From: Paul Barrett < To: Jeffrey E. <jeevacation@gmail.com>, Richard Kahn < Subject: RE: Paul Date: Wed, 13 Jun 2018 16:12:08 +0000 Inline-Images: image003.jpg Hi Jeffrey Can we meet tomorrow in Palm Beach at 6pm? I left a great career at JPM to work with you and need to make this partnership work. I clearly should have scheduled monthly calls with you to discuss the portfolio and get your input. For that I am very sorry. What I need is a clear understanding of your expectations and risk tolerance. We made a lot of money working together over the years and I strongly believe that this can continue. Best, Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 From: Jeffrey E. <jeevacation@gmail.com> Sent: Wednesday, June 13, 2018 11:12 AM To: Paul Barrett Subject: Fwd: Paul Richard Kahn it appears in rough numbers that without paul invovlment we would be up approx . 2 m. and now we are roughly breakeven in cludes 1 million loan plus 900k beforre tax income, . very very disappointing. positions are sized incorrectly, sector investing ,makes no sense , it is individual stocks that make money, balanced sector is silly, unless instituional. . ideas are firm wide. handouts to ohio butchers. . little trader input. selective trades in what has been the best trading environment in years. volatitly, currrencies. alternatives. . not sue how to proceed. Forwarded message From: Richard Kahn < Date: Wed, Jun 13, 2018 at 10:04 AM Subject: Paul To: "jeffrey E." <jeevacation@gmail.com> i used august and september 2017 equities as a starting point and was able to create the following: EFTA01029170