From: "Jeffrey E." ejeevacationreigmail.com> To: Stephen Hanson Subject: Fwd: Proposed Portfolio Date: Mon, 26 Oct 2015 22:07:48 +0000 Attachments: Gaming.zip; Defense.zip; Consumer.zip; Healthcare.zip Forwarded From: Barrett, Paul S Date: Mon, Oct 26, 2015 at 6:03 PM Subject: Proposed Portfolio To: Brad Wechsler Cc: Barrett Team Brad, , "Jeffrey Epstein (jeevacation(2gmail.cont)" <[email protected]>, "Nelson, Justin D" Below would be our proposed investments breakdown for 520mm: Their Proposed Investment Consumer Discretionary 2,500.000 5 Interactive Gaming 2,500.000 S Healthcare 2,500,000 S Defense 2,500,000 S Prefeneds 6.000.000 S HY: Frontier 8'I,% 04/15/20 1,000.000 S Structured Notes: TBD 3,000,000 S Total 20,000.000 S I. Consumer Discretionary: Rising disposable income, lower oil prices, labor market strengthening and tame inflation should continue to boost confidence and spending. Ticker Name Rating Target DIS WALT DISNEY CO/THE OW 130.00 NICE NIICE INC -CL B OW 135.00 COST COSTCO WHOLESALE CORP OW 162.00 HD IIOME DEPOT INC OW 127.00 RAD RITE AID CORP OW 10.00 Source: Bloomberg, JPM 10/26/2015 2. eGaming / Interactive Gaming: There are more than 700 different eGames events annually (ESPN plans to broadcast an eGame event for the first time in 2016), with a fan base that exceeds 260 million people. 2015 marks the first year global games market sales are projected to overtake filmed entertainment bringing in 591.5 billion EFTA00842456