EFTA02609105.pdf

From: jeffrey E. <[email protected]> Sent: Monday, June 11, 2018 8:40 PM To: Paul Barrett; Rich Kahn Subject: Re: Meeting No rush. , have fun On Mon, Jun 11, 2018 at 2:37 PM Paul Barrett <=a href="mailto l Ok. Understood. If you want me back in NY I will fly home tomorrow instead of Wednesda=. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 On Jun 11, 2018, at 4:30 PM, jeffrey E. <[email protected] <mailto:jeevacation@g=ail.com» wrote: I understand . Will talk tomorrow. You were e=pected to get info and input from the best traders. Not firmwide rec=mmendation s that tge plumber in ohio reads and reviews. You cannot=be an analyst of sectors and manage money. People live and breathe e games . Others china. . This is not useful to spend t=me learning On Mon, Jun 11, 2018 at 2:25 PM Paul Barrett <mailto &g=; wrote: I will hold off on doing anything in the portfolio (other than selli=g something) until we meet. EFTA_R1_01802852 EFTA02609105  The overall portfolio as of today is up —$4mm before my fees. So $3m= after fees. It was my understanding that I would own the P/L of everythin= from Oct 1st. 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 =f everything equally. I figured that if the portfolio was down due to lega=y positions there would be no free pass. As you think about things going forward I am happy to have position =ize limits (Min and Max), stop loss requirements (except maybe if we have = 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<=up>th Street, 11th Floor, New York, NY 10019 646-876-5277 <tel:6=6-876.5277> (o) 646-342-6930 (c) <=u> [email protected]<=a> On Jun 11, 2018, at 10:50 AM, jeffrey E. <[email protected] <mailto:jeevacation@=mail.com> wrote: it will wait, im unsure at them moment I want to review in=detail . it appears that if i were to include your 1 m loan ,=C24> we are at breakeven after all this time ? od= On Mon, Jun 11, 2018 at 8:47 AM Paul Barrett <[email protected] <mailto:[email protected]> &g=; wrote: Jeffrey I really want this to work and need your input as to=how you want me to operate going forward. 2 EFTA_R1_01802853 EFTA02609106  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 142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th =treet, 11th Floor, New York, NY 10019 646.876-5277 (o) 646-342-6930 (c) </=> [email protected] <mailto:paul@alphagroupcapitalcom> gspan> 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] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 3 EFTA_R1_01802854 EFTA02609107  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] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 40,=A0 please note The information conta=ned in this communication is confidential, may be attorney-client privi=eged, may constitute inside information, and is intended only for th= use of the addressee. It is the property of JEE Unauthorized use, d=sclosure or copying of this communication or any part thereof is strict=y prohibited and may be unlawful. If you have received this communic=tion in error, please notify us immediately by return e-mail or by e-ma=l to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof,<=r>including all attachments. copyright -all rights reserved --000000000000dfa5e6056e63bfae-- conversation-id 3636 date-last-viewed 0 date-received 1528749583 flags 8590195713 gmail-label-ids 7 remote-id 827320 4 EFTA_R1_01802855 EFTA02609108