From: i ZZ Subject: Fwd: Equity ideas Date: Thu, 19 Jun 2014 18:42:17 +0000 Attachments: Healthcare.zip; Defense.zip; Cable.zip; European Banks 06102014.pdf; M468_- _SG_18M_SPX_Market_Plus_062014.pdf; Travel.zip; Energy.zip; M481_- _CS_24M_SX7E_Market_Plus_062014.pdf Sent from my iPhone Begin forwarded message: From: "Barrett, Paul S" Date: June 19, 2014, 1:37:10 PM CDT Subject: Equity ideas Please print out for JE. Thx As a proposal for $50,000,000 equity investment, please find our top seven themes below with the recommended allocation. Would only average in over a 4 week period to take advantage of any summer volatility. SPX Market Plus Note (20%) Tenor: 18 month Issuer: SocGen Contingent Barrier: 19.90% Coupon: 0% Max Return: Uncapped Healthcare (20%) Name Ticker Rating JPMS Target PMERCKECOINC SSS MRK [OW | ($64.00 | ROCHE ROG ow $280.00 HUMANA HUM ow $150.00 BRISTOL-MYERS SQUIBB CO BMY ow $60.00 Energy (20%) CONTINENTAL RESOURCES INC/OK CLR ow $154.00 EFTA00367630

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CABOT OIL & GAS CORP COG ow $45.00 HALLIBURTON CO ow $78.00 SCHLUMBERGER LTD si8 $125.00 LYONDELLBASELL INDU-CL A $109.00 WESTLAKE CHEMICAL CORP $80.00 U.S. Defense Contractors eo Rating JPMS Target a aS WARINCOR MARTIN CORP a $144.00 BOEING CO/THE $167.00 NORTHROP GRUMMAN CORP $108.00 RAYTHEON COMPANY a $88.00 GENERAL ELECTRIC GE $27.00 Cable Consolidation (10%) [Name =«* Ticker‘ Rating | IPMS Target VERIZON COMMUNICATIONS INC ow $55.00 DIRECTV DTV N $87.00 DISH NETWORK CORP-A | DISH | OW $72.00 T-MOBILE US INC TMUS ow $36.00 Travel Consolidation (10%) [Name «id Ticker | Rating | PMS Target HERTZ GLOBAL HOLDINGS INC ow EFTA00367631