From: Martin Zeman Sent: 1/9/2018 4:43:24 PM To: Paul Barrett CC: Xavier Avila ; Joshua Shoshan Davide-A Sierran [M ; Stewart Oldfield Subject: one-stop Outlook + Equity View - Fresh Money Ideas Attachments: 2018 HY Corporate One-stop Outlook - 200 pages.pdf; The Equity View - Fresh Money Ideas.pdf Paul, I may have sent you one of those already, not 100% sure. These two pieces of research are something to file away for fresh equity trade ideas. I haven't combed through all of it yet, but we'll try to highlight what we think makes sense. In the meantime, please feel free to skim through: 2018 HY Corporate one-stop Outlook The Equity View — best Equity ideas Martin CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0086557 CONFIDENTIAL SDNY_GM_00232741 EFTA01385274
