From: Clifford Sosin To: Bebe Avdiu Cc: Lesley Moore Subject: RE: Meeting with Jeffrey at 10:00am tomorrow Date: Thu, 22 Feb 2018 20:00:27 +0000 Attachments: Cliff Sosin_in_Graham_Doddsville_Issue_30.pdf; mime_part_2.pdf; Performance_Histoty_January_2018_revised.pdf; CAS_Investment_Partners_l_Pagerian_2018.pdf Great thanks! I'll be there. I know that Jonathan Farkas introduced us and provided Jeffrey some background, but just in case, I've attached some materials for Jeffrey to look at. The Graham and Doddsville article is probably the best place to start. Look forward to tomorrow Thanks Cliff Clifford Sosin CAS Investment Partners, LLC From: Bebe Avdiu [mailto Sent: Thursday, February 22, 2018 2:26 PM To: Clifford Sosin • Cc: Lesley Groff Subject: Meeting with Jeffrey at 10:00am tomorrow EFTA00469891