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EFTA02502926
Dataset 11
2015-05-07
3p
574w
Subject:
APO: Apollo Global misses as carried interest income drops
From:
Richard Kahn <
To:
jeffrey E.
…flat premarket For more on earnings, =isit Seeking Alpha's new Earnings Center » Read comments APO price at time of publication: $22.59. Check APO price now » Focus Articles on =PO EFTA_R1_01631474 EFTA02502926 • Apollo And Athene: A Perfect Match by Samuel Riehn * Apollo Had A Rough Quarter by Ashleigh Rogers • Apollo: An
Undervalued
10% Yielder by The Outsider More News on APO • Apollo Global Management misses by $0.10, misses on =evenue May 7, 7:20 =M ET …
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02502926.pdf
EFTA02380606
Dataset 11
2015-04-24
5p
650w
Subject:
Fwd: APO: NY Post: Hostess owners looking for a sale
From:
Richard Kahn
To:
Jeffrey Epstein
…userid=3892891&extra=&&& 3000&&&http://see=ingalpha.com/article/2429155-apollo-had-a-rough-quarter?source=email_rt_m=iocus_1> by Ashleigh Rogers • Apollo: An
Undervalued
10% Yielder chttp://emaiI.seekingalpha .com:80/track?type=click&maili=gid=2451466&messageid=2900&databaseid=&serial=29000 2451=6601429873222572.0.aed286a9a85c0a5lff5841fa84c88bca&emailid=3892891&a=p;userid=3892891&extra=&&& 3000&&&http://see=ingalpha.com/article/2422965-apollo-an-
undervalued
-10-percent- yielder?sourc==email_rt_mc_focus_2> by The Outsider More News on APO • Kessler: Glory days of P-E are over <http://email.seekingalpha.com:80…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02380606.pdf
EFTA02725548
Dataset 11
2p
526w
NICOLE IUNKERMANN Profile Nicole Junkermann is an experienced entrepreneur and private equity investor with a particular focus on sport and the distribution of
undervalued
brands in emerging markets. Having successfully managed the exit of the United in Sports Fund in late 2011, Ms Junkermann is now using her expertise to establish accelarator funds in emerging countries such as Turkey and Gabon.. In addition, she continues her contribution as a member of the Tate Modern's Latin American Fund and has…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02725548.pdf
EFTA01458617
Dataset 10
2015-09-26
1p
251w
26 September 2015 FX Forecasts and Valuations: Don't throw in the towel z G10 FX Valuation Monitor Figure 4: The dollar is expensive and the euro modestly Figure 5: The dollar is above fair value now cheap 30 I% Over/
undervalued
) 130 1 —USDTWI 130 178 20 142 11 120 PPP USDTWI 120 84 83 10 - - —20% Rena 110 i te.•\ eft- • .....,__,_ 110 0 ..• 100 100 •10 .4 3 Nt -7.1 93 lei iv 90 -20 4Aa --...,.., 90…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458617.pdf
EFTA00505780
Dataset 9
2012-12-31
27p
3,616w
Galloway Partners Introduction O.ber.13..0 EFTA00505780 Contents Executive Summary 3 Market Opportunity 6 Strategy & Execution 11 Track Record: Bruce Galloway 17 Case Studies 19 Investment Targets 22 Appendix 26 2 EFTA00505781 Executive Summary • Galloway Partners ("GP") is a newly established investment management company that specializes in acquiring influential ownership stakes in
undervalued
, micro & small cap companies. GP's strategy is to use an "activist" approach to drive a turnaround in corporate value which will benefit both stakeholders and…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00505780.pdf
EFTA01384539
Dataset 10
1p
546w
…if any, net market exposure. Equities that are deemed relatively
undervalued
are purchased long and relatively overvalued equities are sold short. This strategy can benefit from relative value discrepancies with reduced stock market risk and may be driven by fundamental analysis of industry sectors. • Fundamental Long/Short Equity — involves taking long positions in
undervalued
equity securities and short positions in overvalued equity securities. In this strategy, the Multi-Strat Funds often accept some equity market exposure seeking to profit from…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01384539.pdf
EFTA01458334
Dataset 10
1p
197w
…vs 200dma), rhs 2) Financial fair value (based on a regression of spot on S&P, V1X, Crude, CRB, US 10y, DXY, carry): According to our short term 'financial fair value' metric, EM FX is cheap almost across the board, with ZAR being the the most
undervalued
currency. TRY is also cheap, while RUB less so. However, these results should be taken with a pinch of salt, as the short-term valuation metric CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458334.pdf
EFTA01451014
Dataset 10
1p
499w
…CEEMEA South Africa - cheap currency but expensive equities The South African equity market is comfortably up in local currency terms over the year-to-date, but has fallen sharply in US dollars. The poor performance of the rand is mainly due to the twin fiscal and current account deficits and has taken the currency into deeply
undervalued
territory on any sort of PPP analysis; the problem though is that in contrast to some other weak currency countries, most notably India…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451014.pdf
EFTA01437035
Dataset 10
2018-03-15
116p
7,186w
…for relief rally in TRY but the lack of current account adjustment, dependence on foreign portfolio inflows and FX borrowing, and high inflation cloud the longer-term narrative TRY remains one of the most
undervalued
currencies on fundamental models USDTRY YE Forecasts Q2 2018 2018 2019 DB 4.00 4.26 4.50 EFTA01437036 Carry, volatility and skew dynamics Although carry remains punitive and near all time highs, volatility and skew have all moved in favor of USD call buyers…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01437035.pdf
EFTA01459610
Dataset 10
2016-01-12
1p
496w
… 0.00 Going forward we envision two possible scenarios: 405 - further currency volatility management by Banxico in case "risk-off" continues, or a retracement to 41.10 fundamentals if global volatility subs€des (MXN is -0.15
undervalued
on our fundamental metrics). In either case we see MXN trading at stronger levels versus -0.20 other LatAm FX in the near future. -025 - -0.30 436 - Nitsvmo,,.% 0.4444,vo.c.itsibvetAelAcq. Sato(- Datisla•Sint Elacentn Wince lP Deutsche Bank AG…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459610.pdf
EFTA01449265
Dataset 10
1p
294w
…100 0.80 50 0 60 80 82 84 86 88 90 92 94 96 98 00 02 04 06 08 10 12 80 82 84 86 88 90 92 94 96 98 00 02 04 0608 10 12 Figure 5: USD BIS TWI is a bit cheap vs. BEER FV Figure 4: GBP/USD is very
undervalued
vs. BEER FV 140 2 50 R - a 'a it Spot 130 120 2 00 110 100 1.50 90 80 100 …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01449265.pdf
EFTA01385917
Dataset 10
2014-11-26
1p
451w
…30yr TIPS breakevens 10s-30s breakeven alive appears too flat Long term inflation +6 bp 11/26/14 +16 bp 489k versus 10yr TIPS breakevens on a long term basis expectations decline Inflation Long 1/2029 breakevens vs 10w 10w TIPS to 1/2029 breakeven curve is too 1/2029 breakeven 10/3/14 +2 by -2 bp +206k breakevens flat cheapen further The long end inflation market looks Long term inflation 1.91% Inflation long 30yr TIPS breakevens
undervalued
…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01385917.pdf
EFTA01385916
Dataset 10
2014-12-19
1p
354w
…bond futures look rich in the outperformance of the 12/19/14 +21 bp (Closed on +1,249k RV cheep off-the-run bonds long end 6.25s of 5/2030 in the long end 2/251 Infladon Further decline in The 2yr2yr inflation appears attractive on a Buy 2yr2yr forward breakevens medium-term inflation 12/19/14 1.95% 2.03% +329k Swaps long-term history expectations The long end inflation market looks
undervalued
on a long-term perspective…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01385916.pdf
EFTA01451045
Dataset 10
1p
500w
…CEEMEA South Africa - cheap currency but expensive equities The South African equity market is comfortably up in local currency terms over the year-to-date, but has fallen sharply in US dollars. The poor performance of the rand is mainly due to the twin fiscal and current account deficits and has taken the currency into deeply
undervalued
territory on any sort of PPP analysis; the problem though is that in contrast to some other weak currency countries, most notably India…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451045.pdf
EFTA01457185
Dataset 10
2014-12-19
1p
353w
…bond futures look rich in the outperformance of the 12/19/14 +21 bp (Closed on +1,249k RV cheep off-the-run bonds long end 6.25s of 5/2030 in the long end 2/251 Infladon Further decline in The 2yr2yr inflation appears attractive on a Buy 2yr2yr forward breakevens medium-term inflation 12/19/14 1.95% 2.03% +329k Swaps long-term history expectations The long end inflation market looks
undervalued
on a long-term perspective…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01457185.pdf
EFTA01457202
Dataset 10
2015-03-27
1p
409w
…with 4.5% loan balance and high-LTV pools projecting 4/32s to 6/32s of advantage, and loan balance 4.0%s around 1/32 to 2/32s. The model fair value for high-LTV pools is the result of a new permutation of our model building on the previous work done on loan balance pay-ups. (Figure 7: Modeling spec pay-ups suggests 4.5%s
undervalued
, CR overvalued Type Cpn Act Px Mdl Px Act-Mdl ZScore…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01457202.pdf
EFTA01458291
Dataset 10
1p
553w
…The SNB would likely adopt a more gradualist approach than the Danish National Bank, which has recently sold the reserves accumulated during the post-SNB speculation against its own peg aggressively back into the market (Figure 23}. !Figure 23: SNB ccruld tollow Danish example of freeing up Figure 24: A very
undervalued
JPY should mean any So.i (space on balance sheet for future credibility intervention is a long way off DOC. to m eserves . 41afish FX reserves (rini CHF…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458291.pdf
EFTA01458357
Dataset 10
1p
162w
…VIX, Crude, CRII, US 10y, DX Y, carry): According to our short term `financial fair value' metric, EM FX is cheap almost across the board, with ZAR being the the most
undervalued
currency. TRY is also cheap, while RUB less so. However, these results should be taken with a pinch of salt, as the short-term valuation metric provides a better picture when currencies are trading within relatively tight ranges, rather than trending strongly and breaking new ground (as is…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458357.pdf
EFTA01457198
Dataset 10
2015-03-27
1p
678w
…average percentile ranking score of 20%, which perhaps is not an eye opener for most experienced market participants. Specifically on sectors, autos and telecoms look relatively interesting here, while tech and gaming are the most overvalued based on this metric. We note that autos also came out as the most
undervalued
sector on our equity- reaction-to-oil screen in January. Auto equities have outperformed S&P 500 by 5.5% since that publication date, and we continue to believe…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01457198.pdf
EFTA01748203
Dataset 10
2014-12-03
1p
190w
Subject:
BNY Mellon
From:
Richard Kahn
To:
"Jeffrey E." <
[email protected]
>
…com> Peitz has decent record with financial stocks • 4:34 PM Stephen Alpher, SA News Editor • Nelson Peitz and his Trian Fund may be most well-known for forays into consumer names, but what - following Trian's winning of a seat on the BNY Mellon (NYSE:BK) board - what about the track record with financial names. • Lazard: Trian took a stake in 2012 calling the stock
undervalued
and pushing for expense cuts. Since, the shares are higher by 137% vs…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01748203.pdf
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