EFTA00980098.pdf

From: "jeffrey E." <[email protected]> To: Paul Barrett Subject: Re: FMI/other Date: Tue, 19 Jun 2018 15:59:08 +0000 Your job was to anslyze pros cons On Tue, Jun 19, 2018 at 11:51 AM Paul Barrett czIMMEMa- wrote: Jeffrey Roche agreed to buy FMI for $137/share in cash. Currently it is trading at $136.50. Let me know what you would like to do. I am very sorry for not checking with you prior to selling part of the position. As a follow up to our meeting last night I will come back with an action item on all the remaining equity positions. If my report card is going to be based on the $9mm then I would rather liquidate everything else unless you specifically wanted to keep certain positions. I would continue to manager the fixed income portfolio as I am currently doing. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 (c) 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 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00980098