EFTA01800394

From: Paul S Barrett < Sent: Thursday, December 9, 2010 2:19 PM To: Epstein, Jeffrey ([email protected]) Subject: RE: A few things Jeffrey4=> Did you have a chance to review the below ideas?<=span> Also 10yr swap spreads are back to +10. I think we=should put the trade on. Are you free =o chat? =aul Barrett, CFA Managing Director Global Investment Opportunities Group JPMorgan Private Bank<=p> 40W S7th Street, 33rd Floor, New York, NY 10019 (W) F)<=:p> <mailto <=div> From: Paul S Barrett Sent: Monday, =ecember 06, 2010 12:57 PM To: 'Epstein, Jeffrey (jeevacation@gma=l.com)' Subject: A few things EFTA_R1_00139914 EFTA01800394 Hi Jeffrey<=O:p> - =nbsp; =emoving the Corn collar =span style=sfont-size:11.0pt;font-family:"Calibri","sans-serif"5-=nbsp; Buying $3MM of a Philip Morris market plus note that pays a 15% coupo= with a 22.30% contingent buffer (18 months) &nbs=; Buying 6 single name stocks that we believe wi=l benefit from the January effect Switching our GM bond exposure into the convert<=span> =span style=lont-size:11.0pt;font-family:"Calibri","sans-serif—>Left =ou a message. Paul Paul Barrett, CFA<=o:p> Managing Director Global Investment Opportunities Group JPMorgan Private Bank 40W =7th Street, 33rd Floor, New York, NY 10019 W) (F) =p class=MsoNormal>[email protected] <mailto:[email protected]> This email is confidential and=subject to important disclaimers and conditions including on offers for th= purchase or sale of securities, accuracy and completeness of information,=viruses, confidentiality, legal privilege, and legal entity disclaimers, a=ailable at http://www.jpmorgan.com/pages/disclosures/email. <=span> 2 EFTA_R1_00139915 EFTA01800395