EFTA02439708.pdf

To: Jeffre E teflevacation mail.com] From: Sent: Fri 7/10/2009 12:20:34 PM Subject: 12 Speaking to range of private equity funds and their LPs. Reviewing potential deals - defaulted obligations. Interesting: UK PE players remain rigid and play down their problems while german, swiss and scandinavian are more open and real. I got plenty of unmet PE capital calls in Eastern Europe (esp hungary and poland) but we do not want to touch those. Will keep you updated on worthwhile deals. All the best David This message is confidential. It may also be privileged or otherwise protected by work product immunity or other legal rules. If you have received it by mistake please let us know by reply and then delete it from your system; you should not copy the message or disclose its contents to anyone. Opinions, conclusions and other information in this message that do not relate to the official business of Asia Gateway Ltd. shall be understood as neither given nor endorsed by it. Asia Gateway Ltd. Michelin House 81 Fulham Road London SW3 6RD UK Tel: Fax: EFTA_R1_01513467 EFTA02439708