📄 Extracted Text (740 words)
From: Jeffrey Epstein <jeevacation®gmail.com>
To: "Bauman, Jason S"
Subject: Re: investing money
Date: Thu, 13 Dec 2012 03:03:17 +0000
Instructions from who?
On Wednesday, December 12, 2012, Bauman, Jason S wrote:
Jeffrey -
I'll defer to Glenn on this. I'm not privy to all of Peggy's affairs and am only managing the funds from the inheritance
Peggy received. I was simply instructed to make the payment from this account.
Do you have time to speak tomorrow?
All the best
Jason
From: Jeffrey Epstein [mallto:jeevacSg
i mail COM
Sent: Wednesday, December 12, 2012 07:21 PM
To: Bauman, Jason S (Wealth Mgmt MS)
Cc: >;
Subject: Re: investing money
Why didn't the biz pay the 90k
On Wednesday, December 12, 2012, Bauman, Jason S wrote:
Glenn/Jeffrey
Let me know if you have a few minutes to chat tomorrow.
Essentially, I utilize short duration strategies for my clients with liquidity needs while we work through the current
interest rate environment.
As you can hopefully appreciate sitting in money market is counter productive based on the real rate of return.
I'm available anytime during the day until about 3:30pm (have to take my 3 year old for a sonogram).
Hope we can touch base.
All the best
Jason
From: Peggy Siegal [mailto:
Sent: Wednesday, December 12, 2012 06:18 PM
To: Bauman, Jason S (Wealth Mgmt MS); Glenn Davis < >; Jeffrey Epstein
<[email protected]>
EFTA00950291
Subject: Re:Investing money
Glenn/Jeffrey can you help me out here. Peg
Peggy Siegal Company
Office 212.935.6700
Mobil 917.783.4113
From: "Bauman, Jason S" <
Date: Wed, 12 Dec 2012 16:39:45 -0500
To:
Subject:
Hi Peggy
I hope you're well and happy holidays to you.
I want to take a portion of the cash in your account and place it a low risk, low volatility mutual fund that
would earn us 3% in interest per year. Currently our cash is earning virtually zero in interest due to the
interest rate environment we're in. When you earn 0% and inflation is 2% we're actually losing money on an
inflation adjusted basis. I'm happy to discuss this further with you at your earliest convenience but
recommend we make the investment before the end of the year.
Let me know when a good time to speak would be. I'm leaving my office now for a client holiday dinner but
will be in the office all day tomorrow if you're available.
Best regards
Jason
Jason S. Bauman, First Vice President
Morgan Stanley Wealth Management
590 Madison Avenue, 11th Floor
New York. NY 10022
Visit my Website: http://fa.smithbarney.com/jasonsbauman/
Morgan Stanley Smith Barney LLC
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