Message: FW: Maxwell: Revised Proposal, Stackman (EFTA00236026)

Message From: Stackman, Scott I Sent: 4/3/2014 10:55:22 PM To: Ghislaine Maxwell '1; CC: Casriel, Lyle I-I; Garcia, Camille I I; Klein, Matthew I j; Ramdeen, Vijai I j; Shkreli, Juliana ; Waldron, Chelsey Devon ( I Subject: FW: Maxwell: Revised Proposal Attachments: Maxwell Proposal 4.3.14.pdf Ghislaine, Attached is the revised proposal from our conversation. Note on our changes are below: I . The overall proposal depicts the cash levels AFTER withdrawing $2M to invest in the hedge fund investment. i.e. its showing a 12mm aggregate balance vs. the 14mm that is here now. 2. We removed the allocations to Doubleline and Angel Oak given your concern for the mortgage market. 3. The proposal illustrates that we would like to ultimately sell down the concentrated equity holdings over time to get you better diversification. However, with tax sensitivity in mind we can raise about 1.1mm of the 4.5mm in concentrated equities (by offsetting gains with losses) to re