Subject: Re: percents es et a read from your team [C] From: Paul Morris < Date: Mon, 03 Feb 2014 16:45:06 -0500 To: Nast Gupta < > Cc: Tazia Smith >, Vinit Sahni > Classification: Confidential Watford Re looks like a new hedge fund with bermuda reinsurance wrapper started by Highbridge/Arch capital, don't know what type guess credit or long/short i have not talked with him about energy renissance but likely liquid equities across producers or secondary beneficiaries (e.g. auto, chemicals), JP has created a basket recently focused on this theme Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Office: Cell: From: To: Cc: Date: Nav Gupta/U Tazia Smith/ Vinit Sahni/ 02/03/2014 04:37 PM , Paul Morris/ Subject: Re: percentages get a read from your team [C] What risk is in energy renaissance theme and Watford re. Thx On 3 Feb 2014, at 20:58, "Tazia Smith" < wrote: EFTA01466963