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Enron Mail |
I just went through a restructuring of my portfolio with Morgan Stanley. I
think I am fine for now. Thank you. "Swearingen, David" <dswearinge@dlj.com< on 05/16/2001 12:35:35 PM To: "'Stanley Horton'" <stanley.horton@enron.com< cc: Subject: Mr. Horton, We appreciate your time a few weeks ago and sincerely hope we were able to clearly convey our disciplined investment approach to you during our meeting. We also hope we were able to help you to re-define the term "risk". Using our disciplined approach, we have been able to provide our clients with consistent returns and avoid negative returns over the course of the past 10 years. We credit the success to developing and implementing a very focused and structured investment plan. At this point, we would like to have your permission to put together a proposal for a portfolio which would be constructed upon the same philosophy and guidelines utilized by Yale University's multi-billion dollar endowment fund. The purpose of the proposal would be to show you how we build our client portfolios in an attempt to minimize ( if not eliminate ) negative annual returns while providing above market returns. We know you would find the proposal interesting and would give you better insight into how high net worth individuals, endowments and wealthy family groups construct their investment portfolios. We look forward to hearing back from you. Have a great day. Sincerely, William L Swearingen II / Vice President David J. Swearingen Credit First Credit First Suisse Boston Suisse Boston
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