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Gary, Peter,
This is a copy of my London presentation. I expect to make some minor changes to this presentation for March 13. Vince Vince Kaminski "Jackson, Gary L." <gljackson2@tva.gov< on 02/27/2000 03:07:13 PM To: Vince J Kaminski/HOU/ECT@ECT, "'Peter Tufano'" <ptufano@hbs.edu< cc: "DeMars, Suzanne" <sdemars@tva.gov< Subject: RE: March Real Options Conference <<REAL OPTIONS VALUATION IN THE NEW ECONOMY<< This is a draft of what I was thinking of presenting. I was not planning to go over any specific options or OPAs (these are covered by confidentiality clauses and I have to be careful from a competitive standpoint) but to give the audience a few of the "real world" applications and challenges. I welcome any thoughts or comments. Gary < ---------- < From: Peter Tufano[SMTP:ptufano@hbs.edu] < Sent: Friday, February 18, 2000 4:56 PM < To: vkamins@ect.enron.com; gljackson2@tva.gov < Subject: RE: March Real Options Conference < < Dear Vince and Gary, < < We are all speaking at the March Real Options Session in NY. My work in < real options in the energy field has come, to a large part, from my < casewriting in your two organizations, so I feel that we should probably < allocate more time toward your presentations and less to mine. While we < have a two hour block among the three of us, I think we can freely < re-arrange things to produce the best result. Would you two like to < schedule a brief conference call to coordinate our talks? I am free < virtually all of next Wednesday 2/23, perhaps we could talk at 10 am (EST) < or 2 pm (EST)? I am happy to arrange the call, if you send me your phone < numbers. Thanks. < < Peter Tufano < < < --------------------------- < Prof. Peter Tufano < Harvard Business School < Morgan Hall 377 < Soldiers Field < Boston, Massachusetts 02163 < phone: (617) 495-6855 < fax: (617) 496-6592 < email: ptufano@hbs.edu < http://www.people.hbs.edu/ptufano < - REAL OPTIONS VALUATION IN THE NEW ECONOMY.ppt
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