Message-ID: <2564136.1075856996854.JavaMail.evans@thyme> Date: Mon, 13 Mar 2000 06:02:00 -0800 (PST) From: vince.kaminski@enron.com To: vkaminski@aol.com Subject: this and that Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Vince J Kaminski X-To: vkaminski@aol.com X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_8\Notes Folders\'sent mail X-Origin: Kaminski-V X-FileName: vkamins.nsf ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/13/2000 02:03 PM --------------------------- Sheridan Titman on 02/29/2000 05:29:19 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: this and that Hi Vince: I haven't talked to you in a while and wanted to touch base with you on a couple of issues. 1. Is there someone at Enron who would be interested in speaking to our MBAs about real options? Jim Dyer from our management science group is interested in having someone for his decision analysis class this spring. Also, I am thinking about having a panel discussion in the Fall on valuation issues. 2. I recently received a phone call from the editor of the Journal of Applied Corporate Finance, which is a practioner journal sponsored by the Bank of America and Stern Stewart which is distributed to academics and major corporations. They are doing a special issue on Energy and are interested in an article on how energy derivatives are used for risk management. Are you aware of anyone from Enron who has written such an article? 3. Last fall when you visited us at UT we discussed the possibility of giving lectures to Enron employees on valuation. Ehud and I sent you a proposal but didn't get a response. Is there still an interest in this. 4. Murray Carlson and I are developing a general equilibrium model that we think is potentially useful for valuing oil and gas derivatives as well as real investments. If you think this approach might be potentially useful for Enron, we would be interested in presenting our model to your research group. I look forward to hearing from you soon. Best regards, Sheridan Sheridan Titman Department of Finance College of Business Administration University of Texas Austin, Texas 78712-1179 512-232-2787 (phone) 512-471-5073 (fax) titman@mail.utexas.edu