Fw: Consider: $10-15mm Total Return Swap on Cash Return On Capital Invested (CROCI), 3mL+85 (Tazia Smith, 15 May 2014)

Subject: Fw: Consider: $10-15mm Total Return Swap on Cash Return On Capital Invested (CROCI), 3mL+85 bps or relative value TRS vs S&P.... [C] From: Tazia Smith Date: Thu, 15 May 2014 15:51:48 -0400 To: eevacation mail.com Cc: Paul Morris < Vahe Stepanian Vinit Sahni < Nav Gupta < Classification: Confidential Jeffrey - Our global colleagues are re-highlighting the CROCI solution at current levels and/or for outperform ance in this rotational environment. sending their commentary and r