RE: Paul

i used august and september 2017 equities as a starting point and was able to create the following:

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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.

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

monday new york. I am very sensitvie to the move you made

Thanks

Let me know what time.

Paul Barrett

Alpha Group Capital LLC

142 W 57th Street, 11th Floor, New York, NY 10019