text
stringlengths 22
2.01M
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Mike,
We shall call you to schedule a meeting to review the product.
Vince
Denton Mike <[email protected]> on 10/24/2000 10:14:04 AM
To: [email protected]
cc:
Subject: PoweRisk 2000 followup in re WeatherDelta
Mr. Kaminski,
?
Nick Perry and I were recently discussing the conference in Paris, and we
gathered that you had some interest in exploring possible uses of our new
WeatherDelta tool-kit.? It is the only application that we know of, that
can?model temperature, loads, and power prices in several locations
simultaneously: thus allowing the user to measure the value an risk in a
variety of financial instruments, physical obligations and assets.? I have
attached the product overview sheet, and would be happy to discuss its
capabilities with you at your convenience.??
?
Nick and I send our regards,
?
Vice President
NA Strategic Consulting
CAMINUS
747 Third Avenue, 18th Floor
New York, New York 10017
(212) 515-3667
?
?
- weatherdelta.pdf
|
Kevin,
Thanks for your concern.
Vince
Kevin G Moore
01/29/2000 02:35 PM
To: Mike A Roberts/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, William
Smith/Corp/Enron@ENRON
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: Saturday
On Saturday I came to work and did some things that I needed to do.
Also, there were some things left undone that I felt I should do.
Mainly the conference room - We will schedule all birthday's and meetings in
the large conference room therefore , I made the room look more spacious.
Also on Monday - we need to check with the painters too see if they are going
to repair our walls.
We also need to get the additional pictures from the cage and get
them placed on the wall whereby the move can be completed.
If either of you have any questions or know of more things to do please
let's get together and discuss.
Thanks
Kevin Moore
|
Shijie,
A note: in both cases makes a reservation explicitly at a DOWNTOWN hotel.
There are hotels with the same names elsewhere in Houston.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/30/2000
02:44 PM ---------------------------
Shirley Crenshaw
06/30/2000 02:25 PM
To: Shijie Deng <[email protected]> @ ENRON
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: Re: Visit to Houston and Vince Kaminski's Research Group
Shijie:
I spoke with Vince and he said Friday the 28th of July would be fine for
your visit to Enron.
Please let me know your itinerary when you have it confirmed. There
are two hotels downtown Houston, The Doubletree and the Hyatt Regency
that are very close to the Enron Bldg.
If you need help with anything, please let me know.
Look forward to having you at Enron.
Regards,
Shirley Crenshaw
Shijie Deng <[email protected]> on 06/30/2000 10:15:43 AM
To: Shirley Crenshaw <[email protected]>
cc:
Subject: Re: Visit to Houston and Vince Kaminski's Research Group
Shirley,
Thank you for your message. I'm fine with 7/28 (Friday). I could fly in
to Houston early evening on 7/27. Please let me know after you confirm
the date with Vince. Thanks!
Shijie
Shi-Jie Deng
Assistant Professor
School of ISyE
Georgia Institute of Technology
Office Phone: (404) 894-6519
E-mail: [email protected]
Home page: http://www.isye.gatech.edu/~deng
On Fri, 30 Jun 2000, Shirley Crenshaw wrote:
>
>
> Good morning Professor Deng:
>
> I am Vince Kaminski's assistant and he has asked me to coordinate your
> visit to Enron. The last week in July would be best for Vince and his
group.
> especially the 24th, 26th, 27th, or 28th. Tuesday, the 25th is already
filling
> up. Please let me know which day would work for you.
>
> Best regards,
>
> Shirley Crenshaw
> Administrative Coordinator
> Enron Corp. Research Group
> 713/853-5290
> email: Shirley.Crenshaw.com
>
>
>
>
>
>
>
|
Anita,
OK.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 07/31/2000
02:55 PM ---------------------------
Zimin Lu
07/31/2000 02:41 PM
To: Shirley Crenshaw/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT, Anita DuPont/NA/Enron@ENRON
Subject: Re: Interview with Rabi S. De on Friday, August 11, 2000
Please also include Tanya, since she may be interested to have him.
Zimin
Shirley Crenshaw
07/31/2000 11:16 AM
To: Anita DuPont/NA/Enron@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT
Subject: Re: Interview with Rabi S. De on Friday, August 11, 2000
Anita:
I believe that Zimin was the one that asked me to bring him in. Maybe you
can check with him as to whether there is anyone else he wants you to
include.
Thanks!
Anita DuPont@ENRON
07/31/2000 10:26 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Shirley Crenshaw/HOU/ECT@ECT
Subject: Interview with Rabi S. De on Friday, August 11, 2000
Vince:
Shawn Grady from HR Staffing called me and asked me to schedule interviews
with the people in Research. He also mentioned that I should email you to
find out if you want anyone from any other department to interview Rabi. I
am currently scheduling interviews with you, Krishna, Grant, Stinson, Zimin
and Vasant. Is their anyone else in Research that you want to interview
him? Please get back to me and I will set up the appts. Thanks. Anita
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/12/2001
04:47 PM ---------------------------
Enron North America Corp.
From: Molly Magee 01/11/2001 05:24 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Norma Villarreal/HOU/ECT@ECT
Subject: Sr. Director Position
Vince: As you requested, I have obtained some information from Norma
relating to the salary parameters of the Sr. Director position. The minimum
salary is $83,800, and the maximum is $168,000 (huge range, isn't it?).
However, Norma did ask me to bring a couple of things to your attention: the
lowest salary of a VP in your group is currently $140,000, and the average
director's salary in your group is $120,000. Those numbers narrow the
range considerably. Of course, there is no equity issue since there is no
other senior director in your group.
Hope this information helps,
Molly
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/06/2000
03:50 PM ---------------------------
"Network World" <[email protected]> on 06/06/2000 03:26:28 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: Our Apologies ...
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|
Pam,
The term papers arrived at my Internet mailbox.
I shall be sending you the information as I make progress reading the papers.
First group of students:
Helen Demianenko
Javier Lamas
Lynn Nazareth
Shauywn Smith
Carlos Wheelock
Sarah Woody
Grade: A
Please, confirm receipt of this message and please double check
that all registered students have been graded (to make sure no student falls
through
the cracks).
Vince
|
Jeff,
We shall continue talking to Howard when he comes back from NYC.
I shall set up an interview with him.
Vince
"$$$$$$$$$$$$$$$$$$$$$$$$$$$" <[email protected]> on 02/05/2001 12:49:20 PM
Please respond to "$$$$$$$$$$$$$$$$$$$$$$$$$$$" <[email protected]>
To: [email protected]
cc:
Subject: Vince...feedback from Howard on debrief
Hi Vince, this is exactly what I recieved back from my man in the UK...pls
review. Any comments or instructions?
Thank you,
Jeff Wesley 949 813 2241 Direct
********************************************************
spoke to Howard, he is intereste in speaking to someone higher up the
foodchain at Enron. He got the impression that those people he met would
report into him. He really needs to speak to someone higher up and discuss
the roles strategic potential.
He is interested mainly in structuring which this role is not. But he
recognised where it might lead and this would potetially be interesting to
him but needs to speak to someone who is involved in the strategic direction
of enrons credit.com.
Vuthy is aware that Enron have intimated they want to see him again. Howard
has told me there is a lot happening for him both here and in the US. Vuthy
will arrange to get Howard interviewed here in London early next week.
Tks and rgds
Alec
* Get free, secure online email at http://www.ziplip.com/ *
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/22/2000
04:35 PM ---------------------------
Nelson Neale@ENRON
12/22/2000 03:15 PM
To: Vasant Shanbhogue/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Contact info
I will be out next week. If there are any problems with or questions
concerning the grains report, please let me know. I can be reached on my
cell phone at 713-303-5973 and will periodically check voice mail. Have a
good holiday!
Nelson
|
Sandeep Kohli@ENRON_DEVELOPMENT
04/03/2001 04:18 PM
To: Vince J Kaminski@ECT
cc:
Subject: Invitation
Vince,
I have been meaning to invite you to my home for dinner for some time now,
but you havew been so busy lately that I have not made a formal invite.
Please tell me what would be a convenient day, and we can plan for it. I'd
love for you to meet my wife, as well as see our daughter.
Regards,
Sandeep.
|
Nick,
Dinner on Sunday would work for me. I shall stay
in the Bay area till Monday morning.
Vince
Nick Bambos <[email protected]> on 09/28/2000 08:33:38 PM
To: [email protected]
cc:
Subject: Re: Enron/Stanford Program
Hi Vince,
I am on the technical program committee of the Infocom 2001 conference,
and we are meeting in New York City on Saturday, October 14th, to select
papers for the conference program. I'm leaving Stanford on Friday and
getting back on Sunday.
It might be a possibility to have dinner together on Sunday, if that would
work for you. In that case I would have to reschedule my flight to land
in SFO earlier than I'm currently scheduled to land.
Would dinner on Sunday work for you? Any chance we can meet Monday for
lunch?
I look forward to seeing you.
Best Regards,
Nick
[email protected] wrote:
>
> Nick,
>
> I shall be in Stanford Oct 14 - 15, visiting my family.
> I would be glad to meet you (and possibly Giuseppe - your call) for lunch.
> Please, let mer know if you are free on one of these days. Saturday would
> work better for me.
>
> Vince
>
> Nick Bambos <[email protected]> on 09/21/2000 02:09:46 PM
>
> To: [email protected]
> cc: [email protected]
> Subject: Re: Enron/Stanford Program
>
> Stinson,
>
> Great! I'm looking forward to a very productive collaboration.
> I'll immediately start doing Giuseppe's papers, for him to work
> on the Enron/Stanford program.
>
> Many Thanks to you and Vince, and I hope to see you soon at Stanford
> or Enron. If I remember correctly, Vince is visiting Stanford in
> October.
>
> Best Regards,
>
> Nick
>
> [email protected] wrote:
> >
> > Nick,
> >
> > I spoke with Paul Racicot, head of trading for EBS, North America this
> > morning. He said that he is happy to send the $100,000 for your program
> > from his budget. I have forwarded to him the draft letter to accompany
> > the funds and will try to follow up to make sure that the money is sent
> > promptly.
> >
> > --Stinson
|
Mark,
FYI. Any decisions regarding our involvement with
John?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/19/2001
04:44 PM ---------------------------
"John McCormack" <[email protected]> on 03/19/2001 01:11:02 PM
To: <[email protected]>
cc:
Subject: Journal of Applied Corporate Finance
Vince:
I hope you received the Winter issue of the JACF. Your article was great.
Many of the issues and themes raised in that piece can be expanded upon. The
same holds for the Round Table discussion which included Gene Humphrey.
Finally. I would love to get your assessment of the real option article I
wrote with Gordon Sick.
Best Regards,
John L. McCormack
SVP, Stern Stewart & Co.
212-261-0740
Note: The information contained in this message may be privileged and
confidential and protected from disclosure. If the reader of this message is
not the intended recipient, or an employee or agent responsible for
delivering this message to the intended recipient, you are hereby notified
that any dissemination, distribution or copying of this communication is
strictly prohibited. If you have received this communication in error, please
notify us immediately by replying to the message and deleting it from your
computer. Thank you. Stern Stewart & Co.
|
Sheila,
Done. Please, note. There are some bugs in the system.
B. Glisan is listed as my supervisor.
Vince
From: Sheila Walton 07/30/2000 11:24 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: MISSING PRC INFORMATION
Vince, the following information is missing from your employee profile which
will be used at the MD PRC meeting on 8/15/00:
Current Responsibilities
Previous experience at Enron
Please go into your GIS file and update by end of business day Monday, July
31st.
If you have any questions or problems getting into your file, please call
Kathy Schultea at EXT 33841.
Thank you.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/27/2000
08:09 AM ---------------------------
Vince J Kaminski
06/27/2000 08:05 AM
To: [email protected]
cc:
Subject:
Test
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/08/2000
05:06 PM ---------------------------
Jo Corbitt @ ENRON
08/08/2000 03:14 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Bi-Weekly Meeting w/ Research 8/22
Please be advised that Mr. Rick Buy will NOT attend the
Bi-Weekly Meeting with Research on Tuesday, August 22.
Thank you.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/10/2001
07:46 AM ---------------------------
Kenneth Parkhill@ENRON
04/10/2001 07:37 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject:
Vince,
http://www.cheekwood.org/nature/audio/horned.html
this is the website I found with the owl stuff
ken
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/12/2000
08:08 AM ---------------------------
Shirley Crenshaw
12/12/2000 07:56 AM
To: [email protected], [email protected], [email protected],
[email protected] @ Enron, Kayla Crenshaw/Enron Communications@Enron
Communications, [email protected], Vince J Kaminski/HOU/ECT@ECT,
[email protected], Kelly Summers/HOU/ECT@ECT, [email protected]
cc:
Subject: Interesting Statistics
This is very interesting!
States won by Gore: 19
States won by Bush: 29
Counties won by Gore: 677
Counties won by Bush: 2,434
Pop. of counties won by Gore: 127 million
Pop. of counties won by Bush: 143 million
Sq miles of country won by Gore: 580,000
Sq miles of country won by Bush: 2,427,000
Now Professor Joseph Olson of the Hamline University School of Law in St.
Paul Minnesota has produced another interesting new statistic. ?Professor
Olson looked up the crime statistics for all of these counties and came up
with this:
Avg Murder per 100,000 residents in counties won by Gore: 13.2
Avg Murder per 100,000 residents in counties won by Bush: 2.1
Now, what area of this country do you want electing the President of the
United States, Gore's or Bush's
|
Shirley,
Can you copy and paste it and send it to the entire group?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/29/2000
01:54 PM ---------------------------
Robert Brooks <[email protected]> on 06/29/2000 01:09:15 PM
Please respond to "[email protected]" <[email protected]>
To: "'GPCM Distribution'" <[email protected]>
cc:
Subject: FW: Just a bit of history on this 4th of July!
Subject: Our Fourth of July
Have you ever wondered what happened to the 56 men who signed the
Declaration of Independence?
Five signers were captured by the British as traitors, and tortured before
they died.
Twelve had their homes ransacked and burned.
Two lost their sons serving in the Revolutionary Army; another had two sons
captured.
Nine of the 56 fought and died from wounds or hardships of the Revolutionary
War.
They signed and they pledged their lives, their fortunes, and their sacred
honor.
What kind of men were they?
Twenty-four were lawyers and jurists. Eleven were merchants, nine were
farmers and large plantation owners; men of means, well educated. But they
signed the Declaration of Independence knowing full well that the penalty
would be death if they were captured.
Carter Braxton of Virginia, a wealthy planter and trader, saw his ships
swept from the seas by the British Navy. He sold his home and properties to
pay his debts, and died in rags.
Thomas McKeam was so hounded by the British that he was forced to move his
family almost constantly. He served in the Congress without pay, and his
family was kept in hiding. His possessions were taken from him, and poverty
was his reward.
Vandals or soldiers looted the properties of Dillery, Hall, Clymer, Walton,
Gwinnett, Heyward, Rutledge, and Middleton.
At the battle of Yorktown, Thomas Nelson Jr, noted that the British General
Cornwallis had taken over the Nelson home for his headquarters. He quietly
urged General George Washington to open fire. The home was destroyed, and
Nelson died bankrupt.
Francis Lewis had his home and properties destroyed. The enemy jailed his
wife, and she died within a few months.
John Hart was driven from his wife's bedside as she was dying. Their 13
children fled for their lives. His fields and his gristmill were laid to
waste. For more than a year he lived in forests and caves, returning home to
find his wife dead and his children vanished. A few weeks later he died from
exhaustion and a broken heart.
Norris and Livingston suffered similar fates.
Such were the stories and sacrifices of the American Revolution. These were
not wild-eyed, rabble-rousing ruffians. They were soft-spoken men of means
and education. They had security, but they valued liberty more. Standing
tall, straight, and unwavering, they pledged: "For the support of this
declaration, with firm reliance on the protection of the divine providence,
we mutually pledge to each other, our lives, our fortunes, and our sacred
honor."
They gave you and me a free and independent America. The history books
never told you a lot about what happened in the Revolutionary War. We
didn't fight just the British. We were British subjects at that time and we
fought our own government!
Some of us take these liberties so much for granted, but we shouldn't. So,
take a few minutes while enjoying your 4th of July holiday and silently
thank these patriots. It's not much to ask for the price they paid.
Remember: freedom is never free! Patriotism is NOT a sin, and the Fourth of
July has more to it than beer, picnics, and baseball games.
something to think about...
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/31/2000
04:04 PM ---------------------------
Jim Dyer <[email protected]> on 03/31/2000 03:11:37 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Presentation at UT
Vince,
I appreciate your response to my request for you to speak to my
class on real options. I thought you might enjoy the following exchange of
emails that occurred yesterday. Perhaps some of these issues could be
addressed in your talk.
Jim
-----Original Message-----
From: Sheridan Titman
Sent: Friday, March 31, 2000 9:11 AM
To: Jim Dyer
Subject: RE: Real Options Course Feedback
Jim:
Your student has raised some difficult questions. I would recommend Ehud,
but I thought that the finance people have the answers in cases with
complete markets and that we rely on the decision science people for cases
with incomplete markets.
If it would help, I can come in at 6pm after my class in a couple of weeks.
Sheridan
Sheridan Titman
Department of Finance
College of Business Administration
University of Texas
Austin, Texas 78712-1179
512-232-2787 (phone)
512-471-5073 (fax)
[email protected]
-----Original Message-----
From: Jim Dyer
Sent: Thursday, March 30, 2000 4:37 PM
To: Sheridan Titman
Subject: RE: Real Options Course Feedback
Sheridan,
Which of your classes do you want to miss? Just kidding. Actually
you probably told me that before. Can you suggest someone else who would be
a good choice to discuss the use of option theory in the context of
incomplete markets, and to address some of the types of questions raised in
the note from the student?
Jim
-----Original Message-----
From: Sheridan Titman
Sent: Thursday, March 30, 2000 5:58 PM
To: Jim Dyer
Subject: RE: Real Options Course Feedback
Jim:
I teach at the same time as you do.
Sheridan
Sheridan Titman
Department of Finance
College of Business Administration
University of Texas
Austin, Texas 78712-1179
512-232-2787 (phone)
512-471-5073 (fax)
[email protected]
-----Original Message-----
From: Jim Dyer
Sent: Thursday, March 30, 2000 11:32 AM
To: Sheridan Titman
Subject: FW: Real Options Course Feedback
Sheridan,
See the comments below. I don't mean to put you on the spot, and
have not announced anything in class, but I am hoping that you could visit
my class for about an hour one Thursday afternoon to discuss your views
regarding applications of option pricing concepts to "real options". As a
reminder, I've attached a course outline. Chris Kenyon from Schlumberger is
speaking on April 13, and Vince Kaminski has tentatively agreed to speak on
April 20.
I am going to be out of town on April 27, so that leaves either next
Thursday (April 6) or May 4. Would either of those times work for you? I'm
not thinking of any preparation, but more of an informal discussion of the
"philosophical issues" related to real options work.
Jim
-----Original Message-----
From: Jim Dyer
Sent: Thursday, March 30, 2000 1:24 PM
To: '[email protected]'
Subject: RE: Real Options Course Feedback
Josh,
Some very thoughtful observations. As you know, I had invited one
finance professor to our class on Arundel, but he was out of town. I do
plan to invite Sheridan Titman to discuss the issue of using the option
models in situations where there is no underlying security that is traded.
I do think it is important to face that issue, which is actually covered at
a theoretical level in our last couple of readings.
The issue of volatility is also an excellent issue for further
discussion, as you suggest. So far, we've been looking at cases where
volatility is "given". The problem of finding an "objective" measure of
volatility for a project reminds me of the problem of finding the correct
risk adjusted discount rate, which is not surprising since the concepts are
almost two sides of the same plate. One approach, of course, is to do some
modeling using traditional decision analysis tools, including subjective
probabilities, but the finance people who write options articles don't like
to think about such ideas.
I'll try to address these issues in more detail as the semester
continues. I think it was important to surface some of these points early,
and to come back to them after we have seen how to apply the methods in a
naive sort of way.
Thanks for the feedback and comments.
Jim
-----Original Message-----
From: [email protected]
[mailto:[email protected]]
Sent: Thursday, March 30, 2000 8:42 AM
To: [email protected]
Cc: [email protected]
Subject: Real Options Course Feedback
After overcoming the initial (I hope) overload of materials and tools
presented
thus far in the semester, it appears to me that you are achieving the
objective
of making us comfortable with optionality valuation as applied to a variety
of
problems which are outside the borders defined by a liquid market of traded
financial elements.
As a constructive feedback, you have been forthright with us in marking off
areas of this subject which are still controversial. I also realize that
rightly so, real-world application of this type of analysis without a robust
understanding of finance may degenerate into a succession of assumptions
that
result in a "house of cards" effect. My opinion at this point is that two
issues are of potentially "make-or-brake" importance if I am to persuade my
superiors to accept these methods for valuations outside the realm of
projects
whose value is primarily driven by the value of commodities backed by
financial
instruments. These issues are easy to guess:
1) Discounting and Risk Free rates: I do not sense that anyone in the
class
has put forth convincing arguments as to the proper application of time
value
questions in the absence of liquidity. Is there someone within the finance
department that can present a firmer position on this question?
2) Volatility: I found Winston's examples on this metric succinct. I would
recommend that in future years you dedicate some hours of class time to this
subject. My criticism again relates to messy problems. I anticipate
arguments
against real option applications based on the dispute of volatility
measures.
If I were a conservative financial manager, I would argue that:
*** Two-a: implied volatility derived from an industry specific slice of
equity
options is a shotgun approach -- the projects being valued are of a tranche
which may in fact have a significantly different outcome variance than the
weighted average measured by the equities utilized. Oil, gas and electricty
are
good examples the major players are competing on many different levels of
the
value chain. Smaller companies do exist which are dedicated to one strata,
but
what about projects that want to exploit opportunies across strata in a
vertically integrated company?
*** Two-b: based on the following skepticism - if a real option value is
being
proposed for a new business venture (some new unexploited opportunity,)
there is
some paradox embedded in the increased value based on high volatility in new
ventures and the high risk of failure. This skepticism is likely to be less
acute in high-tech sectors where the huge upside of new ventures is paraded
before us daily by NASDQ touts. It is a much harder sell to "mature"
industries.
Of particular interest in the power industry are investments centered around
opportunities arising from restructuring of electricity and natural gas
sectors
as regulation is removed. A large proportion of the risk is embedded in
ongoing
changes of public policy on an international basis. As an intentionally
screwed-up example, can anyone other than a financial genius correctly asses
volatility for U.S. companies investing in seed projects in Mexico based on
speculation of the inevitable dismantling of the national utility (CFE) and
PEMEX?
James S. Dyer
Fondren Centennial Chair in Business
Department of Management Science and Information Systems
CBA 5.202
The University of Texas at Austin
Austin, Texas 78712-1175
Email: [email protected]
Telephone: 512-471-5278
Fax: 512-471-0587
|
Hello,
I shall be traveling this week. I shall be glad to meet
you for lunch next week. Please give me a call Monday
at 713 853 3848.
Vince
"more" <[email protected]> on 01/25/2000 10:27:09 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Fw: Luncheon Meeting: ASAP
Dear Mr. Kaminski:
Just to bring you up to date. I am no longer with American General. I shall,
therefore, appreciate an opportunity to meet with you for lunch at the
earliest possible time. I can be reached at 713-722-7199.
Thank you.
Maruti More
713-722-7199
-----Original Message-----
From: more <[email protected]>
To: Vince J Kaminski <[email protected]>
Date: Friday, December 17, 1999 8:55 PM
Subject: Re: Luncheon Meeting
Thank you for your response. I was very happy to hear from you.
I am also taking next week off and will be back to work on December 27th.
Please do call me when you get back. Would very much appreciate the
opportunity to have a quick lunch with you, if possible. Hope everything is
going well.
Have wonderful Christmas holidays.
Regards
Maruti More
713-831-6209 (O)
-----Original Message-----
From: Vince J Kaminski <[email protected]>
To: more <[email protected]>
Cc: Vince J Kaminski <[email protected]>
Date: Friday, December 17, 1999 3:35 PM
Subject: Re: Luncheon Meeting
Hello,
I shall be taking a few days off around Xmas. I shall call you at the end
of
December
when I get back to the office.
With best holiday wishes,
Vince
"more" <[email protected]> on 12/01/99 09:28:09 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Luncheon Meeting
Dear Mr. Kaminski:
How are you doing? I want to find out if we can meet again for a quick
lunch.
You might know that in Maharashtra, India there is now a new Chief
Minister
(CEO of the State Government). I am proud to say that he and I are from
the same
town, Latur.
I would really enjoy talking with you again, at your convenience.
I will call you tomorrow to follow up.
Thank you.
Sincerely,
Maruti More
-----Original Message-----
From: Vince J Kaminski <[email protected]>
To: more <[email protected]>
Cc: Vince J Kaminski <[email protected]>; [email protected]
<[email protected]>
Date: Thursday, July 01, 1999 6:16 AM
Subject: Re: Luncheon Meeting
Dear Mr. More,
Let's meet at 11:45 in the lobby of the Enron building.
We can walk to one of the restaurants in the downtown area.
Vince Kaminski
(Embedded Enron Capital & Trade Resources Corp.
image moved
to file: From: "more" <[email protected]>
pic17002.pcx) 06/30/99 10:38 PM
To: Vince J Kaminski/HOU/ECT
cc:
Subject: Luncheon Meeting
Dear Mr. Kaminski:
I am looking forward to our luncheon meeting on this Friday, July 2,
1999
at
11:30 AM. Please let me know where we should meet. Thank you for
taking time
out
from your busy schedule.
Sincerely,
Maruti More
Tel.: 713-831-6209
- att1.htm
|
Martin,
Please, take a look at Question 3.
Who is the right person at EBS?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/22/2001
07:16 AM ---------------------------
Jinbaek Kim <[email protected]> on 03/15/2001 01:12:32 AM
To: [email protected]
cc:
Subject: Summer internship
Dr. Kaminski,
Sorry for the late response,
it took me some time to coordinate things.
Finally, it's almost dont :-)
It turned out that from June to August
will be best for me for work at ENRON
(Say June.4 to August.4)
But I still need to know several things from your side.
Could you answer following questions?
First:
Is my suggested working period is OK with you?
If so, let me know what to do for settlement
during the period.
Second:
I got a list of work, I might be able to do for
DealBench team from Ross and Suresh.
I'd like to know it is still a valid work list:
The list he sent is as following:
> 1. Write a paper in layman's terms that answers
> questions like the following:
> Benefits of auctioning online for both buyers and
> sellers, particularly in reverse auctions
> Explanation how multi-variable auctions are not
> as efficient as price-only auctions (is this true?)
> How many participants are recommended for a
> successful live auction
> What types of goods and services are best suited
> for live auctions versus sealed bid quotes
> Opinions on lotting strategies
> Trends in online private auctions
> 2. Identify appropriate recent auction research (3
> or 4 papers out of the 90+ you provided)and obtain approvals from the
> authors to post on our site
> 3. Create a list/bibiliography of relevant auction
> literature (with hyperlinks?)
> 4. Would you be willing to offer auction consulting
> services to our customers (if they are interested)
Third:
There is an e-procurement forum at Haas School of business,
in May 22. The chair of the forum is my advisor Prof. Arie Segev.
A person from Wells Fargo Bank will talk about Wells Fargo's role
in e-marketplace payment initiative,
where ENRON broadband services is also one of key players
along with Citibank.
He asked me whether you can contact a person at
ENRON broadband services, who's related to the initiative.
He wants to know whether we will have a speaker from ENRON
to see ENRON's perspective, in the Forum.
Here is a link to news related to the initiative,
http://www.internetweek.com/story/INW20000808S0001
Fourth:
My advisor wants to know whether
there could be any opportunity to do a case study,
regarding ENRON's business.
He is interested in e-procurement and e-marketplaces.
Business model and System architecture...
Thanks for reading this long email.
I'll look forward to your answer..
I am sorry for giving you so much burden
to answer those questions possibly not easy to answer.
Warm regards,
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 Mon, 5 Mar 2001 [email protected] wrote:
>
> Jinbaek,
>
> This is fine though you are welcome to spend more
> time with us this summer.
>
> Vince
>
>
>
>
>
> Jinbaek Kim <[email protected]> on 03/04/2001 03:45:40 PM
>
> To: [email protected]
> cc:
> Subject: Re: Summer internship
>
>
> Dr. Kaminski,
>
> Thanks for your answer.
> Before I tell you the time frame,
> I'll need to talk with my advisor, first.
> Because here is an on-going-project.
> I need to coordinate the schedule.
>
> I'll appreciate it if you understand my situation,
> and give me some time (less than a week, of course).
>
> For your reference,
> probably
> the dates I'd like to ask you will be
> from mid-May to mid-July (2 months)
>
> Warm regards,
> 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 Fri, 2 Mar 2001 [email protected] wrote:
>
> >
> > Jinbaek,
> >
> > You can coordinate the details with me.
> > Let me know what the time frame is for you
> > and we shall send you an appropriate offer.
> >
> > Vince
> >
> >
> >
> >
> >
> > Jinbaek Kim <[email protected]> on 03/02/2001 04:43:06 PM
> >
> > To: [email protected]
> > cc:
> > Subject: Re: Summer internship
> >
> >
> > Dr. Kaminski,
> >
> > Thank you very much.
> > Of course, I'll be happy to have an opportunity
> > to work at such a wonderful company.
> > I was contacting with Surech Raghavan at Deal Bench team,
> > and was going to express my appreciation to you again
> > after settling down process with them.
> >
> > For the period of working,
> > I still need to coordinate with my advisor and
> > may need to adjust according to that.
> > but anyway, I'll try to coordinate smoothly.
> >
> > Please let me know whether I should keep contacting
> > with Deal Bench team,
> > for working period and
> > for misc. living support such as finding a place, rent a car, etc.
> >
> > I appreciate you so much again,
> > for arranging such meetings and giving me an opportunity.
> > All this opportunity will not be available to me,
> > without your kind help.
> >
> > Warm Regards,
> > 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 Fri, 2 Mar 2001 [email protected] wrote:
> >
> > > Hello,
> > >
> > > Sorry for a delay in getting back to you.
> > > We would like very much to offer you a summer internship.
> > >
> > > Please, let me know if you are interested.
> > >
> > > Vince Kaminski
> > >
> > >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>
|
Anita,
Good decision.
Vince
Anita DuPont@ENRON
02/23/2001 12:13 PM
To: Shirley Crenshaw/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Approval for Paulo Issler
FYI: Carolyn needed approval today for charges relating to Paulo's Green
Card Process. Mike was the only VP here today so I asked him to approve
them. Hope that was alright. Anita
---------------------- Forwarded by Anita DuPont/NA/Enron on 02/23/2001 12:06
PM ---------------------------
Mike A Roberts@ECT
02/23/2001 11:04 AM
To: Carolyn Wedel/ENRON@enronXgate @ ENRON
cc: Anita DuPont/NA/Enron@ENRON
Subject: Re: Approval for Paulo Issler
Carolyn,
Approval to post the attached charges for Paulo Issler is granted.
Mike Roberts
V.P. Research
|
Toni,
Thanks.
Vince
Enron North America Corp.
From: Toni Graham @ ENRON 07/06/2000 09:30 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Contacting Iris Mack
Vince,
Iris Mack finally returned my call. Her message said she had been in
California on a job interview and it looks like she may take the
position. I will contact her to get the details and confirm if she is
off the market.
Toni Graham
Staffing Consultant
---------------------- Forwarded by Toni Graham/Corp/Enron on 07/06/2000
09:28 PM ---------------------------
Enron North America Corp.
From: Teresa Bien 06/22/2000 01:51 PM
To: Toni Graham/Corp/Enron@Enron
cc:
Subject: Re: Re[10]: Greetings from London (to Enron)
fyi. Can you look in to this for him?
---------------------- Forwarded by Teresa Bien/Corp/Enron on 06/22/2000
01:49 PM ---------------------------
Vince J Kaminski@ECT
06/16/2000 10:14 AM
To: Teresa Bien/Corp/Enron@Enron
cc: Vince J Kaminski/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT
Subject: Re: Re[10]: Greetings from London (to Enron)
Teresa,
I would like to invite Iris for an interview in Houston.
She works currently in London Can you call her
and ask when she is planning to visit the States.
We could pay the airfare from a location in the States.
I would hate to pay the 1st class ticket from London to Houston,
though I would go for it, if necessary (I don't
want a candidate to think that we are that cheap).
Business class is a standard
for business related, cross-Atlantic flights.
I would be more comfortable if you could negotiate this issue.
Thanks
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/16/2000
10:13 AM ---------------------------
Vince J Kaminski
06/12/2000 03:51 PM
To: [email protected] @ ENRON
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Re[10]: Greetings from London (to Enron)
Iris,
At this point it's my group: Research, i.e. Quantitative Modeling.
Please, let me know what your interests are and I shall try to line up
other groups for the interview.
Vince
[email protected] on 06/09/2000 02:33:50 AM
To: [email protected]
cc:
Subject: Re[10]: Greetings from London (to Enron)
Hi,
I will be out of the country until Wednesday afternoon - London time.
Maybe we can chat then.
Also, could you please tell me about the group(s) that are interested in
speaking with me.
Thanks,
Iris
Internet
From: [email protected] on 06/06/2000 20:31 GMT
To: Iris MACK
cc: Vince.J.Kaminski
bcc:
Subject: Re: Re[8]: Greetings from London (to Enron)
Iris,
Leaving for Ca in a few minutes. I shall get back to you Monday.
Vince
[email protected] on 06/06/2000 10:36:46 AM
To: [email protected]
cc:
Subject: Re[8]: Greetings from London (to Enron)
Hi,
Thanks for your email. Begining of July - what about July 4th week?
Could you give me a bit more info regarding the best days for you and
your
colleagues.
Thanks,
Iris
Internet
From: [email protected] on 06/06/2000 14:29 GMT
To: Iris MACK
cc: Vince.J.Kaminski
bcc:
Subject: Re: Re[6]: Greetings from London (to Enron)
Iris,
The beginning of July would be better for us. Please, let me know what
is your availability.
Vince
[email protected] on 06/06/2000 02:30:49 AM
To: [email protected]
cc:
Subject: Re[6]: Greetings from London (to Enron)
Hi,
Thank you for your email. How many days do we need?
I have checked my calendar.and think that I should be able to come on
Monday June 19th (Tuesday June 20th - if you need more than one day)..
I can fly from London to Houston during the following weekend to
arrive in
time for Monday morning.
Let me know if these days are good for you and your colleagues.
Regards,
Iris
Internet
From: [email protected] on 25/05/2000 18:33 GMT
To: Iris MACK
cc: Vince.J.Kaminski
bcc:
Subject: Re: Re[4]: Greetings from London (to Enron)
Iris,
We can invite you for an interview to Houston.
What would be a the time for you?
Vince
[email protected] on 05/25/2000 11:32:04 AM
To: [email protected]
cc:
Subject: Re[4]: Greetings from London (to Enron)
Hi,
Thank you for your prompt response. I am interested in any contacts
you
may have in your rolodex.
Also, I would be opened to talk to Enron as well. Please let me know
more
details.
Kind regards,
Iris
Internet
From: [email protected] on 25/05/2000 16:19 GMT
To: Iris MACK
cc: Vince.J.Kaminski, Stinson.Gibner, Grant.Masson,
Pinnamaneni.Krishnarao,
Vasant.Shanbhogue
bcc:
Subject: Re: Re[2]: Greetings from London (to Enron)
Iris,
I shall go through my Rolodex and try to find some good leads for you. I
left
investment banking 8 years ago and this field changes very fast.
Alternatively, would you be interested in a company like Enron
or another energy company in Houston?
Please, let me know.
Vince
[email protected] on 05/25/2000 09:20:01 AM
To: [email protected]
cc:
Subject: Re[2]: Greetings from London (to Enron)
Hi,
How are you? Thank you kindly for your email. Sorry I have not
responded
sooner.
Currently I am working in Derivatives Structured Products and Risk
Management at BNP Paribas in London. Although I currently enjoy living and
working in London, I may need to return to the states - because of my
mother's
failing health.
Do you know of any good contacts at investment banks that I may
forward my
details to?
For your information, I have attached my CV. (Please see attached
file:
Iris Marie Mack.doc).
Thank you in advance for your time and consideration.
Kind regards,
Iris Mack
44 (0)20 7595 8665 (work)
44 (0)20 7229 9986 (home)
(See attached file: Iris Marie Mack.doc)
Internet
From: [email protected] on 04/04/2000 15:03 GMT
To: Iris MACK
cc: Vince.J.Kaminski
bcc:
Subject: Re: Greetings from London (to Enron)
Iris,
Please, feel free to give me a call when you have a few minutes.
I shall be glad to chat with you.
Vince
[email protected] on 03/30/2000 02:24:27 AM
To: [email protected]
cc: [email protected]
Subject: Greetings from London (to Enron)
Dear Dr. Kaminski,
How are you? It was nice to meet you at the Real Options conference
in
NYC.
I was intrigued by some of the comments in your conference talk. In
particular, by your use of real options to hedge financial options. This
is
something I am interested in as well.
When you have some time, could we chat about this topic in a bit more
detail?
Thanks for your time and consideration. Hope to hear from you soon.
Regards,
Iris Mack
------------------------------------------------------------------------------
----------------
This message is confidential; its contents do not constitute a
commitment by BNP Paribas Group* except where provided
for in a written agreement between you and BNP Paribas Group*.
Any unauthorised disclosure, use or dissemination, either
whole or partial, is prohibited. If you are not the intended
recipient of the message, please notify the sender immediately.
*BNP Paribas Group is a trading name of BNP SA and Paribas SA
Ce message est confidentiel; son contenu ne represente en
aucun cas un engagement de la part du groupe BNP Paribas*
sous reserve de tout accord conclu par ecrit entre vous et le
groupe BNP Paribas*. Toute publication, utilisation ou diffusion,
meme partielle, doit etre autorisee prealablement. Si vous n'etes
pas destinataire de ce message, merci d'en avertir immediatement
l'expediteur.
*Le groupe BNP Paribas est le nom commercial utilise par BNP SA et Paribas
SA
(See attached file: Iris Marie Mack.doc)
(See attached file: Iris Marie Mack.doc)
(See attached file: Iris Marie Mack.doc)
(See attached file: Iris Marie Mack.doc)
- Iris Marie Mack.doc
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/05/2000
01:33 PM ---------------------------
From: Jason Sokolov 01/04/2000 01:32 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Petition for Summer Internship
Vince:
As we discussed earlier, I attached the copy of the petition for my summer
internship with Enron Analyst and Associate group.
I also have the hard copy of the letter, which I will deliver to you
presonally.
I am looking forward to, finally, become an official Enron employee. Thank
you very much for your valuable contributions to
my experience with the company.
Jason Sokolov
|
Ken
A tour would be great (after 10:30, if they can make it).
Please, let Shirley know about the meeting.
Vince
Kenneth Parkhill@ENRON
01/29/2001 10:17 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: rice students
Vince,
19C is available and reserved for 9 am to 10:30, Wednesday.
Would you like me to try and arrange a tour for the students or should we
wait until we know more about their interests?
Are their some other Enron folks you would like to invite for Wednesday?
ken
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/04/2001
05:39 PM ---------------------------
Pinnamaneni Krishnarao
05/04/2001 04:48 PM
To: Praveen Mellacheruvu/HOU/EES@EES
cc: Osman Sezgen/HOU/EES@EES, William Smith/Corp/Enron@Enron, Vince J
Kaminski/HOU/ECT@ECT
Subject: Re: Research Intelligence Article
My corrections are in blue.
Krishna.
Praveen Mellacheruvu@EES
05/04/2001 02:22 PM
To: Vince J Kaminski/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT
cc: Osman Sezgen/HOU/EES@EES, William Smith/Corp/Enron@Enron
Subject: Research Intelligence Article
I have attached the article to be published in the next issue of Research
Intelligence for your perusal.
Please do provide me with your comments on the same.
Praveen.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/08/2000
10:03 AM ---------------------------
Shirley Crenshaw
08/07/2000 12:31 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Breckenridge Offsite - August 18 - 20, 2000
FYI!
---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 08/07/2000
12:29 PM ---------------------------
Shirley Crenshaw
08/07/2000 12:31 PM
To: Stinson Gibner/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Grant
Masson/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT,
Vasant Shanbhogue/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Pinnamaneni
Krishnarao/HOU/ECT@ECT, Samer Takriti/Corp/Enron@Enron, Tanya
Tamarchenko/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES
cc:
Subject: Breckenridge Offsite - August 18 - 20, 2000
Hello everyone:
Attached is the Itinerary and Agenda for the Breckenridge offsite, Friday,
August 18 to Sunday August 20th.
If you have any questions, please let me know.
Thanks!
Shirley
|
Dave,
I would like to recommend to you Sandeep Kohli who is likely to approach you
regarding a
position in your area.
I have been working with Sandeep for a number of years and I was always
impressed with his
skills, intelligence and mature, thoughtful approach to solving business
problems.
He is currently located in India (our DPC unit) and is looking for a
permanent position with Enron in Houston
for family reasons (his wife is from Houston and has a family here). Of
course, there are
some other obvious factors affecting his decision.
Vince
|
Khairuddin,
Yes, it's correct. We have experienced problems replying to a number of
messages
sent by your organization (not just your E-mail address). I shall send you
the list of people
who will attend the meeting at a later day. We shall have representatives
from the crude and LNG trading
desks, research and risk control.
Could you, please, resend me the list of your delegates.
Vince
I have invited a number
[email protected] on 01/19/2001 02:53:53 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Re: Petronas benchmarking visit
Vince,
It was brought to my attention that something was wrong with my 'reply to:'
function of my email resulting in difficulties to reply to my email.
Below is the e-mail that I've sent to you earlier and I believe this
time, I will receive your reply.
Thanks,
Regards,
Khairuddin
To: [email protected]
cc:
Subject: Re: Petronas benchmarking visit (Document link: Khairuddin B M
Jaafar)
Vince,
Thank you for your prompt reply. We have received your fax earlier this
morning. FYI, we shall be sending you the questionaires by next week as we
are going through the final draft this week. Could you please tell me who
will be joining the discussion during our visit? Thanks.
Regards,
Khairuddin
DISCLAIMER : This e-mail and any files transmitted with it ("Message")
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(Embedded image moved to file: pic24393.pcx)
- pic24393.pcx
|
Andreas,
I shall be glad to serve as the Chairman.
I am currently located in Enron N.A.
It stands for Enron North America. In Enron the orgchart changes every
3 months.
Vince
"Andreas Simou" <[email protected]> on 09/20/2000 06:38:09 AM
To: <[email protected]>
cc:
Subject: The GARP 2001 Convention
Dear Vince
?
I would like to invite you to Chair the stream on Energy and Corporate risk
management at the GARP Convention. Is this something that would be of
interest to you?
?
Also, can I please confirm, because I am having a few IT problems at
present, that the following title is correct for you:
Vince Kaminski, Managing Director, Research, Enron Corp.
I look forward to your response in due course.
?
Kind regards
?
Andreas
____________________________
Andreas Simou
GARP 2001 - Conference Producer
Tel? +44 (0) 20 7626 9301
Fax +44 (0) 20 7626 9900
|
Shirley,
Please, fax the resume to Raymond.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/08/2000
09:44 AM ---------------------------
Raymond Yeow@ENRON_DEVELOPMENT
08/07/2000 06:15 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Paul Quilkey/ENRON_DEVELOPMENT, Vince J Kaminski/HOU/ECT@ECT, Grant
Masson/HOU/ECT@ECT
Subject: Re: Thank you
Dear Vince,
It was our privilege to have you here.
Paul's wife had a baby yesterday, and Paul will be back on Thursday. So
maybe item 3 can wait until Paul's return.
As for (2), yes - i will need a PS reader :o)
Again, let us check Paul's diary on his return before fixing a time for
Quentin Kerr
1 1. The resume you sent to me and Grant looks quite good.
I think it makes sense to interview this person and we can help
you with a phone interview.
Is this Simon ???
Thanks
Raymond
Vince J Kaminski@ECT
08/08/2000 06:30 AM
To: Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Raymond
Yeow/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Vince J Kaminski/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT
Subject: Thank you
Paul & Raymond,
It took more than a few days to catch up after I came back from Australia.
There are few things I would like to bring up to your attention.
First of all, I would like to thank you for your hospitality. I learned a lot
about the Australian markets and was greatly impressed with the
quality of the people at the Sydney office.
1. The resume you sent to me and Grant looks quite good.
I think it makes sense to interview this person and we can help
you with a phone interview.
2. I have received another resume that looks very promising. I am
very interested in this guy and would be ready to bring him over
to the States where we lack desperately technical talent.
Can you help us by interviewing him in Sydney?
The main determination I need from you is whether he can
function in a company like Enron. As any good academic
he sent his resume in a ps format and I shall fax you a copy in case
you don't have a PostScript reader on your system.
3. Christian Werner does some really neat things on
the weather front. I would like to determine if he can help
us to upgrade our systems. Can we bring him to Houston
for a week to discuss the weather forecasting technology with Mike
Roberts and Joe Hrgovcic? I think that he could learn a lot
from Mike and other weather guys here how we translate
weather info into business-related information. I shall be glad to
underwrite the cost of this trip.
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/01/2000
04:13 PM ---------------------------
[email protected] on 09/01/2000 04:05:21 PM
To: [email protected]
cc:
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
|
Karl,
Thanks a lot. I have passed this information to Grant Masson
who worked here on a related problem.
He will get in touch with you regarding this technology.
Vince
Karl Tomlinson@ENRON_DEVELOPMENT
07/24/2000 06:00 PM
To: Vince J Kaminski@ECT
cc:
Subject: Outage Tracker Option And Background
Vince,
To follow up on the idea of a means for effectively tracking instantanious
plant faliure utilising either system frequency or connection point voltage.
The system frequency phase shift across a network will probably be the best
option as this would allow alll significant deviations to be tracked along
with relative network performance from a few points.
I am currently chasing NEMMCO (AU system operator) to get hold of a few weeks
of 4 second metering data for the whole system to see if there is enough
measurement consistency to prove one of the ideas.
The idea follows along the lines (literally !) that when a unit fails it will
introduce a shock into the system and reduce system frequency, which is then
reacted to by frequency control services offered in by generators. The drop
in frequency is noticable across the whole network and as one option may
change the phase shift across the whole grid. The phase shift across the
network is constantly changing due to loads and power factor correctrion
devices switching on and off, however a unit failure may be distinct.
The second option relates to how a unit fails, whereby if a circuit breaker
is involved as in the case of uncontrolled shutdowns, then the outage will
cause an RF pulse that should propogate across some of the network.
Transformers will attenuate the pulse, however it should be detectable many
miles away from the fault location. Measure the arrival time at several point
on the network, work out the shift and backtrack on the network. Part of the
solution is already proven in lightning trackers. The solution may be made
more simple by detecting the exact point on the sinewave that the unit failed
(i.e. measuring the three phases at 1MHz and then sending the data through a
DSP). This solution is more complex, however this should allow unit failure
to be pinpointed to a station. The timing base for each of the nodes may be
sourced from GPS timing, self locating at the same time !
Will send you some links and documents for potentail hardware and setups.
Karl.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/28/2000
04:58 PM ---------------------------
Enron North America Corp.
From: Office of the Chairman @ ENRON 01/26/2000
06:12 AM
To: All Enron Worldwide
cc:
Subject: Organizational Announcement
Enron is off to a fantastic start this year as we continue strong growth in
our wholesale energy businesses and begin rapidly developing a global market
for premium broadband services. To help accomplish our goals in these
businesses, the following management appointments are effective immediately:
Kevin P. Hannon has been appointed chairman and CEO of Enron Global Risk
Management. In his new role, Kevin will devote the vast majority of his time
and efforts to building a successful bandwidth intermediation business for
Enron, in addition to providing global risk management oversight. Kevin will
report to Enron,s Office of the Chairman and will serve on the Executive
Committee. Because of his efforts to build bandwidth intermediation
capabilities, he also will report to the Office of the Chairman of Enron
Broadband Services.
Greg Whalley has been named president and COO of Enron North America, where
he will fully dedicate his efforts to ENA,s continued growth and success.
Greg will retain responsibility for ENA,s Risk Management functions but will
transition his global responsibilities to Kevin.
Please join us in congratulating Greg and Kevin in their new positions.
|
Kristin
This is another member of the Tiger Team I am ready to take as an intern.
We shall have enough work for all of them.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/06/2001
03:22 PM ---------------------------
FAP <[email protected]> on 02/05/2001 08:34:26 AM
To: "'[email protected]'" <[email protected]>
cc: FAP <[email protected]>, "'[email protected]'"
<[email protected]>
Subject: addition to Enron-summer internships
Vince:
Please include Ram Vittal to the summer internship list, if you have not
already done so.
According to my count, that make a total of 8 students from the Enron Tiger
Team who have a desire to work with Enron.
Thanks,
Donna
-----Original Message-----
From: Vittal, Maheshram [mailto:[email protected]]
Sent: Friday, February 02, 2001 10:17 PM
To: 'FAP '
Subject: RE: Call from Enron
Donna:
I had submitted my resume directly to their recruiting office and haven't
heard from them. I would be very willing to reforward my resume, if
required.
Thanks,
Ram
|
Shelly,
These are the Super Saturdays I can help you with:
Nov 10
Dec 1
Dec 8
Dec 15
I shall be traveling on two other days. One of these trips is related to
recruiting at CMU.
Vince
|
Shirley,
Please, register me.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/20/2000
04:19 PM ---------------------------
Houston Energy Association <[email protected]> on 04/20/2000 03:38:43 PM
To: [email protected]
cc:
Subject: May 2 Conference - ERCOT This Summer... Up or Down?
Join us Tuesday, May 2, 2000 at the Doubletree Hotel - Allen Center (400
Dallas)for a luncheon program addressing ERCOT and an update on the power
market
for this summer. DIANA J. NAYLOR, Senior Vice President of CalPine
Corporation,
will be the keynote speaker and will focus on how these issues affect the gas
market.
Advance Registration $35 per person
Registration at the Door - $40 per person
CPE Credits available
Please RSVP to Eva Pollard at [email protected], or call the HEA
office
at (713)651-0551. Don't miss this informative luncheon!
-----------------------------------------------------------
This message was sent by:
Teresa Knight, Executive Director
Houston Energy Association (HEA)
Phone: (713) 651-0551
Fax: (713) 659-6424
[email protected]
If you would like to have your email address removed from our mailing list,
please click the link below to the HEA Home page, where you will find a
mini-form to remove your name automatically.
http://www.houstonenergy.org/
|
Sam,
Yes, I will contribute.
Vince
Enron North America Corp.
From: William Smith @ ENRON 05/04/2001 08:39 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Kaminsky Column
Vince,
I hope your day is going well. We seem to have temporarily run out of new
people to feature. Would you mind doing a Kaminski Column for Monday? I
think that in the future, I would like to feature Tanya's daughter Sofya, and
also perhaps see if we can cover some people in our offices overseas. If
they can produce the photographs over there, it should be workable.
Until then, would you like to contribute?
Thank You!
Sam
|
Nick,
I shall be in Stanford Oct 14 - 15, visiting my family.
I would be glad to meet you (and possibly Giuseppe - your call) for lunch.
Please, let mer know if you are free on one of these days. Saturday would
work better for me.
Vince
Nick Bambos <[email protected]> on 09/21/2000 02:09:46 PM
To: [email protected]
cc: [email protected]
Subject: Re: Enron/Stanford Program
Stinson,
Great! I'm looking forward to a very productive collaboration.
I'll immediately start doing Giuseppe's papers, for him to work
on the Enron/Stanford program.
Many Thanks to you and Vince, and I hope to see you soon at Stanford
or Enron. If I remember correctly, Vince is visiting Stanford in
October.
Best Regards,
Nick
[email protected] wrote:
>
> Nick,
>
> I spoke with Paul Racicot, head of trading for EBS, North America this
> morning. He said that he is happy to send the $100,000 for your program
> from his budget. I have forwarded to him the draft letter to accompany
> the funds and will try to follow up to make sure that the money is sent
> promptly.
>
> --Stinson
|
Clayton,
It translates into a credit risk for those on the other side of the hedge.
Many producers have a long history of poor timing of hedges.
I could give you quite a long list. They definitely need a bright
adviser who will tell them the price of gas two years from now.
Vince
Clayton Vernon @ ENRON
06/29/2000 01:02 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: from today's paper
Vince:
Here's an amazing factoid in today's paper related to the issue of how much
money you can "make" (sic) by hedging:
...
Other companies analysts say are saddled with hedges include El Paso Energy
Corp. and Coastal Corp., which are merging.
A Coastal official declined to comment on the company's forward positions.
Although El Paso is known for its pipeline business, it produces gas as
result of its $6.2 billion acquisition last year of Sonat. "More than 90
percent" of that gas is hedged through the rest of the year, said Bruce
Connery, vice president of investor relations. The forward contracts are for
$2.40, he said.
Hedging in the current market plays to the company's primary aim of meeting
investors' expectations, Connery said.
"Our first goal is to deliver the earnings goal that we set out, and that
dictates that we hedge out commodity volatility," he said.
...
$2.40??? Are you kidding????
Clayton
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/23/2001
05:28 PM ---------------------------
jgshelp <[email protected]> (by way of Suzana Gamez-Vazquez <ramos on
04/23/2001 09:00:36 AM
To: (Recipient list suppressed)
cc:
Subject: Fwd: VIRUS Advisory - W32/Badtrans@MM and W32/Matcher@MM
MESSAGE FROM IT STAFF:
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|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/08/2000
09:39 AM ---------------------------
"Pierre-Philippe Ste-Marie" <[email protected]> on 08/03/2000 08:54:22 AM
To: <[email protected]>
cc:
Subject: MSCF Speaker Series
MSCF SPEAKER SERIES
Dear Mr. Kaminsky, I have included the web page of the list of confirmed
speakers, most of them are people I worked with as a fixed income bond
options trader.?Having you as a speaker would?give a chance to the MSCF
students to gain insight in an area (commodities) and in a field
(research)?in which many are?interested.
OFFICIAL INVITATION
?
?
?
THE FIRST EVENT IS NEXT FRIDAY!
?
First Event:
August 11, 2000
10:30 to 12:30 a.m. Fast Lab
David Hartney & Jerry Hanweck
Vice President, Futures and Option Sales & Head of North American Futures
and Options Research;?
J. P. Morgan
n.b.
There will be free caps and a copy of the treasury Bond basis. Priority will
be given to MSCF students.
?
??
Price and Hedging Volatility Contracts
September 1, 2000
Dmitry Pugachevsky
Deutsche Bank
Dmitry Pugachesky is a Director with OTC Derivatives Research of Deutsche
Bank, where his research is primarily focussed on credit derivatives. Prior
to joining Deutsche Bank, Dmitry worked for six years with Global Analytics
Group of Bankers Trust. There he developed models for emerging markets,
interest rates, and equity derivatives and also participated in actual
trading and structuring of interest rate options. He received his PhD in
applied mathematics from Carnegie Mellon University specializing in control
theory for stochastic processes. He has published several papers on
modelling in emerging markets and on valuation for passport options.
A Measurement Framework for Bank Liquidity Risk
September 15, 2000
Raymond Cote
Vice President, FinRad Inc. NBC
Raymond Cote is Vice President, Financial Engineering at FinRad Inc., a
Montreal-based consulting firm offering financial management solutions that
combine advisory and systems development services to &corporations and
financial institutions.
Abstract:
Liquidity risk, as opposed to credit and market risks, has received little
attention in professional or academic journals. We argue that analyzing bank
liquidity risk can be viewed as a variation of credit risk analysis. After
introducing some concepts and definitions, the presentation defines a
framework allowing to measure a bank's structural liquidity risk. It then
shows that combining the framework with modern credit risk measurement tools
leads to a liquidity risk VAR measure. The presentation then offers
concluding comments on the integration of the liquidity risk measurement
framework within enterprise-wide risk management.
Swaps, Spreads and Bonds
September 29, 2000
Chris Leonard
Senior Trader
Fixed Income Arbitrage?
October 27, 2000
Chuck McHugh
Vice President, NBC-New York
Fund Management and Market efficiency
November 10, 2000
Andrea Lee
Portfolio Manager, Freiss Associates
Pierre-Philippe Ste-Marie
--------------------------------------
http://pstemarie.homestead.com
|
Steve,
No problem. It was a very short meeting (most people were out).
Yes, I will be in Houston during the week of the conference.
See you in Austin and in Houston.
Vince
Steven Leppard
01/19/2001 06:03 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Invitation to 2001 Energy Finance Conference - The University of
Texas at Austin
Hi Vince
I see you're speaking at the Austin conference. Will you be in the Houston
office during the earlier part of the week? If so, I may look into arranging
a trip out to meet you guys, and take in the conference too.
Sorry I didn't dial in to the updat emeeting on Tuesday - I was delivering
PRC feedback to my team.
Steve
---------------------- Forwarded by Steven Leppard/LON/ECT on 19/01/2001
12:04 ---------------------------
"Angela Dorsey" <[email protected]> on 10/01/2001 21:06:18
To: "Angela Dorsey" <[email protected]>
cc: "Ehud Ronn" <[email protected]>, "Sheridan Titman (E-mail)"
<[email protected]>
Subject: Invitation to 2001 Energy Finance Conference - The University of
Texas at Austin
Colleagues and Friends of the Center for Energy Finance Education and
Research (CEFER):
Happy New Year! Hope you all had a wonderful holiday season.
On behalf of the University of Texas Finance Department and CEFER, we
would
like to cordially invite you to attend our:
2001 Energy Finance Conference
Austin, Texas
February 22 - 23, 2001
Hosted by the University of Texas Finance Department
Center for Energy Finance Education and Research
Dr. Ehud I. Ronn and Dr. Sheridan Titman are currently in the process of
finalizing the details of the conference agenda. We have listed the
agenda
outline below to assist you in your travel planning. Each conference
session will be composed of a panel discussion between 3 - 4 guest
speakers
on the designated topic.
As supporters of the Center for Energy Finance Education and Research,
representatives of our trustee corporations (Enron, El Paso, Reliant,
Conoco, and Southern) will have the $500 conference fee waived.
The conference package includes Thursday evening's cocktails &
dinner and hotel/UT shuttle service, as well as Friday's conference
meals,
session materials and shuttle service. Travel to Austin and hotel
reservations are each participant's responsibility.
A limited number of hotel rooms are being tentatively held at the
Radisson
Hotel on Town Lake under the group name "University of Texas Finance
Department" for the nights of Thursday, 2/22/01 and Friday, 2/23/01 (the
latter evening for those who choose to stay in Austin after the
Conference's conclusion). To guarantee room reservations, you will need
to
contact the Radisson Hotel at (512) 478-9611 no later than Monday,
January
22nd, and make your reservations with a credit card. Please let me know
when you have made those arrangements so that I can make sure the
Radisson
gives you the special room rate of $129/night.
Please RSVP your interest in attending this conference NO LATER THAN
JANUARY 22nd to [email protected], or (512) 232-7386, as
seating
availability is limited. Please feel free to extend this invitation to
your colleagues who might be interested in attending this Conference.
Center for Energy Finance Education and Research
PROGRAM OF THE 2001 ENERGY FINANCE CONFERENCE
February 22 - 23, 2001
Thursday, Feb 22:
3:00 p.m. Reserved rooms at the Radisson Hotel available for
check-in
5:30 p.m. Bus will pick up guests at the Radisson for transport to
UT Club*
6:00 p.m. Cocktails, UT Club 9th Floor
7:00 p.m. Dinner, UT Club
8:00 p.m. Keynote Speaker
9:00 p.m. Bus will transport guests back to hotel
Friday, Feb 23:
7:45 a.m. Bus will pick up at the Radisson for transport to UT
8:30 a.m. Session 1 - REAL OPTIONS
Panelists: Jim Dyer, UT (Chair)
Sheridan Titman, UT
John McCormack, Stern Stewart & Co.
10:00 a.m. Coffee Break
10:15 a.m. Session 2 - DEREGULATION
Panelists: David Eaton, UT (Chair)
David Spence, UT
Jeff Sandefer, Sandefer Capital
Partners/UT
Peter Nance, Teknecon Energy Risk
Advisors
11:45 a.m. Catered Lunch & Keynote Speaker
1:30 p.m. Guest Tour - EDS Financial Trading & Technology Center
2:00 p.m. Session 3 - RISK MANAGEMENT
Panelists: Keith Brown, UT (Chair)
Vince Kaminski, Enron
Alexander Eydeland, Southern Co.
Ehud I. Ronn, UT
3:30 p.m. Snack Break
3:45 p.m. Session 4 - GLOBALIZATION OF THE ENERGY BUSINESS
Panelists: Laura Starks, UT (Chair)
Bob Goldman, Conoco
Ray Hill, Southern Co.
5:15 p.m. Wrap-Up
5:30 p.m. Bus picks up for transport to airport/dinner
6:30 p.m. Working dinner for senior officers of Energy Finance
Center
Trustees
*We have made arrangements to provide shuttle service between the
Radisson
hotel and UT during the conference. However, if you choose to stay at an
alternative hotel, then transportation to conference events
will become your responsibility.
**************
Angela Dorsey
Assistant Director
Center for Energy Finance Education & Research
The University of Texas at Austin
Department of Finance, CBA 6.222
Austin, TX 78712
[email protected]
**************
|
Christie,
Look fwd to the trip.
Shirley is sending you my itinerary.
When are you flying back? What about a dinner on
Tuesday?
Vince
From: Christie Patrick on 02/16/2001 10:10 AM
To: [email protected], [email protected]
cc: Vince J Kaminski/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT
Subject: Wharton Business Plan Competition
Hi Anne!
I'll be at Wharton on Tuesday the 20th--perhaps we can get together to
discuss this sometime later in the afternoon. What does your schedule look
like?
Thanks!
--Christie.
----- Forwarded by Christie Patrick/HOU/ECT on 02/16/2001 10:08 AM -----
"Stamer, Anne" <[email protected]>
01/26/2001 03:47 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Wharton Business Plan Competition
Dear Christie:
Thank you for your voice mail. Things are moving along nicely with the
competition. Phase II deadline was today, so we hope to have some
statistics in the next few weeks. I have attached the statistics from Phase
I, for your files. Listed below are ways that Enron could be involved, let
me know in which (or all) of these Enron would be interested in participating.
* We want to start listing our sponsors, so it would be really good if we
could get your logo.
* Also, does Enron wish to be a Judge in Phase III and the Venture Fair
(VF)? For Phase III, we would mail each Judge about 3 full blown business
plans to be ranked. We anticipate this taking no more than 1 afternoon
* For the VF, we would need a Judge to be present for the entire day. The
VF is by invitation only and we anticipate about 350 students, venture
capitalists, business entrepreneurs and faculty. The VF will be held in
Philadelphia on April 30th.
* At the VF we will provide an opportunity for our sponsors with a 6 foot
table for exhibits or materials to hand out. We will need to know if you
wish to use the exhibit space.
* We plan on providing our 25 semi-finalist teams with one-on-one
mentoring. If Enron is interested, that would be about 1/2 or 1 day
commitment.
* There might be an opportunity for a workshop to the University community.
Would Enron be interested in participating in something like this?
I look forward to working with you to make this year's BPC a success. Thank
you.
Sincerely,
Anne Stamer
<<Phase IOverview.doc>>
<><><><><><><><><><><><><><><><><>
Anne Stamer
Wharton Business Plan Competition
Wharton Entrepreneurial Programs
The Wharton School
419 Vance Hall, 3733 Spruce Street
Philadelphia, PA 19104-6374
215-746-6460 (Direct)
215-898-4856 (Office)
215-898-1299 (fax)
[email protected]
<><><><><><><><><><><><><><><><><>
- Phase IOverview.doc
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/17/99
03:14 PM ---------------------------
Joseph Hrgovcic
12/16/99 09:46 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Emission trading
Vince,
I spoke with Susan Wood, who heads up our emissions marketing effort who
says we don't really have any materials we send out. She did recommend the
Emissions trading handbook which can be purchased for $50 from
http://www.etei.org/handbook_changed.htm.
In general, the site http://www.etei.org/ is a great source of info, and the
the parent site, http://www.emissions.org should be checked out as well. If
you'd like me to purchase the handbook (it will take three weeks) let me know.
Joe
Vince J Kaminski
12/16/99 08:15 AM
To: Joseph Hrgovcic/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Emission trading
Joe,
Do we have any materials about it?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/16/99
08:14 AM ---------------------------
Adam Brulinski
12/14/99 08:22 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Emission trading
Thank you in advance.
Let me just mention that the issue is quite urgent so I would appreciate if I
could get sth ASAP.
Adam
Vince J Kaminski
99-12-14 15:24
To: Adam Brulinski/WAR/ECT@ECT
cc:
Subject: Re: Emission trading
Adam,
Let me gather some information for you.
Vince
Adam Brulinski
12/14/99 08:08 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Emission trading
Szanowny Panie,
Chcielibysmy zaczac propagowac w Polsce idee handlu prawami do emisji
zanieczyszczen. Dlatego tez prosilbym o przeslanie, najlepiej droga emailowa
materialow dotyczacych tej koncepji - glownie chodzi mi o strone
"merytoryczna".
Z powazaniem,
Adam Brulinski
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/05/2001
12:20 PM ---------------------------
Tanya Tamarchenko
02/28/2001 01:17 PM
To: Wenyao Jia/HOU/ECT, Debbie R Brackett/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: "analytical" var implementation in RisktRAC
Debbie,
I am forwarding to you a 2 page document describing implementation of
"analytical" VAR in RisktRAC.
Here is why this effort is very important:
1. We need to calculate VAR for other percentile but 5 (1% or even 0.2% as
mentioned by Rick Buy)
and our simulation model can not handle required number of simulations;
2. We need to present additional risk measures (such as Mean Tail Loss) to
the Board.
The analytical approach is implemented in a spreadsheet and fully tested
already so there will be no problems
with the algorithm itself.
We need to get together and discuss IT implementation.
What do you think?
Tanya
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/27/2000
01:33 PM ---------------------------
"iris mack" <[email protected]> on 11/23/2000 01:13:26 PM
To: [email protected]
cc:
Subject: Re: F/U to Dr. Kaminski @ Enron from Iris Mack
Hi again,
Here is the second document:
2. The second word document describes a hybrid derivatives structure I I
workded on at BNP Paribas. It has applications to the energy industry.
Regards,
Iris
______________________________________________________________________________
_______
Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com
- Real Options Business Specs, Part I.doc
|
Erica,
Yes, no problem.
Vince
Information Risk Management
12/01/2000 09:50 AM
To: Gary Taylor/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Stinson
Gibner/HOU/ECT@ECT
cc:
Subject: For Your Approval
PLease let me know if he is approved.
Thanks,
Erica Garcia
---------------------- Forwarded by Information Risk Management/HOU/ECT on
12/01/2000 09:39 AM ---------------------------
Security Resource Request System
Directory Line Item Pending Access Processing
Directory Name: o:\weather derivatives\ , o:\research\common
Service Type: Grant
Expiration Date:
Comments:
Security Processing
Processing Status:
E-Mail Message:
Comments/Justification:
General Information Request: JHRC-4RKJJZ
Requested By: Joseph Hrgovcic/HOU/ECT Phone: 33914
Requested For: Joseph Hrgovcic/HOU/ECT Employee Type:
Company: 0011 RC #: 100038
Priority: High
Comments/Justification: I have a test Windows2000 machine running (with
userid t_weather01, for which I need access to o:\research\common and
o:\weather derivatives\
Editing History (Only the last five (5) are shown)
Edit # Past Authors Edit Dates
1 Information Risk Management 11/30/2000 12:30:19 PM
|
http://search.netscape.com/cgi-bin/search?cp=nsiwidsrc&search=reverse+search&x
=36&y=1
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/09/2001
02:16 PM ---------------------------
ERisk <[email protected]> on 04/05/2001 10:41:53 AM
Please respond to <[email protected]>
To: [email protected]
cc:
Subject: Risk management portal update
We are sending you this email because you requested more information
from us after hearing us speak at a conference, stopping by our
booth in an exhibit hall, or indicating to one of our partners that
you would like to receive risk management-related emails.
_______________________________________________________________
We redesigned and relaunched our free risk management portal
http://www.erisk.com
Here are some of the exciting new features you can explore on our
redesigned site:
RISK NEWS AND ANALYSIS
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0Bia0Al
ERisk's experienced editorial and journalistic staff now offer
insightful Weekly News Analysis and original Feature Articles in
addition to risk-relevant Daily News stories.
New: A second look at the usefulness of RAROC in our feature
"Between RAROC and a Hard Place"
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0B4W0Ai
RISK COMMUNITY
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0BWh0Aa
We are continuing provide free online educational and networking
opportunities through our iConference series.
The Job Listings and Events Calendar have been relocated to the
"News" section of the site.
New: Register for upcoming iConference on Economic Capital
Attribution on April 11
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0BSA0Ar
RISK REFERENCE & EDUCATION
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0Bic0An
Check out our new, unique Risk Jigsaw tutorial, Research Archive,
and Hot Topics along with the Case Studies, Risk Links, and ERisk
Encyclopedia you knew and loved on our old site.
New: Take an in-depth look at Credit Risk Management in the new Risk
Jigsaw piece
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0BWf0AY
ERISK PRODUCTS & SERVICES
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0Bif0Aq
Did you think ERisk was just a website? Find out about our
Consulting, Analytics, and Risk Transfer Advisory Services here.
New: Get an overview of our products and services at
http://email.eRisks.com/cgi-bin10/flo?y=eHbE0CBQRR0EFL0B5C0AP
Visit our homepage to take our site tour and discover the new
ERisk.com today. Then register (for free) at
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to access our content and receive weekly risk news by email!
If you have any questions or comments about our site, please
contact [email protected].
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To unsubscribe, please forward this email to
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To subscribe to our regular email newsletter and receive
iConference invitations, register at
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|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/21/2000
03:02 PM ---------------------------
Hector Campos 12/21/2000 10:30 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: [email protected]
Subject: Address for Recommendations
Vince,
Please forward the recommendations to the following address:
2569 Windbreak Dr.
Alexandria, VA 22306
Don't forget to label each envelope, e.g. "Columbia", etc., and to sign
each envelope over the adhesive seal. I must receive the package
before the new year in order to meet the submission deadline.
Thank you for your time, and happy holidays.
-Hector
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/26/2001
10:52 AM ---------------------------
"Btu" <[email protected]> on 02/23/2001 04:00:24 PM
To: "Btu Weekly" <>
cc:
Subject: Btu Weekly
Attached is the latest issue of Btu Weekly.
e-mail: [email protected]
phone: 732-758-8222
fax: 732-758-8286
- wg022601.pdf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/11/2001
02:18 PM ---------------------------
"William Fitzgibbon" <[email protected]> on 03/13/2001 02:45:57 PM
To: <[email protected]>
cc: <[email protected]>
Subject: SIAM invitation
Dear Dr. Kaminski
here is an email invitation for teh SIAM event. A hard copy will follow
Dr. V. Kaminski
Enron
P.O. Box 1188
Houston, Texas 77251-1188
Dear Dr. Kaminski
March 12, 2001
I am writing to formalize your invitation to attend, participate, and speak
in the SIAM Southwest Regional Mathematics in Industry Workshop. A time
span of thirty minutes is being allotted to invited talks with an additional
ten minutes or so for discussion. The workshop, funded under the auspices
of a National Science Foundation grant to SIAM will not be a standard
applied mathematics event with representatives from industry, academe, and
governmental agencies presenting their latest research results. Instead the
meeting will emphasize the mathematics and technology currently applied to
the projects of industry and governmental laboratories. Additionally the
event will focus upon the mechanisms facilitating interaction and
collaboration between the academy, industry, and government laboratories.
The workshop will be held at the University of Houston Hilton Hotel, April
27-28. Funds will be available to support both travel expenses and the cost
of food and lodging of invited speakers. We will be happy to make travel
arrangements on this end if so desired.
We hope that you can accept our invitation. If this is the case please
furnish us with a title, a short abstract, and a list of the necessary
equipment for your presentation.
We look forward to seeing you at the University of Houston.
Sincerely
W. Fitzgibbon
|
Vasant,
I have approved Iris' request for SPSS (reluctantly).
It makes sense for her to use SPSS when she works
for London (it would require more effort
to move data bet the systems than the cost
of SPSS).
I don't like proliferation of systems, however.
Vince
Vasant Shanbhogue
04/06/2001 04:55 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: SPSS request for Iris
Hi Vince,
is it fine to approve SPSS for Iris (cost $499), or should we ask that she
use SAS, for which we already have a site license? The only reason to use
SPSS is because I think London people use it (I am not sure about this).
Vasant
|
Shirley,
Works for me.
Vince
Shirley Crenshaw
01/17/2000 01:15 PM
To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT
cc:
Subject: Re: Amit's visit
Looks like the 16th is free for both of you (Stinson you show a reading for
Alex's class at 4:00 pm - rest of day is free).
Vince J Kaminski
01/17/2000 12:51 PM
To: Shirley Crenshaw/HOU/ECT@ECT
cc:
Subject: Amit's visit
Shirley,
Any conflict?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/17/2000
12:50 PM ---------------------------
Stinson Gibner
01/17/2000 09:57 AM
To: Thomas D Gros/HOU/ECT@ECT
cc: Jean Mrha/Enron Communications@Enron Communications, Ravi
Thuraisingham/HOU/ECT@ECT, Samer Takriti/HOU/AZURIX@AZURIX, Vince J
Kaminski/HOU/ECT@ECT, Melissa Jones/Enron Communications@Enron Communications
Subject: Amit's visit
Amit planning to spend the day of February 16th at Enron in order to give an
update on his bandwidth pricing research. We will also try to spend some
time in more of a round-table discussion designed pick his brain on any other
related issues on which he may be able to help us. I am corresponding with
Amit to set up a more detailed agenda. Please let me know if there are
conflicts which should lead us to choose a different date.
Regards,
--Stinson
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/23/2001
06:07 PM ---------------------------
Enron North America Corp.
From: Kathie Grabstald 03/23/2001 03:55 PM
To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Osman
Sezgen/HOU/EES@EES
cc: Shirley Crenshaw/HOU/ECT@ECT
Subject: ENSIDE Draft
Good Afternoon!
Attached, please find the combined interview notes for the first draft of the
article for the ENSIDE Newsletter. Read and review your sections - they are
divided by color. Vince, please check 'everything' for content and accuracy.
Feel free to make corrections and delete anything as you see fit.
Please make changes and then send back to me. I need it by Wednesday, April
4, if possible.
Call me if you have any questions!
Kathie Grabstald
EWS Public Relations
x 3-9610
P.S. I am looking forward to the photo shoot on Friday, March 30 at 2:30 PM.
I will meet you all in front of the building at the big E !
|
Steve,
Thanks.
I got out of my LU positions last week.
What do you think of MOT, NT and TXN? Thinking about
jumping in after a big drop.
Vince
Steve Bigalow@ENRON
01/22/2001 07:55 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: best pick
Best pick for 1/ 23 is mckc, Lucent should be shorted.
|
Pam,
Thanks. The list of E-mail addresses would be useful as well.
Vince
Pamela Vande Krol Castro <[email protected]> on 01/17/2001 03:05:01 PM
To: [email protected]
cc:
Subject: MGMT 656 (Rice University)
Here are your rosters for MGMT 656. Let me know if you need a list of
e-mail addresses as well. I will update you as student schedules change.
- Pam
(713-348-6223)
- 656.doc
|
Gerry,
Let me review my calendar in the beginning of the next year and I shall
E-mail you
with a suggested date. My assistant will update my schedule for 2001 in the
first week
of January and I shall be able to select a date for ypur presentaton.
Vince Kaminski
"Sheble, G.B." <[email protected]> on 12/21/2000 10:43:50 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: RE: Hello
Dear Mr. Kaminski
Please excuse the cancellation due to illness. The students do not care who
they infect near the end of the semester, they just want to get done!
Here is my available schedule for next year. I am now overloaded next week
with tasks to complete the semester. I do hope that we can reschedule
during the first quarter next year.
I would note that my schedule is most free for Thursday or Friday. I could
fly out late Wednesday night.
Cordially,
Gerry
Teaching Schedule
M 11-12
T and R 10-12 and 2-4
T 12-2 EP&ES Seminar
M 6-8
T 6-8
W 6-8
(R=Thursday)
Workshops:
Jan 12-13 Des Moines
Jan 26-27 Des Moines
Feb 9-10 Des Moines
IEEE WPM Conference
Feb 28-31 Columbus, Ohio
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/15/2001
09:18 AM ---------------------------
"insiderSCORES.com" <[email protected]> on 02/15/2001 02:13:03 AM
To: "[email protected]" <[email protected]>
cc:
Subject: Today's U.S. Insider Commentary
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|
John,
Please, take a look at this resume.
One complicating factor: this person is under freeze (EI employee).
Vince
|
Danielle
FYI. This is the information regarding the best hotel
for the meeting on December the 6th, 9:00 - 12:00.
Vince
http://www.innatpenn.com/contact.html
THE INN AT PENN
Sansom Common, 3600 Sansom Street
Philadelphia, PA. 19104
Phone: 1-800-809-7001
Fax: 215-222-4600
Please, mention that the stay is related to the University business
when making the reservation.
Tom Piazze at Wharton can confirm it.
Tom Piazze
Phone: (215) 898 1615
[email protected]
|
Shirley,
Please, put it on my calendar.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/02/2001
05:44 PM ---------------------------
Joana Ryan Bekerman@ENRON
01/02/2001 04:51 PM
To: [email protected]@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Amitava
Dhar/Corp/Enron@ENRON
cc: Jere C Overdyke/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: Valuation
We have a meeting tentatively scheduled for Tues, Jan 9 at 3pm with David
Port from RAC to discuss the valuation methodology (VAR v. CAR) for the
outage option book for GRM.
Let me know if you foresee a conflict with this time.
Thanks,
Joana
|
Shirley,
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/23/2001
05:27 PM ---------------------------
Albert Wang <[email protected]> on 04/23/2001 11:23:22 AM
To: (Recipient list suppressed)
cc:
Subject: Zingales Seminar
Enron Seminar Series in FinanceJones Graduate School of Management, Rice
UniversityLuigi ZingalesUniversity of Chicagowill give a seminar at the Jones
School on Friday, April 27,? "The Great Reversals: The Politics of Financial
Development in the 20th Century."The seminar will begin at 3:30 in Room 105.A
pdf of the paper is available through the seminar website:
http://www.ruf.rice.edu/~jgsfss/.
Fu-Kuo Albert WangAssistant ProfessorJones Graduate School of Management --
MS 531? Rice University? 6100 Main Street? Houston, TX 77005? Phone:
713-348-5404? Fax:???? 713-348-5251email:
[email protected]://www.ruf.rice.edu/~wangfa/
|
Kristin,
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/06/2000
10:42 AM ---------------------------
"Frank Qian" <[email protected]> on 11/05/2000 05:10:06 PM
To: <[email protected]>
cc:
Subject: Thank you!
Dear Mr. Kaminski:
It's a great pleasure to have you visiting us and a great honor to have
dinner with you. I'd like to thank you for your wonderful presentation. It's
the most interesting topic we had so far. This is not just my personal
opinion, all my classmates I talked to agree with me. I like Enron's style
and culture and I think it played a big role in Enron's success. I look
forward to discuss career opportunities at Enron during your on-campus
interview session.
Regards,
Frank Qian
[email protected]
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/06/2001
05:19 PM ---------------------------
"Michael SCHILMOELLER" <[email protected]> on 04/05/2001 02:06:54
PM
To: [email protected], [email protected], [email protected]
cc: [email protected]
Subject: Henwood Report
Tanya has been very helpful recently in helping us to understand the Enron
VAR modeling system. So when I received this Henwood report yesterday, I
immediately thought that this was an opportunity to reciprocate. (I have
been hoping to develop some software tools that I think you could use, but
... you know the drill.) Although there should be no problem from Henwood's
standpoint with sharing this document with you, I would prefer that you not
pass it around outside of Research.
The PGE Generation & Engineering Services department paid for our one-year
subscription to Henwood's off-the-shelf market forecast. They wanted a
broader perspective of the market, given their interest in building power
plants. I was not surprised to see, however, that Henwood's 20-year price
forecast almost lies directly on top of the one that I prepare for PGE.
Henwood is slightly more bullish on gas prices and seems to be assuming
greater efficiencies of new generation. The implied market heatrate,
however, effectively nets out much of the gas price assumption, and it
matches our own projections very well.
Be sure to save this and open it outside Lotus Notes or whatever mail system
you have now. It is rather large and could lock up your mail.
Are you aware of any subscriptions or contracts that Enron has with Henwood?
Does London still use their model? I will be attending a Henwood
presentation on this report tomorrow in Seattle. Are you interested in what
I bring back?
Best Regards,
M
- Henwood.pdf
|
David,
A follow-up on my voice-mail message regarding
Grant.
Dave Delainey is on board regarding Grant.
We can bring him back at the same level and comp,
assuming that resignation was handled
in a professional manner.
DD asked me to work out the details with you. Can we meet to talk
about it on Monday?
Vince
|
Mike
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/06/2001
10:09 AM ---------------------------
From: Anne Labbe/ENRON@enronXgate on 04/05/2001 02:50 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Tony Hamilton/ Joe Carson questions
Vince,
I just wanted to follow-up with you regarding the action items that were
taken away from yesterday's meeting with you, Mike Roberts, Norma, and myself.
1) Tony Hamilton
As you know Tony's official start date was March 12, 2001, and he has yet to
receive a paycheck. London's pay cycles are different than ours however, and
they only get paid on the 20th of each month. Tony did not receive a
paycheck on March 20th because all of his new hire information has to be put
into SAP (the payroll system) by the first of the month for the employee to
receive a check on the 20th. Consequently, Tony will not receive his first
paycheck until April 20th. If you would like for me to try and work with the
London office however and try to get him a paycheck quicker than that, please
let me know.
2) Joe Carson
From what I am able to gather, Gary Hickerson did make Joe Carson an offer
that consisted of a one-year contract. However, Gary is out of town until
Monday, and no one is sure of the specifics of the deal. Would you like me
to contace Joe to find out the specifics, or would it be more acceptable for
me to wait until Gary returns so that I can get all of the facts.
I look forward to working with you.
Thanks,
Anne Labbe'
|
I shall be attending the bi-monthly meetings. We always have a significant
number of associates
rotating through my group and supporting different units of Enron.
Vince Kaminski
Enron North America Corp.
From: David W Delainey 07/26/2000 10:17 AM
Sent by: Kay Chapman
To: Sally Beck/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Raymond
Bowen/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Wes Colwell/HOU/ECT@ECT,
Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, W David
Duran/HOU/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT,
Mike Jakubik/HOU/ECT@ECT, Scott Josey/Corp/Enron@ENRON, John J
Lavorato/Corp/Enron@Enron, Rodney Malcolm/HOU/ECT@ECT, George
McClellan/HOU/ECT@ECT, Rob Milnthorp/CAL/ECT@ECT, Julia Murray/HOU/ECT@ECT,
Jere C Overdyke/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Kevin M
Presto/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A
Shankman/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Max
Yzaguirre/NA/Enron@ENRON, James A Ajello/HOU/ECT@ECT, Edward
Ondarza/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT,
Mark Frevert/NA/Enron@Enron, Jean Mrha/NA/Enron@Enron, Julie A
Gomez/HOU/ECT@ECT
cc: Patti Thompson/HOU/ECT@ECT, Catherine DuMont/PDX/ECT@ECT, Marsha
Schiller/HOU/ECT@ECT, Mollie Gustafson/PDX/ECT@ECT, Shirley
Tijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Tina
Rode/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Stella L Ely/HOU/ECT@ECT,
Nicole Mayer/HOU/ECT@ECT, Tonai Lehr/Corp/Enron@ENRON, Kimberly
Hillis/HOU/ECT@ect, Ana Alcantara/HOU/ECT@ECT, Yolanda Ford/HOU/ECT@ECT,
Carolyn George/Corp/Enron@ENRON, Donna Baker/HOU/ECT@ECT, Rhonna
Palmer/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT,
Pilar Cerezo/NA/Enron@ENRON, Terrellyn Parker/HOU/ECT@ECT, Dusty Warren
Paez/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Nicki Daw/NA/Enron@Enron,
Cherylene R Westbrook/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT, Lillian
Carroll/HOU/ECT@ECT, Venita Coleman/Corp/Enron@Enron, Melissa
Jones/NA/Enron@ENRON (bcc: Ted C Bland/HOU/ECT)
Subject: ENA Analysts and Associates
I have just received word from Ted Bland that no one has responded to this
memo. Please re-read the following memo and respond to Ted by July 31, 2000.
Thanks in advance for your prompt attention to this matter.
As you know the ENA OTC is actively working with the Analyst and Associate
Program to develop greater talent flow into ENA. We are presently working on
a number of initiatives to improve how this is working and significantly
improve communication flow and responsiveness. However in this regard we also
need you to help make sure we have clear lines of communication within ENA
regarding A&A resource levels, performance, rotations and retention efforts.
In this regard we would like for each of you to take the lead for your
groups needs and ensure that any requests, questions or concerns about A&A's
in your area are passed through you to either Ted Bland (ENA Recuitment Team
Lead - x35275) or Jana Giovannani (ENA liaison from the AA Program - x39233)
or myself. It is important that we are discerning about what we do with our
A&A resources and plan carefully and accurately for our future needs, in this
regard we need for you personally (or a senior member of your team who you
may optionally delegate this task to) will take the time to review any A&A
resource requests from your team before passing them onto us.
In addition, given the importance of these resources, we will be inviting you
to a regular bi-monthly meeting to discuss ENA A&A matters. We will confirm
the first date in due course. In the meantime if you would like to volunteer
another senior member of your team to assume this reponsibility please supply
their name as soon as possible.
Please call with any questions.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/02/2001
04:55 PM ---------------------------
<[email protected]> on 02/01/2001 12:43:55 PM
To: "Virtual-Workshop Participants" <[email protected]>
cc: <[email protected]>
Subject: Password for PJM 101: The Basics
Dear PJM Attendees:
For PJM 101: The Basics - Febuary 27, 2001 @ 9:00 AM ET
Your username and password will both be pjm + the first 3 letters of your
last name. For instance my username AND password would be pjmcur.
Feel free to go to our web site and change this at any time.
http://www.virtual-workshops.com
If you have any questions regarding this, give me a call.
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/24/2000
08:51 AM ---------------------------
Michael Anderson @ AZURIX
08/23/2000 07:48 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: [email protected]
Subject: UK RAB Multiples
I talked with Keith Harris, our CFO at Wessex, about the RAB multiple graph I
gave you. He expressed that the Wessex people had originated the data and
that the graph was correct, to the best of their knowledge. The only (but
very important correction) is that they started the graph at an index of
100%, which does not imply a 100% of RAB multiple. Rather, the initial RAB
multiple was around 80%, implying that the entire line should be taken down
by 20 percentile points. Thus the all time hime in late 98 should be closer
to the 1.3x RAB that I had targeted during our discussion. Please call Keith
if he has not yet contact you.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/30/2001
11:50 AM ---------------------------
"Scarbeko" <[email protected]> on 01/29/2001 07:35:10 AM
To: <[email protected]>
cc:
Subject: praca dyplomowa V Edycja MBA Warszawa
Szanowny Panie Doktorze,
?
?
Na samym pocz?tku chciabym sic przypomnie+. Jestem studentem V edycji MBA w ?Wy_szej Szkole Handlu i Finans?w Micdzynarodowych w Warszawie i wraz z ?Panami Jerzym Seremakiem i Waldemarem Mrozem piszemy u pana Doktora pracc ?dyplomow? z finans?w micdzynarodowych. Nsze prace przesaem do Pana Doktora ?juz w listopadzie ubiegego roku i do tej pory nie dostaem potwirerdzenia, ?_e Pan je otrzyma. Bardzo bym prosi o potwierdzenie otrzymania tych_e prac ?lub zaprzeczenie. ?Panie Doktorze nastepna sprawa dotyczy zapytania czy Pa?stwa Firma byaby
zainteresowana inwestycjami w budow? elektrowni na Ukrainie. Pracujc w
firmie konsultingowej kt?ra zajmuje sic min. tego typu biznesem. Nie jest to
dla nas pierwszy kontakt z tego rodzaju inwestycjami, poniewa_ w obecnej
chwili przygotowujemy sie do kontraktu? z niemieck?? firm? Lahmeyer
International na budowc elektrowni 150 MW Szczeg?ly moge podac je_eli
Panstwo wyrazicie zainteresowanie.
?
Z powa_aniem Tomasz Bach?
|
Please, resend the message.
I cannot open the document.
Vince Kaminski
Daniel Yergin <[email protected]> on 01/04/2001 03:13:07 PM
To: <[email protected]>
cc:
Subject: Daniel Yergin on CERAWeek 2001: Shooting the Rapids
[IMAGE]
[IMAGE]
[IMAGE] [IMAGE]
[IMAGE] [IMAGE]
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[IMAGE]
[IMAGE] [IMAGE] [IMAGE]
Forward to a Colleague Unsubscribe
Click here to view the CERAWeek 2001 rich media message.
|
Barbara,
We are in touch with Ketra and John and we shall work with them when they are
here.
Vince
Barbara G Dillard@ENRON
08/29/2000 11:23 AM
To: Mark Mixon/HOU/EES@EES@ECT
cc: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Laura
Luce/Corp/Enron@Enron, [email protected]@EES@ECT,
[email protected]@EES@ECT, [email protected]@EES@ECT
Subject: Re: Forecasting Project
Mark:
F.Y.I. - I have been informed by Ketra that she plans to be in the Houston
office on Monday September 18th through Wednesday September 20th to meet with
Vince and Stinston.
Hopefully we will be ready to continue Phase I of the Forecasting Project.
Can you make arrangements with Vince and Stinson (hopefully they will be
available to meet!).
Thanks!
Barbara
(312)541-1232
|
Stinson,
He is looking for blanket approach to our disk, both read and write.
Is it legitimate?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/20/2000
03:35 PM ---------------------------
[email protected] on 11/20/2000 02:37:25 PM
To: [email protected]
cc:
Subject: Request Submitted: Access Request for [email protected]
You have received this email because you are listed as an alternate data
approver. Please click
http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000007876&Page=
Approval to review and act upon this request.
Request ID : 000000000007876
Approver : [email protected]
Request Create Date : 11/20/00 2:36:29 PM
Requested For : [email protected]
Resource Name : \\enehou\houston\common\Research - [Read/Write]
Resource Type : Directory
|
Shirley,
Can you please set up the meeting.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/31/2000
08:51 AM ---------------------------
Danya Moody
01/31/2000 08:32 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Bryan Seyfried visiting Houston
Hi Vince
Bryan Seyfried will be in Houston on the 9, 10 & 11th February and was hoping
to arrange an hour with you on one of these days. He is available any time
except the morning of 10th February.
Could you please let me know if this is possible and if so what time suits
you.
Thanks
Danya
|
Adam,
Let me gather some information for you.
Vince
Adam Brulinski
12/14/99 08:08 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Emission trading
Szanowny Panie,
Chcielibysmy zaczac propagowac w Polsce idee handlu prawami do emisji
zanieczyszczen. Dlatego tez prosilbym o przeslanie, najlepiej droga emailowa
materialow dotyczacych tej koncepji - glownie chodzi mi o strone
"merytoryczna".
Z powazaniem,
Adam Brulinski
|
Zimin
What about Paulo?
Vince
Zimin Lu
01/11/2001 02:57 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Stinson Gibner/HOU/ECT@ECT
Subject: Real Options 2001 Conference
Vince,
I was invited to speak in the International Quality and Productivity Center
Real Options 2001
conference, in place of you. The time is March 27-28. The only benefit
for the speaker is
that he can take another person for half price. The two day conference
costs $1699.
I have put the conference program on your desk. The main focus is on energy,
high tech
and drug companies.
I am wondering if anybody in the group should go. Any suggestions ?
Zimin
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/01/2000
03:35 PM ---------------------------
Zimin Lu
12/01/2000 02:44 PM
To: John J Lavorato/Corp/Enron@Enron
cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: WTI maket maker simulation model
John,
We finished the Version 2 of the simulation model which deals with the
open-close trading versus the continuous trading in the previous version.
I added the cummulative P/L as an output. There are a few apparent trading
strategies from this model:
1) Higher bid/offer spread, more profit
2) More Daily # of trades, more profit
3) Smaller net open positions allowed, more profit
1) and 2) are obvious, but 3) is more interesting. It means that we are
better off
if we do not allowed net open positions at end of the day. In a trending
market,
this makes an intuitive sense, for example, in the case of bull market we are
short as a market maker and we can avoid the loss at the higher openning price
by keeping zero or small net short positions.
I have attached the model with this mail, and I'll be happy to discuss the
model
in more details with you.
Zimin
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/02/2000
07:38 AM ---------------------------
[email protected] on 03/01/2000 07:37:32 PM
To: [email protected]
cc:
Subject: Fwd: Updates: Mobile Edition and E-commerce survey
Content-Transfer-Encoding: 7bit
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Subject: Updates: Mobile Edition and E-commerce survey
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Date: Tue, 29 Feb 2000 22:34:58 MST
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We thought you might like to know about two new attractions at
www.economist.com : The Economist Mobile Edition, and our survey
of E-commerce, "Shopping around the web". Both are free.
****************************************************************************
MOBILE EDITION
In partnership with the AvantGo network, The Economist Mobile
Edition is now available for Palm Computing and Windows CE users,
letting you catch up with the latest from The Economist while
you're on the move. Using AvantGo's free software you can download
The Economist's editorials along with authoritative summaries of the
week's main events in politics and business when you synchronise
your handheld computer.
Subscribe now - it's free
1. Go to AvantGo.com http://avantgo.com/setup/index.html
to download the software. (If you already have AvantGo software
installed, go to step 2 below.) The process should take only a few
minutes. AvantGo provides software for your handheld computer,
and a small Windows utility to manage the channels you subscribe
to, which is installed on your computer during the sign-up process.
2. Subscribe to The Economist Mobile Edition channel
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designed for your palmtop.
If you are not sure whether you can access The Economist Mobile
Edition, click here http://avantgo.com/setup/requirements.html
or the AvantGo.com system-requirements page.
Require any further assistance? You can view the AvantGo help
section here: http://avantgo.com/help/
****************************************************************************
SHOPPING AROUND THE WEB
Electronic commerce is still so young that teething troubles were
only to be expected. But just watch it grow, argues our survey:
http://www.economist.com/l.cgi?f=20000226/index_su7636
Where e-commerce wins hands down, and where it doesn't:
http://www.economist.com/l.cgi?f=20000226/index_su6868
There may be room online for established firms and for virtual newcomers.
But which ones?
http://www.economist.com/l.cgi?f=20000226/index_su3796
Amazon's amazing ambition:
http://www.economist.com/l.cgi?f=20000226/index_su6484
Can the web merchants deliver the goods?
http://www.economist.com/l.cgi?f=20000226/index_su3412
Everything has its price. The web can help you find out what it is:
http://www.economist.com/l.cgi?f=20000226/index_su1876
Before e-commerce can go global, it needs to overcome a few tiresome
obstacles:
http://www.economist.com/l.cgi?f=20000226/index_su0724
Retailers must change---or bite the dust:
http://www.economist.com/l.cgi?f=20000226/index_su7620
****************************************************************************
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|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/17/2000
04:21 PM ---------------------------
Enron North America Corp.
From: William Smith @ ENRON 10/17/2000 11:57 AM
To: Gwyn Koepke/NA/Enron@Enron
cc: Maureen Raymond/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Weekly International Econ REview
Gwyn,
I see no reason why we cannot include the article in Monday's issue. Of
course, Vince will need to review it as he does for everyone's material. I'm
forwarding a copy to him with this message.
Regarding the software, you can just initiate a security request online and
order it. We can put issues online the old way until they set you up with
the new stuff. By the way, I'm going to be gone Thursday and Friday, so when
your new issue is ready on Friday, you should send it to Elena. I know she
will be here at least in the morning.
Sam
Gwyn Koepke
10/17/2000 11:29 AM
To: William Smith/Corp/Enron@ENRON
cc: Maureen Raymond/HOU/ECT@ECT
Subject: Re: Weekly International Econ REview
Sam, this is great, thanks for taking care of that so quickly! I will check
on the software needed and get back to you today.
Also, Maureen and I co-authored a paper on PPP and our Thai forecast that
might be appropriate for the TEch Corner. I've attached it below. Please
advise if we can get this into the tech corner for next week.
Thanks,
Gwyn
From: William Smith 10/17/2000 08:34 AM
To: Gwyn Koepke/NA/Enron@Enron
cc:
Subject: Re: Weekly International Econ REview
Gwyn,
I was successful in my efforts to put your new product on the web site! Have
a look! I know Elena may want to modify it a bit, but at least it's up
there. I have a couple of suggestions for your future efforts:
Get Adobe Acrobat 4.0, Full Version (not just the Reader)---this will allow
you to publish it in final form from your desk.
Do you have access to the Y: drive? It's a drive mapped off of O:\Research
and all of the web pages are there. Let me know, and if you don't, as long
as you have rights to O:\Research, I can come down and map if for you.
Then, all you have to do is print the new edition to PDF, then save it to the
same spot each time, and it's automatically online.
Sam
|
Pam,
Another group:
Stuart Hamel
Jed Howard
Brian Nelson
B+
Vince
Pamela Vande Krol Castro <[email protected]> on 05/03/2001 08:58:24 AM
To: [email protected]
cc:
Subject: Re: Grades
Got them - thank you! - pvc
At 05:21 PM 5/2/01 -0500, you wrote:
>Pam,
>
>Another team:
>
>Elena Chilkina
>Robert J. Guadette
>Joseph Helms
>Kenneth Jett
>Todd Litton
>MarK Westmoreland
>
>
>Grade: A-
>
>
>Vince Kaminski
|
Anurag,
No message attached.
Nice to hear from you again.
Vince
"Saksena, Anurag" <[email protected]> on 05/07/2001 09:57:22 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject:
?
|
Osman,
Kevin Kindall is working on the
methods for operational risk.
Please, schedule a meeting with him and Tanya
(myself included).
Vince
Osman Sezgen@EES
01/02/2001 02:02 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: VAR for business risk
Vince,
I am sorry that I had to miss the staff meeting today.
I am working on the PremiumPower issues--trying to set up a
meeting with Global Markets. I read their Business Plan and
will talk to Vasant to update him on the types of products they are
developing.
Another set of issues is related to including business risk (non-market risk)
into the VAR calculations. Several groups here need such
methodologies. Can we set up a brainstorming session when your
schedule permits?
Happy New Year,
Osman
|
Tanya,
No problem.
Vince
Tanya Tamarchenko
12/12/2000 01:28 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Shirley Crenshaw/HOU/ECT@ECT
Subject: Re: Tanya's vacation
Vince,
I was going to take afternoon off this Thursday.
Is it OK?
Tanya
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/04/2000
06:13 PM ---------------------------
ekrapels <[email protected]> on 02/04/2000 01:58:59 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: RE: Risk report on "Guide to Electricxity Hedging" and Request fo r
Gu est Access to Enrononline
Dear Vince,
I have not heard from Louise and assume I cannot access Enrononline. As a
result, I have written what I can discern in the attached draft chapter for
the Risk Guide to Electricity Hedging. Could you review the Enrononline
section and let me know if I have any factual errors? Obviously, I welcome
any other comments you might have.
Don't warry about any textual problems -- me editors will catch those.
English is, after all, my thrid language (he said, defensively).
Sorry I couldn't gain access. Enrononline looks interesting and the stock
market seems to be giving you a strong pat on the back. Well done.
Thanks for your help.
Ed Krapels
-----Original Message-----
From: Vince J Kaminski [mailto:[email protected]]
Sent: Tuesday, January 18, 2000 2:44 PM
To: ekrapels
Cc: Vince J Kaminski
Subject: Re: Risk report on "Guide to Electricxity Hedging" and Request
for Gu est Access to Enrononline
Ed,
I sent a message to Louise Kitchen who runs the EnronOnline effort.
She should be getting back to you shortly.
Vince
ekrapels <[email protected]> on 01/18/2000 12:00:12 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Risk report on "Guide to Electricxity Hedging" and Request for Gu
est
Access to Enrononline
Dear Vince,
Greetings from Boston, where we're doing all we can to help keep the price
of gas high.
As I may have told you earlier, I'm writing a "Guide to Electricity Hedging"
for Risk Publications similar to the report on Oil. I had planned to write a
significant section on Enrononline, and in the midst of my research on the
topic was denied access by Enron's gatekeeper. Can you help get me in?
As always, the best from here.
Ed Krapels
-----Original Message-----
From: Donna Greif [mailto:[email protected]]
Sent: Tuesday, January 18, 2000 12:37 PM
To: [email protected]
Subject: Request for Guest Access
Dear Mr. Krapels:
Thank you for requesting guest access to EnronOnLine. Unfortunately, we are
unable to give you quest access at this time.
EnronOnLine is exclusively for those companies who can transact wholesale
energy
commodities and related products.
In addition, you had indicated within the comments section of your email
that
you are preparing a "Guide to Electricity Hedging"
for Risk Publications. I have forwarded your inquiry to our Public
Relations
Department along with your contact information.
Should you not hear back from anyone within a reasonable amount of time,
please
feel free to contact our Call Center at
713 853-HELP (4357).
Sincerely,
Donna Corrigan Greif
EnronOnline Help Desk
713/853-9517
- att1.htm
|
Osman,
This guy is too much.
I would tell him that we understand
that he has to make the best choice
for himself and can change his mind but at this point we treat
his decision as final but we still appreciate the interest he showed
in Enron.
We never had any luck hiring a statistician.
Maybe we shall get one some day.
Vince
Osman Sezgen@EES
04/20/2001 11:54 AM
To: Vince J Kaminski/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT
cc:
Subject: Statistician from Rice
I had a message on my phone this morning from WIlliam indicating that
he had changed his mind and will be taking another job. He also mentions that
the other organization will give him time to publish his thesis and he
assumes
Enron would not do that.
I am inclined to give up on him but wanted to get your input before doing so.
Osman
|
John,
I think the crucial distinction is between recognition of risks and
elimination of
risks through hedges (as correctly pointed out in other messages). Being
aware of risk
does not mean that one does not want to be compensated for it.
Now a few more detailed comments.
1. I think that illiquidity discount represents double counting when combined
with
a project finance discount rate. Illiquidity discount, in my view,
should be applied to financial options that trade in a market without
sufficient depth.
One should apply a haircut if liquidating a position takes a long time. The
approach used in valuation
of the Turkish transaction is the same as approach used in valuation of
investments in physical
assets, which are by definition illiquid. This illiquidity is recognized
through other aspects
of valuation technology used in RAROC.
If we apply an illiquidity correction in this case, we should be consistent
and use
this approach across the board for all project finance type cases (not that
I recommend this course of action).
2. Valuation of an unheadgable options.
Let's look at it from the position of a seller of the option.
He cannot hedge a short call or put and Black-Scholes valuation becomes the
floor for
the valuation: the seller has to be compensated for taking a price risk (as
opposed to taking a vol
risk when he hedges). The issue of the compensation he will require becomes
fuzzy.
The option really becomes an insurance type product and pricing depends on
two factors:
1. risk preference
2. existing portfolio positions
Risk preference. Insurance companies typically require a payment that
consists of two parts:
expected loss + unexpected loss. The latter is typically defined as 1 to 2
standard deviations.
The number of standard deviations depends on risk appetite and the ability
to absorb the loss.
I admit that it is a bit fuzzy, but this is the way the world works. We
looked into insurance pricing at the
request of Jere Overdyke. You can talk to Vasant Shanbhogue to find out more
about it.
Existing portfolio positions. An additional contract may increase or decrease
the risk of the overall portfolio.
I would expect the deal to provide some risk diversification, but it does not
look to me as a deal that reduces risk
(given all our positions in this region).
What are the practical implications? Pricing depends on risk appetite (the
utility function of a decision maker
in technical jargon) and becomes to some degree arbitrary.
If we are short an option embedded in a deal and the option cannot be hedged,
we should subtract from the value of the contract
the value of the option (that is greater than the Black - Scholes value).
If we don't price this option explicitly,
the valuation of a contract will be based on a discount rate with a risk
premium.
In the case of an option buyer, the situation is reversed. If he cannot
hedge, he should recognize the risk
of losing the value of his investment and apply a discount to the value of
the option.
How big is the discount? See the comments above.
In the special case, where hedging is possible and the Black-Scholes-Merton
paradigm applies, both values
will become equal (ignoring transaction costs). The values of an option form
the point of view of
a seller and a buyer will converge.
3. What happens in case we use simulation technology?
We can discount at the risk free rate along each scenario (each scenario will
recognize the downside and/or
upside at different points in time in different states of the world).
If we run a sufficient number of scenarios, we shall get a distribution of
NPV as of today.
Knowing this distribution means that we can estimate risk, but in most cases
we are still holding
it. The expected value should be, therefore, adjusted for risk. This is
equivalent to using a
discount rate with a risk premium.
I hope this helps. Please, call me with additional questions. Sorry for a
delay in responding
to this question. I ran my response by Stinson and Vasant, to make sure we
all agree.
It's a very complicated technical problem and the financial theory does not
have
good answers.
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/29/2000
05:29 PM ---------------------------
Tanya Tamarchenko
09/28/2000 01:33 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: comparison of 3 vol. methodologies
Vince,
look at this version and give me your comments, please.
Tanya.
|
Correction,
Jack welch is the CEO of GE, not GM.
Vince Kaminski
The eThink Team
From: eThink@ENRON on 07/05/2000 08:08 PM
Sent by: Enron Announcements@ENRON
To: All Enron Worldwide
cc:
Subject: eSpeak Survey: The results are in!
We recently asked you to create an eSpeak "wish list" for us. The response
was tremendous and, in some cases, very creative. Your fellow employees
asked for everyone from Britney Spears to George Bush. In all, we received
requests for 61persons outside of Enron to host an eSpeak event. We thought
you might like to know who your colleagues find interesting, so we've
provided a sampling of the suggestions below. Here are the top ten most
requested eSpeakers.
10. Jack Welch, CEO, General Motors
9. Scott McNeally, CEO, Sun Microsystems
8. Satisfied Enron Customers
7. Stephen Covey, author, The Seven Habits of Highly Effective People
6. Oprah Winfrey, talkshow host
5. General Colin Powell, former Chairman, Joint Chiefs of Staff, U.S.A.
4. Alan Greenspan, Chairman, Federal Reserve, U.S.A.
3. Former U.S. President George Bush
2. Bill Gates, CEO, Microsoft
1. Texas Governor George W. Bush
While we can't make any promises, we will do our best to bring in at least
some of these special guests. If you have any contacts who could help us get
in touch with these guest speakers, please let us know at [email protected].
Everybody needs a little help now and then, even eSpeak.
There were plenty of internal speakers requested, as well. Those requests
should be somewhat easier to meet, although scheduling time with some of our
colleagues can be quite a task!
Thank you all for your participation.
|
Helyette,
Sorry for not getting back to you earlier.
My schedule was quite crazy over the last few days.
I shall be in London on Sunday meeting my group for dinner at 7:30. Can I
call you around
6:00 - 6:30?
Vince
P.S. You can send a reply to my AOL address.
Vince
[email protected] on 09/29/2000 11:27:51 AM
To: [email protected]
cc:
Subject: Our Workshop
dear Vince,
Our Workshop has already 20 registered delegates,
which is very good given the French power situation.
Moreover,French people tend to be fairly educated
and we should coordinate a little bit.
I am leaving in 30 minutes for 2 days.Can we talk on Sunday
at 7 or 8 p.m my time?My 2 numbers will be
33 1 46040110 or 33 6 08074200
Alex would agree to speak for a while as we did in Francfort.
Karla sent me a proposal for the Escrow problem.I had a
further question in your direction regarding "system support".
Karla,as you know,would kindly like to wrap up the contract
before moving to a new Department and I will do my very
best to satisfy her wish and your feasible requests.
Kind regards
Helyette
|
Lloyd,
I think that we can arrange a few video conference meetings instead.
I don't see a justification for extending the stay over the weekend if we
have an alternative solution.
Vince
Enron Capital & Trade Resources Corp. - Europe
From: Lloyd Fleming 07/06/2000 12:37 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Maureen Raymond/HOU/ECT@ECT
Subject:
Vince
I met Maureen yesterday and had a useful discussion on her role within
Enron. I think it would be very helpful to promote the Research group
function of the company, particularly given Maureen's background, if she
could be introduced to some of the main traders down at MG. Unfortunately
she won't have time to meet with MG unless we can schedule some meetings on
Monday.
Would you be happy for her to extend her stay here till Monday to allow the
meetings to take place?
Regards
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/23/2000
12:48 PM ---------------------------
Scott Yeager@ENRON COMMUNICATIONS
06/23/2000 10:29 AM
Sent by: Sue Wadsworth@ENRON COMMUNICATIONS
To: Vince J Kaminski/HOU/ECT@ECT, Richard DiMichele/Enron
Communications@Enron Communications, Ravi Thuraisingham/Enron
Communications@Enron Communications, John Bloomer/Enron Communications@Enron
Communications, Arshak Sarkissian/HOU/ECT@ECT
cc:
Subject: Mark Keeter Presentation - Proposal - Solution
The July 6th meeting from 2:30 till 4:30 is being held in EB45C1
|
Jeff, Greg and John,
Our old friend Tom Costantino is interested in coming back
to Enron. It seems that his move to NYMEX either will not happen
or will not happen for some time.
You can contact him at home:
Phone: (713) 860 8687 (h)
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/27/2000
04:35 PM ---------------------------
[email protected] on 03/27/2000 12:30:25 PM
To: [email protected]
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: INVESTMENTS
Hi Vicek,
Fuel Cells
A scientist at The University of Pennsylvania discovered a material for
fuel cells electrodes which has a potential for common applications.
Everything known before would plug-up a cell.
Biochemistry
What do you thing about Martek Biosciences (MATK). It is the only company
in the world producing polyunsaturated fatty acids (nutritional oils).
According to very recent research results their product added to baby
formula substantially increases IQ of babies. They are quite small now ;
however, already have licenses in several countries. Martek is still
waiting for FDA approval in US. Competitive product, fish oil is
contaminated with other undesired compounds.
Are you going to Poland anytime soon?
Marek
|
Sean,
I think we should invite Bruce for additional interviews. I think that he
does not have
the skills required in my unit, but he could contribute in other areas.
Here is the list of potential interviewees:
John Echols
Ted Murphy
Mark Ruane
Vince
Sean Grady@ENRON
07/26/2000 02:17 PM
To: Grant Masson/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, William S
Bradford/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Stinson
Gibner/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT, David
Port/Market Risk/Corp/Enron@ENRON
cc: Toni Graham/Corp/Enron@Enron, Shirley Crenshaw/HOU/ECT@ECT, Rita
Hennessy/NA/Enron@Enron, Dorothy Youngblood/HOU/ECT@ECT
Subject: Interview schedule change for Bruce James
Attached please find the interview packet for the above-referenced person.
The interview will happen Thursday July 27, 2000. Please print all three
documents for your hard copies. If you have any questions, or conflicts of
schedule, please do not hesitate to contact me.
Sean Grady
58701
|
Celeste,
I am forwarding you a letter from Prof. Duane Seppi from Carnegie Mellon
University.
I have known Duane for many years and I know that he does not make his
recommendations without very good reasons.
I would recommend looking at John Gordon as a very strong candidate:
I think he will make a terrific contribution to Enron.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/15/2000
09:25 AM ---------------------------
[email protected] on 05/12/2000 01:30:14 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Recommendation for John Gordon
Dear Vince,
I am writing to bring to your attention a GSIA student, John Gordon, who is
currently being considered for Enron's Associates program. My understanding
is that Mark Courtney and Andrew Miles at Enron are championing John as a
late addition to the program.
While I know Enron doesn't routinely recruit at GSIA, John would be an ideal
candidate if you are willing to make an exception. He is a terrific finance
student with a strong transcript; including an A+ in my Options class. Since
John has an engineering/energy background, he asked early on for additional
background reading about finance and energy. John is personable and
outgoing. Normally the job market for someone of John's caliber would have
already cleared, but I have been told that there are dual career issues at
play here.
I would be very appreciative if you would take a look at John. A copy of
his resume is attached to this email.
Best regards,
Duane
********
Duane Seppi
Graduate School of Industrial Administration
Carnegie Mellon University
Pittsburgh PA 15213-3890
tel. (412) 268-2298
fax (412) 268-8896
email [email protected]
- John Gordon's Resume
|
Stinson,
Can you please take a quick look and fwd it to Sam
Smith ([email protected])
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/07/2001
09:59 AM ---------------------------
[email protected] on 05/06/2001 07:59:33 PM
To: [email protected]
cc:
Subject: Newsletter
A reminder: this column serves two objectives. The firstis introduction of
new members of the Research Group, and of the associates andsummer interns
rotating through the group. The second objective is to reviewinteresting
publications related to energy markets, quantitative finance andother topics
of interest to the Enron audience. I have run out of the newmembers to
introduce and it,s time to some real work.
Today,s column is devoted to the issue of technicalanalysis. Financial
economists tend to dismiss technical analysis (chartism) asvoodoo science.
Over the last few years, however, a significant amount ofevidence that
technical analysis works at least in some markets. A paperpublished recently
by Carol Osler of Federal Reserve Bank of New York (CurrencyOrders and
Exchange-Rate Dynamics: Explaining the Success of Technical Analysis)reviews
two cases in which technical analysis proved quite successful inoffering
useful predictions in the foreign currency markets. The firstprediction is
that trends tend to be reversed at identifiable support orresistance levels.
The second is that if a support or resistance level isbreached, trends tend
to accelerate.
The explanation of this success can be found, according toCarol Osler, in
the
microstructure of the F/X market: take-profit and stop-lossorders tend to
cluster around certain typical levels (like exchange rate endingin a
specific
market at 00 or 50 level). For example, the author found thatthat roughly
2.8% of all stop-loss buy orders are triggered when the rate hitsa round
number, while 10.5% of take profit sales orders are triggered. Thisasymmetry
explains the success of the first prediction of technical analysis. Asecond
asymmetry is related to clustering of orders just above and just belowround
numbers ending in 50 and 00. Stop-loss buy orders are infrequent at
ratesjust
below these levels, and cluster above these levels. Stop-loss sell
orders,however, cluster just below 00 and 50 levels a relatively scarce at
rates justabove these levels.
The question remains, why conditional orders tend tocluster at certain
levels. One possibility is cognitive advantage tradersderive from managing
large volume of information using simplified rules.Another possibility is
that they follow recommendations of technical analysisin managing their
books. In this case, technical analysis becomes aself-fulfilling prophecy.
Please, contact us for thecopy of the paper if this caught your attention.
- wjk0506.doc
|
Steve,
A meeting at 8:00 - 8:15 is fine with me.
Vince
"Bramlett, Stephen" <[email protected]> on 06/06/2000 08:24:08 AM
To: "'Vince J Kaminski'" <[email protected]>, "Bramlett, Stephen"
<[email protected]>
cc: [email protected], [email protected]
Subject: RE: Risk 2000 panel discussion
Vince - Thanks for the update. I've been pulled into a 7:00 am breakfast
which I must attend. Chances are I could catch up with everyone between
8:00 and 8:15. I apologize, but two of my breakfast dates are taking
special flights in just for the breakfast - or I wouldn't inconvenience
everyone.
-----Original Message-----
From: Vince J Kaminski [mailto:[email protected]]
Sent: Tuesday, June 06, 2000 8:11 AM
To: Bramlett, Stephen
Cc: [email protected]; [email protected]; Vince J Kaminski
Subject: RE: Risk 2000 panel discussion
Steve,
This looks fine. I think we are meeting at 7:45 a.m. on the 14th
next to the general reception area.
Vince
"Bramlett, Stephen" <[email protected]> on 06/05/2000 06:28:36 PM
To: "'Jefferis, Dick'" <[email protected]>, "Bramlett, Stephen"
<[email protected]>, Vince J Kaminski/HOU/ECT@ECT,
"'[email protected]'" <[email protected]>
cc:
Subject: RE: Risk 2000 panel discussion
Gentlemen,
Please see the edit of my outline below.
Also, What time did we agree to meet on the 14th?
Successes and Failures (Stephen Bramlett)
Risk consideration directed at the enterprise level. What makes for a
successful application?
Long-term view of managing weather
Identifying the corporate objectives
Lost opportunities
Trading desks at utilities
Insurance comparisons
Product Managers
Target Audience Scale of the failure
Treasury
Enterprise risk management
CFO
Assistance of Wall Street
Link to stock prices
Earnings smoothing
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/06/2001
08:58 AM ---------------------------
"Chris Strickland" <[email protected]> on 04/05/2001 10:33:57 PM
Please respond to "Chris Strickland" <[email protected]>
To: "VinceJKaminski" <[email protected]>, "Vince \(home\)"
<[email protected]>
cc:
Subject: eprm article
Hi Vince,
?
I'm sorry you weren't around in Sydney this week. You missed a very good
book launch party that John Martin organised here for us. Paul made a short
speech in which he relayed some great comments which he said came from?you -
thanks very much!
?
Please find attached the next EPRM article. Its not really tided up fully
from our end yet, but I wanted to send it off before the weekend in case you
got chance to look at it. Because of the Easter break Robin is after it by
Thursday of next week.
?
Best regards.
?
Chris.
?
- EPRM_10_fwd_curve_simulation.doc
|
John,
It's very interesting.
Thanks.
Vince
"John H Herbert" <[email protected]> on 08/03/2000 11:40:48 PM
To: "Vince J Kaminski" <[email protected]>
cc:
Subject: Since storage numbers are so important I decided to do the attached
fee article
Best regards,
JHHerbert
- ts.pdf
|
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