EFTA02350167.pdf

From: Barrett, Paul S Sent: Monday, April 2, 2012 3:25 PM To: Epstein, Jeffrey ([email protected]) Cc: Giuffrida, David Subject: Swap idea Hi Jeffrey =/o:p> I think we s=ould sell our $1.2MM of the Ford 7% 2015 (ytm 3.82%) and move into a 3=r Mentor Note yielding 6%. Mentor is a global auto parts supplier focu=ed on commercial parts. We are OW the credit. I would recommend =1.5MM of this. Le= me know. Paul ao:p> class="MsoNormal"> apan style="font-size:10.5pt;font-family:Consolas;color:#1F497D">Paul B=rrett, CFA Managing Directo= Global Investment Opportunit=es Group JPMorgan Private Ban= EFTA_R1_01327255 EFTA02350167 This email is confidential and subject to important discla=mers and conditions including on offers for the purchase or sale of securi=ies, accuracy and completeness of information, viruses, confidentiality, l=gal privilege, and legal entity disclaimers, available at http://www.jpm=rgan.com/pages/disclosures/email. 2 EFTA_R1_01327256 EFTA02350168