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Subject: candidate evaluation , wendi germani please complete the attached form and also let me know if you have an interest in proceeding with wendi . thanks ! pam | 0 |
Subject: copiers on 19 hi iain : got a questions for you ? we have a small copier in our research area ( a minolta cspro ) that stays on the blink somewhere , quite a bit of the time . the temporary copier in 19 kl is a kodak image source 50 . what is the difference in price of these two copiers ? is there any way we could exchange the minolta for the image source when you bring our permanent copier to 19 kl ? please let me know . we would like to do that if we can and it is not too much more money . thanks and have a great day ! shirley 3 - 5290 | 0 |
Subject: summer internship hi vince , i am writing you at this time to inquire as to the potential of renewing my internship at enron for the summer of 2000 . while the date of my request is later than i would have wished , the reason is that i had originally planned to go back to turkey this summer and get my mandatory military duty done . however , i now realize i can put it off to a further date . that left me wondering if you believe there is a project that i can get involved in this summer and be useful . if that were the case , i would be more than happy to postpone my military duty and spend the summer with the research group . i discussed this with dr . ronn , and he is very supportive of this idea . i apologize again for bringing up this issue late , and look forward to hearing from you . best regards , - - - - - - - - - oooo - - - - - oooo - - - - - - - - - - cantekin dincerler doctoral candidate the university of texas at austin graduate school of business department of finance office : ( 512 ) 471 - 1676 fax : ( 512 ) 471 - 5073 home : ( 512 ) 472 - 5356 http : / / uts . cc . utexas . edu / ~ cantekin - - - - - - - - - - - - - oooo - - - - - oooo - - - - - - - - - - | 0 |
Subject: energy : oil drilling : survey finds producers plan to spend more than originally planned in . . . survey finds producers plan to spend more than originally planned in 2000 06 / 19 / 2000 petroleum finance week ( c ) 2000 phillips business information , inc . oil and gas producers plan to increase their worldwide exploration and production expenditures by more than they anticipated at the beginning of the year , lehman brothers inc . found in a mid - year update of its annual e & p survey . " the 326 companies we surveyed are planning on an 18 . 2 percent increase , versus a 10 . 2 percent rise budgeted in december , " said james d . crandell , who follows oil services and drilling for the new york investment banker . he emphasized that the gain by the 326 producers in lehman ' s survey reflects increases in budgets for 2000 and not underspending of budgets during 1999 . " among the companies that were included in our december 1999 and may 2000 surveys , global spending actually came in slightly above what was estimated to have been spent during 1999 in december . it also indicates that nearly $ 6 billion has been added to 2000 worldwide exploration budgets since december , " crandell said . the survey ' s respondents said that they planned to increase u . s . e & p expenditures by 17 . 6 percent , up from 15 . 9 percent earlier in the year . crandell said that the greater increase was driven almost entirely by independent producers . " in our survey , 227 independents indicated e & p spending growth in 2000 of 26 . 1 percent versus a 22 . 9 percent increase budgeted for the year in december , " he indicated . " some 40 percent of the independents we surveyed have increased their u . s . e & p budgets , while about 23 percent plan on spending less than what they indicated last december . higher natural gas prices and increased cash flow are the main drivers behind this . " crandell said that anadarko petroleum corp . ( nyse : apc ) , apache corp . ( nyse : apa ) , bhp petroleum , h . s . resources inc . ( nyse : hse ) , mcmoran exploration co . ( nyse : ran ) , mdu resources group inc . ( nyse : mdu ) , mitchell energy and development corp . ( nyse : mnd . a and mnd . b ) , santa fe snyder corp . ( nyse : sfs ) , stone energy corp . ( nyse : sgy ) and titan exploration inc . - now pure resources inc . ( nyse : prs ) - were among the larger independents to make the most significant upward revisions . the ones that significantly reduced planned u . s . e & p outlays for the year included barrett resources corp . ( nyse : brr ) , belco oil and gas corp . ( nyse : bog ) , burlington resources inc . ( nyse : br ) , coastal corp . ( nyse : cgp ) , forcenergy inc . ( nyse : fen ) , houston exploration co . ( nyse : hex ) , kerr - mcgee corp . ( nyse : kmg ) , mariner energy corp . and williams production co . the survey found that major oil companies plan about the same percentage gain in their 2000 u . s . e & p expenditures ( 8 . 8 percent ) at midyear as they did at the beginning of the year ( 8 . 4 percent ) . among the 14 companies in this category , 31 percent made meaningful increases in their 2000 e & p spending estimates during the first six months , including amerada hess corp . ( nyse : ahc ) , conoco inc . ( nyse : coc . a and coc . b ) , occidental petroleum corp . ( nyse : oxy ) and total fina elf s . a . ( nyse : tot ) . another 19 percent - including eni spa ( nyse : e ) , royal dutch / shell ( nyse : rdp and stt ) and texaco inc . ( nyse : tx ) - scaled back their domestic spending estimates , while the remaining 50 percent of the majors in the survey remained the same . ' the increase in canada . . . is nothing short of staggering . . . ' " the increase in canada indicated by the 85 companies in our survey is nothing short of staggering , " crandell continued . of the 85 companies that he contacted , 44 . 7 percent budgeted higher expenditures for 2000 than for 1999 . " compared with december , 41 percent of them have increased their estimated spending in 2000 by more than 10 percent , while 20 percent have reduced it by more than 10 percent . the remaining 39 percent have kept it within 10 percent of what was originally estimated , " crandell said . talisman energy inc . ( nyse : tlm ) led the group with a huge increase , followed by anderson exploration ltd . ( tse : axl ) , gulf canada resources ltd . ( nyse : gou ) , murphy oil corp . ( nyse : mur ) , pan canadian petroleum ltd . ( tse : pcp ) and shell canada ltd . ( tse : shc ) . like their u . s . counterparts , producers above the border raised their 2000 e & p budgets in response to higher gas prices and increased cash flow , according to the lehman analyst . he said that foreign upstream budgets were an area of surprise : " the 14 . 9 percent gain indicated by the 99 oil and gas companies that have operations outside the united states and canada was well above the 5 . 7 percent increase for 2000 estimated last december . as in other geographies , there were more companies that increased budgets than decreased them . " overall , crandell said that 33 percent of the surveyed companies raised their 2000 e & p budgets by more than 10 percent , 43 estimated expenditures in roughly the same range and 24 percent indicated that they would spend less than originally planned . he said that the larger increases were driven by some big companies which materially increased their budgets , including texaco , petroleos brasileiros s . a . , petroleos mexicanos s . a . and repsol ypf s . a . ( nyse : rep ) among the multinationals and amerada hess , apache , premier oil plc . and woodside energy among mid - sized companies . crandell noted that while respondents ' average price assumptions rose during 2000 ' s first six months ( to $ 22 . 04 from $ 19 . 25 per barrel of crude oil and to $ 2 . 58 from $ 2 . 38 per thousand cubic feet of natural gas ) , they still trail current prices and what lehman brothers estimates for the year ( $ 28 per barrel of crude and $ 3 . 30 per mcf of gas ) . " this suggests a stronger second half than expected , should companies raise budgets further to reflect the higher prices , " he said . - nick snow in washington - - - - - - - - - - - - - - - - - - - - - - forwarded by john peyton / hou / ect on 06 / 19 / 2000 07 : 36 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - djcustomclips @ djinteractive . com on 06 / 19 / 2000 08 : 27 : 26 pm please respond to nobody @ maill . djnr . com to : 1346 @ wctopics . djnr . com cc : subject : energy : oil drilling : survey finds producers plan to spend more than originally planned in . . . survey finds producers plan to spend more than originally planned in 2000 oil and gas producers plan to increase their worldwide exploration and production expenditures by more than they anticipated at the beginning of the year , lehman brothers inc . found in a mid - year update of its annual e & p survey . " the 326 companies we . . . published by : petroleum finance week date : 06 / 19 / 2000 word count : 894 relevance score on scale of 100 : 80 folder name : energy : oil drilling full - text article available at c = ptry articles are included at no charge for flat - fee corporate customers . ( under standard pricing , charges apply . for details , click the $ icon on the dow jones interactive home page , located at http : / / www . djinteractive . com . ) to review or revise your folder , visit http : / / www . djinteractive . com or contact dow jones customer service by e - mail at custom . news @ bis . dowjones . com or by phone at 800 - 369 - 7466 . ( outside the u . s . and canada , call 609 - 452 - 1511 or contact your local sales representative . ) copyright ( c ) 2000 dow jones & company , inc . all rights reserved | 0 |
Subject: re : " expected tail loss " for equity portfolio everybody , i attached here the equity portfolio var spreadsheet model ( version x ) . the improvement over the previous version ( 1 x ) is that it calculates an additional measure of risk - expected tail loss . expected tail loss is the expectation of the loss under the condition that losses exceed var . as you know equity var model allows you to calculate var for the percentile specified in the input sheet . now you have to click 2 more buttons on the " varinput " sheet : " calculate gamma and delta " and " fast var " . isaac , please run the model to make sure it works for you . regards , tanya | 0 |
Subject: re : visual numerics cnl licensing issues rakesh , to confirm our conversation : please , go ahead and buy a copy . vince rakesh bharati @ enron 03 / 29 / 2001 02 : 06 pm to : vince j kaminski / hou / ect @ ect cc : tanya tamarchenko / hou / ect @ ect , vasant shanbhogue / hou / ect @ ect subject : visual numerics cnl licensing issues vince , tanya and i feel that there is a need for a constrained optimization routine for our var related research . numerical recipes does not contain subroutines where equality and inequality contraints can be easily incorporated . also , the number of arguments that can be handled is also limited . imsl provides a comprehensive library of more than 300 c / c + + statistical and mathematical analysis functions . we think that it would be of great value to our efforts and to the efforts of our research group . presently the cost is aproximately around $ 1500 and mike bothwell ( visual numerics rep ) assures us as the version is not license protected , we all can use it as long as simultaneous usage is within the license . please let me know if you should need further information . thanks , rakesh - - - - - - - - - - - - - - - - - - - - - - forwarded by rakesh bharati / na / enron on 03 / 29 / 2001 01 : 44 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - mike bothwell on 03 / 29 / 2001 12 : 56 : 03 pm to : " ' rakesh . bharati @ enron . com ' " cc : subject : visual numerics cnl licensing issues rakesh , i ' m just following up to see how things looked on this . any change in status ? let me know i can furhter help you . best regards , mike bothwell account manager visual numerics inc . phone : 713 - 954 - 6423 fax : 713 - 781 - 9260 cell : 713 - 417 - 9069 mbothwell @ houston . vni . com visual numerics celebrates 30 years as an independent software vendor rakesh , as we discussed , the cnl 4 . 0 pc libraries are not license managed . version 5 will be . the pc version 4 . 0 can be installed on a network drive and called from networked pcs . as expected , we would ask that enron honor the license agreement by allowing only the number of simultaneous uses permitted by the license . version 5 . 0 will be license managed and can be licensed as node locked or floating . with regard to unix licensing , the current version of cnl for unix is license managed . it can be licensed as node locked or floating . if you install the libraries on a unix server as node locked , the number of simultaneous sessions on that server is not limited except by the capabilities of the machine . a floating unix license would be checked out by the individual user to be executed on a local machine . also as mentioned , your investment is protected by allowing you to upgrade in the future by paying only the price difference between your current and desired platforms . this upgrade option only applies to licenses covered under support . if you have any additional questions , please let me know . i look forward to providing you the best math and statistical libraries available today to help you solve your problems and understand your data . best regards , mike bothwell account manager visual numerics inc . phone : 713 - 954 - 6423 fax : 713 - 781 - 9260 cell : 713 - 417 - 9069 mbothwell @ houston . vni . com visual numerics celebrates 30 years as an independent software vendor | 0 |
Subject: grant , would you take a look at the following correlation matrix ? does it make sense ? ps : this is an updated correlation matrix with gold and silver correlations . i used bloomberg ' s generic closest month gold and silver contract prices for the correlation analysis . | 0 |
Subject: wti trading simulation model - presentation vince , since you are not here today , i just sent out the presentation of the model i prepared for john for his feedback . i would appreciate that you review it before we make the final version . obviously , this simulation model is going to make a big impact on our online trading . and i am happy that we have accomplished this task effciently and elegantly . zimin - - - - - - - - - - - - - - - - - - - - - - forwarded by zimin lu / hou / ect on 12 / 06 / 2000 01 : 25 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - zimin lu 12 / 06 / 2000 01 : 21 pm to : john j lavorato / corp / enron @ enron cc : stinson gibner / hou / ect @ ect , vince j kaminski / hou / ect @ ect subject : wti trading simulation model - presentation john , i put together a presentation of the simulation model for wti market maker for you . the p / l results are investigated by assuming different scenarios . the key variable is the number of trade per day , therefore is varied from 200 to 1000 trades . scenarios are generated by different spreads , net open position allowed , and time period . take a look what i have prepared , and let me know things you want to add or delete . if you have any questions , i will be happy to discuss with you . zimin ps : this presentation is only for the open - close trading . i will produce exact the same sequence for the continuous trading ( close - close ) once you approve the content . | 0 |
Subject: renshi zhang ' s resume shirley and molly , vince is interested to set up an interview for renshi zhang . any day except thursday next week is good . interviewers : vince , stinson , vasant , tanya , alex , bob , krishna and myself . contact number for mr . zhang is 713 - 544 - 5989 . zimin - - - - - - - - - - - - - - - - - - - - - - forwarded by zimin lu / hou / ect on 04 / 19 / 2001 03 : 52 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - zimin lu 04 / 05 / 2001 09 : 49 am - - - - - - - - - - - - - - - - - - - - - - forwarded by zimin lu / hou / ect on 04 / 05 / 2001 09 : 46 am - - - - - - - - - - - - - - - - - - - - - - - - - - - vince j kaminski 03 / 14 / 2001 10 : 06 am to : zimin lu / hou / ect @ ect cc : subject : resume - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 03 / 14 / 2001 10 : 07 am - - - - - - - - - - - - - - - - - - - - - - - - - - - marshall brown on 03 / 09 / 2001 07 : 46 : 22 am to : vince kaminski cc : subject : resume vince , how are you . this candidate would be interested in any positions in your group . regards , marshall brown vice president robert walters associates tel : ( 212 ) 704 - 0596 fax : ( 212 ) 704 - 4312 mailto : marshall . brown @ robertwalters . com http : / / www . robertwalters . com > caution : electronic mail sent through the internet is not secure and could be intercepted by a third party . this email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed . if you have received this email in error please notify the system manager . this footnote also confirms that this email message has been swept by mimesweeper for the presence of computer viruses . - zhan _ ren . doc | 0 |
Subject: re : meeting today and trip to houston omar , thanks for the presentation and the e - mail . as i tried to emphasize on the phone call , there will be short - term and long - term efforts to utilize opnet . often the short - term needs rules at ebs . we will sort out what they during our discussion in houston . i am confirming the meeting in houston 6 - 8 th . i shall ask shirely crenshaw to arrange for a conference room on the 19 th floor . the meeting will be held all day from april 6 th , 7 th and half day 8 th . the 8 th is a saturday and the meeting will be held to wrap things up if needed . ravi . background info . for enron research people . opnet is a simulation tool that many in the industry use to do capacity planning to ip based applications and services on a network . detail adenda will follow . i wanted to take the opportunity to thank you for the time we had this morning to discuss the performance engineering program at ebs . i think you ' ll find that the value to enron from the overall approach is quite high . i have a much better picture now of some of the short term drivers that need to be addressed as we move forward . as i work with you , i think we ' ll quickly emerge with a clear picture of what needs to be done and when . as soon as you confirm your schedule for april 6 - 8 , i ' ll book my travel to get to houston . i ' ve already put in a call to opnet technologies to have them get a resource out to houston on one of those days for a demonstration and q & a about the opnet toolset . i ' ll compose an agenda for us to use during that meeting in houston and get it out to you next week . if there are any questions , please email me at ozaidi @ lucent . com you can also call me at 503 778 0653 . i am also pageable at 1 800 467 1467 . have a great weekend and i look forward to hearing from you next week about the april 6 - 8 meeting . best wishes . . . . | 0 |
Subject: latest revision vince , i have made bold face edits to the attached document . i still have two edits to make but am concerned that you were not reading the most recent version . sorry for any confusion but the editor doesn ' t use the edit function in word so i have ended up making edits on new versions of the paper . i still haven ' t made the change regarding the take - or - pay problem ( i left that paper at home in my briefcase and will make the change tomorrow morning ) . also , i haven ' t added anything regarding the conflict that arose over pay for new hires nor have i received the business week e - mail from you . however , if the paper looks ok to mark palmer we can make these minor edits on the galley pages of the article . thanks john p . s . i am very disappointed about the scheduling conflict you have on feb 23 rd . you will be greatly missed but i certainly understand . john d . martin carr p . collins chair in finance finance department baylor university po box 98004 waco , tx 76798 254 - 710 - 4473 ( office ) 254 - 710 - 1092 ( fax ) j _ martin @ baylor . edu web : http : / / hsb . baylor . edu / html / martinj / home . html | 0 |
Subject: enron year end 2000 performance management process enron ' s year - end 2000 performance management process opens on : wednesday , october 25 th . during this process , you will be able to suggest reviewers who can provide feedback on your performance . in addition , you may be requested to provide feedback on fellow employees . to participate in the feedback process , access the performance management system ( pep ) at http : / / pep . corp . enron . com . your userid and password are provided below . the system will be open for feedback from october 25 th - november 17 th , and help desk representatives will be available to answer questions throughout the process . you may contact the help desk at : houston : 1 - 713 - 853 - 4777 , option 4 london : 44 - 207 - 783 - 4040 , option 4 e - mail : perfmgmt @ enron . com during the year - end prc process , employee profiles will be made available at meetings . if you haven ' t already done so , we encourage you to update your personal information and current responsibilities before the meeting process begins on november 20 th . please access ehronline at http : / / ehronline . enron . com ( london users please go to http : / / home . enron . co . uk , click on quick links , and choose hr online ) . your user id & password are : user id : 90012910 password : welcome | 0 |
Subject: coming back to london hi guys , it was nice to work with each of you for the last couple of weeks . it was great time and i enjoyed every single day here . i am very much impressed with research team in houston and looking forward to strengthen our co - operation even further . have all great time and not a very hot summer . hope to see all you soon . many thanks , slava | 0 |
Subject: lng meeting bjorn : the lng meeting will be held tomorrow the 17 th of may at 11 : 00 pm houston time . the phone number for the conference room is : 713 / 853 - 3135 thanks ! shirley | 0 |
Subject: re : lng may 19 decision john , yes . i have additional info about this transaction . vince john sherriff 05 / 16 / 2000 10 : 47 am to : vince j kaminski / hou / ect @ ect cc : subject : re : lng may 19 decision thanks vince - i understand we are on at lpm your time today to review this . john vince j kaminski 16 / 05 / 2000 14 : 48 to : john sherriff / lon / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : re : lng may 19 decision john , sorry for the confusion . this is a second tanker on which very few details are available . the lng group is working as we speak to provide some information for joe sutton before his departure for paris this ( tuesday ) afternoon . there is no dash on this 2 nd tanker yet . i asked dave gorte on monday to send me one and was not told that he can provide me with the mystic lady dash as the closest substitute . vince john sherriff 05 / 16 / 2000 12 : 20 am to : vince j kaminski / hou / ect @ ect cc : subject : re : lng may 19 decision vince - thanks for the update . what i am not sure of is what if any decision has to be made on may 19 . it seems to me that the mystic lady and elba island deals have already been approved and executed - but it is quite likely i am missing a detail or two . john vince j kaminski 15 / 05 / 2000 17 : 14 to : john sherriff / lon / ect @ ect cc : vince j kaminski / hou / ect @ ect , david gorte / hou / ect @ ect , rick buy / hou / ect @ ect , ted murphy / hou / ect @ ect subject : re : lng may 19 decision john , this is the update on what i have done for the lng transactions . 1 . i was not involved in the lng ship project . i shall read the dash and give you my comments . without looking at the details , i think that the decision to charter a tanker removes one significant risk we have at the elba island project ( please , see point 2 ) . 2 . elba island . i am working with doug rotenberbg , brad hitch , scott earnest ( sally beck ' s organization ) and rac to set up the book for the elba island transaction . the next step will be to expand the book to capture all the enron ' s lng - related positions in one place and to look for natural risk offsets and possible hedges . a working group is meeting to close a few remaining gaps tomorrow ( tuesday ) at 8 : 30 . a few comments on the book design and my view of the project : a . the current thinking is that lng will be sourced for the elba island facility by buying marginal cargos on the fob basis . marginal cargos will represent supply from excess capacity that has not been committed under long - term contracts or became available due to some short - term frictions . the fob cargos are typically selling at a significant discount to the long - term contract prices . the economics of the deal , as represented by the book we are setting up , will reflect the assumption that not only we can locate marginal cargos but that we shall be able to do it on a regular basis , arranging shipping and coordinating the facility schedule and natural gas transactions in the us . in other words , we have a significant logistical and operational risk in this transaction . b . the transaction will cover the period of 17 years ( with an extension option of 5 years ) . even if we can lock - in the lng volumes over this time period , we have no ability to lock - in the other side of the spread ( us gas prices ) for such a long tenor . this is essentially a tolling transaction with exposure to the lng - nat gas spread and i would not recommend locking - in only one leg of the spread . one solution would be to cover , let ' s say , 50 % of he lng volumes for the first 5 years and lock - in the nat gas side on the us market side . c . the book we are setting up will be based on many managerial assumptions regarding sources of lng , shipping rates , schedules , etc . i would set up a big prudence reserve in case we mark it to market . d . my group will work on valuation of some options we have in the elba island deal ( that are good for enron ) and on the hedging strategy for the lng positions . long - term lng contracts are typically based on the japanese crude cocktail that correlates very well with brent . vince john sherriff 05 / 14 / 2000 01 : 40 am to : vince j kaminski / hou / ect @ ect cc : lauren urquhart / lon / ect @ ect subject : lng may 19 decision vince i haven ' t spoken to you for awhile but hope the world is treating you well . anyway with greg moving to his new role i have ( i hope only temporarily ) staff trading oversight for the eastern hemishere plus lng . i understand that your group is taking a first cut at developing curves for lng and lng ship values . i also understand that another lng ship decision is on the dockets for may 19 ( not very far away ) . anway i understand this is a big decision but i still have gotten very little info yet . can you please let me know where you stand now ? i will ask my assistant lauren to set up a time that i can speak with you in the next couple of days and if you have anything for me to review before then she can get it faxed to me as well . look forward to connecting with you vince . john | 0 |
Subject: re : energy derivatives conference - may 29 , toronto hi amy : that is fine , vince was going to come on the 28 th anyway , but he will probably need to come earlier - please let me know what time you have scheduled the dinner so i can make his airline reservations . thanks ! shirley amy aldous on 04 / 06 / 2000 09 : 10 : 01 am to : " shirley crenshaw " cc : subject : re : energy derivatives conference - may 29 , toronto hi shirley , i just realized that i goofed on the dinner - it will be held on sunday , may 28 th instead of the 29 th . sorry about that ! i hope your day is going well so far . amy at 07 : 59 am 4 / 4 / 00 - 0500 , you wrote : > > > good morning amy : > > vince kaminski will need the following : > > an lcd projector to hook up to a lap tap for his presentation > he will have dinner with the conference organizers and speakers on the 29 th . > he will need 2 nights ( the 28 th and the 29 th ) hotel reservations . > > he will send you an abstract shortly . > > thanks and have a great day ! > > shirley crenshaw > 713 - 853 - 5290 > > > > > > * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * amy aldous , conference co - ordinator centre for advanced studies in finance university of waterloo waterloo , on n 2 l 3 gl tel : ( 519 ) 888 - 4567 ext . 5728 fax : ( 519 ) 888 - 7562 email : aaldous @ uwaterloo . ca * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * | 0 |
Subject: petrochem desk i had a chance to speak with christian lebroc this morning with regard to curve building for petrochemicals . as it turns out , christian left rac in april and joined the petrochem desk as a trader . previous efforts at construction of a forward curve by the group have focused on intuition or swags . unfortunately , the group had a rough p & l year with at least some of the blame directed toward the forward curve or lack thereof . when asked about the fundamentals group , christian indicated that they ' d only been around about 3 - 4 months and are not yet well - suited to curve building . john nowlan is indeed the head of the group . from a timing perspective , i told christian that it would probably take at least 6 - 8 weeks to develop a curve , especially considering the need to understand the key market drivers / fundamentals . as was suggested yesterday during our meeting , a strong relationship between petrochemicals and a nymex component ( e . g . , crude oil ) would provide a great beginning point - - we could then potentially strengthen / augment this relationship with other key factors ( e . g . , supply and demand terms ) borne out of our market research . nelson | 0 |
Subject: re : arthur andersen model validation request yes , i sent a reply to gillian . - - stinson | 0 |
Subject: thanks a lot . dr . kaminski , i appreciate you for giving me a good opportunity to have the interview . the visit to enron was very impressive . thanks for arranging interviews with people at research department and extra interview at the enron net work . it was good to have chance to meet such nice people , and have a talk with them . it was a good experience for me and i hope we have chance to see each other . jinbaek jinbaek kim ph . d candidate dept . of industrial engineering and operations research u . c . berkeley http : / / www . ieor . berkeley . edu / ~ jinbaek go bears ! : " ' . _ . . - - - . . _ . ' " ; ` . . ' . ' ` . : a a : _ _ . . . . . _ : _ . - 0 - . _ : - - - ' " " ' " - . . . . - - ' " ' . : . ' : ` . : ` , ` . ` . : ' - - ' - - ' : . ' ; ; : ` . _ ` - ' _ . ' ; . ' ` . ' " ' ; ` . ' ; ` . ` : ` ; . ` . ; ; : ; . ' ` - . ' ; : ; ` . _ _ . ' . ' . ' : ; ` . . ' _ _ . ' . ' ` - - . . _ _ _ . _ . ' ; ; ` . . . . . . ' . ' ` ' " " ' ` . ' ; . . . . . . - ' ` . . . . . . . - ' ` . . . . . . . . ' on tue , 24 oct 2000 vince . j . kaminski @ enron . com wrote : > > jinbaek , > > we shall invite you to an interview in houston . > > vince > > > > > > jinbaek kim on 10 / 23 / 2000 07 : 25 : 36 pm > > to : vkamins @ enron . com > cc : > subject : resume , > > > dear mr . kaminski , > > hi , > i am a ph . d student at ieor department at u . c . berkeley . > thanks for your presentation today . > it gave me knowledge and interest in electricity markets , > and your company . > as you mentioned in the presentation , > i send a resume to give me opportunity to learn more > about your company . > i hope i can join the super saturday event . > > jinbaek > > > ( see attached file : resume . doc ) > > > | 0 |
Subject: optical network engineering & enron research offsite meeting ravi , the proposed dates work for me . vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 03 / 09 / 2000 05 : 09 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - stinson gibner 03 / 09 / 2000 02 : 22 pm to : vince j kaminski / hou / ect @ ect cc : subject : optical network engineering & enron research offsite meeting vince , i will not be able to attend on this weekend ( april 15 ) , but i think the main point is for john ' s guys to meet the rest of our group . most of them know me already . - - stinson - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 03 / 09 / 2000 02 : 19 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - ravi thuraisingham @ enron communications on 03 / 06 / 2000 04 : 29 : 34 pm to : john _ griebling @ palm . net , dorn _ hetzel @ palm . net , vince kaminski cc : stinson gibner / hou / ect @ ect , kenny burroughs / enron communications @ enron communications , jim irvine / enron communications @ enron communications subject : optical network engineering & enron research offsite meeting hi john , as per our discussion and e - mails , i am suggesting the following dates for the subject offsite : april 14 & 15 th ( friday & sat ) . place and agenda to follow once this date is nailed up . the heads of each group will decide who will attend . we would also invite kevin hannon , scott yeager , tom gros , ted seitz and jean mrha once the dates and agenda are agreed upon by the technical folks . as before , the idea is to introduce the two of the most technical groups within enron and to exchange ideas and issues . the enron research team will provide trading and modeling presentations and the optical network engineering team will present networking and components related topics . take away from the two days will be to provide john griebling ' s group with better understanding about how the trading markets have developed in general and energy markets in particular via enron ( i . e . , how the sausage was made ! ) . likewise , john ' s group will provide us with better understanding of optical networking from a technical perspective . particularily , how ebs is planning to develop the puplic switched optical network ( pson ) that john has ' branded ' our pooling point based network ! please reply asap if these two days ( april 14 & 15 ) will work . additionally , john , is the original suggestion to hold it in scott yeager ' s cabin somewhere up in colorado mts . still holds ? if yes , i should probably let scott know ! if not , i ' ll try to find other places - - any suggestions , anyone ? regards , ravi . | 0 |
Subject: fwd : credit applicatiions in grms return - path : received : from rly - yho 3 . mx . aol . com ( rly - yho 3 . mail . aol . com [ 172 . 18 . 147 . 35 ] ) by air - yho 3 . mail . aol . com ( v 67 _ bl . 21 ) with esmtp ; fri , 28 jan 2000 17 : 34 : 19 - 0500 received : from mailman . enron . com ( mailman . enron . com [ 192 . 152 . 140 . 66 ] ) by rly - yho 3 . mx . aol . com ( v 67 _ bl . 21 ) with esmtp ; fri , 28 jan 2000 17 : 34 : 06 - 0500 received : from dservl . ect . enron . com ( dservl . ect . enron . com [ 172 . 16 . 1 . 37 ] ) by mailman . enron . com ( 8 . 8 . 8 / 8 . 8 . 8 / corp - 1 . 03 ) with esmtp id waal 2938 for ; fri , 28 jan 2000 22 : 33 : 40 gmt received : from notes . ect . enron . com ( notes . ect . enron . com [ 172 . 16 . 4 . 33 ] ) by dservl . ect . enron . com ( 8 . 8 . 8 / 8 . 8 . 8 ) with smtp id qaa 21960 for ; fri , 28 jan 2000 16 : 34 : 05 - 0600 ( cst ) received : by notes . ect . enron . com ( lotus smtp mta v 4 . 6 . 5 ( 863 . 2 5 - 20 - 1999 ) ) id 86256874 . 007 bf 6 c 3 ; fri , 28 jan 2000 16 : 34 : 00 - 0600 x - lotus - fromdomain : ect from : " vince j kaminski " to : vkaminski @ aol . com message - id : date : fri , 28 jan 2000 16 : 33 : 56 - 0600 subject : credit applicatiions in grms mime - version : 1 . 0 content - type : text / plain ; charset = us - ascii content - disposition : inline content - transfer - encoding : 7 bit - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 01 / 28 / 2000 04 : 33 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - bjorn hagelmann 01 / 28 / 2000 09 : 25 am to : william s bradford / hou / ect @ ect , jonathan le / hou / ect @ ect , gary hickerson / hou / ect @ ect , philippe a bibi / hou / ect @ ect , vince j kaminski / hou / ect @ ect cc : rick buy / hou / ect @ ect , mike mcconnell / hou / ect @ ect subject : credit applicatiions in grms this note is from ted murphy ( not bjorn hagelman ) my understanding is that yet another meeting has been scheduled with the intent of diverting resources from the grms project to some other project . while i am not privy to the urgency of this other project , i do know that we have a very large , multi - phase project going in grms . grms stands for the global risk monitoring system . it is not intended to be a commercial trading product not is its primary purpose for commercial decision - making . conceptually , it is a risk warehouse for the primary purpose of rac due to the deficiency of current front office trading systems and their inability to provide timely , aggregated information useful to rac . rac has spent over a year developing a business plan scope and detailed task list to accomplish its objectives . as a firm we are woefully behind our press clippings in our ability to aggregate and understand our risk profile . my most recent sojorn in europe is a classic example of the current systems inabilty to aggregate and meet the needs of rac having abetted poor decision making and causing cash losses in well in excess of the grms budget or that of the market risk group in rac . the grms project is a requirement that bill bradford and i have in order to do our jobs . we have delegated authority to debbie brackett and rudi zipter to make decisions regarding priorities and as such meet regularly with jonathon and his team as well as rick buy to provide updates . while progress is never as fast as we would like it , in every instance in which we have only to rely on rac , jonathon ' s team and research to make a deadline it haas been hit . the primary reason for any delays whatsoever has been the diversion of resources off the project or the reliance for cooperation from some other source - most recently the it staff in london was a tremendous impediment to deadlines . please excuse the frustration that is apparently coming through in this note , but i feel like the boy with his finger in the dyke and no one is listening . also , i have had several employees come to resignation over their frustration on the lack of management support for this project , usually manifesting itself in the lack of resources or the diversion of resources devoted to it . i think we have proven collectively that we can organize a modular multiphase project and provide tangible deliverables when not distracted . please let us do our jobs . i do not denigrate the efforts of others , but i believe that they must either submit their detailed requirements to us for our consideration of their worthiness to put in our que or develop their own project with their own resources . thank you for your consideration of this opinion . as it relates to things that will effect the ability of market risk to do its job , please consult me as i would you . ted | 0 |
Subject: re : iif / oxan vince , per the dialogue below , there seems to be some agreement between our two groups that a subscription to the " institute for international finance " is worth receiving , but to do so in one central subscription and split the cost . is a $ 16 k share ok for your group ? we ' ll do $ 32 k on our end , and then try and sell some of our share to my european counterpart once he gets better established with a bigger budget . - - scott - - - - - - - - - - - - - - - - - - - - - - forwarded by scott tholan / corp / enron on 02 / 26 / 2001 06 : 21 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - robert johnston @ ect 02 / 26 / 2001 07 : 51 am to : scott tholan / corp / enron @ enron cc : subject : re : iif / oxan scott - could you give vince a call or an email to recommend that he kick in 16 k for the institute for international finance ? we would pay 32 k ( maybe get jim roth to pick up some down the road ) . rj - - - - - - - - - - - - - - - - - - - - - - forwarded by robert johnston / hou / ect on 02 / 26 / 2001 07 : 50 am - - - - - - - - - - - - - - - - - - - - - - - - - - - gwyn koepke @ enron 02 / 23 / 2001 06 : 18 pm to : robert johnston / hou / ect @ ect cc : subject : re : iif / oxan i haven ' t heard back from vince yet on the price , but we definitely need to continue our access to iif . can you count us in for a slice of the cost and advise me how many others depts you can recruit to help pay the annual fees . once you have a final count , it may reduce our costs in research . thanks , gek robert johnston @ ect 02 / 16 / 2001 04 : 31 pm to : gwyn koepke / na / enron @ enron cc : maureen raymond / hou / ect @ ect subject : re : iif / oxan if you need access to consensus data occasionally let me know and i can pull it for you . let me know when you get an answer on iif . i will also be looking for others to buy in . rj gwyn koepke @ enron 02 / 13 / 2001 01 : 55 pm to : robert johnston / hou / ect @ ect cc : maureen raymond / hou / ect @ ect , scott tholan / corp / enron @ enron subject : re : iif / oxan robert , thanks for itemizing the costs . we have decided to cancel the oxford analytica , as we receive a consensus forecast for currency and inflation from another source . regarding iif , it is an important source for us . i will discuss the costs within the research group and advise you of how we will proceed . gwyn robert johnston @ ect 02 / 13 / 2001 09 : 46 am to : maureen raymond / hou / ect @ ect , gwyn koepke / na / enron @ enron cc : scott tholan / corp / enron @ enron subject : iif / oxan hi maureen and gwyn - on the oxford analytica front , i ' m glad you have found the service useful . our contract with them has expired and we are currently negotiating for more users to have access . our current contract is for $ 50 k or $ 10 k per user per year . we can charge $ 10 k back to you . on the iif front , the invoice for $ 47 k is due at the end of the month . here i would propose that we pay two thirds ( to cover our costs and the costs of our competitive analysis colleagues in london ) , leaving $ 15 k for you to cover . since we took on these services last year , we have expanded our range of sources and projects and are consequently trying to do more with less . thus i need to allocate some of our costs from oxan and iif to other projects . let me know what you think about this proposal . maureen , congratulations on your secondment to enron metals ( gwyn mentioned it to me ) . fyi , our colleague jim roth is providing competitive analysis support to joe gold and john sherriff on that project from london . rj | 0 |
Subject: promotion vince : just a short note to congratulate you on your well - deserved promotion . jordan | 0 |
Subject: re : f / u to dr . kaminski @ enron from iris mack hi again , thank you for your email . sorry for the phone tag and email tag . i will try to call you again next week . in the mean time , i thought i would send you a couple of documents to give you an idea of some of the work that i have done that may be of interest to enron . 1 . the first word document is my london busines school executive mba thesis relating to weather derivatives . 2 . the second word document describes a hybrid derivatives structure i i workded on at bnp paribas . it has applications to the enerygy industry . because these documents are very large i will forward them in two separate emails . your comments on them would be appreciated . happy thanksgiving , iris > from : vince . j . kaminski @ enron . com > to : irismmack @ hotmail . com > cc : vkaminski @ aol . com > subject : contact # > date : wed , 22 nov 2000 08 : 10 : 12 - 0600 > > iris , > > yu can reach me on my cell phone during the coming holidays . > 713 410 5396 > > vince > _ _ _ _ _ _ _ get more from the web . free msn explorer download : http : / / explorer . msn . com - lbs thesis - weather derivatives . doc | 0 |
Subject: re : new copier information for 55 , 60 & 65 cpm digital machines iain : we went and looked at the toshiba copier on the 32 nd floor and while it does not appear to be extremely fast , i believe it will work for the 19 th floor . i spoke with vince kaminski and he agreed with our getting this copier . we noticed this copier has a button that says " network connection " and were wondering it this copier could be hooked up to the network and we could run copies from our computer ? please let us know . thanks for all your help and have a wonderful christmas and new year ! shirley co # 0011 rc # 100038 copier information including pictures & weblinks from : iain russell on 12 / 17 / 99 10 : 47 am to : shirley crenshaw / hou / ect @ ect cc : subject : new copier information for 55 , 60 & 65 cpm digital machines shirley , following up on the telephone conversation , please see the attached spreadsheet for pricing information plus important information about " true world " copy speeds . pricing was centered on the 42 . 315 k per month volume band so that you can get a good feel for copier expenditure based on average month volumes . i have left the spreadsheet " unprotected " so that you can play with the volume figures and see how this changes the price overall + how the " cost per image " is affected by volume changes . ? pricing spreadsheet : under " notes " towards under the pictures . the " true world " copy speed information has been supplied by buyers lab incorporated , which is an independent testing house that rates office equipment , including copiers and publishes their findings on a quarterly basis . unfortunately they have not released their findings on the canon ir 550 as testing is not yet complete . ? copier speeds : @ the end of the notes - mail { these include 1 - 1 , 1 - 2 and duplexing + detail on completion of " sets " } as you will see , duplexing speeds are widely different across the various manufacturers equipment & the " true world " copy speeds are a soft $ expense which impacts the true cost of running a copier . listed below are the url ' s for the different 55 , 60 & 65 cpm b / w copiers . a ) overview b ) specifications from lanier ricoh equipment 55 copies per minute a ) & b ) weblink for machine specifications - - > click here - - - > 65 copies per minute a ) & b ) weblink for machine specifications - - > click here - - - > from danka canon equipment { ir 550 } 55 copies per minute looks like : - - - > weblink for machine specifications - - > click below : a ) http : / / www . usa . canon . com / corpoffice / netofficesys / ir 550 / ir 550 fea . html b ) http : / / www . usa . canon . com / corpoffice / netofficesys / ir 550 / ir 550 spec . html canon equipment { ir 600 } > > currently on 45 day backorder weblink for machine specifications - - > click below : a ) http : / / www . usa . canon . com / corpoffice / netofficesys / ir 600 / ir 600 fea . html b ) http : / / www . usa . canon . com / corpoffice / netofficesys / ir 600 / ir 600 spec . html toshiba equipment 55 copies per minute weblink for machine specifications - - > click below : a ) http : / / www . toshiba . com / taiseid / copiers / 5570 / features . htm b ) http : / / www . toshiba . com / taiseid / copiers / 5570 / spec . htm 65 copies per minute weblink for machine specifications - - > click here - - > a ) http : / / www . toshiba . com / taiseid / copiers / 6570 / features . htm b ) http : / / www . toshiba . com / taiseid / copiers / 6570 / spec . htm notes here is the pricing spreadsheet for your records : - - > the highlighted rows on the spreadsheet reflect you current average monthly volume . fyi - - > target cpi or cost per image is in the region $ 0 . 017 up to and including $ 0 . 023 . copier model monthly volume capacities model manufacturer max rec / level realistic level { up to } toshiba 5570 340 k 115 k toshiba 6570 400 k 135 k lanier 5255 { per rep . } 200 k 100 k lanier 5265 { per rep . } 200 k 100 k canon ir 550 200 k 100 k canon ir 600 250 k 100 k fyi : we currently have a toshiba 6570 @ eb 32 kl that is averaging 69 , 332 images per month with the top month producing 86 , 673 images and a toshiba 5570 @ eb 3080 area that is averaging 39 , 309 per month . both of these machines are in the enron north america trading environment . the copiers quoted are all " digital " . digital : scan once print many = 99 copies of one sheet ? 1 scan ! analog : scan for every image made = 99 copies of 1 sheet ? 99 scans = possible noise issue . copier speeds = total print time this comparison gives the speed @ which the document set is printed { no staple , no 3 - hole punch } > > > > > 60 & 65 copy per minute machines > > > > 55 copy per minute machines < < < < < please call me with any questions . thanks , iain russell @ 713 - 853 - 6861 contracts supervisor administration enron property & services corp . privileged / confidential information may be contained in this message . if you are not the addressee indicated in this message ( or responsible for delivery of the message to such person ) , you may not copy or deliver this message to anyone . in such case , you should destroy this message , and notify us immediately . if you or your employer does not consent to internet email messages of this kind , please advise us immediately . opinions , conclusions and other information expressed in this message are not given or endorsed by my department or employer unless otherwise indicated by an authorized representative independent of this message . | 0 |
Subject: management announcement we are pleased to announce that cliff baxter has been named vice chairman of enron corp . cliff joined enron in 1991 and has served in a variety of leadership positions in enron corp . as well as enron , s wholesale business , including sr . vice president of corporate development for enron corp . , chairman and ceo of enron north america , and chief strategy officer for enron corp . in his new role , cliff will focus on the strategic repositioning of the company as we continue to increase our return on invested capital . initially , much of that activity will center on the disposition of certain assets . cliff , s leadership and experience at both the corporate and operating company levels will enable him to lead the effort on this company - wide priority . please join us in congratulating and supporting cliff in his new role . | 0 |
Subject: update on project x gentlemen , john norden will be in sydney on monday morning to evaluate the it process . he will coordinate with stinson . spoke to vince k today and asked if he would send stinson gibner to sidney to be available on monday to review the x system . paul , make sure our x friends are available and the confidentially agreement is signed . further , i spoke to phillip b . about a technical going too . g ' day mates , gary | 0 |
Subject: a classic a classic i forgot to attach the resume ! ? ? pierre - philippe ste - marie http : / / pstemarie . homestead . com - ppl . doc | 0 |
Subject: the national forum on corporate finance hello mr . fastow , sheridan titman from ut - austin and i are both delighted you will be able to participate in the conference we are organizing here at rice . attached is a revised overview of the organization - the second page contains an up - to - date list of the firms involved . also , i ' m attaching a draft of the actual program . after each presentation , i have a panel of three or four people who will can respond to some of the points or issues raised in each discussion . these remarks will be very informal and ad hoc and thus should require no preparation on your part . reaction to this format has been good and i think it will be a great way to stimulate discussion / debate . i have you penciled in to serve on one such panel on saturday morning , may 5 . the topic deals with handing the dilution arising from executive stock options and involves the top academic expert on executive stock options , david yermack from nyu . let me know if you have any concerns about this or if a conflict arises . also , i will be e - mailing some registration materials to you in the next week . i look forward to seeing you soon . dave ikenberry . at 11 : 20 am 2 / 26 / 2001 - 0600 , vince . j . kaminski @ enron . com wrote : > andy , > > thanks . i shall forward your message to > prof . ikenberry . > > vince > > > > > > from : andrew s fastow / enron @ enronxgate on 02 / 22 / 2001 01 : 45 pm > > to : vince j kaminski / hou / ect @ ect > cc : > subject : re : the national forum on corporate finance > > vince : > > i would be interested in participating . thanks . > > andy > > - - - - - original message - - - - - > from : kaminski , vince > sent : monday , february 05 , 2001 10 : 23 am > to : andrew s fastow / hou / ect @ enron > cc : kaminski , vince > subject : the national forum on corporate finance > > andy , > > i am sending you a draft oof a proposal regarding national forum for top > finance practitioners and > academics . the idea came from a professor at rice university who > has already received a commitment from a number > of most distinguished cfos . > > please , read the outline and see if you would be interested in joining > this forum . > i shall be glad to help to arrange a meeting with prof . ikenberry . > > vince > > > - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on > 02 / 05 / 2001 10 : 22 am - - - - - - - - - - - - - - - - - - - - - - - - - - - > > ( embedded image moved to file : pic 26299 . pcx ) > david ikenberry on 02 / 02 / 2001 06 : 10 : 02 pm > > to : " vkamins @ ennron . com " > cc : > subject : > > > it was great talking with you . > > dave > - brochure . doc > > > > * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * > prof . david ikenberry > jones graduate school of management > rice university > 713 - 348 - 5385 > > > > > - brochure . doc - may 4 - 5 program _ nfcf . doc * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * prof . david ikenberry jones graduate school of management rice university 713 - 348 - 5385 | 0 |
Subject: resume greg mikkelson vince , i will contact you shortly to confirm that greg is able to make it in tomorrow . thanks . have a good day chris williams ena staffing x 39866 - - - - - - - - - - - - - - - - - - - - - - forwarded by chris williams / hou / ect on 07 / 10 / 2000 10 : 08 am - - - - - - - - - - - - - - - - - - - - - - - - - - - enron north america corp . from : chris williams 07 / 10 / 2000 09 : 52 am to : kevin mcgowan / corp / enron @ enron cc : subject : resume greg mikkelson - - - - - - - - - - - - - - - - - - - - - - forwarded by chris williams / hou / ect on 07 / 10 / 2000 09 : 52 am - - - - - - - - - - - - - - - - - - - - - - - - - - - enron north america corp . from : chris williams 06 / 26 / 2000 09 : 00 am to : kevin mcgowan / corp / enron @ enron cc : subject : resume greg mikkelson kevin , this is an internal referral from steve douglas . greg does have a good research background and a pretty impressive education , too . any interest in speaking with him regarding a research type position within your group ? chris x 39866 - - - - - - - - - - - - - - - - - - - - - - forwarded by chris williams / hou / ect on 06 / 26 / 2000 08 : 56 am - - - - - - - - - - - - - - - - - - - - - - - - - - - from : ted c bland 06 / 21 / 2000 06 : 51 am to : dave hill / corp / enron @ enron , chris williams / hou / ect @ ect , sheila walton / hou / ect @ ect , larry burton / hou / ees @ ees , daniel cc : subject : resume ( ms word ) please look over the attached resume . steve douglas referred mr . mikkelson to us . sheila , he may have a fit in kaminski ' s group . dave , ? . chris , maybe coal ' s emmissions group ? . dan , do you see a fit ? larry , an help ? thanks . ted - - - - - - - - - - - - - - - - - - - - - - forwarded by ted c bland / hou / ect on 06 / 21 / 2000 06 : 47 am - - - - - - - - - - - - - - - - - - - - - - - - - - - from : stephen h douglas 06 / 20 / 2000 05 : 39 pm to : ted c bland / hou / ect @ ect cc : subject : resume ( ms word ) as discussed . - - - - - - - - - - - - - - - - - - - - - - forwarded by stephen h douglas / hou / ect on 06 / 20 / 2000 06 : 37 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - gregory matthew mikkelson on 06 / 20 / 2000 12 : 35 : 40 pm to : sdougla @ enron . com cc : subject : resume ( ms word ) howdy steve . - r , sum , | 0 |
Subject: re : houston visit with vince kaminski good afternoon shirley , it is great that vince is available on 4 / 19 . w . r . t . the attached from vince , let ' s go for the afternoon slot on 4 / 19 . i look forward to seeing you both @ lpm on 4 / 19 . have a great w / e . many thanks , soussan ( 914 ) 253 4187 - - - - - original message - - - - - from : vince . j . kaminski @ enron . com [ mailto : vince . j . kaminski @ enron . com ] sent : friday , march 31 , 2000 12 : 53 pm to : faizs @ texaco . com cc : vince . j . kaminski @ enron . com ; shirley . crenshaw @ enron . com subject : re : houston visit soussan , my assistant , shirley crenshaw , will call you regarding the time of the meeting . right now the afternoon is open . i look forward to meeting you on the 19 th . vince - - - - - original message - - - - - from : shirley crenshaw [ mailto : shirley . crenshaw @ enron . com ] sent : friday , march 31 , 2000 1 : 00 pm to : faizs @ texaco . com subject : houston visit with vince kaminski good afternoon : vince kaminski is available on wednesday , april 19 th from 8 : 00 - 11 : 00 am and 1 : 00 - 4 : 00 pm . please let me know what time is more convenient for you . shirley crenshaw administrative coordinator 713 - 853 - 5290 - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 03 / 31 / 2000 11 : 50 am - - - - - - - - - - - - - - - - - - - - - - - - - - - " faiz , soussan " on 03 / 30 / 2000 02 : 31 : 18 pm to : " ' vkamins @ enron . com ' " cc : subject : houston visit dear vince , greetings from ny & hope all is well . as you may recall from the rog real options conference in ny , i ' d indicated the opportunity to visit with you next time i ' m in houston . i ' ll be there during 4 / 18 - 4 / 21 & wonder if we can pls meet on wed . 4 / 19 in your offices . would appreciate it if you can pls let me know whether you ' re available then ( i ' m flexible on the schedule particulars ) . if not , pls let me know whether 4 / 18 ( afternoon ) , 4 / 20 ( afternoon ) , or 4 / 21 ( morning ) will work for you . i really look forward to the opportunity & would appreciate to learn more about how you ' ve instigated the real options thinking in enron and especially its integration within the organizational & incentive matters . many thanks , soussan faiz mgr . of global valuation services texaco inc . ( 914 ) 253 - 4187 | 0 |
Subject: volatility curves - linked from reuters hi tanya , attached are the live reuters - linked volatility curves . please don ' t re - establish links , as i don ' t think that your telerate connection works in the same way as ours in london . i will get back to you on cleaning up the historical forward curve database as i complete each metal . we can talk at 5 pm as we agreed . regards , anjam p . s . i think the fast dial is : 830 5383 or 830 35383 | 0 |
Subject: request submitted : access request for anita . dupont @ enron . com you have received this email because you are listed as an alternate data approver . please click approval to review and act upon this request . request id : 000000000012738 approver : stinson . gibner @ enron . com request create date : 1 / 8 / 01 4 : 31 : 26 pm requested for : anita . dupont @ enron . com resource name : \ \ enehou \ houston \ common \ research - [ read / write ] resource type : directory | 0 |
Subject: re : li sun jeff , no problem . we shall invite her for an interview . a / a programs has real problems with logistics . vince from : jeffrey a shankman 08 / 22 / 2000 05 : 11 am to : vince j kaminski / hou / ect @ ect cc : subject : li sun hi vince , i ' m over in london so i ' m sorry for not calling this morning . i met li last year and at wharton . i ' m sorry the a / a program did not contact you earlier as they were supposed to . li is a great modeller and would love to work in your group . thanks for taking care of her . i ' ll be in touch later . jeff | 0 |
Subject: presentation for cal berkeley hello vince and john , i wanted to forward to you both the current presentations for campus . we can tweak these however we feel appropriate to match cal berkeley on monday . i believe that we can probably expect about 30 - 50 students ( based on interest shown at the career fair ) . these tend to be fairly informal . i was thinking that we could present in this order : vince gives the enron overview presentation ( 30 minutes ) john gives the global technology specific presentation ( 20 minutes ) ashley goes over recruiting information at the end ( 10 minutes ) please take a look at each presentation and speaker notes to ensure that you feel comfortable with the layout and content . i am meeting with john today at 1 : 30 - vince if you would like to get together and discuss as well that would be great . if you have any questions , please don ' t hesitate to contact me . 3 - 3589 thanks , ashley vince , here is a copy of the current enron overview presentation . there are also speaker notes that go into great detail . john , here is a copy of the current technology presentation for carnegie mellon . the only changes will be to the recruiting dates at the end . there are also speaker notes that go into greater detail . - - - > | 0 |
Subject: my resume vince : attached please find my resume . thanks , ding 6 - 7072 | 0 |
Subject: benchmarking questionnaires vince , attached are two sets of benchmarking questionnaires for your kind perusal . regards , khairuddin ( see attached file : q _ bench _ rms . doc ) ( see attached file : feb 5 - 17 , 2001 . doc ) disclaimer : this e - mail and any files transmitted with it ( " message " ) is intended only for the use of the recipient ( s ) named above and may contain confidential information . you are hereby notified that the taking of any action in reliance upon , or any review , retransmission , dissemination , distribution , printing or copying of this message or any part thereof by anyone other than the intended recipient ( s ) is strictly prohibited . if you have received this message in error , you should delete this message immediately and advise the sender by return e - mail . opinions , conclusions and other information in this message that do not relate to the official business of petronas or its group of companies shall be understood as neither given nor endorsed by petronas or any of the companies within the group . ( embedded image moved to file : pic 24962 . pcx ) - q _ bench _ rms . doc - feb 5 - 17 , 2001 . doc - pic 24962 . pcx | 0 |
Subject: platts energy trader free trial please find today ' s complimentary issue of platts energy trader attached above . if you have any questions or would like to subscribe now , call 877 - 286 - 8897 or 212 - 904 - 2004 ; e - mail , info @ platts . com . meanwhile , we hope you enjoy today ' s issue of platts energy trader . if you need to download acrobat reader to read this file , go to www . adobe . com . to stop the free trial , hit reply and type " stop trial . " - eto 32301 . pdf | 0 |
Subject: follow - up meeting on wharton good morning everyone : vince would like to schedule a follow - up meeting on wharton as soon as we can agree on a time . how does monday the 18 th look for you ? vince is free from 9 : 30 am - 11 : 30 am and from 1 : 00 pm - 4 : 00 pm . please let me know if you are available during any of these times . thanks ! shirley crenshaw 3 - 5290 | 0 |
Subject: trip to houston here is some information on one of the students invited to enron next week by tom gros . - - stinson - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 02 / 10 / 2000 05 : 24 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - " juan - carlos o . ferrer " on 02 / 10 / 2000 04 : 17 : 17 pm to : stinson . gibner @ enron . com cc : subject : trip to houston hi stinson , i am juan - carlos ferrer , also ph . d . student working with gabriel bitran and going to houston with amit and paulo on the 16 th . paulo told me that you are interested in some information of us before going to houston . well , i am form chile , married , and father of two girls ( 3 and 2 ) . i graduated from the engineering school at the catholic university of chile in 1995 having followed the track in computer science during the last 3 years of school . then , late in 1995 , i was hired by the industrial engineering department as a full - time assistant professor of management science , where i was teaching and doing research until june 1997 . in august 1997 i came to boston to join the operations management group in the sloan school of management here at mit . i already finished courses and qualifiers requirements of my program , so now i am trying to come up with an interesting research topic to develop my ph . d . thesis . i have been dealing with some interesting topics during the last months but since enron appears as an opportunity to find a more challenging and appealing problem to me i decided to explore it . my intention in going to visit enron is to have a better understanding of the bandwidth business in order to define a problem to work with . i would really like to do a thesis that involves internet issues and yield management models , in the line of amit ' s work . any other information or question you need , please feel free to contact me . looking forward to meeting you on the 16 th . juan carlos ferrer ? ? - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ? ? ? ? ? ? ? ? ? juan - carlos o . ferrer ? ? ? ph . d . student , operations management ? ? ? ? sloan school of management - m . i . t . ? ? ? ? of : ( 617 ) 253 - 3597 fax : ( 617 ) 258 - 7579 ? ? ? ? ? ? http : / / web . mit . edu / jferrer / www / ? ? - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - | 0 |
Subject: this summer ' s houston visits richard has agreed to pay for matt ' s visit , so here ' s the schedule so far : kirstee all of july , all of september . ( kirstee ' s personal commitments mean she needs to be in the uk for august . ) ben all of october . ( no crossover with kirstee , ensures var / credit cover in london office . ) steve 2 - 3 weeks in july , first 3 weeks of september . ( no crossover with matt , ensures power cover in london office . ) matt a couple of weeks in august . ( preferably the hottest ones . ) anjam to be arranged at anjam and houston ' s mutual convenience . - - - - - - - - - - - - - - - - - - - - - - forwarded by steven leppard / lon / ect on 04 / 28 / 2000 04 : 19 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - steven leppard 04 / 28 / 2000 10 : 15 am to : vince j kaminski / hou / ect @ ect , dale surbey / lon / ect @ ect cc : anjam ahmad / lon / ect @ ect , benjamin parsons / lon / ect @ ect , kirstee hewitt / lon / ect @ ect , matthew d williams / lon / ect @ ect , steven leppard / lon / ect @ ect subject : this summer ' s houston visits vince , dale here are our proposals for houston visits from our group : kirstee all of july , all of september . ( kirstee ' s personal commitments mean she needs to be in the uk for august . ) ben all of october . ( no crossover with kirstee , ensures var / credit cover in london office . ) steve 2 - 3 weeks in july , first 3 weeks of september . anjam to be arranged at anjam and houston ' s mutual convenience . matt not a permanent research group member . i ' m asking richard ' s group to pay for his visit , probably in august . steve | 0 |
Subject: re : wharton dinner 1 / 18 / 01 jennifer , thanks for your note ! as these trip details get more formalized , i ' ll keep yopu copied . for now , know that there are approximately 18 wharton students participating in 3 research projects - - enron proposed topics - - called the " tiger program " . they ' ll be visiting enron , arriving houston thursday the 18 th , dinner at churrasco ' s ( their choice ) on the 18 th , enron meetings on the 19 th . as the details unfold , i ' ll keep you and jeff copied . thanks ! - - christie . | 0 |
Subject: re : action learning project information vince , thanks for the information . kathy at 01 : 03 pm 1 / 8 / 01 - 0600 , you wrote : > kathy , > > enron will be represented by myself ( vince kaminski ) and kenneth parkhill . > > vince > > > > > > kathy spradling on 01 / 05 / 2001 05 : 04 : 21 pm > > to : ( recipient list suppressed ) > cc : chamberl @ rice . edu , castro @ rice . edu , spradlin @ rice . edu > subject : action learning project information > > > dear company representative , > > we are pleased to announce that your company ' s proposal has been selected > as a potential project in the jones graduate school of management ' s action > learning project ( alp ) program . as indicated in the alp brochure , company > representatives are invited to attend the alp program introduction and > student networking session on wednesday , january 10 . please rsvp to kathy > spradling , mba program coordinator , at 713 - 348 - 3313 or e - mail her at > spradlin @ rice . edu by monday , january 8 to let her know if you plan to > attend the session . please provide your company name and the names of > representatives attending the session so nametags can be prepared . dress > is business casual . below is the schedule of events : > > 8 : 30 9 : 00 a . m . > ? continental breakfast and setup of your company table > ? farnsworth pavilion ( located in rice student center ) > > 9 : 00 9 : 45 a . m . > ? introduction and program overview with company representatives , alp > administration and faculty liaisons > ? farnsworth pavilion ( located in rice student center ) > > 10 : 00 12 : 00 p . m . > ? student networking session with company representatives and > first - year students > ? grand hall ( located in rice student center ) > > the alp program introduction and student networking session will be held in > the rice student center ( numbers 10 and 11 on the campus map sent with your > acceptance letter ) . please contact kathy spradling if you need an > additional map faxed to you . there is a large amount of construction taking > place on campus . once the visitor ' s lot near the rice memorial center is > full , we recommend you park in the stadium lot in the designated visitor > area and take the shuttle bus to the rice memorial center . make sure to > let the bus driver know your destination . > > > the mba program office has reserved the grand hall for the student > networking session . each company represented will have a table set up with > signage for your company . you may bring additional materials you feel > might be of interest to students such as company brochures , articles and > packets . due to the limited space , we are discouraging the use of display > boards in the networking session . unfortunately , no internet connections > will be available for use during the session . > > again , thank you for your interest in rice . we look forward to working > with you , and hope to see you on wednesday , january 10 . > > carrie miller > pam castro > kathy spradling > > > > kathy m . spradling > mba program coordinator > jesse h . jones graduate school of management > rice university > 6100 main street , ms 531 > houston , texas 77005 - 1892 > phone : ( 713 ) 348 - 3313 > fax : ( 713 ) 348 - 5251 > email : spradlin @ rice . edu > http : / / www . rice . edu / jgs > e - mail : spradlin @ rice . edu > http : / / www . ruf . rice . edu / ~ jgs / kathy m . spradling mba program coordinator jesse h . jones graduate school of management rice university 6100 main street , ms 531 houston , texas 77005 - 1892 phone : ( 713 ) 348 - 3313 fax : ( 713 ) 348 - 5251 email : spradlin @ rice . edu http : / / www . rice . edu / jgs e - mail : spradlin @ rice . edu http : / / www . ruf . rice . edu / ~ jgs / | 0 |
Subject: re : ken lay ' s speech is there a difference though - - is the 460 part of the 1300 ? alhamd alkhayat enron corp . + 1 ( 713 ) 853 - 0315 this message ( including any attachments ) contains confidential information intended for a specific individual and purpose , and is protected by law . if you are not the intended recipient , you should delete this message and are hereby notified that any disclosure , copying , or distribution of this message , or the taking of any action based on it , is strictly prohibited . maureen raymond @ ect 01 / 02 / 2001 01 : 20 pm to : alhamd alkhayat / na / enron @ enron , steven j kean / na / enron @ enron , margaret carson / corp / enron @ enron cc : vince j kaminski / hou / ect @ ect subject : re : ken lay ' s speech the $ 1 . 3 trillion tax cut which is frequently quoted by the press is over 10 years , the $ 460 tax cut below is over five years . maureen raymond 01 / 02 / 2001 12 : 44 pm to : alhamd alkhayat / na / enron @ enron , steven j kean / na / enron @ enron , margaret carson / corp / enron @ enron cc : vince j kaminski / hou / ect @ ect subject : ken lay ' s speech i looked into the proposed tax cut by george w . bush . on his website he proposes a $ 460 billion tax cut over five years . the $ 213 billion " energy tax " imposed from 1999 to 2001 by higher energy prices , is roughly half of bush ' s proposed tax cut . maureen | 0 |
Subject: re : vol rollup john , we can approach this problem this way . basically you are asking how the total variance ( 66 % ) 2 * 143 are distributed among 113 days and the last ? 30 days . assuming volatility for the first period is simgal and that in the ? last 30 ? days is sigma 2 , then ? ? ( 66 % ) 2 * 143 = sigmal 2 * 113 + sigma 22 * 30 futhermore , we can use nov - 00 implied volatility as a proxy to sigmal , then we can calculate sigma 2 which is the volatility for dec - 00 contract in the last 30 days . sigam 2 = sqrt ( ( 66 % ) 2 * 143 - sigmal 2 * 113 ) / 30 . make sense ? zimin john disturnal 07 / 09 / 2000 04 : 10 pm to : zimin lu / hou / ect @ ect cc : subject : vol rollup zimin , i am trying to understand what the near winter ng implied vols will look like as they approach expiration . for example , is it possible to infer what the implied volatility of the deco 0 ng contract will look like with 30 days to expiry given we know current vol ( 66 % ) and term to maturity ( 143 days ) ? | 0 |
Subject: the solution presentation , text , & budget vincent : attached are the three documents i used in the presentation : the power point slides , the budget , and the written description . if you have any questions , you can e - mail me or call at 972 - 727 - 0999 , or my cell phone at 214 - 213 - 2205 . thanks for the support , and i look forward to working with you . mak - the text portion of the final solution presentation . zip | 0 |
Subject: re : contact vince , david ' s parents are coming to visit the weekend of the 7 th . i will check with david , but i think the weekend of the 29 th is fine . i will get back to you as soon as i can . jana | 0 |
Subject: candidate decisions vince : they are already asking for evaluations on the following individuals most of whom were just interviewed yesterday ! however , i do not know who bruce kamich is - i don ' t remember his interview at all . can you give me something to tell toni . thanks ! - - - - - - - - - - - - - - - - - - - - - - forwarded by shirley crenshaw / hou / ect on 07 / 28 / 2000 11 : 17 am - - - - - - - - - - - - - - - - - - - - - - - - - - - enron north america corp . from : toni graham @ enron 07 / 28 / 2000 02 : 39 am to : shirley crenshaw / hou / ect @ ect cc : subject : candidate decisions shirley , could you please give me a yes , no , maybe decision on the following candidates interviewed : bruce kamich philip roan jerzy jarosz bruce james oleg bondar thanks toni | 0 |
Subject: re : fw : possible visit to enron by professor nalin kulatilaka of boston university iris , please , check with shirley . she keeps my calendar up to date . also , we got a 2 nd desk for you with the credit group on the 23 rd floor . you can divide your time bet the 19 th floor and the 23 rd floor to stay in touch with the business unit . please , check with vasant and he will introduce you to the credit team here in houston ( jeff kinneman , craig chaney ) . also , please plan for a trip to london in 3 - 4 weeks . vince vince from : iris mack / enron @ enronxgate on 04 / 02 / 2001 09 : 57 am to : vince j kaminski / hou / ect @ ect cc : stinson gibner / hou / ect @ ect subject : re : fw : possible visit to enron by professor nalin kulatilaka of boston university hi , thanks for your prompt response . nalin kulatilaka wants to visit when you are in town . what are good thursdays for you ? thanks , iris - - - - - original message - - - - - from : kaminski , vince sent : monday , april 02 , 2001 8 : 14 am to : mack , iris cc : gibner , stinson ; kaminski , vince subject : re : fw : possible visit to enron by professor nalin kulatilaka of boston university iris , i wrote an endorsement for his book on real options ( it was on the cover under jeff skilling ' s name ) . let ' s invite him to the thursday lunch . vince from : iris mack / enron @ enronxgate on 03 / 29 / 2001 05 : 52 pm to : stinson gibner / hou / ect @ ect , stinson gibner / enron communications cc : vince j kaminski / hou / ect @ ect subject : fw : possible visit to enron by professor nalin kulatilaka of boston university hi stinson , a colleague of mine - professor nalin kulatilaka of boston university - is interested in visiting enron to give a talk on work he is doing in the broadband area . please see the forwarded emails for further information and available dates . can you let me know if we can give him a forum at one of our thursday research lunches or a friday brown bag lunch ? thanks , iris - - - - - original message - - - - - from : nalin kulatilaka @ enron com ] sent : thursday , march 29 , 2001 5 : 40 pm to : mack , iris cc : lin , martin subject : re : possible visit to enron by professor nalin kulatilaka of boston university hi iris i have two different hats to wear in talking to enron . one is as a financial economist . the other as the director of the newly formed " global mobility innovation initiative ( gmii ) - - this is the research project funded by lucent , involving bu , lbs , and insead , to study various aspects of the mobile internet ( read 3 g ) . on the former i am working with a couple of ph . d . students in understanding ( a ) details of how having physical supply ( inventory ) can be used by a market maker . this is a problem that has been studies in the context of specialists inventory in the stock market but i think really interesting in the way enron does it in some of the newer markets like bandwidth . i think this is a big issue in lighting up all the dark fiber that is in the ground . ( b ) how enron is disciplining the internal decision making process with market . this is in many ways the critical aspect of real options that most finance people miss - - having options is one thing but exercising them and realizing their value is another . all of the incomplete contracting , asymmetric information , and incentive issues are ignored in real options valuation models . but they are real in practice . my impression is enron ' s real success is in putting place an organization that is able to mitigate these problems by imposing a market disciplining . ( c ) how enron manages the various books that involve physicals , financials , credit etc . this is specially important when many of the real assets have options features and therefore , include non - linear risk profiles . the story of gas is pretty well understood but not many of the others markets enron has been moving into over the last few years . on the gmii front , i think that some interesting opportunities arise when you think of the spectrum in a way similar to that of dark fiber . i am working with several people at lucent on this issue . i think it would be wonderful to engage in a conversation with enron and lucent folks in the room . i can do a lunch time talk on any of these issues . perhaps we can discuss some of these over a conference call . clearly , having vince kaminski in the room would be very important to me . as for schedules , the first 3 weeks of april are horrible . april 26 / 27 , may 3 / 4 are good for me . regards nalin at 06 : 56 pm 03 / 22 / 2001 , mack , iris wrote : > hi , > > as we briefly discussed , i spoke with one of my colleagues ( dr . > martin lin ) about your visiting enron to give a talk and to spend some > time with us to discuss you work in telecommunications , real options , > etc . > > martin and i are working on various broadband related problems . > > we thought it might be helpful if you let us know a bit more about > the following : > * when you want to come ( the research group has weekly > catered lunch on thursday and brown bag lunches on every other friday ) . > > * a description of what you want to talk about with respect > to telecoms , broadband , etc . > * who you would like to meet with me - vince kaminski ( our > boss ) , any other of our colleagues in research , broadband , etc . > . . . . . . . . . . . . . . . . . etc . > > > > > look forward to hearing from you . > > regards , > iris | 0 |
Subject: jury duty shirley , i have been summoned for jury duty and plan to be out tomorrow , wednesday , may 2 . thanks , stinson | 0 |
Subject: restricted list neither ena / rac / egf employees nor family members or others living in their household or financially dependent on the ena / rac / egf employee may purchase or sell securities of any entity ( or derivatives thereof ) listed on the restricted list for your or their personal or related accounts or recommend the purchase or sale of such securities to any person , except with the prior approval of the compliance department in consultation with the ena legal department . in addition to the trading restrictions above , should you at any time possess non - public material information about any public company , you , your family members and anybody that is financially dependent on you , are restricted from trading in that issue , and you may not disclose the non - public material information to anyone that does not have a business need to know . company name stock symbol 3 tec energy corp . tten adrian resources adrrf beau canada exploration ltd bau cn belco oil & gas corporation bog bonus resource services corp bou brigham exploration bexp canfibre group ltd . cfgl carrizo oil & gas inc . crzo costilla energy cose crown energy croe cynet , inc . cyne cypress energy cyz esenjay exploration esnj firstworld communications inc . fwis hanover compressor co . hc ice drilling enterprises inc . idf industrial holdings , inc . ihii inland resources , inc . inln kafus environmental industries , inc . ks nakornthai strip mill public co ltd nsm set paladin resources plc plr ld paradigm geophysical pgeof place resources , inc . plg cn quanta services inc . pwr queen sand resources , inc . qsri quicksilver resources inc . kwk saxon petroleum , inc . sxn cn startech seh cn syntroleum corp . synm tejon ranch corp . trc titan exploration texp transcoastal marine services , inc . tcms the restricted list is solely for the internal use of ena / rac / egf . no one may engage in discussions regarding whether a security is or is not on the restricted list with persons outside ena / rac / egf without specific clearance from the compliance department in consultation with the ena legal department . in addition to the above , you are reminded that pursuant to enron corp . ' s risk management policy ( " policy " ) , no ena / rac / egf employee may engage in the trading of any " position " ( " position " means any commodity , financial instrument , security , equity , financial asset or liability that are authorized for trading in the policy for the benefit of any party other than ena / rac / egf , whether for his / her own account or the account of any third party , where such position relates to ( i ) any commodity , financial instrument , security , equity , financial asset or liability which falls within such employee ' s responsibility at ena / rac / egf or ( ii ) any energy commodity . the prohibitions listed above do not replace or modify the policies set forth in ena ' s policies and procedures regarding confidential information and securities trading , enron corp . ' s risk management policy , or enron corp . ' s conduct of business affairs . should you have any questions regarding the above , please contact me at ext . 31939 . | 0 |
Subject: re : dinner with your training colleague 11 / 15 ? ehud , november 15 is a bad day for me . i shall be in san antonio for our annual management conference . practically everybody who counts in enron will be there . still no response from louise . i shall catch her tomorrow in person . vince " ehud i . ronn " on 11 / 07 / 2000 09 : 04 : 36 am to : vince . j . kaminski @ enron . com cc : subject : dinner with your training colleague 11 / 15 ? vince , good morning . further to our conversation thereon during your austin visit 10 / 11 , i am writing at this time to inquire whether we might schedule a circa 7 p . m . dinner next wed . 11 / 15 , to include the participation of your enron training arm colleague . we could then discuss ut partcipation in enron training activities , as well as the forthcoming spring 2001 conference . best , ehud ehud i . ronn jack s . josey professor in energy studies department of finance mccombs school of business university of texas at austin austin , tx . 78712 - 1179 voice : ( 512 ) 471 - 5853 fax : ( 512 ) 471 - 5073 internet : eronn @ mail . utexas . edu | 0 |
Subject: more details on karolyi visit vince : we will have cocktails with andrew at mi luna in the village ( on university , south side of the street between kirby and morningside ) at 5 : 30 monday evening . you can join in there or meet up with the dinner crew at the appointed place . we ' ll see you monday . bbo | 0 |
Subject: re : telephone interview with the enron corp . research group dear : thank you for giving me an opportunity to have an interview with enron corp . i am looking forward to hearing the result from you . in case you are interested in reading some of my works , you can go to best regards , seksan . - - - - - original message - - - - - from : shirley . crenshaw @ enron . com [ mailto : shirley . crenshaw @ enron . com ] sent : tuesday , june 20 , 2000 4 : 45 pm to : centered @ engin . umich . edu cc : vince j kaminski ; pinnamaneni krishnarao ; osman sezgen subject : re : telephone interview with the enron corp . research group seksan : this friday , the 23 rd , at 2 : 30 pm eastern time ( 1 : 30 pm central ) would work fine . please let me have the telephone number you can be reached at . regards , shirley crenshaw seksan kiatsupaibul on 06 / 20 / 2000 03 : 19 : 37 pm to : shirley crenshaw cc : vince j kaminski , pinnamaneni krishnarao , osman sezgen subject : re : telephone interview with the enron corp . research group dear : thank you for giving an opportunity to have an interview with enron corp . this friday afternoon from lpm to 4 pm eastern time would be good for me . please let me know whether or not the time is also convenient for you . best regards , seksan . on tue , 20 jun 2000 , shirley crenshaw wrote : > > > good afternoon mr . kiatsupaibul : > > the enron corp . research group would like to conduct a telephone interview > with you at your convenience . > > please let me know your availability this friday , the 23 rd and during the week > of june 26 - 30 th and i will shedule the interview . > > the interviewers would be : > > vince kaminski managing director > p . v . krishnarao director > osman sezgen manager > > look forward to hearing from you . > > regards , > > shirley crenshaw > administrative coordinator > enron corp . research > 713 / 853 - 5290 > email : shirley . crenshaw @ enron . com > > > > > > | 0 |
Subject: talk to us over the last several years , we ' ve received numerous questions and candid comments from many of you on a wide range of topics during our espeak sessions and through the office of the chairman online mailbox and voicemail . while espeak is an open , informal chat between employees and management , the office of the chairman online mailbox and voicemail box are designed as confidential upward feedback tools for employees who choose anonymity . we are pleased that many of you have openly expressed your thoughts and your identity , which made it possible for us to quickly respond to your questions and concerns . this is the kind of work environment we all must strive for at enron , and we encourage you to continue sending us comments about the things that are important to you . many times , however , we wanted to respond to those of you who contacted us anonymously with your good ideas , observations and questions . we now have a way to do this while maintaining your confidentiality . in the future , when we receive an anonymous question or comment from an employee , both the question and our response will be posted on emeet . this will allow us to answer all the questions that we receive , and it will give other employees an opportunity to provide their insight , if they choose to do so , since emeet is an open discussion board . remember : you can send your questions and comments to us in two ways : - email to office of the chairman , or - office of the chairman voicemail box at 713 - 853 - 7294 , which is a confidential call promoting open and honest communication is consistent with our vision and values and absolutely vital to our continued success as a company . so don ' t be hesitant or afraid to speak your mind . we want to hear from you . | 0 |
Subject: bio ' s hi john ! so sorry for the delay in getting these to you this evening - - - " connectivity " issues . . . a few monks too few ! ! ( haha ) . here are the most current bio ' s for jeff and ken : . i thoroughly enjoyed our dinner this evening and look forward to seeing you tomorrow ! thanks ! - - christie . | 0 |
Subject: re : fw : re : valuation . . . . see you there . . . steve - - - - - original message - - - - - from : kaminski , vince sent : tuesday , january 23 , 2001 5 : 28 pm to : stock , stephen subject : re : fw : re : valuation steve , around 6 : 00 p . m . vince from : stephen stock / enron @ enronxgate on 01 / 23 / 2001 05 : 26 pm to : vince j kaminski / hou / ect @ ect cc : subject : fw : re : valuation vince , i ' m in all this week . . . . . what time are you going for the bus tonight ? regards steve - - - - - original message - - - - - from : stevestock @ pagenetips . com @ enron sent : tuesday , january 23 , 2001 4 : 42 pm to : stock , stephen subject : fwd : re : valuation - - - - - - from : vince kaminski subject : re : valuation steve , please , let me know when you come back . i have detected a tendency to implement different approaches to valuation in the past . to some extent , it reflects the absence of formal rules for sign - off on the valuation techniques which , in turn , reflects , the turf wars and the desire by the originators to control the outcomes . vince stevestock @ pagenetips . com on 01 / 19 / 2001 06 : 53 : 14 pm to : vince . j . kaminski @ enron . com cc : subject : valuation vince , i ' d like an opportunity to talk to you about valuation . i ' m hearing confusing messages about the way that the uk it team and the uk traders get their valuation code aparently signed off by research , while here . . . you provide it for our guys to wrap up . we have now a situation where the uk team are using a home grown valuation piece called dove , where results differ from those of the equivalent usa portcalc . i need to break through the pride barriers and the " not built here " syndrome , and try to do the right thing , but i don ' t beleive i can do that without you guidance . i ' m scared that if we diverge too much we will never work globally on these systems . steve - - - - - - - - - - - - - - - - - - - - - - - - tel : 713 - 345 - 8980 cell : 281 - 541 - 1862 page : stevestock @ pagenetips . com steve - - - - - - - - - - - - - - - - - - - - - - - - tel : 713 - 345 - 8980 cell : 281 - 541 - 1862 page : stevestock @ pagenetips . com | 0 |
Subject: re : australian energy risk 2000 lucie , yes , i have received the package . vince " lucie deathridge " on 05 / 24 / 2000 05 : 31 : 09 pm please respond to " lucie deathridge " to : cc : subject : australian energy risk 2000 thank you for agreeing to speak at the australian energy risk 2000 conference in sydney in july . last week i sent a speaker pack to you . i would be grateful if you would confirm receipt of this by return of email . in the event that you have not received it please let me know immediately and send me your full contact details . i am the co - ordinator of this conference and please do not hesitate to contact me if you have any queries . regards lucie deathridge conference co - ordinator risk publications ? tel : ( + 44 ) ( 0207 ) 484 9867 | 0 |
Subject: re : program attached ; march ny ro conference / participation confirmation vince . thanks very much at 07 : 24 d _ 01 / 04 / 00 - 0600 , you wrote : > > > lenos , > > thank you again for the invitation . i shall be glad > to attend and speak on the topic indicated in the program . > one correction : i am a vp . > > thanks > > vince > > > > > lenos trigeorgis on 01 / 01 / 2000 01 : 17 : 11 pm > > to : gordon . sick @ rogroup . com > cc : gordon . sick @ rogroup . com ( bcc : vince j kaminski / hou / ect ) > subject : program attached ; march ny ro conference / participation confirmation > > > > the current version of the conference program is attached > > please confirm your participation as speaker ( and confirm your presentation > title as listed on the attached conference program ) by next tuesday . the > program is about to be sent to the printers next week > > please cc your reply also to gordon . sick @ rogroup . com > > lenos > > > attachment converted : > > > > lenos trigeorgis > professor of finance > university of cyprus > dept of business > 75 kallipoleos , po box 20537 > cy 1678 nicosia cyprus > > tel : + 357 2 892261 > fax : 339063 > > > lenos trigeorgis professor of finance university of cyprus dept of business 75 kallipoleos , po box 20537 cy 1678 nicosia cyprus tel : + 357 2 892261 fax : 339063 | 0 |
Subject: issue 4 - http : / / www . financewise . com / risk riskbrief issue 4 from financewise : the only dedicated financial search engine 22 march 2000 dear riskbrief subscribers the fourth edition is here , and this month ' s theme is weather . weather derivatives is increasingly a hot topic on the web at the moment . four sites have been launched in the last three months , including tradeweather . com , weather - risk . com and . com . along with the weather trading site from liffe ( i - wex . com ) , launched in january , and the introduction last september of weather futures on the chicago mercantile exchange ( cme ) , there is something of a rush on . to provide you with an online resource to weather risk , we have an introductory guide , two site reviews , 22 articles and an exclusive book offer . http : / / www . tradeweather . com ( see site reviews ) http : / / www . weather - risk . com ( see site reviews ) http : / / www . . com http : / / www . i - wex . com http : / / www . cme . com / news / weather 921 . html how fast will the weather derivatives market grow ? will there be enough liquidity ? let us know what you think . in the meantime , please enjoy the rest of this month ' s issue , with 14 articles on currency trading , e - trading , and news of conferences , jobs and more . regards rob minto producer , financewise rminto @ risk . co . uk before you forget , why not forward this e - mail to a colleague / friend now , who might find our coverage of risk management on the web a useful resource ? contents : = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = > > weather risk guide > > site reviews > > articles and features : weather risk , e - trading , currency trading > > new # 1 site > > book special offer : insurance and weather risk > > conferences & training > > new jobs please view the newsletter online and get the full story : this month ' s sponsor : = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = credit : the new forum for international credit markets . with its mix of news , features , data and technical articles , credit magazine is a vital source of information for all investors , issuers and market professionals operating in the global credit markets . subscribe before april to claim a 40 % discount http : / / www . creditmag . com weather risk guides : = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = introduction to weather derivatives from the cme . a market history , plus a discussion of pricing and analyzing weather contracts . an overview article from james roemer of the weatherrisk institute . bob dischel ' s site on weather derivatives , with articles , links and seminar details . http : / / www . wxpx . com for further links to weather derivatives online see the html version : site reviews : = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = who is doing what on the web ? a double helping of site reviews this month : - new bond trading site from jp morgan bear stearns , chase manhattan and moneyline - weather derivatives trading & info : enron ' s weather - risk . com & tradeweather . com - foreign - exchange trading from financial market solutions - the french tr , sor site covering sovereign bond issues - algorithmic ' s risk management methodology - ' mark - to - future ' - rent applications and analytical tools from cygnifi , a new web offering from jp morgan , bridge & sybase - revamped inventure . com site - provider of data & analytics - keep up to date on new - issue markets with s & p ' s new site articles & features : = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = 14 new articles and features have been added to the financewise risk management special report . the new supplements are : - electronic trading - currency risk continuing our theme of weather , we also have two editions of weather risk . these 22 articles include glossaries and technical articles on data and forecasting , options pricing , emissions trading and weather - linked bonds . # 1 site = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = the new # 1 site on financewise is the picture of risk site from risk metrics , displacing finmath . com ( triple # 1 award winner ) as the most visited site in february . click below to view the latest rankings http : / / www . financewise . com / rankings book special offer : exclusive = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = and completing our weather coverage for this month , there is a 10 % discount available exclusive to riskbrief subscribers on : " insurance and weather derivatives from exotic options to exotic underlyings " for further details and information see : there are other special offers available on the risk books site : http : / / www . riskbooks . com conferences & training = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = full details are now online for risk 2000 . risk ' s 6 th annual us derivatives and risk management congress will be held in boston on june 13 & 14 . keynote speakers : myron scholes and jeffrey skilling . jobs = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = this month , the search term " jobs " has moved up to 5 th position in the financewise rankings . http : / / www . financewise . com / rankings if you were one of those searching for " jobs " , don ' t forget our own job search section . it currently holds 46 treasury and risk management , a record 29 additions since the last brief . visit the job search and select the job category " finance : treasury and risk mgmt " . http : / / www . financewise . com / jobs * * * also : = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = please e - mail us if there is anything you would like to see in this newsletter , or any questions that you would like addressed . riskbrief now reaches over 1200 subscribers worldwide . so if you have something interesting to say , or an opinion to share with all your fellow subscribers send your comments to : rminto @ risk . co . uk p . s . also suggest sites for us to review / index if this has been forwarded to you , please subscribe to receive your own copy at : are you registered with financewise ? if not , please click : http : / / www . financewise . com you will then have the full functionality of the site . if you have any problems with this newsletter , please contact me : rminto @ risk . co . uk to unsubscribe , write to financewise - unsubscribe @ listbot . com to unsubscribe , write to financewise - unsubscribe @ listbot . com | 0 |
Subject: announcing the third annual texas finance festival hello friends , attached is the program announcement for the third edition of the texas finance festival to be held in san antonio ( once again ) . you will note that we have some new and fun entertainment lined up to accompany the superb program put together by sheridan titman ( and company ) . you can help us by registering early so we have put a discount into the registration fee if you get your registration form and check in by january 15 , 2001 . however , we would really appreciate hearing from you asap if you do plan to come via return e - mail . looking forward to seeing you all again in the spring . john - announcerev . doc john d . martin carr p . collins chair in finance finance department baylor university po box 98004 waco , tx 76798 254 - 710 - 4473 ( office ) 254 - 710 - 1092 ( fax ) j _ martin @ baylor . edu web : http : / / hsb . baylor . edu / html / martinj / home . html | 0 |
Subject: tropical cyclones dear all , yesterday , i mentioned to vince the inhouse modelling capabilities and the impact weather and the weather forecast can have on some of enron ' s operations and risk management positions . for this reason i have attached three files , two of those show to tropical cyclones off the coasts of australia , i . e . rachel and drena . tropical cyclones pose a significant risk , and an early warning system can be part of a better risk strategy . please , note that the modelling system has been further improved since the simulation was done . also , we can focus on another large problem and associated risk . dust storms can pose a significant risk to a number of industries , and the prediction of such events has been very difficult , if not impossible . for this reason a gis database has been developed and coupled to the nwp model , which allows prediction of such events in realtime . for the depicted event an estimated 6 million tonnes of top soil was lost , and with it $ $ . maybe we can set up a conference call to discuss * the above mentioned points * further improvments in forecasting based on the high resolution forecasts * weather and climate on a global perspective for enron * how to further improve the forecast for enron regards , christian ps : i tried to sent of this e - mail last night , but their appears to be a limit of 10 mb , so i will send off the individual files . . . . | 0 |
Subject: re : invitation to speak at power 2000 emma , mergers and acquisitions are not my cup of tea . chairing stream 1 on day 1 seems to be a better match . vince " emma wolfin " on 12 / 15 / 99 10 : 51 : 34 am to : vince j kaminski / hou / ect @ ect cc : subject : re : invitation to speak at power 2000 hi vince thanks for getting back to me quickly ! as it happens , all of the sessions you suggested are already taken ! so , would you be interested in chairing either stream 1 on day 1 of the conference - " pricing and trading in the us power market " or stream 3 on day 2 of the conference - " latest developments in the us energy industry " . for your information , the people presenting on day 1 in stream 1 include : - spyros maragos , dynegy on volatility - sanjeev khanna , pg & e on correlation - gary morsches , southern on optimising information to accurately price and trade electricity - blake johnson , stanford university on modelling power prices - craig pirrong , olin school of business , washington university on building the optimal forward curve on day 2 , stream 3 , there are only 3 talks in that stream , as after lunch we will be breaking for plenary sessions and the industry briefing sessions too . but the people who will be speaking in that stream are : - venu nagali , stanford university on real options - ram challa , sithe energies ( he was formerly at bankers trust ) on generation assets i have the slot on mergers and acquisitions in stream 3 on day 2 as still available but i ' m not sure if that session is your area of speciality ? let me know . thanks vince and very much looking forward to working with you again . emma - - - - - original message - - - - - from : vince j kaminski to : emma wolfin cc : vince j kaminski date : wednesday , december 15 , 1999 11 : 36 am subject : re : invitation to speak at power 2000 > > > emma , > > it ' s your choice . i can chair the session of day 2 or speak on one of these > topics . > please , let me know what works for you . > > possible presentations : > > evaluating the effectiveness of insurance as a risk management tool > > or > > applying real option theory to value power plants > > or > > overcoming the difficulties of accurately estimating volatility > > > vince > > > > > > " emma wolfin " on 12 / 14 / 99 04 : 08 : 03 pm > > to : vince j kaminski / hou / ect @ ect > cc : > subject : invitation to speak at power 2000 > > > > > hi vince > > it is my great pleasure to invite you to speak at power 2000 which will be > in houston on 9 & 10 may 2000 . > > would you be interested in chairing one of the streams on day 2 of the > conference ? or making a full presentation on one of the days ? please let me > know which talks interest you . obviously , some of the talks are no longer > available but i would like to give you a choice as much as possible . please > could you get back to me asap on 212 925 1864 ext 151 or by return email . > > i very much hope you can make the dates as i ' m very keen to have you > participate at power . not to flatter you unnecessarily , but i know that a > lot of people come to our conferences to hear what you have to say . > > best regards > > emma > > > > > | 0 |
Subject: re : informs national conference at san antonio hi , details of our session info . at the informs conference can be found at the following link . it ' ll be in the afternoon of 11 / 6 ( monday ) . since we have 5 speakers , i expect each of us will have no more than 20 minutes to present . please keep that in mind and e - mail me if you have any questions . please also inform me if there will be any changes . look forward to seeing you all in san antonio . best regards , shijie shi - jie deng assistant professor school of isye georgia institute of technology office phone : ( 404 ) 894 - 6519 e - mail : deng @ isye . gatech . edu home page : http : / / www . isye . gatech . edu / ~ deng | 0 |
Subject: marketpoint gas model dear mr . braun : as i mentioned , i have recently been reassigned here at enron . although i am still in the enron transportation services group , i am no longer the most appropriate contact for consideration of the altos gas model . i would suggest you contact kim watson at 713 - 853 - 3098 or of course , vince kaminski , who will remain very much a part of the decision process . regards , john goodpasture | 0 |
Subject: candidate vince : here is the resume of samer ' s friend in azurix . - - stinson - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 01 / 25 / 2000 10 : 20 am - - - - - - - - - - - - - - - - - - - - - - - - - - - from : chonawee supatgiat @ azurix on 01 / 11 / 2000 03 : 47 pm to : stinson gibner @ ect cc : subject : candidate hi dr . gibner , i just called you but you were not there . as you might remember , i am working with samer and you was the one who interviewed me for this position . samer and i now keep our eyes open for the other job possibilities . i would like to know if there is a position available in enron research group that i might fit in ? my updated resume and transcript are attached in hector ' s e - mail . i am looking forward to hearing from you . - chonawee - - - - - - - - - - - - - - - - - - - - - - forwarded by chonawee supatgiat / hou / azurix on 01 / 11 / 2000 03 : 37 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - hector campos @ ect 01 / 11 / 2000 11 : 26 am to : stinson gibner / hou / ect @ ect cc : chonawee supatgiat / hou / azurix @ azurix , chonawee @ umich . edu subject : candidate stinson , here ' s my friend ' s information . he is looking for other opportunities within enron . i think he would be a good candidate for the research group . his extension at azurix is 6 - 9654 . - hector - - - - - - - - - - - - - - - - - - - - - - forwarded by hector campos / hou / ect on 01 / 11 / 2000 11 : 22 am - - - - - - - - - - - - - - - - - - - - - - - - - - - " chonawee supatgiat " on 01 / 10 / 2000 09 : 50 : 36 am to : hector campos / hou / ect @ ect cc : subject : here they are thank you , hector . attached are my resume and transcript . - chonawee - attl . htm - chonaweecv . doc - acadrep . txt | 0 |
Subject: cell phone for the next two days , you can call me on the cell # 832 - 724 - 6346 . krishna . | 0 |
Subject: moddeling support for dpc related issues a quick update on the status of sandeep kohli . he is working currently in my group . he is available on a very short notice to help you with any quantitative modeling that can be required in making decisions regarding our dpc strategy . in case you need his help , he can also rely on the support of other members of my group with skills in different areas . vince kaminski | 0 |
Subject: names sheila , i am attaching the list of people who are top retention priority . the list is in the spreadsheet and the names are in the highlighted cell ( red background ) . i am also attaching the resume you asked for . vince | 0 |
Subject: re : enron case study update fantastic . i look forward to receiving them . also , will you be keeping dec . 5 th open , in case there is a need for you to meet with additional executives ? regards , cindy " john d . martin " 11 / 06 / 2000 09 : 54 pm to : cindy . derecskey @ enron . com cc : vkamins @ enron . com subject : re : enron case study update wow ! all on the same day . that ' s super . thank you so very much . vince is coming up to baylor on monday of next week and we will hash out our question list then . thanks john at 04 : 54 pm 11 / 6 / 00 - 0600 , you wrote : > good afternoon john , > > i just want to drop you a line to update you re : andy fastow . i have > confirmed a one hour interview slot with mr . fastow in monday , december 4 th > from > 11 : 00 a . m . - noon . this is in addition to your schedule interviews with > mr . lay and mr . skilling - outline below . > > if you have any questions , please do not hesitate to contact me at > 713 - 853 - 5670 . > > regards , > > cindy > > > - - - - - forwarded by cindy derecskey / corp / enron on 11 / 06 / 2000 04 : 49 pm - - - - - > > cindy > derecskey to : " john martin " > cc : vince j kaminski / hou / ect @ ect , christie patrick / hou / ect @ ect > 10 / 31 / 2000 subject : re : enron case study ( document link : cindy derecskey ) > 01 : 44 pm > > > > > > good afternoon john , > > i hope things are well with you . i am writing to update you on the status > of your meetings with andy fastow , ken lay and jeff skilling . i have > arranged the following meeting dates and times with ken lay and jeff > skilling , ( i am still trying to work with andy fastow ' s schedule ) : > > jeff skilling > december 4 th > 2 : 00 - 3 : 00 p . m . > > ken lay > december 4 th > 3 : 30 - 4 : 30 p . m . > > also , i will attempt to schedule the meeting with andy fastow for december > 4 th for convenience - this will also allow us to possibly schedule > additional meetings for the 5 th ( as needed ) . i will let you know as soon > as i ' m successful . > > regards , > > cindy derecskey > university affairs > enron corp . > > > > > john d . martin carr p . collins chair in finance finance department baylor university po box 98004 waco , tx 76798 254 - 710 - 4473 ( office ) 254 - 710 - 1092 ( fax ) j _ martin @ baylor . edu web : http : / / hsb . baylor . edu / html / martinj / home . html | 0 |
Subject: enron case study good morning mr . martin , i would like to introduce myself . i currently work with christie patrick and michael b rosen in the enron university affairs department . in recent discussions with christie , she has suggested that i liaise with you and our management in preparation for your and vince kaminski ' s case study . christie has forwarded recent emails sent by you suggesting a few convenient times that work with your schedule . i will work with our management and do my best to schedule one hour time slots for interviews that fit with your outline . initially , i will schedule interviews with : ken lay - chairman and ceo , jeff skilling - president and coo , and andy fastow - cfo . if you feel that you may need to speak with additional management , we will definitely try to work something out the same day , so you don ' t have to travel back here . i will forward your project outline to the aforementioned participants once the interviews are scheduled . do you anticipate drafting specific questions ? if so , i would greatly appreciate a copy when convenient . i greatly look forward to working with you and i hope that we can touch base very soon . regards , cindy derecskey enron university affairs ( 713 ) 853 - 5670 | 0 |
Subject: london , new york , houston , financial mathematics june / july 2001 hello speakers ! my name is joanna vidal and i am the coordinator for the financial mathematics training course being in held on the following dates : london on june 28 & 29 new york on july 9 & 10 houston on july 16 & 17 i am in the process of preparing the speaker packs which will include an updated contact information sheet with all your details . you will receive this pack shortly after you confirm your addresses . i will list them below and i ask that you please look it over and make any necessary corrections . my contact details , for your information are : joanna vidal events coordinator risk waters group t : ( 212 ) 925 1864 ext . 197 f : ( 212 ) 925 7585 jvidal @ riskwaters . com www . riskwaters . com thank you and i look forward to working with you . duane seppi carnegie mellon university graduate school of industrial administrations pittsburgh , pa 15213 - 3890 t : 001 412 - 268 - 2298 f : 001 412 - 269 - 8896 helyette geman universite de paris dauphine finance department au de ka grand ecole corgy pontois , paris france 95021 t : 00 33 60 - 807 - 4200 vincent kaminski enron credit 1400 smith street room ebl 962 houston , tx 77002 - 7361 t : 001 713 - 853 - 3848 f : 001 713 - 646 - 2503 peter nance teknecon , inc . 1515 s . capital of texas highway suite 101 austin , tx 78746 t : 001 512 - 732 - 7084 f : 001 512 - 732 - 7099 chris harris innogy holdings place windmill hill business park whitehill way swindon , wiltshire uk , 5 n 5 6 pb t : 44 793 387 - 7777 f : 44 793 389 - 7811 spyros maragos dynergy , inc . 1000 louisiana street suite 5800 houston , tx 77002 t : 011 713 - 507 - 6589 f : 001 713 - 767 - 5958 ehud ronn university of texas at austin department of finance mccombs school of business austin , tx 78712 - 1179 t : 001 512 - 471 - 5853 f : 001 512 - 471 - 5073 | 0 |
Subject: california update 1 / 22 / 01 executive summary discussions continue today over bill ablx , focus will be on price and term . new legislation introduced today whereby the state will try to save the utilities from bankruptcy by taking ownership of utilities ' hydro assets in exchange for rate increases . wednesday , state receives bids from auction , rate ranges are expected to be between 5 . 5 and 8 . 0 cents per kilowatt hour . mid week , audit findings will be released ; audit expected to show pg & e ' s utility subsidiary handed over $ 5 b to the holding company . the holding company used $ 4 . 4 b to pay shareholder dividends and buyback stock . state commissioned study to see who would benefit more in a possible bankruptcy scenario . bankruptcy still very possible for both companies . davis concerned about possible ballot issues and how those may effect futue solutions or " bail out " . legislation there will be continued discussion regarding bill ablx in the senate today . the discussion will focus on the rate cap of 5 . 5 cents per kilowatt hour as well as the term . assemblyman keeley , the author , indicated that he believed 5 . 5 cents was " a fantasy " and impossible to obtain . today , assembly speaker bob hertzberg , d - sherman oaks and assemblyman fred keeley , d - boulder creek will introduce legislation whereby the state would temporary or permanently take both pg & e and edision ' s hydroelectric facilities or transmission lines ( or both ) in exchange for keeping the utilities out of bankruptcy . the state would allow pg & e and edison to impose rate increases , however , the rates would not rise beyond the hikes approved earlier this month by the cpuc as an emergency surcharge . the money collected from consumers would go toward paying off their current debt and the state would then enter into long - term contracts with power generators . under the bill , the state of california would control 10 % of all california ' s electricity . as you can imagine , this legislation has not received unanimous praise . according to recent corporate filings , pg & e ' s hydroelectric plants alone would be valued between $ 3 and $ 5 billion . this amount just happens to be what davis estimates to be the final amount of money the state will have to guarantee once the audit of the utility companies is released and the political pressure is escalated on the parent companies to absorb some of the $ 12 billion in debt . davis is telling people that he thinks the audit will show the state should help with about $ 4 billion in debt , while the utilities , of course , say the full $ 12 billion should be covered . on wednesday , state officials will see the results of sealed bids from energy suppliers for long term contracts and see how close to reality their effort to keep utility rates unchanged for consumers will come . davis insists there are already several bids for his 5 . 5 cents per kilowatt hour ceiling , though few agree with his opinion . a handful of smaller , independent electricity providers with about a 30 % share of california power market , indicated sunday night they would come down to " less than eight cents " or less than half of what they currently charge , in return for the stability of long term contracts . because consumers pay about 6 . 5 cents per kilowatt hour for electricity under current puc rules , any hope california has to " work off " the back debts for these utilities lies in hitting something very close to davis ' price cap , without falling back on higher prices for consumers . the level of bids will be particularly important since bond rating agencies moved to put the state of california on a credit watch on friday , worried that there was no obvious long - term repayment plan for the billions of dollars they are on the hook for spending to keep the lights on in the state . utility ' s audit by the middle of this week , california auditors will release their findings about how much money pg & e and socal edison actually owe to institutions outside their own holding company structure . this will define the limits of what the state will guarantee , if they guarantee any of the debt . the truly explosive part of the audit may be its findings that the two companies used billions of dollars from consumers to buy back their own stock in recent years . a source with knowledge of the audits said the audit is expected to show that in the last three years , pg & e ' s utility subsidiary handed over about $ 5 billion to the holding company . of that total , the holding company used $ 4 . 4 billion to pay shareholder dividends and buyback shares of its stock . another finding from the audit shows that state helped caused the current power crisis when regulators , at the time of deregulation ( under the direction of former r - gov . pete wilson ) , forced the two utilities to sell at least half of their power - generating plants . auditors are expected to say that if the utilities still owned all these plants , electricity would cost only 7 cents a kilowatt hour , compared with over 30 cents an hour on average in december and january . bankruptcy the threat of bankruptcy is still very real for both utilities . senior advisors said that these utilities were on the path often followed by utility companies that ended in bankruptcy . as all the parties involved hunker down for another intensely political week , they all remain determined to avoid bankruptcy , but to push this as close to the brink as possible in the hopes of squeezing out an advantage . under such conditions , the risks of one or more of the players fumbling and triggering the great unknowable outcome of bankruptcy , is still quite high . california ' s political leaders order a series of independent analyses to determine who would suffer most in a case of bankruptcy , the state or the two utilities . the short answer was that no one has any idea . below are the findings of the report and some of the possible scenarios that would face a bankruptcy judge : 1 ) would the companies be eligible for chapter 11 style temporary bankruptcy ? some of the advisors thought that pg & e and edison ' s finances were so bad that chapter 11 style temporary bankruptcy may not even be an option . advisors said that a bankruptcy judge might take a good look at the corporate debt load and decide that reorganization would do no good and order the companies into full liquidation . this would most certainly be guaranteed chaos . 2 ) could the bankruptcy court actually force the puc to raise the price of electricity to consumers ? the legal basis for passing on rate increases to consumers is a lot less solid than originally thought , particularly if there is widespread public outrage directed at the electricity companies . and there is still the question of the unilateral power of a bankruptcy judge . 3 ) if the bankruptcy judge takes his job of protecting corporate assets seriously and finds that pg & e and edison cannot afford to buy electricity , he could order them to stop buying it and thus lead to massive power outages . 4 ) if the utilities go into bankruptcy , the first creditors in line would be the lenders and bondholders with collateral pledges . the state could become almost the last creditor in line as it is just another electricity supplier ( one of the reasons why suppliers won ' t sell electricity on credit to these companies now ) . 5 ) if the two companies went bankrupt , it would be the largest bankruptcies in history , straining just about everyone involved in the process . 6 ) the corporate approval allowing the parent company to segregate assets from the utility by the ferc for pg & e and already in place for edison may be far less effective than the utilities or the ratings agencies currently think . this is particularly true if this week ' s audit shows the two corporations transferring billions of dollars in the last few years into stock buybacks and shareholder dividend payments . davis opinion polls show that governor gray davis is getting high marks for his job , and the utilities are increasingly viewed as the culprits . one of davis concern ' s is , according to a senior official in the governor ' s office , that a deal is carved out that triggers a popular ballot initiative which is so anti - utility and anti - business that it cripples future growth in the state . according to a senior official , " no one thought howard jarvis and his property tax initiative would succeed in destroying our education system , but he did , with one just ballot line and a lot of popular revulsion . the threat of direct , popular action is at least as large now as then . " consumer advocate harvey rosenfield is already threatening to draw up a ballot initiative at the first sign that individual electricity consumers are being asked to help the utility companies repay their debt through higher rate - payer bills . this official goes on to say , " the anger at utility companies is so high here , that almost anything rosenfield could think of would pass and we couldn ' t do anything about it . " this threat has begun to complicate the one escape route on the debt front that had always appeared wide open to political leaders - - floating a bond issue or a guarantee for the money owed to institutions outside the corporate holding structure , and then letting the companies work that off with profits over the next several years . | 0 |
Subject: fyi : energy operations promotions hi vince , scott pleus ( listed below in the director promotion section ) is bandwidth - trading backoffice person we , ve been working with . i have known scott from ebs since he and i started around the same time . in fact , i was one of the first people to talk to sally beck about booking some of our network positions * at which time i met scott . i know we have discussed this matter many times before , but this is a specific example of how people at all functional areas are benefiting from ebs ' rapid ' growth . ' scott has been at enron for about the same time i have been . he came from another energy company ' s backoffice before that . as for my specific situation , after our discussion yesterday , i understand clearly what happened . it appears bad luck had a lot to do with it ! ! ! thanks for looking into the promotion in the first place and i am certain that you ' ll push the promotion through at the earliest convenience of the hr folks ! kind regards , ravi . - - - - - forwarded by ravi thuraisingham / enron communications on 02 / 08 / 00 09 : 22 am - - - - - sally beck @ enron sent by : enron announcements @ enron 02 / 07 / 00 07 : 01 am to : all ena domestic employees cc : subject : energy operations promotions ena energy operations sally beck vice president of energy operations i am pleased to announce the following promotions effective february 1 within ena energy operations . these individuals have been promoted in recognition of their outstanding performance and their contributions to the continuing success of enron north america . please join me in congratulating these employees on their promotions . promotions to senior director kristin albrecht serves as business controller for ena , s power business . along with leslie reeves , kristin ensures that power transactions are handled accurately and smoothly from beginning to end . kristin , s primary focus is on risk controls and daily reporting of positions and p & l for east power trading , west power trading and genco operations . brenda herod serves as business controller for ena , s assets business , working with the gas assets group and the texas trading desk . her responsibilities include global contracts and facilities , risk management , confirmations , gas scheduling , volume management , settlements and regulatory compliance for houston pipeline , lrc and enron midstream services . leslie reeves is a business controller for ena , s power business , working closely with kristin albrecht in managing mid and back office support for the east , west and genco power trading groups . her primary responsibilities are documentation and settlements , with a focus on contract administration , cash forecasting and cash management . mary solmonson leads ena , s global database management group , collecting and validating information on our customers , contracts , pipelines and facilities , as well as published prices . these activities support overall energy operations responsibilities from risk to logistics to settlement . in addition , mary has been instrumental in the promotion and implementation of the global systems across enron to provide control , consistency , and common data throughout the organization . promotions to director scott pleus serves as business controller for enron , s emerging products . these businesses include bandwidth , pulp and paper , and weather . his primary responsibilities include day - to - day functions of risk management , confirmations , pulp and paper scheduling , and settlements as well as long term system development . sheri thomas led ena , s natural gas off - system settlements function throughout 1999 . her responsibilities included cash forecasting , collections , and accountability for receivables and payables for ena , s gas business in the east , west and central regions of the us . sheri accepted a new assignment in january 2000 and is now managing the enron online operations . promotions to manager bennett kaufman manages the risk management administration function for the equity trading and debt trading groups . he has also had experience in supporting the options book for natural gas derivatives trading . prior to joining enron in early 1998 , bennett worked in trading operations for investment banking firms in new york . richard mckeel is the systems integration analyst within global database management , overseeing the change management process and new software development needed to interface the global applications with strategic systems ) sitara , unify , enpower , solarc , sap , and enrononline . other promotions specialist to senior specialist : analyst to specialist : sylvia campos ) deal compliance contract records tara eslick ) financial trading risk management kam keiser ) gas risk management - central desk victoria versen ) gas logistics - east desk phillip love ) risk controls operational analysis jeff coats ) gas risk management - central desk monica lande ) west power risk management ( portland ) senior clerk to staff : trang le ) strategic operations ) project unify john postlewaite ) east power risk management anthony campos ) deal compliance contract records diane seib ) documentation ( calgary ) kori loibl ) gas risk management - financial books donnie vinson ) west power risk management ( portland ) imelda frayre ) strategic operations - project sitara clerk to senior clerk : staff to specialist : leslie smith ) information & records management amy degeyter ) power documentation melinda whalen ) documentation ( calgary ) michael nguyen ) emerging products risk management sherlyn schumack ) logistics volume management karie hastings ) strategic operations - project sitara in addition , peggy hedstrom and brent price were promoted to vice president , as announced in the memo issued by enron corp . office of the chairman . peggy leads energy operations for enron canada , with responsibility for risk management , documentation and gas logistics . peggy also serves as a key interface with canadian pipelines as a member of several industry committees . brent is the senior business controller for gas trading operations in the u . s . his responsibilities include risk management , confirmations , volume management and settlements for the east , west and central regions . he also provides operational expertise in the due diligence phase of the evaluations of joint ventures and acquisitions . | 0 |
Subject: re : letter to nesbitt vince , your note looks good to me , short and to the point . i assume this will prompt further detailed discussions with dale . i would want to clarify that we are primarily interested in the long term gas model and database for north america . unless a familiarity with the short term model is a prerequisite , i doubt that we would want to spend a lot of time on it . depending upon how long it would take to become familiar with the long term model , it might be helpful to have access in both omaha and houston ? we would eventually need specifications for the computer system we would need for testing the model . steve hotte , cio for ets , would co - ordinate the in - house installation for us . at some point , it will be helpful to get steve in contact with the appropriate marketpoint it rep . assuming that you get acceptable clarification of these issues , dale should probably send to us a modified licensing agreement for review . let me know what i should do next . jng | 0 |
Subject: my resume molly , we would like to bring this student as a summer intern ( the last one , we are running out of space ) . i shall send you another message regarding his proposed dates . thanks . i hope you have a very happy easter . vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 04 / 13 / 2001 10 : 03 am - - - - - - - - - - - - - - - - - - - - - - - - - - - zhendong xia on 04 / 12 / 2001 03 : 58 : 25 pm to : vince . j . kaminski @ enron . com cc : subject : my resume hi , dr . kaminski : glad to get your reply . here is my resueme . if you wanna know more about me , please feel free to contact me . thanks . zhendong xia georgia institute of technology school of industrial and systems engineering email : dengie @ isye . gatech . edu dengie @ sina . com tel : ( h ) 404 - 8975103 ( o ) 404 - 8944318 - cv . doc | 0 |
Subject: powerisk 2000 - cocktail parties for your information thanks iona - - - - - - - - - - - - - - - - - - - - - - forwarded by iona maclean / lon / ect on 21 / 09 / 2000 15 : 00 - - - - - - - - - - - - - - - - - - - - - - - - - - - enron capital & trade resources corp . from : tunuja tulsiani 21 / 09 / 2000 14 : 50 to : cc : rosemary fitzgerald , simon turner subject : powerisk 2000 - cocktail parties important announcement two key social functions at powerisk 2000 * your personal invitation powerisk 2000 has teamed up with three key industries partners to bring two important networking functions at this year ' s powerisk 2000 . a full invitation has been sent to you in the post but please print out and bring the two attached invitations with you in case your postal copy does not reach you for any reason . the first cocktail party will be held on tuesday 3 rd october between 6 pm and 9 pm and will be hosted by virtual credit services and true quote . com . this welcome cocktail party is open to all delegates and speakers whether or not you are attending the e - commerce day on the tuesday . running until 9 pm , it should allow you time to attend even if you have a late evening flight . the second cocktail party will be held on wednesday 4 th october at the palais brongniart , the home of parisbourse who will be hosting the function . transport to and from this event will be provided for all delegates . there is no need to reply * we look forward to seeing you at both events . regards rosemary fitzgerald powerisk 2000 director | 0 |
Subject: summer rotation in rac vince , i had a lunch meeting with rudi and vladi from rac , and i also met with ted murphy . they are supposed to get back with me by friday to confirm the proposed summer rotation . so far i have a very positive impression of the group , and the projects that they are involved in . they also told me that rac and research people are often working on projects together , so i am sure that my ties with research are not going to go away with me rotating to rac . i will keep you posted on further developments . coordially , jason sokolov | 0 |
Subject: re : congratulations thank you very much for the note . i am very happy that you have been promoted to managing director . it was long over due . sincerely , jean vince j kaminski @ ect 01 / 11 / 00 10 : 03 am to : jean mrha / enron communications @ enron communications cc : subject : congratulations jean , congratulations . well deserved . vince | 0 |
Subject: thanks from charles dear vince : it was great talking to you on friday . thank you very much for the opportunity and your time . after having talked with you and other people in the group , i was very impressed by enron research group ' s deep insights , high professionalism , and the friendly attitude . i really wish that i could have the opportunity to join the group and contribute to the future success of the research group with my solid background in finance and econometrics . if you have any questions , please feel free to let me know . i look forward to hearing from you soon , thank you very much . sincerely , charles do you yahoo ! ? yahoo ! messenger - talk while you surf ! it ' s free . http : / / im . yahoo . com / | 0 |
Subject: re : mscf speaker series pierre - philippe , the time of the presentation , 11 : 30 is fine with me . i shall arrive thu evening and i shall get to the hotel by cab . thanks for your kind offer to meet me at the airport but i shall be arriving at late hour and don ' t want to inconvenience you . kevin kindall from enron will come with me . i shall also need a projector for my m / s power point presentation on " volatility in the us power markets " . i shall be very glad to meet with duane . vince " pierre - philippe ste - marie " on 10 / 30 / 2000 08 : 47 : 17 pm to : cc : subject : re : mscf speaker series dear mr . kaminski , the presentation is scheduled on friday the 3 rd at 11 . 30 so that new york students can attend . would you like me to get you at the airport ? if you want i can also organize a short meeting with professor seppi which is very interested in energy derivatives . my goal is to make your trip to pittsburgh as pleasant as possible . therefore if there is anything i can do to help ( i am sounding a little repetitive . . . i know ) let me know . sincerely , pierre - philippe ste - marie http : / / pstemarie . homestead . com | 0 |
Subject: wti simulation model 30 , 000 bbl / trade john , attached are updated results of zimin ' s model assuming each trade is on a total notional of 30 , 000 bbls . note that i have re - scaled the results to be in $ mm . - - stinson open - close prices continuous prices | 0 |
Subject: re : hello from vince kaminski at enron shmuel , sorry for not getting back to you earlier . if the 23 rd of october is still open , i can make the presentation on this day . vince " shmuel oren " on 08 / 30 / 2000 08 : 18 : 15 am to : cc : subject : re : hello from vince kaminski at enron originally you mentioned october 23 so i reserved that week which is still open . shmuel s . oren , professor dept . of industrial engineering and operations research 4117 etcheverry hall university of california berkeley , ca 94720 - 1777 e - mail : oren @ ieor . berkeley . edu phone : ( 510 ) 642 - 1836 or 5484 fax : ( 510 ) 642 - 1403 - - - - - original message - - - - - from : to : cc : ; ; sent : wednesday , august 30 , 2000 9 : 03 am subject : re : hello from vince kaminski at enron > > shmuel , > > let ' s see if we can either rearrange the seminar speakers > or change the date of our visit to the campus . ashley baxter , our > coordinator is very efficient and > got a faculty room for a presentation on monday morning on the 16 th . > > vince > > > > > > > " shmuel oren " on 08 / 29 / 2000 05 : 37 : 33 pm > > to : > cc : > subject : re : hello from vince kaminski at enron > > > dear vince . i spoke too soon . apparently the seminar slot on the 16 was > already filled . i will see if i can switch the speaker for that week to the > following week . in any case we are on for dinner on the 16 . > / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / > shmuel s . oren , professor > dept . of industrial engineering > and operations research > 4117 etcheverry hall > university of california > berkeley , ca 94720 - 1777 > e - mail : oren @ ieor . berkeley . edu > phone : ( 510 ) 642 - 1836 or 5484 > fax : ( 510 ) 642 - 1403 > / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / > > - - - - - original message - - - - - > from : > to : > cc : ; > sent : tuesday , august 29 , 2000 5 : 01 pm > subject : re : hello from vince kaminski at enron > > > > > > shmuel , > > > > the date of our trip to berkeley has been set . it will be october 16 th > and > > 17 th > > ( monday and tuesday ) . > > > > i shall be glad to make a presentation on energy derivatives markets > > ( development of the markets in the us and europe , valuation difficulties , > > enron ' s role > > in developing the forward markets for natural gas and electricity ) . > > > > please , let me know if this topic would be of interest to you . if this is > > the > > case , i shall follow with a title and an abstract . > > > > by the way , are you free for dinner on monday ? > > > > vince > > > > > > > > > > > > > > " shmuel oren " on 08 / 24 / 2000 08 : 59 : 38 am > > > > to : " vince j kaminski " > > cc : > > subject : re : hello from vince kaminski at enron > > > > > > great . our seminars are 3 : 30 to 5 pm . if it works for you please send me a > > title and abstract . > > / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / > > shmuel s . oren , professor > > dept . of industrial engineering > > and operations research > > 4117 etcheverry hall > > university of california > > berkeley , ca 94720 - 1777 > > e - mail : oren @ ieor . berkeley . edu > > phone : ( 510 ) 642 - 1836 or 5484 > > fax : ( 510 ) 642 - 1403 > > / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / > > > > - - - - - original message - - - - - > > from : " vince j kaminski " > > to : " shmuel oren " > > cc : " vince j kaminski " ; " ashley baxter " > > > > sent : thursday , august 24 , 2000 9 : 58 am > > subject : re : hello from vince kaminski at enron > > > > > > > > > > > > > shmuel , > > > > > > thanks for the message . i am working with our recruiter , ashley baxter , > > > to finalize the date of the trip . i shall shoot for october the 23 rd > > > if this date works for the rest of our team . > > > > > > vince > > > > > > > > > > > > > > > > > > > > > " shmuel oren " on 08 / 23 / 2000 11 : 46 : 19 am > > > > > > to : vince j kaminski / hou / ect @ ect > > > cc : > > > subject : re : hello from vince kaminski at enron > > > > > > > > > > > > dear vince . > > > i sent you a reply earlier this month but i haven ' t heard from you > about > > the > > > date of your visit . our department has a seminar every monday . if you > can > > > schedule your visit on a monday i would like to invite you to give a > > seminar > > > which will be attended by many of our graduate students and faculty and > > will > > > give you an opportunity to tell them about your program . with > sufficient > > > lead - time i can advertise the seminar in the hass school to their > > financial > > > engineering students . > > > shmuel . > > > / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / > > > shmuel s . oren , professor > > > dept . of industrial engineering > > > and operations research > > > 4117 etcheverry hall > > > university of california > > > berkeley , ca 94720 - 1777 > > > e - mail : oren @ ieor . berkeley . edu > > > phone : ( 510 ) 642 - 1836 or 5484 > > > fax : ( 510 ) 642 - 1403 > > > / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / > > > > > > - - - - - original message - - - - - > > > from : > > > to : ; ; > > > > > > sent : tuesday , august 08 , 2000 10 : 59 am > > > subject : hello from vince kaminski at enron > > > > > > > > > > shmuel , > > > > > > > > i hope you remember me . i visited you together with aram sogomonian , > a > > > > good friend of mine , a few years ago . i am currently responsible , > among > > > > other things , for recruiting graduates with finance and / or technical > > > > backgrounds at the university of berkeley . i would be glad to give > you > > a > > > > call and talk more about the details of our program . my colleague , > > > > ashleybaxter , from the analyst / associate program at enron would join > me > > > > as well . > > > > > > > > i am sending you a copy of the brochure about the analyst / associate > > > > program . > > > > > > > > vince kaminski > > > > > > > > > > > > vincent kaminski > > > > managing director - research > > > > enron corp . > > > > 1400 smith street > > > > room ebl 962 > > > > houston , tx 77002 - 7361 > > > > > > > > phone : ( 713 ) 853 3848 > > > > fax : ( 713 ) 646 2503 > > > > e - mail : vkamins @ enron . com > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > | 0 |
Subject: re : datren williams acceptance you are right , vince . . . . celeste and i did discuss it , and she approved his feb . start date . datren does know about that , so it sounds like it is cleared up . thanks so much , and we are sorry for the confusion ! carol vince j kaminski 10 / 12 / 2000 03 : 58 pm to : stinson gibner / hou / ect @ ect cc : carol coats / hou / ect @ ect subject : re : datren williams acceptance stinson , i think it ' s a mistake . it should be february . vince stinson gibner 10 / 10 / 2000 08 : 11 pm to : vince j kaminski / hou / ect @ ect cc : subject : datren williams acceptance fyi - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 10 / 10 / 2000 08 : 10 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - carol coats 09 / 29 / 2000 02 : 36 pm to : celeste roberts / hou / ect @ ect cc : stinson gibner / hou / ect @ ect subject : datren williams acceptance celeste , i just received datren williams ' acceptance with the following note attached : " my graduation date ( ph . d . candidate from lsu ) is dec . 2000 . celeste roberts has informed me that i would have the option of starting work feb . 2001 . i am under the impression that i will start in feb . 2001 . my offer letter has a start date of aug . 2001 . if this is a problem , please give me a call . looking forward to working at enron . thanks a million , datren w . " please let me know if he may in fact start in feb . 2001 , and if so , do you have a specific date for him , or may he choose ? thanks , celeste , carol | 0 |
Subject: re : looking for " fat tails " in time - series for ngi - socal vince , i quite agree , we have to separate out price and position , and that is what we have done with the historical simulations / evt ideas . we have taken today ' s delta - gamma , hold that frozen , and gone back historically and looked at price changes and see what happens to portfolio changes . garman and company have looked at gross historical portfolio changes , which i agree is not the best approach , due to the artificiality imposed by largest net open positions ( nop ) , such as we have seen recently . regards naveen vince j kaminski @ ect 11 / 13 / 2000 10 : 31 am to : tanya tamarchenko / hou / ect @ ect cc : naveen andrews / corp / enron @ enron , vince j kaminski / hou / ect @ ect , vladimir gorny / hou / ect @ ect subject : re : looking for " fat tails " in time - series for ngi - socal tanya , naveen , just a thought . changes in the portfolio values may combine both the changes of prices and positions . this happens if one tracks changes in the value of our historical gas portfolio . a big jump in the volumetric position from day to day , combined with a moderate price movement may produce an observation that looks artificially big . if the volumetric position was frozen , it ' s just a scaling factor and there should be no discrepancy between your numbers . of course , the correct approach is to separate the price process from the position changes . vince tanya tamarchenko 11 / 13 / 2000 08 : 38 am to : naveen andrews / corp / enron @ enron cc : vince j kaminski / hou / ect @ ect , vladimir gorny / hou / ect @ ect subject : re : looking for " fat tails " in time - series for ngi - socal naveen , i am trying to answer the question : what is the appropriate stochastic process to model the behavior of commodities ' prices in our var model . so what i do care about is the behavior of log - returns . any help is appreciated . tanya . naveen andrews @ enron 11 / 10 / 2000 04 : 35 pm to : tanya tamarchenko / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect , vladimir gorny / hou / ect @ ect subject : re : looking for " fat tails " in time - series for ngi - socal tanya , we care about portfolio value changes , not log - returns of a single contract , which has extremes in the behavior and can be fit to a fat - tailed distribution . a 1 . 20 basis move , with 500 bcf position , is an extreme event , anyway you slice it . in the literature , as elsewhere , i agree for a single contract log - returns , they don ' t divide by vols . regards naveen tanya tamarchenko @ ect 11 / 10 / 2000 04 : 17 pm to : naveen andrews / corp / enron @ enron cc : vince j kaminski / hou / ect @ ect , vladimir gorny / hou / ect @ ect subject : re : looking for " fat tails " in time - series for ngi - socal naveen , i got ngi - socal prices for prompt , prompt + 1 , . . . , prompt + 59 contracts . for each contract i calculated moving average based on 21 log - returns as well as moving volatility . then i calculated normalized log - returns : [ return ( t ) - ave ( t ) ] / vol ( t ) and compared the results to normal distribution . i could not find fat tails ! volatility changes a lot from day to day , so when people look at log - returns ( not normalized ) it seems that there fat tails ( big spikes , large returns more frequent than normal ) , which comes from the fact that volatility is not constant ( at all ) . see the spreadsheet is under o : \ _ dropbox \ tanya tanya | 0 |
Subject: research meeting all john sherriff has suggested we all get together in the near future to discuss the demands being placed on the research group . i will be making a request for additional resources , and the aim of the meeting is to determine the most appropriate size for the team . assistants : can we aim for week commencing 6 th november ? vince : would you like to teleconference in ? many thanks steve | 0 |
Subject: meeting with dale nesbitt - altos management partners the meeting with dale nesbitt has now been scheduled for 2 : 00 pm tuesday , november 7 , in eb 49 c 2 video conference room . your attendance is welcomed . jng | 0 |
Subject: re : interviews vince , no problem , i know hr can slow the process down . marshall brown vice president robert walters associates phone # : 212 - 704 - 0596 fax # : 212 - 704 - 4312 marshall . brown @ robertwalters . com www . robertwalters . com > - - - - - original message - - - - - > from : vince . j . kaminski @ enron . com [ smtp : vince . j . kaminski @ enron . com ] > sent : friday , april 06 , 2001 5 : 50 pm > to : marshall . brown @ robertwalters . com > cc : vince . j . kaminski @ enron . com > subject : re : interviews > > > marshall , > > sorry for a delay in responding to you . > my hr people were asked to get in touch with you re > the candidates . > > vince > > > > > > marshall brown on 03 / 27 / 2001 02 : 36 : 12 > pm > > to : " ' vince kaminski ' " > cc : > subject : interviews > > > vince , > i had two candidates speak with zamin lu on 3 / 14 / 01 and 3 / 16 / 01 . > ( renshi zhang and bill koures respectively ) . i know you were in london > last > week . if you could please give me some feedback ( either positive or > negative ) as soon as possible , i would appreciate it . > regards , > > marshall brown > vice president > robert walters associates > phone : 212 - 704 - 0596 > fax : 212 - 704 - 4312 > marshall . brown @ robertwalters . com > > > > * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * > caution : electronic mail sent through the internet is not secure and could > be intercepted by a third party . > > this email and any files transmitted with it are confidential and > intended solely for the use of the individual or entity to whom they > are addressed . if you have received this email in error please notify > the system manager . > > this footnote also confirms that this email message has been swept by > mimesweeper for the presence of computer viruses . > > * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * > > > | 0 |
Subject: eprm understanding and applying fin math - houston please register me as vince kaminski ' s free guest at the houston session of the above conference on 31 / 8 and 1 / 9 . many thanks , steve leppard enron europe research group | 0 |
Subject: backwardation hedge strategy i have completed an evaluation of a " backwardation " hedge strategy requested by wendy king . the stratregy is intended to hedge oil inventories and is based of trading nymex futures and options . wendy has suggested she wants to review this with jeff shankman . i would like to review my conclusions with you before i send it to wendy and will ask shirley to set up a meeting . a writeup is attached . bob | 0 |
Subject: re : interview request kevin , yes , i am available . please send a resume to shirley crenshaw . shirley will call you to set up the time . vince from : kevin mcgowan @ enron 07 / 10 / 2000 09 : 28 am to : vince j kaminski / hou / ect @ ect , george hopley / hou / ect @ ect cc : subject : interview request i am trying to schedule an interview with a gentleman who is currently a professor at rice . we are interested in possibly hiring him in a research capacity in the coal and emissions group . would you have time to interview him tom ' w ? let me know if you can . thank you kevin mcgowan x - 3 - 7499 | 0 |
Subject: just fyi vince , please see below some of the ideas being bounced , fyi . please keep this confidential . the unused capacity in maharashtra should be dispatched on a merchant basis , on behalf of mseb to any customers outside mseb ' s current purview . i would like us to look at the whole issue as one of mseb ' s poor credit , and hence ( as jeff pointed out on the call ) , one where we need to identify all deep pockets in and out of maharashtra . secondly , there is ( as shubh and i had pointed out ) the ability to evacuate about 700 - 1000 mw to customers other than mseb . the challege is - at what price , and in coordination with which agencies . as always , in india your greatest challenge will be in dealing with govt . agencies . another point to consider is that in - all we have about 5 - 7 customers identified . will all the customers we have earmarked bite ? ? ? this is the reason why systems need to be set up with a bulletin board on pricing 10 - 15 day power on the screens of the different sebs we can connect up with . this also substantially gets around the credit quality issue , as this would be an arrangement akin to cash - and - carry . i see a lot of hope for such a strategy . i do not see much hope for a strategy of selling blocks of power to either ntpc or ptc . i would agree however , that we not put all our eggs in one basket , and hence you could designate a team to look into the ntpc sale issue inparallel . in order to set up the trading sytems , however , we need to start by the end of ql 2001 , and just start doing small deals where we break even , simply to test the waters and introduce liquidity into the market . hand - in - hand with this we need a fuel risk management strategy , as i have been pushing for . for this to happen , we need to get the special import licence reinstated . if that is not possible , we need to lobby with the highest authorities within govt . and rbi to allow for hedging , irrespective of whether we have an sil . the discussions being held with ioc are therefore very important in this regard , and i am going to get anshuman and mukesh involved with the same . finally , i do not see much hope for your strategy of asking ene management for $ 75 million to build transmission lines in a country where the regulatory framework on transmission access is even less defined and understood than the generation side of the equation . i would refrain from stating this in any senior management forum until we are able to clearly demonstrate the cost - benefit of this . i have some ideas on that side which i need to develop further . regards , sandeep . | 0 |
Subject: many dear vince , 1 . i apologize for not having got back to karla earlier but dauphine is not properly equipped yet . 2 . the conference with samuelson , merton , heath , ross , mckean etc was spectacular . 512 academics and practitioners came to college de france and were very grateful . 3 . i was so worn out afterwards that i did not make it to houston . i just went to visit alex after a week conference on quantitative risk management where i was speaking at carnegie mellon 4 . another former phd student of mine has been testing and improving the software . he is great and modest ; giving the papers i referee and the conferences i go to , i do believe that we are still ahead ( or way ahead ) today . we also beautifully simplified the valuation of the hourly swings . obviously , in case of a problem , my reputation and your esteem would be more valuable than 30 % of 90 , 000 usd ( to be shared . . . ) 5 . i declined risk in houston and newyork and am not sure i will have the pleasure to see you in london . in all cases , we should coordinate for paris soon helyette | 0 |
Subject: re : analyst candidate mitra mujica thank you so much for reserving an analyst for our group . tomorrow is my last day in houston until i return from london in 2 months . i won ' t forget something for your baby . i ' ve asked gwyn koepke and vince kaminski to interview mitra mujica in my absence . vince likes to interview all candidates prior to being employed in the research department . i can interview over the telephone . could you please send us mitra ' s resume . regards , maureen enron north america corp . from : andrea richards @ enron 02 / 16 / 2001 04 : 42 pm to : maureen raymond / hou / ect @ ect , gwyn koepke / na / enron @ enron cc : jana giovannini / hou / ect @ ect , shelly butler / hou / ect @ ect , althea gordon / na / enron @ enron , teresa bosien / hr / corp / enron @ enron subject : analyst candidate mitra mujica maureen , mitra mujica , an analyst candidate from super thursday 2 / 15 , has been reserved for your group . please note that this placement is contingent upon the candidate accepting the analyst program ' s offer . mitra will have two weeks to respond and we will contact you once her response is received . please contact me if you have any questions . thank you , andrea richards career development associate & analyst program x 3 - 6499 | 0 |
Subject: it ' s time for prc it ' s time once again to administer the research group ' s prc ! ! attached you will find a list of your ee ' s . pls take a moment to pre - rank your employees using the consolidated feedback from their mid - year performance reviews . on the spreadsheet below , there is a category titled " ranking " , please place your recommended ranking in this column and e - mail it back to me by noon this friday . vince will be meeting with you all on friday to discuss these pre - rankings . on wednesday , 7 / 5 at 9 a , pls join vince and i in room ebl 938 to formalize your employee rankings . the ranking categories are as follows : superior excellent strong satisfactory needs improvement issues additionally , i know that there have been many changes in staff and reportships over the last 6 months . if you see that you are missing someone or someone is reporting to the wrong person , just let me know and i ' ll get it corrected asap . call me with any questions or concerns ! | 0 |
Subject: dinner with vince kaminski good morning mr . saksena : reservations have been made for 6 : 00 pm , the evening of thursday , march 9 at latour d ' argent restaurant . the restaurant is located at 2011 ella blvd at t . c . jester blvd . men are required to wear a coat . directions to restaurant : coming from downtown houston : take i - 45 north to 610 west . take 610 west to ella blvd exit . go south ( back under the freeway ) on ella blvd to 2011 ella at t . c . jester . vince will meet you at the restaurant . if you have any questions , please call me . thanks . shirley crenshaw 713 - 853 - 5290 | 0 |
Subject: re : tradespark vince , thanks for the tradespark article . i very much appreciate being able to participate in the applied learning projects . it has been very stimulating for me . i ' ve really enjoyed all the projects i ' ve worked on with the research group , and ever since my interview i have had plenty of second thoughts about going back to graduate school . i ' m sure mit will be a good and unique experience , but i wonder if it can help me find a job and a community i enjoy as much as i already have here . if possible , i would like to talk with you and / or stinson about the possibility of my staying on the research team , or coming back after the fall . thanks for your time . ken | 0 |
Subject: book vince , ? i have made contact with fiona grant , director public relations and communications enron europe limited , and she mentioned that there are some changes to your bios , which are located both on the cover and in the preliminary section in " about the authors " . ? we would appreciate it if you could help in ? collecting or passing along these edits ? since these ? are ? the only items delaying the printing of the book . ? thanks vince . ? regards , julie ? ? | 0 |
Subject: rice / enron seminar series fyi ! shirley - - - - - - - - - - - - - - - - - - - - - - forwarded by shirley crenshaw / hou / ect on 09 / 15 / 2000 02 : 43 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - barbara ostdiek on 09 / 15 / 2000 02 : 39 : 53 pm to : ostdiek @ rice . edu cc : subject : rice / enron seminar series jones graduate school research seminar series in finance sponsored by enron corp . jeff pontiff university of washington will give a seminar at the jones school on friday , september 22 , ? & market valuation of tax - timing options : evidence from capital gains distributions . 8 the seminar will begin at 3 : 30 in room 115 . a word file with the paper is available through the seminar website http : / / www . ruf . rice . edu / ~ jgsfss / . there have also been several updates to the schedule in the last week or ten days . | 0 |
Subject: re : fw : enron credit model docs for the comparative model study - to be sent to professor duffie @ stanford iris , we can mention to ben that the papers will be edited and combined into a coherent review . vince from : iris mack / enron @ enronxgate on 04 / 23 / 2001 01 : 49 pm to : vasant shanbhogue / enron @ enronxgate , vince j kaminski / hou / ect @ ect , amitava dhar / corp / enron @ enron cc : subject : fw : enron credit model docs for the comparative model study - to be sent to professor duffie @ stanford hi , attached is a bit of feedback from ben regarding the papers listed below . can you help me out here ? thanks , iris - - - - - original message - - - - - from : parsons , ben sent : monday , april 23 , 2001 3 : 05 am to : mack , iris subject : re : enron credit model docs for the comparative model study - to be sent to professor duffie @ stanford hi iris i would not include paper 8 , as paper 7 supersedes it . also how much rewriting of these papers do you envisage ? some of them are not up - to - date , or were written poorly and under time - pressure , so what do you envisage eventually sending to duffie ? thanks ben from : iris mack / enron @ enronxgate on 21 / 04 / 2001 22 : 30 cdt to : ben parsons / lon / ect @ ect cc : vasant 6525 - 68 daao @ ex @ enronxgate , vince j kaminski / hou / ect @ ect , scott salmon / eu / enron @ enron , bryan seyfried / lon / ect @ ect , nigel price / lon / ect @ ect , tomas valnek / lon / ect @ ect , george albanis / lon / ect @ ect , markus fiala / lon / ect @ ect , craig chaney / enron @ enronxgate , kim detiveaux / enron @ enronxgate , amitava dhar / corp / enron @ enron , tanya tamarchenko / hou / ect @ ect , mike mumford / lon / ect @ ect subject : re : enron credit model docs for the comparative model study - to be sent to professor duffie @ stanford hi ben , i think i have read all the papers that are to be used in the comparative model study to be sent to professor duffie at stanford . these documents are all listed below . please let me know if i have omitted any ( however , don ' t get the impression that i am begging for more papers to read ) . now i will try to transform my notes into a draft for professor duffie . thanks , iris list of papers for comparative model study 1 . actively managing corporate credit risk : new methodologies and instruments for non - financial firms by r . buy , v . kaminski , k . pinnamaneni & v . shanbhogue chapter in a risk book entitled credit derivatives : application for risk management , investment and portfolio optimisation 2 . neural network placement model by george albanis , enroncredit ( 12 / 22 / 00 ) 3 . pricing parent companies and their subsidiaries : model description and data requirements by ben parsons and tomas valnek , research group 4 . a survey of contingent - claims approaches to risky debt valuation by j . bohn www . kmv . com / products / privatefirm . html 5 . the kmv edf credit measure and probabilities of default by m . sellers , o . vasicek & a . levinson www . kmv . com / products / privatefirm . html 6 . riskcalc for private companies : moody ' s default model moody ' s investor service : global credit research 7 . discussion document : asset swap model by ben parsons , research group ( 4 / 20 / 01 ) 8 . asset swap calculator : detailed functional implementation specification ( version 1 . 0 ) by ben parsons , research group 9 . discussion document : live libor bootstrapping model by ben parsons , research group ( 4 / 20 / 01 ) 10 . the modelling behind the fair market curves : including country and industry offsets by nigel m . price , enron credit trading group 11 . pricing portfolios of default swaps : synthetic cbos - moody ' s versus the full monte ( carlo ) by nigel m . price , enron credit trading group 12 . placement model vl . 0 : discussion document by ben parsons , research group , 2000 13 . credit pricing methodology - enroncredit . com by ben parsons , research group 14 . correlation : critical measure for calculating profit and loss on synthetic credit portfolios by katherine siig , enron credit group 15 . discussion document : var model for enron credit by ben parsons , research group , ( 1 / 3 / 01 ) 16 . methodology to implement approximate var model for the credit trading portfolio by kirstee hewitt , research group | 0 |
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