Message-ID: <5214906.1075856617527.JavaMail.evans@thyme> Date: Wed, 2 May 2001 00:39:00 -0700 (PDT) From: joaocneves@email.msn.com To: vince.j.kaminski@enron.com Subject: Working Paper List & etc Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: 7bit X-From: "JoaoCNeves" X-To: X-cc: X-bcc: X-Folder: \Vincent_Kaminski_Jun2001_5\Notes Folders\Resumes X-Origin: Kaminski-V X-FileName: vkamins.nsf ??? Dear Vince: ? ??? I have put together a list of finance working papers (some of which I brought to the interview last wednesday) which I have written since 1995 mostly in support of my work but also (at least initially) as a learning tool. Several of them, however,?do contain innovations. ??? ??? I have asked Ms. De Claris to forward a copy to you. ? ??? As I expressed to you earlier I am particularly interested in Enron Credit Swaps trading platform and the business opportunities that it will spawn. ? ??? I also think that there are tremendous opportunities to be explored in the secondary mortgage maket in the US. I do not know if Enron has considered or is active in this market. This would be an area that I am also very interested and in which I think much better can be done than most of the players in the street. ? ??? The question in my mind (hopefully not prematurely)?is: If there is interest here would Enron consider letting me put together this business? ? ??? I look forward to hearing from you soon. ? ??? Best regards ? ??? Joao ? ???