Message-ID: <24464369.1075852715829.JavaMail.evans@thyme> Date: Mon, 2 Jul 2001 06:51:16 -0700 (PDT) From: john.arnold@enron.com To: michael.gapinski@ubspainewebber.com Subject: RE: Private Equity Exposure - Thomas H. Lee Partners Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Arnold, John X-To: '"Gapinski, Michael" @ENRON' X-cc: X-bcc: X-Folder: \JARNOLD (Non-Privileged)\Arnold, John\Sent Items X-Origin: Arnold-J X-FileName: JARNOLD (Non-Privileged).pst sure, send it over. as the investing contrarian i am, if everybody else is getting out of late-stage vc, i'll take a look. -----Original Message----- From: "Gapinski, Michael" @ENRON [mailto:IMCEANOTES-+22Gapinski+2C+20Michael+22+20+3Cmichael+2Egapinski+40ubspainewebber+2Ecom+3E+40ENRON@ENRON.com] Sent: Sunday, July 01, 2001 5:23 PM To: Arnold, John Subject: Private Equity Exposure - Thomas H. Lee Partners John - I realize you don't have "fresh money" now, but if you happen to come across fresh money in the next month, I want you to be aware of a new crossover fund. The fund seeks to invest up to 50% (may exceed 50% under certain circumstances) of the portfolio into late-stage venture capital companies through relationships that Putnam and Thomas H. Lee Partners (great name in private equity) have with various participants in the capital markets. The remainder of the fund will be in small- and mid-sized publicly traded companies managed by Putnam's Specialty Growth team. Let me know if you're interested, and I'll send a kit over. So far, nice trade on the ENE GJs. > Michael Gapinski > Account Vice President > Emery Financial Group > UBS PaineWebber, Inc. > 713-654-0365 > 800-553-3119 x365 > Fax: 713-654-1281 > Cell: 281-435-0295 michael.gapinski@ubspainewebber.com Notice Regarding Entry of Orders and Instructions: Please do not transmit orders and/or instructions regarding your UBS PaineWebber account(s) by e-mail. Orders and/or instructions transmitted by e-mail will not be accepted by UBS PaineWebber and UBS PaineWebber will not be responsible for carrying out such orders and/or instructions. Notice Regarding Privacy and Confidentiality: UBS PaineWebber reserves the right to monitor and review the content of all e-mail communications sent and/or received by its employees.