EFTA02606985.pdf

From: Paul Barrett < Sent: Monday, June 11, 2018 8:25 PM To: jeffrey E. Subject: Re: Meeting I will hold off on doing anything in the portfolio (other than selling something) until we meet. The overall portfolio as of today is up —$4mm before my fees. So $3mm after fees. It was my understanding that I would own the P/L of everything from Oct 1st. <x-apple-data-detectors://4> As a result I never differentiated between what I decided to keep and what I initiated when thinking about the overall portfolio return. I owned the performance of everything equally. I figured that if the portfolio was down due to legacy positions there would be no free pass. As you think about things going forward I am happy to have position size limits (Min and Max), stop loss requirements (except maybe if we have a structured note with very deep buffers) and have more concentrated 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 57 cx-apple-data-detectors://0/1> th <x-apple-data-detectors://0/1> Street, 11 <x-apple-data-detectors://0/1> th <x-apple-data-detectors://0/1> Floor, New York, NY 10019 <x-apple-data-detectors://0/1> <tel > (o) <tel > (c) <mailto On Jun 11, 2018, at 10:50 AM, jeffrey E. <[email protected] <mailto:[email protected]> wrote: it will wait, im unsure at them moment I want to review in detail . it appears that if i were to include your 1m loan , we are at breakeven after all this time ? odd EFTA_R1_01798513 EFTA02606985  On Mon, Jun 11, 2018 at 8:47 AM Paul Barrett < <mailto > 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 New York, NY 10019 (o) (c) <mailto please note 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 2 EFTA_R1_01798514 EFTA02606986 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] <[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 3 EFTA_R1_01798515 EFTA02606987