|
|
Enron Mail |
Greg,
the e-mails below outline my ideas for an improved commercial effort in the South American region, including the offer to discuss (as objectively as possible) a critical review of our managerial, execution and employee strengths and weaknesses in the region. I am trying to schedule meetings in Houston during the week of Nov 20 in order to finalize in the recent transition and restructuring a position remaining with Enron - but including a priority to remain in Brazil, given it's enormous and, at least for Enron, as yet largely unrealized potential. I've isolated business units in Bundled Products and Networks, separately from core Origination and Trading, in the Org Chart graphics below and propose that my capabilities and interest might be best leveraged with clear deliverables and responsibility for these units. You and I didn't have the chance to discuss commercial opportunities in the region more completely, but the Bundled Products and Networks units might better be combined, given that there are several transactions that would easily include bundling potential Enron Networks "products" (e-platforms, EOL (commitment of physical product in exchange for EOL marketing, etc.,..) into a transaction. Appreciate any, all inputs and look forward to further discussion. ---------------------- Forwarded by D'Arcy Carroll/SA/Enron on 11/14/2000 02:26 PM --------------------------- D'Arcy Carroll 11/14/2000 02:24 PM To: David W Delainey@ECT, John J Lavorato/Corp/Enron@Enron cc: Subject: Brazil Commercial David/John - Does it work to try to schedule a meeting in Houston with you both during the week of Nov 20? As a reminder, I am in a somewhat pressing situation in trying to determine whether there is an opportunity to stay in Brazil focussed on commercial opportunities, or relocating within Enron - for personal reasons accomodating my wife's professional work, relocating only either back to NYC or to London. I have had a first round of meetings with Enron UK and Enron Houston and identified some areas of potential, but my priority would be to stay in Brazil, albeit given an improved structure, report, deliverables and authority to execute to Enron's potential in the region. ---------------------- Forwarded by D'Arcy Carroll/SA/Enron on 11/14/2000 01:46 PM --------------------------- D'Arcy Carroll 11/09/2000 06:20 PM To: David W Delainey@ECT, John J Lavorato/Corp/Enron@Enron cc: Kay Chapman@ECT Subject: Brazil Commercial - ** Update Version, delete previous ** David/John - understand the trip will be delayed. Proposal Outline has two texts - I. Commercial Strategy and II. Historical Perspective. The Org Charts will need some discussion - particularly in regard to the strengths and weakness of employed personnel and urgent need for an improved structure. Over the FH 2000 and within the new structure with Brett and Joao Carlos Albuquerque in place, the Wholesale group and Trading desk seems to have made some important strides forward in terms of recruiting some good individuals and, in trading terms, finally executing some fundamental market supply, demand and transmission analysis. To get into the game quickly and aggressively, though, I think the commercial group needs to hire some senior, local trading expertise. I apoligize, but was unable to get in contact with either of these two guys to set up a possible meeting this week. However, they have the local knowledge, trading competencies and management experience which I consider needed to catalyze the regional effort: Axel Hinsch - Argentine and Cargill employee with several years and broad commodity and financial trading, business development and management experience, including senior trader for the Bear Stearns Emerging Markets equity desks in the late 1980s/early 1990s. Straight up, no ego Argentine Country Manager. Mark Hoffman - Swiss/Brazilian and Glencore employee with several years energy, energy distribution and sugar sector experience; applied commodity and financial arbitrage experience in the Brazilian market. Lot less straight forward, but applied knowledge and expertise. Senior Originator/Trader. Please forward any input about your interest in scheduling a meeting either open here or in Houston during the week of Nov 20. For some perspective on my experience at Enron, let me explaing that I have been working in Enron Networks in the region from Q2 '00 and therefore much less formally invovled with the trading (Brazil spot market) and Wholesale pricing, tarrif issues etc.,.. than at the end of FY1999 when I was directly involved in developing our effort to get in the game in understanding the spot price formula calculations and exploring arbitrage opportunities in the wholesale market. I've attached my resume for some perspective on my background and capability to critically review the commercial (trading and marketing) and managerial issues involving the past and future opportunities.
|