EFTA01452436

def to watch From: Tazia Smith To: visit Sahn Nay Gupta Date: 04/02/2014 17:58 Subject: Fw: percentages get a read from your team [C] classification: confidential Paul Morris, - Have some recommendations for modifications to the equity baskets (Healthcare, Financials, Europe, Japan)* - would like to see 5-10% in Tech in us -> take 5% from mortgages, possibly 2-5% from europe and/or 2-5% from energy - PO vs. I0 in mortgages? 5% down from 10% (will speak with traders on existing plus opportunistic entry) - Add the near-term short crude trade to the energy allocation, 2% *details to follow. example 1: (Embedded image moved to file: pic14796.gif) Forwarded by Tazia smith_on 02/04/2014 10:30 AM From: Jeffrey Epstein <[email protected]> To: Tazia smit Paul Morris Date: 02/02/2014 08:59 PM subject: percentages get a read from your team Inline image 1 deitrietriNtrfeir*Afitrile*dtrAgielle*Atritrgieft*Attitrfe*A.****15144**********0***** The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of Jeffrey Epstein Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 109441 CONFIDENTIAL SDNY_GM_00255625 EFTA01452436