From: Jeffrey <[email protected]> Sent: Thursday, June 14, 2012 9:03 PM To: Farkas, Andrew L. Subject: Re: You I'll explain , when we speak Sorry for all the typos .Sent from my iPhone On Jun 14, 2012, at 4:55 PM, "Farkas, Andrew L." rote= > I never heard back from you (no problem), but it is now almost 11:00pm her= and I am sharing a room with my young son who is asleep and I can't talk. l=did hear from Mr. McCabe. He informed me (in a most diplomatic way) that J=M has had other things on its mind (no kidding) and that, thus, they have b=en unable to reach any conclusions with regards to anything relating to you= me, c-Ill or LNR. He asked that I be patient until tomorrow night at whic= time he would let me know if there were any aspects of this business in wh=ch they were interested. I told him I would, of course, wait. > For your eyes only, however, Wells Fargo is getting aggressive on these fr=nts and they may well be a better alternative. They know me and the busines= well and they already have an equity position and provide a warehouse faci=ity of $150mm. JPM has continually flirted, both directly and, more recentl=, through you, but they always seem to come up short. I will wait until tom=rrow night however, and then you and I can talk and decide what, if anythin=, to do. It may simply be that this is not the time to be commencing a rel=tionship of substance with JPM. The senior guys are understandably distract=d and the industry is new to them. Just my thoughts. Talk tomorrow. > Xoxo > Sent from my iPad > This message, and any attachments hereto, is confidential and intended exc=usively for the use of the individual or entity to whom it is addressed. Th=s communication may contain information that is confidential, proprietary, p=ivileged, subject to a confidentiality and/or non-disclosure agreement, or o=herwise exempt or protected from disclosure (either by contract or under ap=licable law). If you are not the intended recipi