Message-ID: <4846156.1075863435239.JavaMail.evans@thyme> Date: Fri, 3 Aug 2001 07:26:01 -0700 (PDT) From: j.kaminski@enron.com To: titman@mail.utexas.edu Subject: RE: Spring 2001 Energy Finance Conference Participation by Jeffrey K. Skilling Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Kaminski, Vince J X-To: 'Sheridan Titman @ENRON' X-cc: 'vkaminski@aol.com', Kaminski, Vince J X-bcc: X-Folder: \VKAMINS (Non-Privileged)\Kaminski, Vince J\Sent Items X-Origin: Kaminski-V X-FileName: VKAMINS (Non-Privileged).pst Sheridan, I am aware of the duplicate check problem and I owe you phone call about this. I am still trying to mobilize internal support for the valuation study we discussed at San Antonio. Mark Ruane whom you met, moved on to a new job and his successor is a bit skeptical about the need for a study. Internal Enron perception is that we understand the process of decision making inside big financial institutions (or lack of it), especially in the energy area, regarding valuation of investment projects. Any study would just reveal what we already understand about quite simplistic tools they use: DCF with a discount rate being subject to negotiations within a very broad band of potential values. It will help if I get the agenda of the conference soon to pass it on to Jeff Skilling. It would also help if you could write a formal letter to him. Vince -----Original Message----- From: Sheridan Titman @ENRON [mailto:IMCEANOTES-Sheridan+20Titman+20+3Ctitman+40mail+2Eutexas+2Eedu+3E+40ENRON@ENRON.com] Sent: Thursday, August 02, 2001 3:49 PM To: Kaminski, Vince J Subject: RE: Spring 2001 Energy Finance Conference Participation by Jeffrey K. Skilling Dear Vince: That is great news that Jeffrey Skilling will be speaking at our conference. By getting Skillings involvement we should be able to increase the quality of the conference by at least a few notches. By the way, Shirley may have mentioned to you that I somehow received two checks for the work I did last spring. I went off to Hong Kong this summer and didn't follow up on this other than to mention it to Shirley before I left. (I just got back last Friday.) Shirley left me a phone message to mail the check back to her. If you can email Shirley's last name and mailing address to me I'll send her the check. Also, if you are interested in having me do some work on the valuation issues we discussed at the Texas Finance Festival please let me know. One more thing: The university that I'm affliliated with in Hong Kong (HKUST) just hired a new president, Paul Chu, who is from Houston and has some sort of relationship with Ken Lay. The Dean at the HKUST business school mentioned that Paul Chu was meeting with Ken Lay this summer and would discuss possible avenues of collaboration. If you can think of anything that you would be interested in let me know and I can discuss it with the Dean. I hope you are having a great summer and look forward to seeing you when you come to Austin this fall for our energy finance class and in February for the conference. 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