From: Jeffrey Epstein <[email protected]> To: "Ens, Amanda" .< Subject: Re: To Do: BRL step-up note - closing today Date: Thu, 04 Apr 2013 18:03:02 +0000 yes On Thu, Apr 4, 2013 at 1:54 PM, Ens, Amanda < wrote: Jeffrey, we should do another $lmm of the BRL step-up note for Southern Trust. Thanks, Amanda Amanda Ens I Vice President I Global Investment Opportunities I 320 Park Ave, 14th Floor, New York, NY 10022 T: 212.622.7091 I F: 212.310.0108 I M: 646.643.3211 Original Message----- From: Jeffrey Epstein [[email protected]] Sent: Tuesday, March 12, 2013 12:43 PM Eastern Standard Time To: Barrett, Paul S Subject: Re: To Do: BRL step-up note - closing today Ok On Tuesday, March 12, 2013, Barrett, Paul S wrote: NMLS ID: 853443 Hi Jeffrey Left you a vm. I do think we should put some money into this note. Being long brl Into the World Cup makes sense. Domestic inflation should allow them to allow minor fx appreciation. And they will likely hike 150bps this year. We don't have much Latam fit exposure. Our MXN is working well. I think we should do 1mm in southern trust. Paul Sent with Good ( EFTA00875043