From: Paul Morris Sent: 10/18/2013 10:17:19 AM To: Tazia Smith I Subject: Southern financial et al classification: Public ; Vahe Stepanian ; Amanda Kirby Let's get together on Monday to discuss the lunch with 7E. I think we should pull together positions we have by entity, overall asset class allocation for the assets, should think through his positions to see if we feel strongly one way or another, some ideas. Amanda please arrange. Thanks CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 105728 CONFIDENTIAL SDNY_GM_00251912 EFTA01450195