EFTA01756349.pdf

From: "Barrett Paul S' To: '"Jeffrey Epstein." leevacationCgmail.com> Subject RE: European Equities Sent Wednesday, July 31, 2013 2:06:59 PM imaoe001 prig Brent or WTI? Paul Barrett I Managing Director I Global Investment Opportunities Group I 3.P. Morgan Private Bank 320 Park Avenue, 14"Floor, New York, NY 10022 I NMLS ID# 853441 From: Jeffrey Epstein [[email protected]) Sent: Wednesday, July 31, 2013 10:06 AM To: Barrett, Paul S Subject: Re: European Equities i beleive more in an oil spike in the bext couple of months, lets look at cashelss in many variations. On Wed, Jul 31, 2013 at 10:03 AM, Barrett, Paul S wrote: Jeffrey We have $2MM exposure to the Eurostroxx 50 Index via a structured note. We have recently gone overweight Europe based on improving economic data, a 17% P/E discount to the US and large European underweight positions within client portfolios. I think we should build a portfolio of single name stocks that we think will benefit from an improving domestic story. We would recommend spending $2MM across these 12 names. EFTA_R1_00057680 EFTA01756349  Paul Barrett I Managing Director I Global Investment Opportunities Group 13.P. Morgan Private Bank I 320 Park Avenue, 14" Floor, New York, NY 10022 I T: 1212) 622-2770 I F: 1212) 310-0108 I paulas.barrett@ipmoraanicom I NMLS ID# 853401 This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege, and legal entity disclaimers, available at Imp: \A\\\ jpiliorgan.com/paues disclosures email. *********************************************************** 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 Jeffrey Epstein 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 jeevacationOgmail.com and EFTA_R1_00057681 EFTA01756350 destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved This email is confidential and subject to important disclaimers and conditions including on offers for the purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege, and legal entity disclaimers, available at http://www.jpmorgan.com/pages/disclosures/email. EFTA_R1_00057682 EFTA01756351