM, Jeffrey E. <[email protected] <mailto:jeevacation@=mail.com» wrote: it will wait, im unsure at them moment I want to review in=detail . it appears that if i were to include your 1 m loan ,=C2* we are at breakeven after all this time ? od= On Mon, Jun 11, 2018 at 8:47 AM Paul Barrett <mailto &g=; wrote: Jeffrey I really want this to work and need your input as to=how you want me to operate going forward. I can fly this afternoon to meet with you. Let=me if you are in the States and have time. Paul Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th Street, 11th<=sup> Floor, New York, NY 10019 =/span> please note 2 EFTA_R1_01802612 EFTA02609018  The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 4>=A0 please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:[email protected]" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved conversation-id 3636 date-last-viewed 0 date-received 1528749028 flags 8590195713 gmail-label-ids 7 6 remote-id 827311 3 EFTA_R1_01802613 EFTA02609019