EFTA Document EFTA01435525
Subject: RE: 9am ET Call - Postpone? From: Vahe Stepanian Date: Mon, 09 Apr 2018 14:20:33 -0400 To: Paul Barrett ‹ > Cc: Martin Zeman Stewart Oldf i!!'!IIIIIIIIIIIIIIIIIIIIIIIH Hi Paul — I just wanted to follow up here as Martin mentioned you're back in the office. Let me know if you'd like to schedule a call this week with the RIN folks? Thank you, Vahe From: Vahe Stepanian Sent: Wednesday, April 04, 2018 8:53 AM To: Paul Barrett Cc: Martin Zeman Subject: RE: 9am ET Call - Postpo
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Subject: RE: 9am ET Call - Postpone? From: Vahe Stepanian Date: Mon, 09 Apr 2018 14:20:33 -0400 To: Paul Barrett ‹ > Cc: Martin Zeman Stewart Oldf i!!'!IIIIIIIIIIIIIIIIIIIIIIIH Hi Paul — I just wanted to follow up here as Martin mentioned you're back in the office. Let me know if you'd like to schedule a call this week with the RIN folks? Thank you, Vahe From: Vahe Stepanian Sent: Wednesday, April 04, 2018 8:53 AM To: Paul Barrett Cc: Martin Zeman Subject: RE: 9am ET Call - Postpo
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Subject: RE: 9am ET Call - Postpone? From: Paul Barrett ‹ > Date: Mon, 09 Apr 2018 14:49:37 -0400 To: Vahe Stepanian ‹ > Cc: Martin Zeman Stewart Oldfield ‹ > Hi Tues, Thur or Friday afternoons are open. Thanks Paul Barrett Alpha Group Capital LLC New York, NY 10019 From: Vahe Stepanian Sent: Monday, April 09, 2018 2:21 PM To: Paul Barrett Cc: Martin Zema Stewart Oldfield Subject: RE: 9am ET Call - Postpone? Hi Paul — I just wanted to follow up here as Martin mentioned you're b
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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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