From: To: Subject: Re: Equity ideas Date: Tue, 24 Jun 2014 02:55:45 +0000 Yes Sent from my iPhone On Jun 23, 2014, at 6:36 AM, did you print this out for JE? Begin forwarded message: From: "Barrett, Paul S" Subject: Equity ideas Date: June 19, 2014 2:37:10 PM EDT To:" ci Please print out for JE. Thx > wrote: As a proposal for $50,000,000 equity investment, please find our top seven themes below with the recommended allocation. Would only average in over a 4 week period to take advantage of any summer volatility. SPX Market Plus Note (20%) Tenor: 18 month Issuer: SocGen Contingent Barrier: 19.90% Coupon: 0% Max Return: Uncapped Healthcare (20%) Name Ticker Rating 1PMS Target MERCK & CO. INC. MRK OW $64.00 ROCHE ROG OW $280.00 HUMANA HUM OW $150.00 BRISTOL-MYERS SQUIBB CO BMY OW $60.00 GILEAD SCIENCES GILD OW $100.00 Energy (20%) Name Ticker Rating 1PMS Target CONTINENTAL RESOURCES INC/OK CLR OW $154.00 EFTA00367503