Re: percentages get a read from your team [C (Paul Morris, 2/3/2014)

From: Paul Morris Sent: 2/3/2014 4:45:06 PM To: Nay Gupta CC: Tazia Smith I j; Vinit Sahni Subject: Re: percentages get a read from your team [C) Classification: Confidential Watford Re looks like a new hedge fund with bermuda reinsurance wrapper started by Highbridge/Arch capital, don't know what type guess credit or long/short i have not talked with him about energy renissance but likely liquid equities across producers or secondary beneficiaries (e.g. auto, chemicals), )P has