EFTA00648429.pdf
Extracted Text (OCR)
From: "Barrett, Paul S"
To: "jeevacation@gmail.com" leevacation@gmail.com>
Subject: HI
Date: Mon, 24 Jan 2011 18:35:52 +0000
Hi Jeffrey
A couple of things:
1.
AMR Convert back down to 113.00. We have $1MM. I think we should buy another $1MM.
2.
We are launching a Digital Growth Fund — I think you should sign a NDA and see which names the fund has
committed to.
3.
We are going to offer separately managed accounts focusing on a) Internet Mobility b) Converts. These will be
daily liquidity with a 35bp management fee and 15% performance fee. Let me know if this is of interest.
4.
The Turkish Lira is down 11% since November. There was some technical selling by local banks which we think is
overdone. I think we should buy a 6 month 1.5250 TRY call for 6 months and finance it with a 3 month 1.5600 TRY
put with a 1.7000 Knock-In. This will pay us a small net credit.
Let me know
Paul
Paul Barrett, CFA
Managing Director
Global Investment Opportunities Group
7PMorgan Private Bank
40W 57th Street, 33rd Floor, New York, NY 10019
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EFTA00648429
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| Filename | EFTA00648429.pdf |
| File Size | 45.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 1,387 characters |
| Indexed | 2026-02-11T23:17:24.748065 |
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