📄 Extracted Text (512 words)
Subject: Re: percents es et a read from your team [C]
From: Paul Morris <
Date: Mon, 03 Feb 2014 16:45:06 -0500
To: Nast Gupta < >
Cc: Tazia Smith >,
Vinit Sahni >
Classification: Confidential
Watford Re looks like a new hedge fund with bermuda reinsurance wrapper
started by Highbridge/Arch capital, don't know what type guess credit or
long/short
i have not talked with him about energy renissance but likely liquid equities
across producers or secondary beneficiaries (e.g. auto, chemicals), JP has
created a basket recently focused on this theme
Paul Morris
Managing Director
Deutsche Bank Private Bank
345 Park Avenue, 27th Floor
New York, NY 10154
Office:
Cell:
From: Nav Gupta/U
To: Tazia Smith/
Cc: Vinit Sahni/ , Paul Morris/
Date: 02/03/2014 04:37 PM
Subject: Re: percentages get a read from your team [C]
What risk is in energy renaissance theme and Watford re.
Thx
On 3 Feb 2014, at 20:58, "Tazia Smith" < wrote:
EFTA01466963
Classification: Confidential
Sounds good. I'll send through our initial suggestions, Nav, and then
you can opine on top of that, that'd be great.
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Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Tel.
Fax
Mobile
Emai1
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Vinit Sahni---02/03/2014 03:55:58 PM---Hi tazia - am out of office
tomorrow. Happy to discuss later in the eve tomorrow. Nav can u pls help
and we can discus in the
From: Vinit Sahni/
To: Tazia Smith/
Cc: Nast Gupta/ , Paul Morris/
Date: 02/03/2014 03:55 PM
Subject Re: percentages get a read from your team [C]
Hi tazia - am out of office tomorrow. Happy to discuss later in the eve
tomorrow.
Nav can u pls help and we can discus in the eve
Thanks
Vinit
On 3 Feb 2014, at 18:19, "Tazia Smith" > wrote:
Classification: Confidential
Hello Vinit & Nav -
Paul and I spoke with JE this morning. This a proposal, from
him, of putting -100mm to work. I'm putting together some
suggested tweaks on a few pieces (ex additional companies in
japan, detail on the energy piece), and pricing, etc.
EFTA01466964
Clearly always love your input as well Team! Please let me
know if/when you have a moment to discuss, thanks! Also,
recognize this is helpful in scaling ideas.
Best,
Tazia
Forwarded by Tazia Smith/ on 02/03/2014 01:14
PM
From: Jeffrey Epstein [email protected]>
To: Tazia Smith/ Paul Morris/ .
Date: 02/02/2014 08:59 PM
Subjec percentages get a read from your team
t:
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