EFTA Document EFTA01424659
Monday, May 18, 2015 2:33 PM: Small family office — starting hedge fund, equities Introduced by Ajay Bhala Introduced by ajay bhalla EFTA01424659
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Strategic and tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Strategic Crowe ncome Tactical naa Maximum Growth Strategic Tactical E uities 32.5% 32.5% 49.0% 49.0% 137.0% 137.5% 84.5% 84.5% U.S. Large Cap 15.0% 16.5% 23.5% 25.5% 33.0% 35.5% 42.0% 45.0% U.S. Small Cap 2.0% 1.5% 2.5% 2.0% 3.5% 3.0% 4.0% 3.0% EAFE 11.5% 13.0% 17.0% 18.5% 22.5% 25.0% 29.0% 31.5% European 7.5% 7.5% 11.5% 11.5%
15 July 7 2016 - July 17 2016 working progress_Redacted.pdf
Kristen M. Simkins From: Sent: To: Cc: Subject: Irons, Janet < Tuesday, July 12, 2016 10:47 AM Richard C. Smith Hello Warden Smith, mother is anxious to hear the results of your inquiry into her daughter's health. I'd be grateful if you could email or call me at your earliest convenience. I'm free today after 2 p.m. Alternatively, we could meet after the Prison Board of Inspectors Meeting this coming Thursday. Best wishes, Janet Irons 1 Kristen M. Simkins From: Sent:
EFTA Document EFTA01398793
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