EFTA Document EFTA01374149
AGP LP 519 Alpha Group Capital Paul Barrett IN WITNESS WHEREOF, the parties hereto have executed this Agreement this day of General Partner: ALKEON CAPITAL ADVISERS, LLC By: Name: Title: New Limited Partner Type or Print Name of New Limited Partner Signature of New Limited Partner or Authorized Signatory1B Title of Authorized Signatory Taxpayer Identification or Social Security Number of New Limited Partner FOR JOINT ACCOUNTS AND TENNANTS IN COMMON: Signature of New Limited Part
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AGP LP 519 Alpha Group Capital Paul Barrett IN WITNESS WHEREOF, the parties hereto have executed this Agreement this day of General Partner: ALKEON CAPITAL ADVISERS, LLC By: Name: Title: New Limited Partner Type or Print Name of New Limited Partner Signature of New Limited Partner or Authorized Signatory1B Title of Authorized Signatory Taxpayer Identification or Social Security Number of New Limited Partner FOR JOINT ACCOUNTS AND TENNANTS IN COMMON: Signature of New Limited Part
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AGP LP 519 Alpha Group Capital Paul Barrett Portfolio Construction • Disciplined approach to portfolio construction Stock Universe 1 I 1 1 Research Public Company Industry Quantitative Analysts Filings Executives Leaders Filters I I I I I Analytical Modeling I Risk Management I Portfolio ALKEON CAPITAL MANAGEMENT Private & Confidential Page 8 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087890 CONFIDENTIAL SDNY_GM_00234074 EFTA01386272
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JPMorgan Chase Bank, N.A. 270 Park Avenue, New York, NY 10017-2014 (Res iew et]) FINANCIAL TRUST COMPANY INC ACCT. W23560001 For the Period 2/1/12 to 2/29/12 Asset Account J.P. Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young Client Service Team Equity 4 Gina Magliocco Client Service Team Alternative Assets 9 Cash 8 Fixed Income 10 Online access www.MorganOnline.com Portfolio Activity 18
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O O OO zz "rt mm zz -i ); C C Al (/) z -1 C 0 Asset Account 0 73 R 7 ce TO JPMergan Chase Bank, NA. 270 Park Avenue, New York, NY 10017-2014 THE HAZE TRUST ACCT. For the Period 7/1/13 to 7/31/13 Z 0 6 8 6 O tW0 J.P. Morgan Team Table of Contents Palle Jusdn Nelson Banker 203/629-3124 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young Client Service Team B001634-1318 Equity 4 Gina Magiiacco Cash & Reed Income
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J.P. Morgan J.P. Morgan Securities LLC FINANCIAL TRUST COMPANY INC ACCT. 383 Madison Avenue, New York, NY 10179 For the Period 12/1/10 to 12)31/10 Margin Account J.P. Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young Client Service Team Cash and Short Term 4 VVilliam Doherty Ill Client Service Team Other Assets 5 Online access www.MorganOntine.com Portfolio Activity 6 Transactions cleared a
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Subject: RE: RIN follow up From: Vahe Stepanian Date: Fri, 20 Apr 2018 14:16:02 -0400 To: Paul Barrett Cc: Stewart Oldfield Martin Zeman No problem, happy to help. The team assumes a 50bps p.a. default rate, and I would point you to page 29 of the book to support this point. Also worth looking at the scenario analysis on pg. 40 — think scenarios 1-7 are particularly relevant because the 50bp issuance costs are in line with RIN I (vs. 2% for a BSL). Thank you, Vahe From: Paul Barrett
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