<table><tr><th>From:</th><th>Barrett, Paul S &lt;</th></tr><tr><td>Sent:
To:</td><td>Monday, June 10, 2013 6:34 PM
Jeffrey Epstein</td></tr><tr><td>Cc:</td><td>Barrett Pod</td></tr><tr><td>Subject:</td><td>To Do</td></tr></table>

=OD

Jeffrey

=p class="MsoNormal">

I =ill be back with some ideas for the cash but for now we should take advant=ge of the selloff in pfds and buy another $1.5MM of the Ally B Pfds. W= own $2.7MM in Southern Financial from —$22/share level. Right n=w it is at 26.20 which is a yield to call of 6.90% (ytm 8.19%)=2E If they don't call it in 2016, it switches from a fixed cou=on of 8.50% to L+624bps.

Let me know.

Paul

=/p>

Paul Barrett=span style="font-size:8.0pt;font-family:"Verdana","sans=serif";color:#5F5F5F"> | Managing Director |
Global Investment =pportunities Group | J.P. Morgan Private Bank |
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