From: Jeffrey Epstein <[email protected]> To: Jeffrey Epstein <[email protected]> Subject: Fwd: percentages get a read from your team [C] Date: Fri, 14 Feb 2014 00:26:31 +0000 Inline-Images: unnamed; unnamed(I); unnamed(2); unnamed(3); unnamed(4) Forwarded message From: Jeffrey Epstein [email protected]> Date: Fri, Feb 7, 2014 at 6:04 PM Subject: Fwd: percentages get a read from your team [C] To: Jeffrey Epstein <[email protected]> Forwarded message From: Jeffrey Epstein [email protected]> Date: Wed, Feb 5, 2014 at 4:38 PM Subject: Fwd: percentages get a read from your team [C] To: Jeffrey Epstein <[email protected]> Forwarded message From: Tazia Smith •cl Date: Tue, Feb 4, 2014 at 3:25 PM Subject: Re: percentages get a read To: jeevacation@ ail.com Cc: Paul Morris Vahe Stepanian Classification: Confidential Jeffrey - from your team [C] , Vinit Sahni < >, Nav Gupta < Summary below takes into account the DB team's feedback. We agree with overall themes. Commentary here, further implementation detail below and to follow: - Specific recommendations for modifications to the thematic baskets (Please see Healthcare detailed below -back with specifics on each level) - Propose allocation to US Tech equity (cognizant though that you have private equity investments) - Propose additional opportunistic FX exposure (trades like your short CAD) - Energy renaissance will include trades on crude, in addition to equities that are beneficiaries of secular shift in underlying energy supply, and supply chains (not just the nat gas theme in the US, but also companies like Hannon Armstrong (HASI) that finance energy efficiency) - We are reviewing PO v 10 mortgages with rates where they are. EFTA01167523