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Chris, Thanks for the invitation. Yes, I am interested in the training course. I shall call Paul Bristow today. Please, give me some indication regarding the dates. Vince Vincent Kaminski Managing Director - Research Enron Corp. 1400 Smith Street Room EB1962 Houston, TX 77002-7361 Phone: (713) 853 3848 (713) 410 5396 (cell) Fax : (713) 646 2503 "Chris Strickland" <chris@lacimagroup.com> on 02/06/2001 02:20:52 AM Please respond to "Chris Strickland" <chris@lacimagroup.com> To: "VinceJKaminski" <Vince.J.Kaminski@enron.com> cc: "Vince \(home\)" <VKaminski@aol.com> Subject: EPRM course Hi Vince, ? Hope you are fine. I hope that Grant's leaving?hasn't affected your group too much? ? EPRM's Paul Bristow has been in touch about a VaR training course involving Les, yourself and I. Are you interested? We would be?extremely happy to work with you. He was talking about London and Houston which I don't know if it fits with your travel schedule. Maybe we can sort something out. ? I hope to have the next article with you by early next week. ? Best regards as always, and many thanks for your book promotional efforts! ? Chris. ? ? ?
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/01/2001 08:42 AM --------------------------- Pamela Vande Krol Castro <castro@rice.edu> on 04/17/2001 12:46:56 PM To: Vince.J.Kaminski@enron.com (Vince Kaminski) cc: Subject: MGMT 656 Enclosed please find the final grade rosters for MGMT 656.? Grades are due into our office no later than Friday, May 4. Remember that this is the university deadline for graduating students. Thank you for your help! - Pam (713-348-6223) - 656.doc
Lynn, Thanks a lot. I appreciate the information I am receiving from you. Vince Kaminski "Lynn Sieben" <Lynn_Sieben@carrfut.com> on 03/21/2000 12:30:59 PM To: "Lynn Sieben" <Lynn_Sieben@carrfut.com> cc: (bcc: Vince J Kaminski/HOU/ECT) Subject: Agency Futures I wanted to pass along our latest research note to you. The topic is the new agency futures contracts. Open the .pdf file to read it. The .xls file contains the daily report that we will be releasing on our web page that will enable the user to analyze the basis for richness-cheapness of the contracts or to create the DV01s to figure hedge ratios. (See attached file: AgencyFutures.pdf)(See attached file: AgencyPrint.xls) - AgencyFutures.pdf - AgencyPrint.xls
Hari, Thanks. Please, keep me posted about your progress. Any published papers? We shall send you the printout. Vince Hari Natrajan <hnatraj@IIMB.ERNET.IN> on 03/06/2001 08:47:34 PM To: "'Vince.J.Kaminski@enron.com '" <Vince.J.Kaminski@enron.com> cc: Subject: RE: Dear Mr. Kaminski, Thank you very much for your prompt response. I look forward to receiving a copy of your article. I would also appreciate it if you could let me know whether Enron provides research grants to individuals who are working in the area of Energy Risk Management. Towards my research, I am trying to develop a model to estimate electricity spot price. In any case, I will be getting in touch with you again a year or so down the line when I am nearing completion of my dissertation because Enron is my dream job. I look forward to hearing from you. Thank you, Yours sincerely, Hari Natarajan Fellowship Student Indian Institute of Management Bangalore Bannerghatta Road Bangalore 560076 India Tel: 91-80-6993056 Fax: 91-80-6584050 E-mail: hnatraj@iimb.ernet.in -----Original Message----- From: Vince.J.Kaminski@enron.com To: hnatraj@IIMB.ERNET.IN Cc: Shirley.Crenshaw@enron.com; Vince.J.Kaminski@enron.com Sent: 3/6/01 8:34 PM Subject: Re: Hari, I shall send you a reprint of the article. I had to cancel my presentation at San Antonio. Vince Shirley, Please, send a copy of the article to Hari. Hari Natrajan <hnatraj@IIMB.ERNET.IN> on 02/28/2001 06:45:29 AM To: "'vince.j.kaminski@enron.com'" <vince.j.kaminski@enron.com> cc: Subject: Dear Mr. Kaminski, I am a doctoral student at the Indian Institute of Management Bangalore, India. My area of interest is the Energy Sector, especially Electricity Derivatives. I am interested in obtaining a copy of the following items: 1) Your presentation "Current Challenges in Modeling Power Price Volatility" at the session on Price Volatility & Probabilistic Methods in the Energy Markets. (http://www.informs.org/Conf/SanAntonio2000//TALKS/MD29.html) 2) Your chapter "The Challenge of Pricing and Risk Managing Electricity Derivatives" in the book 'The US Power Market', Risk Publications. I would appreciate it if you could send me a soft/hard copy of the same. Thank you, Yours sincerely, Hari Natarajan Fellowship Student Indian Institute of Management Bangalore Bannerghatta Road Bangalore 560076 India Tel: 91-80-6993056 Fax: 91-80-6584050 E-mail: hnatraj@iimb.ernet.in
Sam, Thanks for forward thinking. What about a new asscoiate Kate Lucas or Sharad? I shall beat on people (or myself) to produce Enron North America Corp. From: William Smith @ ENRON 11/09/2000 07:58 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Newsletter update Good Morning, Vince! After going over our department list, I believe that, with the exception of a part-timer or two, we have covered everybody in the newsletter. If we have recently hired someone who might not be on the list, would you please let me know? Also, if you have a good article from someone that we can use for a Technical Corner, we will need that, too. I'm going to put out a general call for TC material today. Hopefully, we will get several things we can use for the coming weeks. Sam
Emma, It's your choice. I can chair the session of day 2 or speak on one of these topics. Please, let me know what works for you. Possible presentations: Evaluating the effectiveness of insurance as a risk management tool or Applying real option theory to value power plants or Overcoming the difficulties of accurately estimating volatility Vince "Emma Wolfin" <risk-ny@email.msn.com> on 12/14/99 04:08:03 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Invitation to speak at POWER 2000 Hi Vince It is my great pleasure to invite you to speak at POWER 2000 which will be in Houston on 9 & 10 May 2000. Would you be interested in chairing one of the streams on day 2 of the conference? Or making a full presentation on one of the days? Please let me know which talks interest you. Obviously, some of the talks are no longer available but I would like to give you a choice as much as possible. Please could you get back to me asap on 212 925 1864 Ext 151 or by return email. I very much hope you can make the dates as I'm very keen to have you participate at POWER. Not to flatter you unnecessarily, but I know that a lot of people come to our conferences to hear what you have to say. Best regards Emma - Invite.doc
Vasant, This list goes to Dave Delainey. Please, make sure everything is current. Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/11/2000 12:37 PM --------------------------- Crystal Barry <CBARRY@IIRLTD.CO.UK> on 02/09/2000 05:05:17 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: The Real Options Conference Dear Vince, As the above event is drawing closer, I thought I would write a quick email to finalise a few things with you. I understand that you would like a guest to attend, please can you let me know their name and job title. Also, if you could send me your conference checklist I would appreciate it, so that I can finalise details with my audio visual company. In the meantime, if there is anything I can do for you, please do not hesitate to let me know on 0171-915-5116. Kind Regards Crystal
Gillian, Stinson will be in the office on Wednesday. Vince Gillian Lockwood 11/21/2000 11:15 AM To: Stinson Gibner/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: digitals Stinson, I tried to reach you a couple of times and again today to discuss. Please do call me when you have a free moment. Gillian. (tel 44 207783 5182) Gillian Lockwood 10/11/2000 17:18 To: Stinson Gibner/HOU/ECT@ECT cc: Subject: Re: digitals I'll call you Monday to discuss. Cheers. Gillian.
Shirley, Do you know about it? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/05/2001 11:35 AM --------------------------- Enron IT Purchasing 03/05/2001 11:09 AM Please respond to Enron IT Purchasing Sent by: ECTHOU-DOMWEB1 To: Shirley Crenshaw/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Confirmation of your order This is an automatic confirmation of the request you have placed using IT Central. Request Number: ECTH-4UJN5L Order For: Mitra Mujica 1 x ( OPTION: 128MB UPGRADE FOR DESKPRO EN 6600 $63 ) 1 x ( Standard Desktop $905 ) Enron IT Purchasing *Please send all status inquiries regarding this request to: mailto:receiving&hardware@enron.com
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/08/2000 04:46 PM --------------------------- Zimin Lu 05/08/2000 03:22 PM To: duffie@stanford.edu cc: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT Subject: Enron Storage Analysis Model audit Professor Darrel Duffie 450 Miramonte Avenue Palo Alto, CA 94306 May 8, 2000 Dear Professor Duffie, I enclosed with this e-mail Enron Storage Analysis Model (SAM) for your review. The attached files include: 1) a brief documentation of the model (SAM.doc), 2) c-code of the main routines, 3) Excel spreadsheet interface, 4) SAM_audit.dll . Dr. Vince Kaminski, Dr. Stinson Gibner and myself have spent about one year in developing this model. With traders, feedback incorporated, the model results are close to reality. Although there are features to be included, we believe the model is ready for your review. We look forward to your comments and suggestions. Please feel free to contact me should you need additional detail. Sincerely, Zimin Lu Director, Enron Research Zlu@enron.com 713-853-6388 Enclosures
Norma, It seems that there is a bug in the system. I made an error mixing equity and merit raises in one column. The system does not allow me to correct the mistake by moving the entries from one column to another. I can enter the changes, but after I save them the system reverts to original designations. As a result, the columns contain mixed entries related to merit and equity raises. The column totals are misleading. I am taking a CSV version home to continue making adjustments. I shall work at home Monday (281 367 5377). Vince
Simon, I shall bring a floppy to Paris. Vince "Simon Turner" <simon@localbloke.freeserve.co.uk> on 09/29/2000 10:13:47 AM Please respond to "Simon Turner" <simon@localbloke.freeserve.co.uk> To: <Vince.J.Kaminski@enron.com> cc: Subject: Re: Vince This works. Are you attaching your presentation for next week?? Thanks Simon -----Original Message----- From: Vince.J.Kaminski@enron.com <Vince.J.Kaminski@enron.com> To: Simon@localbloke.freeserve.co.uk <Simon@localbloke.freeserve.co.uk> Cc: Vince.J.Kaminski@enron.com <Vince.J.Kaminski@enron.com> Date: Wed 27 September 2000 5:04:pm >Test > >Vince Kaminski > >
Lance, Any interest? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/09/2000 04:33 PM --------------------------- Energy Info Source <custsvc@energyinfosource.com> on 11/03/2000 09:30:52 AM To: cc: Subject: Transmission Report 2000 Energy Info Source is privileged to introduce its Transmission Report 2000. The report is a comprehensive 150-page study of the U.S. Transmission industry. The report takes a wide-ranging look at changes in the industry with a heavy emphasis on FERC,s drive for RTOs. A major component of the report will be detailed analysis of the FERC-mandated RTO filings by ISOs and IOUs that make the October 15th filing. Topics covered in the report include: - The History of Transmission in the U. S. - The Impact of FERC Orders 888 and 889 - The Creation of ISOs - FERC,s Push Toward RTOs through the Merger Approval Process - The Creation of TransCos - Detailed Analysis of FERC Order 2000 - Detailed Discussion, Analysis, and Comparison of October 15 RTO Filings -- including Innovative Rate Treatments - Listing of All FERC Dockets and Policy Statements Regarding RTOs - Maps of Proposed TransCo and RTO Territories The report comes in Adobe Acrobat PDF format and is available via email (4.0 MB file) for $689 or on CD-ROM for $699. For more information about the report or to order, click on the following link or call us at 888-986-2250. We accept Visa/Mastercard/American Express. http://www.energyinfosource.com/aoi/transmission-report.cfm Also be sure to check out our new Transmission area of interest for the latest Transmission news and information at: http://www.energyinfosource.com/aoi/transmission.cfm ---------------------- If you want to be removed from our mailing list or for more information: Energy Info Source, Inc. email: custsvc@energyinfosource.com phone: 888-986-2250
Jim, Thanks again for the invitation to visit LSU. Shirley will FedEx the receipts tomorrow. Vince "James R. Garven" <jgarven@lsu.edu> on 02/08/2000 07:00:50 PM To: vince j kaminski <vince_j_kaminski@enron.com> cc: Subject: receipts from visit Dear Vince, Thanks again for taking the time to visit.? Both faculty and students got a lot out of your presentations. I have a favor to ask concerning the expense reimbursement process.? Can you mail all travel and lodging receipts to my secretary Joan Payne at the following address: Joan Payne Department of Finance 2163 CEBA Louisiana State University Baton Rouge, LA? 70803 Thanks, Jim Garven _________________________________________ James R. Garven William H. Wright, Jr. Endowed Chair for Financial Services Department of Finance 2158 CEBA E. J. Ourso College of Business Administration Louisiana State University Baton Rouge, LA? 70803-6308 Voice (225) 388-0477? |? Fax: (800) 859-6361 E-mail:? jgarven@lsu.edu Home Page: http://garven.lsu.edu Vita: http://garven.lsu.edu/dossier.html Research Paper Archive: http://garven.lsu.edu/research.html _________________________________________
Kevin, Thanks for arranging this. Happy Thanksgiving to you and your Family. Vince Kevin G Moore 11/21/2000 06:09 AM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Joseph Hrgovcic/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Paulo Issler/HOU/ECT@ECT, Amitava Dhar/Corp/Enron@ENRON, Alex Huang/Corp/Enron@ENRON, Kevin Kindall/Corp/Enron@ENRON, Kevin G Moore/HOU/ECT@ECT, Clayton Vernon/Corp/Enron@ENRON, William Smith/Corp/Enron@ENRON, Jose Marquez/Corp/Enron@ENRON, Chonawee Supatgiat/Corp/Enron@Enron, Shalesh Ganjoo/HOU/ECT@ECT, Tom Halliburton/Corp/Enron@Enron, Elena Chilkina/Corp/Enron@Enron, Sevil Yaman/Corp/Enron@Enron, Sofya Tamarchenko/NA/Enron@Enron, Bob Lee/NA/Enron@Enron, Gwyn Koepke/NA/Enron@Enron, Hector Campos/HOU/ECT@ECT, Anita DuPont/NA/Enron@ENRON, Youyi Feng/NA/Enron@Enron, V Charles Weldon/HOU/ECT@ECT, Yana Kristal/Corp/Enron@ENRON, Praveen Mellacheruvu/HOU/EES@EES, Li Sun/NA/Enron@Enron, Stephen Bennett/NA/Enron@ENRON, Roman Zadorozhny/HOU/EES@EES, Lance Cunningham/NA/Enron@ENRON, Leann Walton/NA/Enron@ENRON, Shane Green/HOU/EES@EES, Shirley Crenshaw/HOU/ECT@ECT cc: Subject: Re: Thanksgiving Staff Meeting We are approaching the holidays, Remember, to be very careful during this time. I look forward to seeing everyone at the staff meeting on Thursday 11/30/00. to enjoy yet another meal of Thanksgiving with co -workers. Enjoy the Holiday ! See you when you return...................... Thanks Kevin Moore Kevin G Moore 11/01/2000 02:33 PM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Joseph Hrgovcic/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Paulo Issler/HOU/ECT@ECT, Amitava Dhar/Corp/Enron@ENRON, Alex Huang/Corp/Enron@ENRON, Kevin Kindall/Corp/Enron@ENRON, Kevin G Moore/HOU/ECT@ECT, Clayton Vernon/Corp/Enron@ENRON, William Smith/Corp/Enron@ENRON, Jose Marquez/Corp/Enron@ENRON, Chonawee Supatgiat/Corp/Enron@Enron, Shalesh Ganjoo/HOU/ECT@ECT, Tom Halliburton/Corp/Enron@Enron, Elena Chilkina/Corp/Enron@Enron, Sevil Yaman/Corp/Enron@Enron, Sofya Tamarchenko/NA/Enron@Enron, Bob Lee/NA/Enron@Enron, Gwyn Koepke/NA/Enron@Enron, Hector Campos/HOU/ECT@ECT, Anita DuPont/NA/Enron@ENRON, Youyi Feng/NA/Enron@Enron, V Charles Weldon/HOU/ECT@ECT, Yana Kristal/Corp/Enron@ENRON, Praveen Mellacheruvu/HOU/EES@EES, Li Sun/NA/Enron@Enron, Stephen Bennett/NA/Enron@ENRON, Roman Zadorozhny/HOU/EES@EES, Lance Cunningham/NA/Enron@ENRON, Leann Walton/NA/Enron@ENRON, Shane Green/HOU/EES@EES cc: Subject: Thanksgiving Staff Meeting Dear Research Group , As you are aware Thanksgiving is Thursday , Nov.23rd and is a holiday. We as Enron employee's will be off both the 23rd and 24th. Thanksgiving is a day appointed for giving thanks for divine goodness. After returning to work we will keep the tradition of giving thanks right here in the work place by celebrating Thanksgiving in the Thursday's staff meeting 11-30-00. We will celebrate a act of giving thanks to one another as co -workers and member of the same Research Group. Please look forward to hearing more regarding the Staff meeting 11-30-00 Thanks Kevin Moore
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/12/2001 08:16 AM --------------------------- "Btu" <subs@btu.net> on 03/09/2001 04:47:33 PM To: "Btu Weekly" <> cc: Subject: Btu Weekly Attached is the latest issue of Btu Weekly. e-mail: info@Btu.net phone: 732-758-8222 fax: 732-758-8286 - wg031201.pdf
Clayton, No, I haven't. Vince Clayton Vernon@ENRON 04/04/2000 02:07 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: ? Vince- Have you by chance read Alfred Korzibski's "Science and Sanity"? Clayton
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/19/2001 04:27 PM --------------------------- "Ehud I. Ronn" <eronn@mail.utexas.edu> on 04/18/2001 01:47:19 PM To: Vince.J.Kaminski@enron.com cc: Subject: Texas Finance Festival Vince, Greetings. Just wanted to drop a line expressing regret for my missing your Texas Finance Festival (TFF) keynote address. I would have enjoyed hearing your views and catching up on things. Regrettably, however, it appears I will be unable to attend this year's TFF. I look forward to seeing you again at next month's EPRM 2001. Best, Ehud ============================================== Ehud I. Ronn Jack S. Josey Professor in Energy Studies Department of Finance McCombs School of Business University of Texas at Austin Austin, TX. 78712-1179 Voice: (512) 471-5853 FAX: (512) 471-5073 Internet: eronn@mail.utexas.edu =================================================
Jim, Thanks. I shall call him. Vince James D Steffes@EES 09/20/2000 09:39 AM To: Vince J Kaminski/HOU/ECT@ECT, Jeff Dasovich/SFO/EES@EES cc: Subject: Presentation to faculty and students at Berkeley Vince -- Please feel free to also call Jeff Dasovich (415-782-7822) in our San Fransisco office. He has been very involved in the California market discussions and presented before FERC during their field hearings. He knows the profs you are meeting with and has some great insights into our positions. Jeff also attended Berkeley as an undergrad and is now attending their B-school in the evenings. Thanks. Jim Steffes ---------------------- Forwarded by James D Steffes/HOU/EES on 09/20/2000 09:33 AM --------------------------- From: Steven J Kean@ENRON on 09/20/2000 09:21 AM Sent by: Steven J Kean@ENRON To: Maureen McVicker/NA/Enron@Enron, James D Steffes/HOU/EES@EES, Elizabeth Linnell/NA/Enron@Enron cc: Vince J Kaminski/HOU/ECT@ECT Subject: Presentation to faculty and students at Berkeley Maureen -- please send Vince my California testimony and the talking point presentation for Jeff Skilling at the National Press Club. Eliz-- keep Vince on the distribution list for the documents we are generating now to repond to the California situation. ----- Forwarded by Steven J Kean/NA/Enron on 09/20/2000 09:18 AM ----- Vince J Kaminski@ECT 09/18/2000 01:26 PM To: Steven J Kean/NA/Enron@Enron cc: Charlene Jackson/Corp/Enron@ENRON, Celeste Roberts/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Ashley Baxter/Corp/Enron@Enron Subject: Presentation to faculty and students at Berkeley Steve, I am a lead recruiter at the University of California at Berkeley for Enron Analyst/Associate program. I contacted several friends who work at Berkeley and received an invitation from one of them to make a presentation at the weekly Faculty Seminar of the Dept. of Industrial Engineering and Operations Research. The students and faculty members from the business school will be also invited. Berkeley in general, and Department of Industrial Engineering and Operations Research in particular, are important centers of academic research on electricity markets (S. Oren works very closely with Severin Borenstein). My presentation will focus on the Analyst/Associate program. I shall also have an opportunity to discuss the power markets in California (I expect many questions) before many experts who are very important to shaping public opinion and regulatory agenda. Please, let me know who in you group could help me in preparing this presentation and in presenting Enron's point of view in a more effective way. Vince FYI. The name of my friend who invited me: Shmuel S. Oren, Professor Dept. of Industrial Engineering and Operations Research 4117 Etcheverry Hall University of California Berkeley, CA 94720-1777
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/31/2001 09:59 AM --------------------------- <customerservice@iinews.com> on 03/30/2001 07:59:15 AM To: "vkamins@ect.enron.com" <vkamins@ect.enron.com> cc: Subject: Thank you for renewing your subscription to Power Finance & Risk Dear Vince Kaminski: Thank you for renewing your subscription to Power Finance & Risk - your exclusive source for power financing and trading news - http://www.iipower.com. Remember, your subscription entitles you to breaking news emails, print issues and access to http://www.iipower.com. Online, you can access breaking news and the current issue, as well as a searchable archive and special supplements. Please continue to enjoy access to http://www.iipower.com , using the User ID and Password you provided: ***************************************************** User ID: VKAMINSKI Pass Word: ITALIA ***************************************************** Please note your account 00235424-0015 *Please remember that your user name and password may be used only by you. Violation of this rule will cause you to forfeit your complimentary access to the Subscribers Only area of the web site. Why not bookmark http://www.iipower.com now, or make it your homepage for easy access in the future? If you have any questions, please email us at mailto:customerservice@iinews.com or call Customer Service at (212) 224-3800 between 8 a.m. and 6 p.m. Eastern Time. Sincerely, Nalini Humphrey __________________________ Nalini Humphrey Customer Service (212) 224-3800 mailto:customerservice@iinews.com
Dale, Thanks for your message. I don't know the labor market in London that well but here the market for quants is very hot. Steve is in my view an exceptionally talented person and I would go an extra mile to retain him long-term for the company. I would adjust the base salary or the kicker upward a bit. o62,000 Basic is what Anjam is receiving currently (if I remember correctly). Steve has a much higher value to Enron than Anjam. Vince Dale Surbey 08/30/2000 07:49 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Confidential Vince, This is the package HR is proposing for Steven. What do you think? - Dale ---------------------- Forwarded by Dale Surbey/LON/ECT on 30/08/2000 13:50 --------------------------- Sophie Kingsley 29/08/2000 20:32 To: Dale Surbey/LON/ECT@ECT cc: Subject: Confidential Sorry Dale, long day, here are the proposed numbers 2 Year Exec o62,000 Basic ( currently o55K ) o10K each year kickers $50,000 worth of options to vest 1/3 1/3 1/3 Let me know what you think. Regards Sophie
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/02/2001 05:07 PM --------------------------- "Sogomonian, Aram" <Aram.Sogomonian@pacificorp.com> on 01/31/2001 07:56:39 PM To: "'vkamins@enron.com'" <vkamins@enron.com> cc: Subject: FW: California Electricity Crisis: What to do For your reading enjoyment. We should shoot for breakfast on Thursday morning Feb. 8th. FYI. The following link will take you to a joint statement about what to do in the California electricity crisis. http://haas.berkeley.edu/news/california_electricity_crisis.html William W. Hogan John F. Kennedy School of Government Harvard University 79 John F. Kennedy Street Cambridge, MA 02138 617-495-1317 (o) 617-495-1635 (f) email: william_hogan@harvard.edu web page: www.whogan.com or http://ksgwww.harvard.edu/people/whogan
FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/05/2001 09:58 AM --------------------------- FAP <FAP@management.wharton.upenn.edu> on 02/02/2001 02:17:37 PM To: "'vkamins@enron.com'" <vkamins@enron.com> cc: FAP <FAP@management.wharton.upenn.edu>, Thomas <Thomas@wharton.upenn.edu>, Weigelt <Weigelt@wharton.upenn.edu>, "'hethorne@wharton.upenn.edu'" <hethorne@wharton.upenn.edu>, "'mallikd@wharton.upenn.edu'" <mallikd@wharton.upenn.edu> Subject: another addition from Enron Tiger member Vince: Please add Deepa Mallik to the list, as well, as she is interested in a summer internship with Enron. She said she forwarded her resume to you last week. Will gladly resend, if necessary. Thanks, Donna > -----Original Message----- > From: FAP > Sent: Friday, February 02, 2001 2:04 PM > To: 'vkamins@enron.com' > Cc: 'clayton.degiacinto.wg02@wharton.upenn.edu'; > 'hethorne@wharton.upenn.edu'; Thomas; Weigelt; FAP > Subject: addition from Enron Tiger member > Importance: High > > Vince: > > Please add Clayton DeGiancinto as an applicant to a summer internship at > Enron. He told me that he sent Christie Patrick his resume two weeks ago. > Let me know if you need to have it resent. > > Thanks, > Donna
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/02/2001 02:06 PM --------------------------- "John D. Martin" <J_Martin@baylor.edu> on 02/02/2001 10:59:11 AM To: vkamins@enron.com cc: Subject: Draft from the editor with questions. I'll call Vince, attached is the editor's latest edits on my draft. there are a couple of things i'd like to discuss with you and will call right after lunch. john - 134martin2.doc John D. Martin Carr P. Collins Chair in Finance Finance Department Baylor University PO Box 98004 Waco, TX 76798 254-710-4473 (Office) 254-710-1092 (Fax) J_Martin@Baylor.edu web: http://hsb.baylor.edu/html/martinj/home.html
FYI Vince P.S. Rita, Please, cc Shirley on all my msgs. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/10/2001 05:11 PM --------------------------- Enron North America Corp. From: Rita Hennessy @ ENRON 01/10/2001 11:37 AM To: James Hachen/NA/Enron@Enron, Vince J Kaminski/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Tanya .Tamarchenko@enron.com, David.Roberts@enron.com, lpederse@enron.com, Naveen Andrews/Corp/Enron@ENRON, Vladimir Gorny/HOU/ECT@ECT, David Port/Market Risk/Corp/Enron@ENRON, Sheila Pardo/HOU/EES@EES cc: Araceli Romero/NA/Enron@Enron Subject: Re-Schedule - Meeting - EAM VaR NOTE: The day and time has changed. Please put the following meeting on your calendars: NOTE: The day and time has changed Subject: EAM VaR Date: Wednesday, January 17, 2001 Time: 1:00pm - 2:00pm Place: EB2868 Thanks, Rita 33075 From: Rita Hennessy 01/09/2001 10:59 AM To: Sheila Pardo/HOU/EES@EES cc: Subject: Meeting - EAM VaR ---------------------- Forwarded by Rita Hennessy/NA/Enron on 01/09/2001 10:58 AM --------------------------- From: Rita Hennessy 01/09/2001 10:50 AM To: Tanya.Tamarchenko@enron.com, David.Roberts@enron.com cc: Subject: Meeting - EAM VaR ---------------------- Forwarded by Rita Hennessy/NA/Enron on 01/09/2001 10:48 AM --------------------------- From: Rita Hennessy 01/09/2001 10:33 AM To: James Hachen/NA/Enron@Enron, Vince J Kaminski/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Tanya .Tamarchenko@enron.com, David.Roberts@enron.com, lpederse@enron.com, Naveen Andrews/Corp/Enron@ENRON, Vladimir Gorny/HOU/ECT@ECT, David Port/Market Risk/Corp/Enron@ENRON cc: Araceli Romero/NA/Enron@Enron Subject: Meeting - EAM VaR Please put the following meeting on your calendars: Subject: EAM VaR Date: Tuesday, January 16, 2001 Time: 9:00am - 10:00am Place: EB2868 Please advise if there is a conflict. Thanks, Rita 33075
Dear Mr. Enthofer, I regret to decline your kind invitation to speak at the Alpbacher Finanzsymposium. I have another engagement in the beginning of October in Paris. Vince Kaminski Finance Trainer <strecker@financetrainer.com> on 05/30/2000 08:02:42 AM To: "'vkamins@enron.com'" <vkamins@enron.com> cc: Subject: Alpbacher Finanzsymposium 2000 - invitation for a speech on "weatherderivatives" Dear Mr. Kaminski! We are the organizer of the Alpbacher Finanzsymposium which is a top event for Austrian corporate and banking executives every year and takes place in the mountains of Tirol from 4th to 6th of october 2000. It hosts approximately 500 participants. This year`s topic is "Balance Sheet Protection". We kindly ask you, if you are interested in presenting "your latest research into the application of weather risk management techniques" at the symposium. Date and location: Friday, October 6th 2000, 9.30 a.m. Alpbach-Tirol, Congress Centrum. We would highly appreciate to welcome you in Alpbach in October - please give us notice as soon as possible. We will come back to you with organizational details. Yours sincerely Hannes Enthofer Hannes Enthofer Finance Trainer International GmbH Am Hundsturm 11 A-1050 Wien Tel: +431 5455277-0 Fax: +431 5455277-20 e-mail: enthofer@financetrainer.com WEB: www.financetrainer.com
FYI Vince P.S. Meeting on Wed at 10 ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/19/2000 08:46 PM --------------------------- Sandeep Kohli@ENRON_DEVELOPMENT 12/17/2000 06:42 AM To: Vince J Kaminski@ECT cc: Subject: DPC Memo Vince, I am in Houston (rrived Satruday), and will be in office on Monday (though officially, I am on vacation). Would like to catch up with you if possible. It looks like your team will be getting involved in some form on the DPC side. I have already made a recommendation to Wade. I am attaching a small memo that I have addressed to Wade on the DPC position and possible workout. This is still a draft and will likely get shared later with others. I would love to get your comments on the same. At the same time, this also will give you some idea of the problem, in conjunction with the other Plan presentation I had sent you. Look forward to touching base with you. Regards, Sandeep.
Stinson. No problem. Vince Stinson Gibner 03/14/2000 05:16 PM To: Shirley Crenshaw/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: Vacation I am planning to take 1/2 day of vacation on the morning of March 22nd. thanks, --Stinson
Dave, Thanks for the message. I don't think we need more time. Vince David Gorte 04/12/2000 06:47 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Meeting on Thursday Vince, I can do 9:30, but only for one half hour. Please let me know if this works for you. Regards, Dave
Kim, FYI. I checked on the progress of the accounting adjustment and was told it would happen this month. Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/26/2001 04:36 PM --------------------------- RiskBrief <web@riskwaters.com> on 01/25/2001 01:57:58 AM To: List Member <vkamins@enron.com> cc: Subject: RiskBrief - January Issue RiskBrief - http://www.financewise.com/risk Dear Risk Brief Subscriber, It,s been a while since you last received your monthly 'Risk Brief' update from FinanceWise. But not without good reason - we've changed a lot. We have launched an exciting online news product called 'RiskNews'. This FREE website provides dedicated global coverage of all the top stories, informed analysis and best practice in the world of financial risk management, derivatives, technology and exchanges, people moves and key industry events. Breaking news is added to the website throughout the day, every day. Another key benefit of RiskNews is a FREE weekly e-mail update covering the need-to-know headlines and links back to the relevant news items. So, if you can't find the time to visit http://www.RiskNews.net regularly, don't worry, you can keep yourself informed with the weekly 'RiskNews Update'. So, what does this mean for you? From now on, as well as receiving your monthly 'Risk Brief' e-mail summarising risk management news a month after it happens, you can now receive the weekly 'RiskNews Update'. The e-mail update is sent every Friday and the service is FREE. Starting from Friday 26 January you will receive your first 'RiskNews Update' with coverage from stories occurring just this week. And finally ( To celebrate this important milestone in our Internet services development, we would like to offer you a FREE copy of the February issue of 'Operational Risk', worth $70. This special issue serves as a guide to the regulators, proposals on operational risk capital charges as contained in the Basle Committee's second consultative paper released in January 2001. Coverage contains market reactions, impacts and implications, as well as: ? Contributing articles from the regulators ? Views and reactions from banking analysts ? Views of the banking industry bodies ? Implications for the risk technology sector with interviews Order your FREE copy (worth $70) NOW and check out http://www.RiskNews.net for the first time! Your comments & feedback are always welcome; please e-mail us on mailto:web@riskwaters.com, Best Regards, The RiskNews Team (formerly Risk Brief) ============================================================ If you think any of your business associates or colleagues would find RiskNews useful, please forward a copy of this e-mail to them for us. Thanks! ============================================================ All of Risk Waters Group online services can be accessed through http://www.riskwaters.com Risk Waters Group ) providing products with accurate analysis and technical commentary on the latest developments in the world of finance, financial technology, credit, emerging markets, market data, bandwidth trading & telecoms, risk management and derivative products. ________________________________________________________________ To unsubscribe to this list, send a blank message to mailto:Financewise-unsubscribe@listbot.com or visit http://www.financewise.com/public/edit/riskm/briefix.htm and unsubscribe from there. ______________________________________________________________________ To unsubscribe, write to financewise-unsubscribe@listbot.com
Jim, No changes in the schedule. The meeting will take place, as scheduled, on the 6th of December at 9:00 a.m. We may have to cancel lunch with the professors as they have other commitments. The meeting will last about 2 hours. Vince
Chris, I have read the paper. It reads very well. Two comments. 1. It probably makes sense to include a note on the standard GBM simulation equation and the way it's typically discretized. 2. It will help the reader who did not read the earlier articles to explain what CT is (perhaps a footnote). I am also including a message I sent to Julie today. ****************************************************************************** *************** 1. I would like to register 2 members of my group for both courses (in Houston): a. Paulo Issler b. Alex Huang I shall attend the course on weather only. 2. I have started the process to issue a check for 5,000 AUD for Lacima. Shirley sent you an update on this. The 2nd installment comes from the budget of our office in Australia. I shall talk to Paul Quilkey today about it. Please, let me know if there is any delay. 3. The book will be used as textbook for the class I shall be teaching at Rice. Rice Univ bookshop is placing an order. 4. I would like to order 50 copies for my group. What is the best way to place the order? Can we pay in US dollars? ****************************************************************************** *************** Best regards. Vince "Chris Strickland" <chris@lacima.co.uk> on 12/12/2000 05:21:22 PM Please respond to "Chris Strickland" <chris@lacima.co.uk> To: <Vince.J.Kaminski@enron.com> cc: "Julie" <julie@lacimagroup.com> Subject: Fw: EPRM Article Hi Vince, I'm wondering if you got this last week? If you could have a quick look and get back to me with any comments that would be great - Robin is chasing me on this one! Best regards. Chris. ----- Original Message ----- From: Chris Strickland <chris@lacima.co.uk> To: <VKaminski@aol.com> Sent: Wednesday, December 06, 2000 4:16 AM Subject: EPRM Article > Hi Vince, > > Hope things are fine with you. I'm sorry that I only ever write to you when > I'm after something, but could you look at this simulation article - the > next installment in the EPRM articles. > > Many thanks and best regards. > > Chris. > > > > ----- Original Message ----- > From: <VKaminski@aol.com> > To: <Vince.J.Kaminski@enron.com>; <Les@lacima.co.uk>; <chris@lacima.co.uk>; > <robin@risk.co.uk> > Sent: Friday, September 08, 2000 4:23 AM > Subject: Re: VaR Article > > > > Les, > > > > The revised version of the VaR article looks fine. > > > > Vince > > > - EPRM_04_sim_mr.zip
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/08/2000 05:13 PM --------------------------- Shirley Crenshaw 11/08/2000 03:53 PM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Joseph Hrgovcic/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Paulo Issler/HOU/ECT@ECT, Amitava Dhar/Corp/Enron@ENRON, Alex Huang/Corp/Enron@ENRON, Kevin Kindall/Corp/Enron@ENRON, Kevin G Moore/HOU/ECT@ECT, Clayton Vernon/Corp/Enron@ENRON, William Smith/Corp/Enron@ENRON, Jose Marquez/Corp/Enron@ENRON, Chonawee Supatgiat/Corp/Enron@Enron, Shalesh Ganjoo/HOU/ECT@ECT, Tom Halliburton/Corp/Enron@Enron, Elena Chilkina/Corp/Enron@Enron, Sevil Yaman/Corp/Enron@Enron, Sofya Tamarchenko/NA/Enron@Enron, Bob Lee/NA/Enron@Enron, Gwyn Koepke/NA/Enron@Enron, Hector Campos/HOU/ECT@ECT, Anita DuPont/NA/Enron@ENRON, Youyi Feng/NA/Enron@Enron, V Charles Weldon/HOU/ECT@ECT, Yana Kristal/Corp/Enron@ENRON, Praveen Mellacheruvu/HOU/EES@EES, Li Sun/NA/Enron@Enron, Stephen Bennett/NA/Enron@ENRON, Roman Zadorozhny/HOU/EES@EES, Lance Cunningham/NA/Enron@ENRON, Leann Walton/NA/Enron@ENRON, Shane Green/HOU/EES@EES cc: Subject: Wallet Cards Hello everyone: Attached is a draft of the new wallet cards for the Research Group. Please look at your information and make any corrections necessary and return to me. If I have left anyone off, I apologize and please add your information. If the information is correct as typed, please let me know. Thanks! Shirley
Shirley, Please, extend the invitation to Greg and Liz. Vince Shirley Crenshaw 01/04/2000 12:18 PM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Joseph Hrgovcic/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Jason Sokolov/HOU/ECT@ECT, Vincent Tang/HOU/ECT@ECT, Alexios Kollaros/HOU/EES@EES, Ravi Thuraisingham/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Paulo Issler/HOU/ECT@ECT, Ross Prevatt/HOU/ECT@ECT, Michael Sergeev/HOU/ECT@ECT, Patricia Tlapek/HOU/ECT@ECT, Farouk Lalji/HOU/ECT@ECT, Roman Zadorozhny/HOU/ECT@ECT, Samer Takriti/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Martina Angelova/HOU/ECT@ECT, Amitava Dhar/Corp/Enron@ENRON, Alex Huang/Corp/Enron@ENRON, Ronnie Chahal/HOU/EES@EES, Kevin Kindall/Corp/Enron@ENRON, Kevin G Moore/HOU/ECT@ECT, Clayton Vernon/Corp/Enron@ENRON cc: Subject: Research Group "Millenium" Party Hello all! Since we all seemed to survive the "Y2K" bug, we are going to celebrate! Our "Holiday Millenium" party will be this Saturday. See attached for information, if you have questions, please call me at 3-5290. See you there! Shirley
Alison, I appreciate it. I really need your help on this one. His father is very helpful in my recruiting efforts at Berkeley. Vince Enron North America Corp. From: Mary Alison Bailey 10/25/2000 09:38 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Yaron's Resume CORRECTION - I was going too fast last night ( You said Cornell not Carneige Mellon). Cornell interviews are Monday, October 30 & Tuesday, October 31. We are faxing Shmuel Oren's resume to Kristin and checking to see if there is any time on the closed schedule, or if the interviewers will stay longer to include him. I will let you know today if we can make it work. Sorry my first e-mail was incorrect. Vince J Kaminski 10/24/2000 04:37 PM To: Charlene Jackson/Corp/Enron@ENRON cc: Mary Alison Bailey/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT Subject: Yaron's Resume Charlene, Please, help. This is a son of a professor at Berkeley who helps me a lot in the recruiting process. His son goes to Cornell. Can we invite him (the son, not the professor) to a Super Saturday? I really want to repay the debt to his father who is very instrumental in my recruiting efforts. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/24/2000 04:40 PM --------------------------- "Shmuel Oren" <oren@ieor.berkeley.edu> on 10/23/2000 04:37:25 PM To: <vkamins@enron.com> cc: Subject: Yaron's Resume ? - Yaron-RESUME3.doc
FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/31/2001 03:06 PM --------------------------- Melinda McCarty@ENRON 01/31/2001 02:06 PM To: Christie Patrick/HOU/ECT@ECT cc: degiacic@wharton.upenn.edu, jhenders@newpower, Vince J Kaminski/HOU/ECT@ECT Subject: Re: Wharton Tiger team #3 I have reserved conference room 32C2 for Thursday, Feb 1, Feb 8, and Feb 15 from 3:30 - 5:30 John to teleconference in tomorrow (Feb 1) call 713-853-9554 Please let me know if Wharton is using a different number from last week so that I can inform the scheduling people Melinda x31641 Christie Patrick@ECT 01/30/2001 06:34 PM To: Melinda McCarty/Corp/Enron@Enron cc: jhenders@newpower@EES, Vince J Kaminski/HOU/ECT@ECT, degiacic@wharton.upenn.edu Subject: Re: Wharton Tiger team #3 Melinda, Would you please coordinate John Henderson into the Thursday videoconference? Thanks! --Christie. ---------------------- Forwarded by Christie Patrick/HOU/ECT on 01/30/2001 06:31 PM --------------------------- Mohn Henderson@NEWPOWER 01/30/2001 04:13 PM Sent by: Melissa Corley@NEWPOWER To: Christie Patrick/HOU/ECT@ECT@EES cc: jhenders@newpower@EES, Vince J Kaminski/HOU/ECT@ECT, Melinda McCarty/Corp/Enron@Enron, degiacic@wharton.upenn.edu Subject: Re: Wharton Tiger team #3 John would prefer to join the Thursday call via teleconference. If you could provide the dial in number he will call in. Thanks, Melissa Corley John Henderson Christie Patrick@ECT 01/30/2001 03:50 PM To: jhenders@newpower@EES, Vince J Kaminski/HOU/ECT@ECT cc: Melinda McCarty/Corp/Enron@Enron, degiacic@wharton.upenn.edu Subject: Wharton Tiger team #3 Hi John and Vince! John, hopefully you received my voice mail regarding the matter set forth below. I'm in NY now and won't return until Thursday morning. Perhaps it would be easiest for John to come to the video conference on Thursday (if he's in Houston) or via telephone if he's travelling?? Whatever you both think is best..please let me know! My assistant, Melinda McCarty, is setting up the call location at the Enron Building, as well as the dial-in number with Donna Piazze at Wharton. Melinda, please include John in the distribution of the video conference location. Thanks! ---------------------- Forwarded by Christie Patrick/HOU/ECT on 01/30/2001 03:43 PM --------------------------- "DeGiacinto, Clayton" <degiacic@wharton.upenn.edu> on 01/30/2001 02:00:07 PM To: "'Christie.Patrick@enron.com'" <Christie.Patrick@enron.com> cc: "Feerick, Dennis" <dennisf@wharton.upenn.edu>, "Lessar, Stephen" <lessars@wharton.upenn.edu>, "Vittal, Maheshram" <mvittal@wharton.upenn.edu>, "Bassal, Omar" <bassalo@wharton.upenn.edu>, "Cummins, Marc" <marcjc@wharton.upenn.edu> Subject: Wharton Tiger team #3 Christie, As we talked last Thursday via video teleconference, we are planning to narrow our scope to focus on a marketing/promotion plan for NewPower including value-added products and services for the future. Before we talk again on Thursday, we would like to speak with John Henderson again to see if he recommends any specific items he would like us to address. We are having trouble contacting him and wonder if you could facilitate a phone meeting between us, or if it would be best to include him in our next video teleconference. We are available the next two days at 1pm and 4pm Houston time. We understand that John is a very busy person, and we appreciate any help you can give in getting us together to ensure our work is commensurate with his expectations. Thanks, Enron Team 3 (Retail)
Moyez, I could not access the system. Vince Kaminski ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/06/2001 08:26 AM --------------------------- Stinson Gibner 03/05/2001 03:37 PM To: Kenneth Parkhill/NA/Enron@ENRON, Jaesoo Lew/NA/Enron@ENRON, Tom Halliburton/Corp/Enron@Enron, Kevin Kindall/Corp/Enron@ENRON, Bob Lee/NA/Enron@Enron, Alex Huang/Corp/Enron@ENRON, Tanya Tamarchenko/HOU/ECT@ECT, Joseph Hrgovcic/Enron@EnronXGate, Gwyn Koepke/NA/Enron@Enron, Rakesh Bharati/NA/Enron@Enron, Martin Lin/HOU/ECT@ECT, Rabi De/NA/Enron@ENRON, Chonawee Supatgiat/Corp/Enron@Enron, Seksan Kiatsupaibul/HOU/EES@EES, Wichai Narongwanich/HOU/EES@EES, Sevil Yaman/Corp/Enron@Enron, Tom Barkley/NA/Enron@Enron, Pinnamaneni Krishnarao/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Praveen Mellacheruvu/HOU/EES@EES, Sandeep Kohli@Enron, Vince J Kaminski/HOU/ECT@ECT cc: Subject: Livelink Access You have been added to the Livelink test instance for research. See below for the link. ---------------------- Forwarded by Stinson Gibner/HOU/ECT on 03/05/2001 03:32 PM --------------------------- Enron Technology From: Moyez Lallani @ ENRON 01/16/2001 10:46 AM To: Stinson Gibner/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT cc: Subject: Livelink Access Gentlemen, I have created a folder called Research Projects Folder in the Livelink test instance. The URL to the test instance is http://nahou-kmcprm01t/livelink/livelink.exe To log in, use your NT login id as your userid and password (all lowercase). You will find the folder on the Enterprise Workspace. Please call me should you require further assistance. Moyez Lallani X5-3683
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/02/2001 03:10 PM --------------------------- Zimin Lu 05/02/2001 01:41 PM To: Paulo Issler/HOU/ECT@ECT cc: (bcc: Vince J Kaminski/HOU/ECT) Subject: Re: Asian Option for Pavel Our convention is whoever finalizes the model should write the documentation. It does not make sense to write one when changes are anticipated. You have been working on this almost a year, it never strikes you that we need a documentation ? I created Exotica.xll, does that also give you an excuse not working on Exotica documentation ? Zimin Paulo Issler 05/02/2001 11:52 AM To: Zimin Lu/HOU/ECT@ECT cc: Tai Woo/ENRON@enronXgate @ ENRON, Pavel Zadorozhny/Enron@EnronXGate Subject: Re: Asian Option for Pavel I am surprised that we do not have the documentation ready. I can make that for you. It is not there because you did not put that together by the time it was created and all the changes I have made did not required changes on the functionality. Paulo Issler Zimin Lu 05/02/2001 11:29 AM To: Tai Woo/ENRON@enronXgate @ ENRON, Paulo Issler/HOU/ECT@ECT cc: Pavel Zadorozhny/Enron@EnronXGate Subject: Re: Asian Option for Pavel Tai Woo, Here are the c-codes for the CrudeAPO. 'Sig' is the spot volatility meaning the price volatility within the delivery period. You should consult with Pavel for the definition of this "extra" parameters. We would like to see the Position Monitor once you get it running. We might have some additional suggestions. Paulo, Why don't we have a documentation on CrudeAPO you worked on ? I can not find it in Exotica help file. Please supply that to Tai, thanks. -------------------------------------- From: Tai Woo/ENRON@enronXgate on 05/02/2001 09:55 AM To: Paulo Issler/HOU/ECT@ECT cc: Kara Maloney/ENRON@enronXgate, Zimin Lu/HOU/ECT@ECT Subject: Asian Option for Pavel This morning, Zimin told me that Pavel is using a special model in evaluating his Asian option portfolio. He asked me to talk to you in order to access to the code so that I can see the difference made to the model. As I cannot find the doc. describing this model, please tell me what that new input parameter 'Sig' is. Thanks,
SHirley, Can you, please, contact her regarding the time of the meeting? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/31/2000 11:50 AM --------------------------- "Faiz, Soussan" <faizs@texaco.com> on 03/30/2000 02:31:18 PM To: "'vkamins@enron.com'" <vkamins@enron.com> cc: Subject: Houston visit Dear Vince, Greetings from NY & hope all is well. As you may recall from the ROG real options conference in NY, I'd indicated the opportunity to visit with you next time I'm in Houston. I'll be there during 4/18-4/21 & wonder if we can pls meet on Wed. 4/19 in your offices. Would appreciate it if you can pls let me know whether you're available then (I'm flexible on the schedule particulars). If not, pls let me know whether 4/18 (afternoon), 4/20 (afternoon), or 4/21 (morning) will work for you. I really look forward to the opportunity & would appreciate to learn more about how you've instigated the real options thinking in Enron and especially its integration within the organizational & incentive matters. Many thanks, Soussan Faiz Mgr. of Global Valuation Services Texaco Inc. (914) 253-4187
Doug, Propane prices as promised. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/23/2000 05:28 PM --------------------------- Elena Chilkina 08/23/2000 02:30 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Propane prices Vince, Please find attached file with propane price statistics. There are two kinds of data: (1) prompt month futures prices, no location specified, starting from 1987; (2) index prices for different locations (North Sea, Venezuela and Saudi Arabia), starting 1988. Source of both is Platts publications. Please notice that price of futures in given in US cents/gallon, and index prices in USD/MT. Sincerely, Elena
Shirley, Please, make sure that I follow up on this. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/02/2001 09:46 AM --------------------------- Vince J Kaminski 05/02/2001 09:42 AM To: Dorothy Dalton/Enron Communications@ENRON COMMUNICATIONS@ENRON cc: Vince J Kaminski/HOU/ECT@ECT, Vasant Shanbhogue/Enron@EnronXGate Subject: Re: message from Ken Rice Dorothy, No problem. Please, CC-mail me Tom's number. One of the members of the group has a PhD in computer science and he will join me for the call. Vince From: Dorothy Dalton@ENRON COMMUNICATIONS on 05/01/2001 08:53 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: message from Ken Rice Vince: Ken Rice received a call through a friend's referral from Dr. Tom Limperis (a professor at the University of Michigan). Dr. Limperis has developed a statistical database management system he would like to show Enron. Ken would like you to return this call on his behalf. He feels that you are probably the only person who will understand and be able to determine if Enron should have an interest. Do you mind returning this call? Please let me know. Thanks! Dorothy Dalton Office of the Chairman Enron Broadband Services 1400 Smith Street, EB4505 Houston, TX 77002 713-853-6724 - direct 713-853-9469 - fax
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/15/2000 04:54 PM --------------------------- Jim Garven <James_Garven@baylor.edu> on 12/14/2000 03:33:52 PM To: Vince.J.Kaminski@enron.com cc: Subject: Re: Greetings from Baylor University Dear Vince, Thanks for writing back.?? I am glad to hear that Shane Green is working there and doing so well.? Please give him my regards.? Let's plan on having you speak for our Gamma Iota Sigma dinner on the evening of 2/23.? It is my understanding that you are going to be in town anyway for John Martin's "new economy" seminar.? Will you be needing a hotel accommodation for that evening?? If so, please let me know and I will have my secretary arrange accommodations for you. Concerning class presentations, I am curious when whether we can try to arrange a date.? I am teaching two undergraduate sections of a business risk management course from 11-12:20 and 12:30-1:50 on Tuesdays and Thursdays this spring.?? I also am teaching a graduate version of the same course from 3:30-4:50 on Tuesdays and Thursdays, but when you come I will probably have you speak to the undergraduate classes and have my graduate students attend either of those sessions.? The spring semester starts January 9 and ends May 1, and the following dates are already taken for other speakers, exams, or spring break: Thursday, February 15 - Midterm exam 1 Tuesday, March 6 and Thursday, March 8 - no class (spring break) Thursday, March 15 - presentation on risk adjusted discount rate methodologies by Dr. Richard Derrig, Automobile Insurers Bureau of Massachusetts Tuesday, April 3 - Midterm exam 2 Please let me know at your earliest convenience when you would like to schedule a presentation.? Considering the fact that the presentation would be scheduled for around the middle of the day, it would probably be technically possible for you to make your visit into a day trip (back and forth from Houston) in case if you are pressed for time.? Continental flies here from Houston, but unfortunately the morning flight doesn't come in until 10:45 a.m., which would be too late for a presentation to the 11 a.m. class. Thanks again, Jim At 01:57 PM 12/12/2000 -0600, Vince.J.Kaminski@enron.com wrote: Jim, Sorry for the delay in responding to your message. I was traveling extensively and was overwhelmed with many different projects. I shall be glad to speak at the Gamma Iota Sigma dinner. Unfortunately, cannot make a presentation to your class (it would require leaving the office for two days in a row). I can, however, promise to come on another day and speak to your students. I hope everything is going well for you. By the way, your former student, Shane Green, has joined us for 12 month and is doing exceptionally well. Vince Jim Garven <James_Garven@baylor.edu> on 11/28/2000 05:10:55 PM To:?? "Vince J Kaminski" <Vince_J_Kaminski@enron.com> cc: Subject:? Greetings from Baylor University Dear Vince, Since we last corresponded, I have left LSU and am now Professor of Finance & Insurance at Baylor University in Waco, TX.? My colleague at Baylor, John Martin, mentioned that you will be coming to campus for a conference on Friday, February 23 that he is organizing.?? I am curious whether your schedule might permit staying over that evening so that we can feature you as our dinner speaker for the chartering ceremony of Gamma Iota Sigma, national risk management fraternity.? For that matter, would you also possibly be available to make any presentations to undergraduate and graduate students on the previous day (Thursday, February 22)?? What I have in mind is a presentation similar to the presentations you made last spring to my LSU classes. Thank you for your consideration of this request.? I am looking forward to seeing you once again. Sincerely, Jim Garven _________________________________________ James R. Garven, Ph.D. Professor of Finance & Insurance Department of Finance, Insurance and Real Estate Hankamer School of Business HSB 336 Baylor University Box 98004 Waco, TX? 76798 Voice: (254) 710-6207 Fax: (603) 994-6680 E-mail:? James_Garven@baylor.edu Home Page: http://garven.baylor.edu Vita: http://garven.baylor.edu/dossier.html Research Paper Archive: http://garven.baylor.edu/research.html _________________________________________
Alison, Thanks a lot. Vince Enron North America Corp. From: Mary Alison Bailey 10/25/2000 10:47 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Yaron's Resume I promise we will do everything we can. Right now Kristin's assistant, Alyse Herasimchuk, has a call the Cornell career office to put him on the schedule. If that doesn't work, Kristin will ask for the interviewers to stay longer to interview him. Will let you know as soon as we do. Thanks for everything you do for us. Alison Vince J Kaminski 10/25/2000 10:02 AM To: Mary Alison Bailey/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: Yaron's Resume Alison, I appreciate it. I really need your help on this one. His father is very helpful in my recruiting efforts at Berkeley. Vince Enron North America Corp. From: Mary Alison Bailey 10/25/2000 09:38 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Yaron's Resume CORRECTION - I was going too fast last night ( You said Cornell not Carneige Mellon). Cornell interviews are Monday, October 30 & Tuesday, October 31. We are faxing Shmuel Oren's resume to Kristin and checking to see if there is any time on the closed schedule, or if the interviewers will stay longer to include him. I will let you know today if we can make it work. Sorry my first e-mail was incorrect. Vince J Kaminski 10/24/2000 04:37 PM To: Charlene Jackson/Corp/Enron@ENRON cc: Mary Alison Bailey/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT Subject: Yaron's Resume Charlene, Please, help. This is a son of a professor at Berkeley who helps me a lot in the recruiting process. His son goes to Cornell. Can we invite him (the son, not the professor) to a Super Saturday? I really want to repay the debt to his father who is very instrumental in my recruiting efforts. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/24/2000 04:40 PM --------------------------- "Shmuel Oren" <oren@ieor.berkeley.edu> on 10/23/2000 04:37:25 PM To: <vkamins@enron.com> cc: Subject: Yaron's Resume ? - Yaron-RESUME3.doc
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/15/2000 05:22 PM --------------------------- Zimin Lu 12/15/2000 05:11 PM To: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT cc: Subject: WTI models Stinson and Vince, I finalized the presentation for John Lavorato, he said he is ready to present it to Greg. He is happy with the work we provided. I will be on vocation starting next week. I attached the simulation models here in case that you need them. The OC version deals with open-close trading and CC version deals with continuous trading. Should you have any questions, or need to run different scenarios, please call me at home. Otherwise, I will see you next year. Merry Chrismas and Happy New Year ! Zimin
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 07/26/2000 09:13 AM --------------------------- Zimin Lu 07/26/2000 09:06 AM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT cc: Subject: offsite agenda Here is my agenda for the offsite.
Bryan, FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/21/2001 01:28 PM --------------------------- From: Mark Wilson/ENRON@enronXgate on 03/16/2001 10:08 AM To: Vince J Kaminski/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Rabi De/NA/Enron@ENRON, Amitava Dhar/Corp/Enron@ENRON, Teresa Seibel/ENRON@enronXgate cc: William S Bradford/ENRON@enronXgate Subject: FW: meeting follow-up Dan sent this information as a follow up to our meeting this week. If there is any additional information you would like to see, please let me know. In the absense of any objections, I would like to begin having our analysts use the Financial Stress score to underwrite small exposures where financial statements are not received. In addtion to saving some expense, this will allow greater consistentency. And moving forward, I believe we can map expected defaults from FStress score ranges to those implied in credit spreads, and in doing so map to E-ratings for use in credit reserve analytics. I've had prelimiary discussions with Rabi and Amititava regarding this. Any additional insights would be helpful, and thanks for your help. -----Original Message----- From: "Barry, Dan" <BarryD@dnb.com>@ENRON [mailto:IMCEANOTES-+22Barry+2C+20Dan+22+20+3CBarryD+40dnb+2Ecom+3E+40ENRON@ENR ON.com] Sent: Thursday, March 15, 2001 10:26 AM To: mark_wilson@enron.com Cc: Marcom, Karen; Johnson, Judy Subject: meeting follow-up Mark, Attached are a presentation on the Financial Stress Score and the countries that have risk scores available today. Please let me know if you have any questions. In response Vince's question regarding false positives from the model, that is a little difficult to answer. The model is predicting the likelihood of a company experiencing financial distress. We are not saying that all companies with a high risk score will experience financial distress. In other words, it is not really a yes or no proposition. It' not like a drug test where the test either comes back positive or negative and ocassionally, you get a false positive test result. We are identifying companies that are at high risk for failure. Some of those high risk companies will fail and some will not fail. How many in each classification that will ultimately fail is addressed in the performance charts attached below. Please let me know if you have any other questions or need any additional information. Dan Barry Dun & Bradstreet Analytical Services barryd@dnb.com Phone (713) 953-5458 Fax (713) 953-5454 <<enron fss.ppt>> <<Globalfailure.ppt>> <<Fin Stress Understanding.doc>> <<FSS performance.doc>> - enron fss.ppt - Globalfailure.ppt - Fin Stress Understanding.doc - FSS performance.doc
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/19/2001 05:12 PM --------------------------- "Dale M. Nesbitt" <dale.nesbitt@worldnet.att.net> on 01/18/2001 01:34:51 PM Please respond to <dale.nesbitt@marketpointinc.com> To: "Vincent Kaminski" <Vince.J.Kaminski@enron.com> cc: Subject: Demonstration Proposal Status/Meeting Vince: I have come up for air since the holiday and all the machinations that have befallen the California power markets. Great for consultants and independent generators and inbound FT owners but not perhaps so great for others. Lots of entropy in the system indeed! I plan to be in Houston next week from Tuesday through Friday and would like very much to get 1/2 hour of your time to kick off the demonstration project I proposed just before Christmas if you are ready. We are ready to provide the top quality service that will be needed to give you and your gas guys the concerted demonstration project you wanted. I would prefer any time Friday 1/26 or Wednesday 1/24 first thing in the morning if you have flexibility. We were able over the holiday to really make a lot of progress on finalizing all of our fundamental modeling technologies--short and long run gas and short and long run electricity. I am really jacked up how our long run models are predicting the amount of capacity that can profitably be absorbed in ERCOT and where, the amount of capacity that can profitably be absosrbed in California and the WSCC and where, and where gas price basis is likely to go. As you saw, our long run capacity addition technique is quite unique, and I have not yet introduced the long run electric and gas models broadly in the industry. It is possible and realistic for Enron to get first mover advantage (or perhaps more) based on the results of the demonstration project we discussed. Let's talk about that next week when we meet. If you could confirm one of the two suggested times via email or phone at 650.218.3069 in the next day or two, that would be terrific. I look forward to seeing you again and to working together. Also, I would like to get your advice regarding prospective investors in MarketPoint. I am starting to get serious inquiries from large companies you know well who want to invest in MarketPoint as an equity paly, but I am very reluctant to consider such investments by organizations other than absolute, unequivocal industry leaders such as Enron. I remember discussing this briefly with you, but I would like to get your input with the benefit of six more months thought if you would be willing when we meet. Thanks, and all the best. Dale Nesbitt
Karen, I shall attend the conference, both days. Vince Kaminski From: Karen Marshall 01/17/2001 07:59 PM To: David Haug/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Gary Hickerson/HOU/ECT@ECT, Craig Childers/HOU/EES@EES, Thomas Suffield/NA/Enron@ENRON, Ben F Glisan/HOU/ECT@ECT, Ermes Melinchon/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Hal Elrod/Corp/Enron@Enron, Clay Spears/HOU/ECT@ECT, Kelly Mahmoud/HOU/ECT@ECT, Ellen Fowler/Enron Communications@Enron Communications, Kevin Kuykendall/HOU/ECT@ECT, Fred Mitro/HOU/ECT@ECT, Kyle Kettler/HOU/ECT@ECT, Jeff Bartlett/HOU/ECT@ECT, Paul J Broderick/HOU/ECT@ECT, John House/HOU/ECT@ECT, George McCormick/HOU/ECT@ECT, Guido Caranti/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ken Sissingh/Corp/Enron@Enron, Gwynn Gorsuch/NA/Enron@ENRON, Mark Gandy/Enron Communications@Enron Communications, Shawn Cumberland/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jennifer Martinez/HOU/ECT@ECT, Sean Keenan/HOU/ECT@ECT, Webb Jennings/HOU/ECT@ECT, Brian Hendon/Enron Communications@Enron Communications, Billy Braddock/Enron Communications@Enron Communications, Paul Burkhart/Enron Communications@Enron Communications, Garrett Tripp/TOR/ECT@ECT, John Massey/HOU/ECT@ECT, V Charles Weldon/HOU/ECT@ECT, Peter Hayes/HOU/EES@EES, Ross Mesquita/NA/Enron@ENRON, David Mitchell/HOU/ECT@ECT, Brian Kerrigan/HOU/ECT@ECT, Mark Gandy/Enron Communications@Enron Communications, Jennifer Martinez/HOU/ECT@ECT, Sean Keenan/HOU/ECT@ECT, Webb Jennings/HOU/ECT@ECT, Brian Hendon/Enron Communications@Enron Communications, Billy Braddock/Enron Communications@Enron Communications, Garrett Tripp/TOR/ECT@ECT, John Massey/HOU/ECT@ECT, V Charles Weldon/HOU/ECT@ECT, Peter Hayes/HOU/EES@EES, Ross Mesquita/NA/Enron@ENRON, David Mitchell/HOU/ECT@ECT, Christie Patrick/HOU/ECT@ECT, Michael B Rosen/HOU/ECT@ECT, Cindy Derecskey/Corp/Enron@Enron cc: Elyse Kalmans/Corp/Enron@ENRON, Richard Causey/Corp/Enron@ENRON, Sally Beck/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, angela.dorsey@bus.utexas.edu Subject: URGENT DEADLINE: RSVP by JAN 22nd: Invitation to 2001 Energy Finance Conference Feb. 22-23, 2001- The University of Texas at Austin The $500 registration fee is waived for any Enron employee who wishes to attend this conference because of our relationship with the school. Please forward this information to your managers and staff members who would benefit from participating in this important conference. (Note: Vince Kaminski is a panellist for the Risk Management Session 3.) Please note: The deadline for RSVP & Hotel reservations is MONDAY, JANUARY 22nd Don't miss this opportunity! Should you have any questions, please feel free to contact me at EXT. 37632. Karen ---------------------- Forwarded by Karen Marshall/HOU/ECT on 01/11/2001 07:38 PM --------------------------- "Angela Dorsey" <Angela.Dorsey@bus.utexas.edu> on 01/10/2001 03:06:18 PM To: "Angela Dorsey" <Angela.Dorsey@bus.utexas.edu> cc: "Ehud Ronn" <eronn@mail.utexas.edu>, "Sheridan Titman (E-mail)" <titman@mail.utexas.edu> 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 angela.dorsey@bus.utexas.edu, 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 angela.dorsey@bus.utexas.edu **************
Sam, Nice card. Thanks. Vince wsmith2@enron.com on 05/02/2000 01:54:53 PM Please respond to wsmith2@enron.com To: vkamins@enron.com cc: Subject: Thank You - from Sam Smith You have just received an animated greeting card from Sam Smith You can pick up your personal message by using the following Web location. http://www2.bluemountain.com/cards/box7782s/ekj6ksttmjabab.htm (Your card will be available for the next 90 days) There is no charge for this service! :) HAVE a good day and have fun! ____________________________________________________________ Accessing your card indicates your agreement with our Website Rules posted at the bottom of the following Web location: (You're welcome to send a card at no charge to someone at this location) http://www.bluemountain.com/
Frank, Does this help? Please, let me know. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/14/2000 09:44 AM --------------------------- "Andreas Simou" <andreas.simou@garp.com> on 12/13/2000 04:51:51 AM To: <Vince.J.Kaminski@enron.com> cc: Subject: Re: GARP 2001 Convention Dear Vince Thank you for your recent enquiry concerning a complimentary pass to the two-day GARP Convention. Unfortunately, it is not GARP's policy to allow this for a number of reasons: GARP is a not-for-profit organisation, will much lower delegate fees (and still the same overheads) than other conference organizers. GARP's mission is to allow an educational forum for furtherance of financial risk management and an opportunity to allow networking and contact time between financial risk professionals. However, in an attempt to remain at ease with my speakers, I would like to offer a 50% discount off the delegate fee for one of you colleagues in Enron. This will be for the two-day Convention and will include the Gala Awards Evening on 13th February, which had over three financial and risk professionals at GARP 2000. I trust that this is satisfactory. If you would like to take advantage of this, please fax a completed registration form, along with a brief covering note referring to this e-mail, and I will ensure that our administration depart handle the relevant paper work. If you have any questions please do not hesitate to contact me. I look forward to your response and to meeting you in New York in February (and receiving a copy of your presentation in a few days). Kind regards Andreas ----- Original Message ----- From: <Vince.J.Kaminski@enron.com> To: <andreas.simou@garp.com> Cc: <Vince.J.Kaminski@enron.com> Sent: Tuesday, December 12, 2000 8:50 PM Subject: Re: GARP 2001 Convention Andreas, Am I entitled to bringing one delegate as a guest, free of charge? Some conferences offer such privileges. Vince "Andreas Simou" <andreas.simou@garp.com> on 12/04/2000 06:31:37 AM To: <Undisclosed-Recipient:@mailman.enron.com;> cc: Subject: GARP 2001 Convention Dear GARP 2001 Speaker This is just a quick note to keep you up-to-date with developments at the GARP 2001 Convention, which will be held in New York between 12th and 15th February, 2001. Thus far, GARP 2001 looks set to far exceed our expectations and GARP 2000. There has been a great deal of interest in the 2001 Convention. Delegate bookings have been much higher than this time last year. As a result, we are set to far exceed the number of delegates that attention earlier this year. The three workshops and the one-day Asset Management Forum are also very well received and will probably reach full capacity. I will of course provide you with much fuller details closer to the time of the event. Regarding the event itself, I would like a few outstanding issues: 1. Presentations: can you please e-mail your presentation to me by 15th December, so that I have enough time to reproduce them and place them in a delegate pack for the Convention. (Given the break of the Christmas and New York period, and that the event is being held in New York, I am sure you can appreciate that there are certain logistical factors that need to be taken into account, hence the reason why the presentations are required as soon as possible). This is purely for reproduction, we also request you bring your presentation to the Convention on the day in either a floppy disc or a laptop. 2. Audio-Visual Requirements: can you please inform me of what audio-visual requirements you may have (35mm slides; OHP; LCD projection - notably PowerPoint). 3. Check list: I have attached a check list for your information. If you have not returned this already, can you please read and fax it to my colleague, Claire as soon as possible. If you have any questions or queries, please do not hesitate to contact me, otherwise I eagerly await your response in due course. I look forward to seeing you in New York in February. Kind regards Andreas _____________________________ Andreas Simou GARP 2001 - Conference Producer Tel +44 (0) 20 7626 9301 Fax +44 (0) 20 7626 9900 Don't miss the GARP 2001 Convention, program details via our web site www.garp.com (See attached file: speaker checklist.doc)
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/25/2000 01:34 PM --------------------------- Shirley Crenshaw 05/25/2000 12:58 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Energy Derivatives Conference - May 29, Toronto Vince: FYI! ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 05/25/2000 12:56 PM --------------------------- Amy Aldous <aaldous@watarts.uwaterloo.ca> on 05/25/2000 12:42:54 PM To: Shirley.Crenshaw@enron.com cc: Subject: Re: Energy Derivatives Conference - May 29, Toronto Hi Shirley, Thanks for your message. It's not surprising that someone who is as busy as Dr. Kaminski is running a bit behind. I've organized a number of conferences, and it always turns out that the best speaker is the last one to get his presentation ready. We are very lucky to have him speak at our conference, and I am happy to help. There will be an SVGA data projector with an LCD colour data projector and screen available. If he would like the conference participants to have copies of his material during his presentation, perhaps he could take it to the hotel's 24-hour business services area when he arrives (or when it's ready) and I will pick up the copies before registration begins at 8:00. If he doesn't mind me waiting to distribute the copies on the first break, I can take care of the copying once everyone is seated and his talk begins. If he chooses to have the copies ready first thing in the morning, please have him request 55 (three-hole punched) copies to be charged to the University of Waterloo's function. If it's all right to hand them out later, he can bring me the diskette when he comes down to the Stuart meeting room on the third floor. I will be there for registration and continental breakfast beginning at 8:00. Please let me know which he prefers. Thanks! Amy At 11:10 AM 5/25/00 -0500, you wrote: > >Hi Amy: > >Just checking on a few last minute details. I apologize for not having an >abstract for you. Vince has been speaking at quite a few conferences >and I am afraid he is running late at getting this presentation together. >He plans on working on it this weekend. He will bring a diskette with him >and he will need an LCD Projector to run the presentation > >Can you possibly make the copies Monday morning. I know that is really >putting the pressure on and I apologize once again. Usually when he is >running late like this I make the copies and he brings them with him, but >unfortunately, he will not have it ready in time for me to do this. > >Please let me know if there are any problems. > >Thank you Amy. > >Regards, > >Shirley Crenshaw >713-853-5290 > > > > > ************************************** Amy Aldous, Conference Co-ordinator Centre for Advanced Studies in Finance University of Waterloo Waterloo, ON N2L 3G1 Tel: (519) 888-4567 ext. 5728 Fax: (519) 888-7562 Email: aaldous@uwaterloo.ca **************************************
Shirley, FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/09/2001 02:40 PM --------------------------- Enron North America Corp. From: Rita Hennessy @ ENRON 01/09/2001 10:33 AM To: James Hachen/NA/Enron@Enron, Vince J Kaminski/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Tanya .Tamarchenko@enron.com, David.Roberts@enron.com, lpederse@enron.com, Naveen Andrews/Corp/Enron@ENRON, Vladimir Gorny/HOU/ECT@ECT, David Port/Market Risk/Corp/Enron@ENRON cc: Araceli Romero/NA/Enron@Enron Subject: Meeting - EAM VaR Please put the following meeting on your calendars: Subject: EAM VaR Date: Tuesday, January 16, 2001 Time: 9:00am - 10:00am Place: EB2868 Please advise if there is a conflict. Thanks, Rita 33075
Al, Thanks for the messages. I have come back from Europe last night and I am in process of going through my mail. Friday this week would be a good day to meet. I am going back to Europe on Sunday and shall be gone for a week. Vince Al Arfsten <arfsten@bflassociates.com> on 09/22/2000 10:49:49 AM Please respond to arfsten@bflassociates.com To: vkamins@enron.com cc: Subject: Al Arfsten Say Hello Vince: I hope all is well with you. I look forward to chatting with you soon. Maybe we should have an early coffee meeting at the Hyatt Regency when your schedule permits. Al Arfsten
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/12/2000 08:27 AM --------------------------- Elizabeth Boudreaux 01/11/2000 06:11 PM To: Ginger B Gamble/HOU/ECT@ECT cc: (bcc: Vince J Kaminski/HOU/ECT) Subject: Super Saturday IV Interviews Thank you for volunteering to participate in the Interview Process of the January 15 Associate Super Saturday. Our team is working on the weekend arrangements and will deliver your information packet to you Thursday, January 15. If you have any questions, please let Elizabeth Boudreaux know at x3-6176. Thank you! Ginger Gamble Manager Associate & Analyst Program
Bryan, The person from Citibank: Alla Gil, (212) 723 6275 alla.gil@ssmb.com I am attaching the resume of Iris Mack. Vince
Dale, Richard, I am ready to cover the cost of Steve's trip to Houston (one month in the summer). I think very highly of Steve and think about coaching him a bit to expand his horizons. I see him as a very valuable asset of Enron and a great leader in not too distant future. He needs exposure to more diverse business problems and areas of research. I think it will be in the best interest of the company to devote some resources to foster his development. Vince
Scott, I shall attend. Vince Enron North America Corp. From: Scott Tholan 08/01/2000 04:49 PM Sent by: Sharon Purswell To: John J Lavorato/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Greg Whalley/HOU/ECT@ECT, Steven J Kean/HOU/EES@EES, Jim Fallon/Enron Communications@Enron Communications, Russell Woody/Enron Communications@Enron Communications, John Brindle, David Oxley/HOU/ECT@ECT cc: Alan Aronowitz/HOU/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT Subject: Economic Espionage Act Presentation - August 15th You are cordially invited to attend a presentation entitled: "Acquiring Information: Trade Secrets and the Economic Espionage Act (EEA)". Daniel Waltz, of the law firm Patton Boggs LLP, is a leading expert on the EEA and will deliver what promises to be an interesting and informative segment. Congress passed the EEA in 1996, and it will increasingly shape how corporate America collects, uses, and protects valued information. In addition to explaining some of the intricacies of the EEA, Dan Waltz will include "hypothetical" corporate case studies (some actually torn from the headlines) to illustrate his points. This event is sponsored by ENA's Competitive Analysis and Business Controls (CABC) group and is supported by ENA legal. This event kicks-off CABC's Competitive Intelligence Standards Program, which seeks to raise awareness of issues relevant both to Enron's practitioners and senior consumers of competitive intelligence. This particular speaking engagement is designed to raise awareness of the EEA's legal guidelines, as well as to stimulate thought both on the collection opportunities against our competitors as well as how we might better protect Enron's own proprietary information. I believe the topic of the EEA is especially relevant, given that we find ourselves amidst the big bang of this new information age. All CABC staff is being asked to attend this presentation, and we are inviting a small number of other Enron employees who are engaged in aspects of serious competitive intelligence. Select executives like yourselves are being invited to attend, and I would welcome any suggestions of others that you think might benefit from attending this event. The EEA presentation is set for August 15, 1:30-3:00 PM, in the 50th floor Conference room. Please RSVP to either myself or Sharon Purswell. Hope to see you there. P.S. By the way, our next speaker segment in the CI Standards Program will concentrate on the guidelines and implications of the "Foreign Corrupt Practices Act (FCPA)," and will likely be scheduled for the fall.
Molly, It would be Tanya. Vince Enron North America Corp. From: Molly Magee 11/09/2000 04:40 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Charles Shen Vince: We need some information to set up this position, and I don't think we ever discussed to whom he would be reporting. Is it you? Molly
Julie, The discount is fine. Look fwd to receiving the books. Vince "Julie" <julie@lacimagroup.com> on 01/08/2001 09:30:53 PM Please respond to "Julie" <julie@lacimagroup.com> To: "VinceJKaminski" <Vince.J.Kaminski@enron.com> cc: Subject: order for book Vince, ? I can offer you 12.5% off of your order for 50 books (we originally spoke to Habiba about setting up a 50% discount?but Enron would have to order a minimum of 200 books.??since the?change over, nothing has been set up on this).? ? Let me know if I should go ahead with the invoice. ? Thanks, Julie
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/28/2000 04:33 PM --------------------------- Biliana Pehlivanova <pehlivanova@sugar-land.oilfield.slb.com> on 01/28/2000 11:54:58 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: AIESEC Dear Mr. Kaminski, The following are the personal and work e-mail addresses of the Polish trainees in College Station. Sylwester Rutkowski sylwesterr@usa.net, sylwester.rutkowski@destia.com Patricia Dalecka pdalecka@hotmail.com, patrycia.dalecka@destia.com Danusia Mas danusia.mas@destia.com Lidia Olczyk lolczyk@usa.net, lidia.olczyk@destia.com Robert Lyczak rlyczak@yahoo.com, robert.lyczak@destia.com I would like to invite you to join us for a paintball game next Saturday, Feb 5th. The purpose of this event is to develop team building among our student members, Board of Advisors, and corporate clients. In addition, I would like to invite you to participate in our Mock Sales day on Saturday, Feb. 12th. During this day, the new members will first receive training on AIESEC sales/knowledge and then role play with our Board of Advisors and alumni acting as company representatives. Sharing your AIESEC and work experience would be a valuable contribution to our training program. I will get in touch with you regarding these events in the beginning of next week, as soon as I have the time and place finalized. I appreciate your interest in working with us. Best regards, Biliana Pehlivanova Vice President of Incoming Exchange AIESEC Houston
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/13/2001 10:03 PM --------------------------- "William Fitzgibbon" <fitz@math.uh.edu> on 03/13/2001 08:45:57 PM To: <vkamins@enron.com> cc: <elizabet@math.uh.edu> 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
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/08/2000 05:05 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 02/12/2001 03:12 PM --------------------------- From: Cassandra Schultz @ ENRON 02/06/2001 01:14 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Trading Limit and Policy Changes Vince - Here's a summary of what's going to the BOD, along with updated policy. Feel free to call me if you have any questions. Regards, Cassandra.
Ehud, I am flying back in the evening and dinner would be difficult. I shall be glad to join you for lunch, Shirley, as I understand gave you my requirements for the AV. My flight arrives at 8:30 a.m. I can meet you at your office in the morning and we can talk about the conference and other issues. Vince "Ehud I. Ronn" <eronn@mail.utexas.edu> on 10/09/2000 09:23:55 AM To: vkamins@enron.com cc: Subject: Planning for Your Energy Finance Class Presentation Wed., 10/11 Vince, Good morning. Further to your forthcoming visit this Wed., I write to clarify last-minute details: 1. Your ETA/ETD. Will you be available to join us for lunch and/or dinner? 2. Your AV requirements, if any. Should you need either, we have an overhead projector as well as laptop capability (either YOUR laptop, or we can with advance notice reserve a laptop if you bring floppies). BTW, any developments re Jeff Skilling's 2/22 conference keynote? Best, Ehud ============================================== Ehud I. Ronn Jack S. Josey Professor in Energy Studies Department of Finance McCombs School of Business University of Texas at Austin Austin, TX. 78712-1179 Voice: (512) 471-5853 FAX: (512) 471-5073 Internet: eronn@mail.utexas.edu =================================================
Deniese Palmer Huggins 1000 Louisiana Street Suite 1095 Houston, TX 77002 Phone: (713) 658 9292 Fax : (713) 658 9393
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/03/2001 10:29 AM --------------------------- Shirley Crenshaw 05/03/2001 09:39 AM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Joseph Hrgovcic/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES, Paulo Issler/HOU/ECT@ECT, Amitava Dhar/Corp/Enron@ENRON, Alex Huang/Corp/Enron@ENRON, Kevin G Moore/HOU/ECT@ECT, William Smith/Corp/Enron@Enron, Jose Marquez/Corp/Enron@ENRON, Chonawee Supatgiat/Corp/Enron@Enron, Tom Halliburton/Corp/Enron@Enron, Elena Chilkina/Corp/Enron@Enron, Sevil Yaman/Corp/Enron@Enron, Sofya Tamarchenko/NA/Enron@Enron, Bob Lee/NA/Enron@Enron, Gwyn Koepke/NA/Enron@Enron, Anita DuPont/NA/Enron@ENRON, Youyi Feng/NA/Enron@Enron, Praveen Mellacheruvu/HOU/EES@EES, Stephen Bennett/NA/Enron@ENRON, Roman Zadorozhny/HOU/EES@EES, Lance Cunningham/NA/Enron@ENRON, Leann Walton/NA/Enron@ENRON, Shane Green/HOU/EES@EES, Seksan Kiatsupaibul/HOU/EES@EES, Kate Lucas/HOU/ECT@ECT, Nelson Neale/NA/Enron@Enron, Rabi De/NA/Enron@ENRON, Kenneth Parkhill/NA/Enron@ENRON, Jaesoo Lew/NA/Enron@ENRON, Jason Sokolov/HOU/ECT@ECT, Steve Bigalow/NA/Enron@Enron, Tom Barkley/NA/Enron@Enron, Rakesh Bharati/NA/Enron@Enron, Wichai Narongwanich/HOU/EES@EES, Sandeep Kohli@Enron, Iris Mack/ENRON@enronXgate, Mitra Mujica/ENRON@enronXgate, Pamela Davis/ENRON@enronXgate cc: Subject: Research Get-Together at Sandeep Kohli's New Home Hi everyone. Please rsvp to me by tomorrow if you will be attending the party on Saturday. If you plan on attending, please let me know what dish you will bring. Thanks! Shirley
Kim, Thanks a lot. I appreciate your kind words. Vince Kimberly Watson@ENRON 01/19/2000 04:46 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: promotion Vince, I want to congratulate you on your promotion to Managing Director! As I scanned the list of people who were promoted, I was so pleased to see your name on the list. As large as Enron is, it is refreshing to see people like you with incredible skill and talent receive deserving promotions. I have certainly enjoyed working with you and the R&D team over the past year and look forward to a successful 2000 as we break new ground for ET&S. Kim.
Ron, The article I promised. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/29/2000 05:15 PM --------------------------- "Andrew Kalotay" <andy@kalotay.com> on 09/11/2000 01:27:39 PM Please respond to <andy@kalotay.com> To: "Vincent Kaminski" <vkamins@enron.com> cc: Subject: More hedge effectiveness testing Vince, Have you seen the latest version of our article? In a nutshell, it establishes both what's right and what's wrong with r-squared/regression. Essentially, r-squared is fine PROVIDED that the amount of the derivative optimal, but otherwise it makes little sense. Please let me know what you think about this. Regards, Andy Andrew Kalotay Associates, Inc. (212) 482-0900 andy@kalotay.com Visit our web-site http://www.kalotay.com - FAS133 article.pdf
Paula, I cannot open the attachment. Vince From: Paula Corey@ENRON COMMUNICATIONS on 01/29/2001 03:39 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Resume Forwarded at Request of Brian Mihura Vince - This is the resume I told you about P ----- Forwarded by Paula Corey/Enron Communications on 01/29/01 03:37 PM ----- mateog@gofree.indigo.ie 01/29/01 02:58 PM To: Paula Corey/Enron Communications@Enron Communications cc: Subject: Resume Forwarded at Request of Brian Mihura Dear Paula: My name is Matt Gunning and I am a friend and former colleague of Brian Mihura. Brian mentioned that you would be interested in seeing my resume, which I have attached. If you have questions or need more information, please contact me. Thank you for your consideration. - att1.htm - Resume1.wps
Shirley, Is this an upgrade for Maureen? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/18/2000 03:58 PM --------------------------- From: Felix Buitron Jr./ENRON@enronXgate on 12/18/2000 02:27 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Shirley Crenshaw/HOU/ECT@ECT Subject: New PC with two 128mb of RAM Vince, I have your new PC. I will get with you when I'm done to schedule a delivery time. I will need your network and notes password to test your apps. Thanks, Felix
John, Sorry for the confusion. This is a second tanker on which very few details are available . The LNG group is working as we speak to provide some information for Joe Sutton before his departure for Paris this (Tuesday) afternoon. There is no DASH on this 2nd tanker yet. I asked Dave Gorte on Monday to send me one and was not told that he can provide me with the Mystic Lady DASH as the closest substitute. Vince John Sherriff 05/16/2000 12:20 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: LNG May 19 decision Vince - thanks for the update. What I am not sure of is what if any decision has to be made on May 19. It seems to me that the Mystic Lady and Elba Island deals have already been approved and executed - but it is quite likely I am missing a detail or two. John Vince J Kaminski 15/05/2000 17:14 To: John Sherriff/LON/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT, David Gorte/HOU/ECT@ECT, Rick Buy/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT Subject: Re: LNG May 19 decision John, This is the update on what I have done for the LNG transactions. 1. I was not involved in the LNG ship project. I shall read the DASH and give you my comments. Without looking at the details, I think that the decision to charter a tanker removes one significant risk we have at the Elba Island project (please, see point 2). 2. Elba Island. I am working with Doug Rotenberbg, Brad Hitch, Scott Earnest (Sally Beck's organization) and RAC to set up the book for the Elba Island transaction. The next step will be to expand the book to capture all the Enron's LNG-related positions in one place and to look for natural risk offsets and possible hedges. A working group is meeting to close a few remaining gaps tomorrow (Tuesday) at 8:30. A few comments on the book design and my view of the project: a. The current thinking is that LNG will be sourced for the Elba Island facility by buying marginal cargos on the fob basis. Marginal cargos will represent supply from excess capacity that has not been committed under long-term contracts or became available due to some short-term frictions. The fob cargos are typically selling at a significant discount to the long-term contract prices. The economics of the deal, as represented by the book we are setting up, will reflect the assumption that not only we can locate marginal cargos but that we shall be able to do it on a regular basis, arranging shipping and coordinating the facility schedule and natural gas transactions in the US. In other words, we have a significant logistical and operational risk in this transaction. b. The transaction will cover the period of 17 years (with an extension option of 5 years). Even if we can lock-in the LNG volumes over this time period, we have no ability to lock-in the other side of the spread (US gas prices) for such a long tenor. This is essentially a tolling transaction with exposure to the LNG - nat gas spread and I would not recommend locking-in only one leg of the spread. One solution would be to cover, let's say, 50% of he LNG volumes for the first 5 years and lock-in the nat gas side on the US market side. c. The book we are setting up will be based on many managerial assumptions regarding sources of LNG, shipping rates, schedules, etc. I would set up a big prudence reserve in case we mark it to market. d. My group will work on valuation of some options we have in the Elba Island deal (that are good for Enron) and on the hedging strategy for the LNG positions. Long-term LNG contracts are typically based on the Japanese Crude Cocktail that correlates very well with Brent. Vince John Sherriff 05/14/2000 01:40 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Lauren Urquhart/LON/ECT@ECT Subject: LNG May 19 decision Vince I haven't spoken to you for awhile but hope the world is treating you well. Anyway with Greg moving to his new role I have (I hope only temporarily) staff trading oversight for the Eastern Hemishere plus LNG. I understand that your group is taking a first cut at developing curves for LNG and LNG ship values. I also understand that another LNG ship decision is on the dockets for May 19 (not very far away). Anway I understand this is a big decision but I still have gotten very little info yet. Can you please let me know where you stand now? I will ask my assistant Lauren to set up a time that I can speak with you in the next couple of days and if you have anything for me to review before then she can get it faxed to me as well. Look forward to connecting with you Vince. John
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 07/26/2000 10:12 AM --------------------------- Stinson Gibner 07/26/2000 09:36 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Offsite agenda: EBS ---------------------- Forwarded by Stinson Gibner/HOU/ECT on 07/26/2000 09:35 AM --------------------------- From: Samer Takriti@ENRON COMMUNICATIONS on 07/25/2000 05:54 PM To: Stinson Gibner/HOU/ECT@ECT@ENRON cc: Subject: EBS Stinson, Please take a look at it and feel free to make any necessary corrections. Thanks. -Samer
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/18/2000 11:44 AM --------------------------- "Piazze, Thomas" <piazzet@wharton.upenn.edu> on 10/13/2000 09:18:24 AM To: "Amit, Raffi" <amit@wharton.upenn.edu>, "MacMillan, Ian" <macmilli@wharton.upenn.edu>, "Stamer, Anne" <stamer@wharton.upenn.edu>, "Cieri, Emily Gohn" <gohne@wharton.upenn.edu>, "Weigelt, Keith W" <weigelt@wharton.upenn.edu>, "Piazze, Donna" <piazze@wharton.upenn.edu>, "Tyler, Cara" <tcara@wharton.upenn.edu>, "Kunreuther, Howard" <kunreuth@wharton.upenn.edu>, "Wind, Yoram" <windj@wharton.upenn.edu>, "Baltes, Michael" <baltes@wharton.upenn.edu>, "Winter, Sidney G" <winter@wharton.upenn.edu> cc: "Roberts, Stacey" <syrobert@wharton.upenn.edu>, "Williams, Dorothy (Wharton)" <dorowill@wharton.upenn.edu>, "Harker, Patrick" <harker@wharton.upenn.edu>, "'kaminski, vince'" <Vince.J.Kaminski@enron.com>, "'Patrick, christie'" <christie_patrick@enron.com>, "'shankman, jeff'" <Jeffrey.A.Shankman@enron.com> Subject: Visit by Enron, 19 October 2000 A team of key executives from Enron will be on campus on the 19th of October for the purposes of meeting with key staff and faculty to learn more about the School and how the firm can gain a greater presence here. Included in this group will be: Vince Kaminski, Director of Research Christie Patrick, VP, University Relations Mike Rosen, Director, University Affairs Group I have developed a proposed agenda for the visit. Please review and confirm that you are available to meet with one or more of the Enron Team at the times specified. If so, please provide me a prefered meeting location. If not, please alternate times and locations. 8:00-9:00 Breakfast with Donna Piazze and Keith Weigelt to discuss "Tiger Team FAP Project" The Ivy Grill, Inn at Penn 9:00-10:30 Meeting with Raffi Amit, Ian MacMillan, Emily Cieri and Anne Stamer to discuss the Sol C. Snider Entreprenuer Center and its related programs, the Business Plan Competition and WeBI...4th Floor Conference Room, Vance Hall??? 10:30-12:00 Christie and Mike hold discussions with Cara Tyler, Bob Bonner and Pat Rose regarding recruiting processes and procedures...CMS Conference Room 10:30-??? Broadband executive meets with Gerry McCartney and other university officials to discuss campus needs, future usage projections, etc. 10:30-11:30 Vince meets with Sid Winter reference Jones Center and related research 11:30-12:00 Vince meets with Howard Kunruether to discuss Risk Management 12:00-1:15pm Group lunch with Jerry Wind at Faculty Club to discuss the e-Fellows Program 2:00-3:00pm Christie and Mike meet with Mike Baltes to discuss Co-branding issues with Wharton and UPenn 5:00pm All will attend the ET Conference Dinner event Please confirm your willingness and availability to support this agenda. Thanks for your help. TOM
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/22/2000 05:45 PM --------------------------- Jim Garven <James_Garven@baylor.edu> on 12/14/2000 03:33:52 PM To: Vince.J.Kaminski@enron.com cc: Subject: Re: Greetings from Baylor University Dear Vince, Thanks for writing back.?? I am glad to hear that Shane Green is working there and doing so well.? Please give him my regards.? Let's plan on having you speak for our Gamma Iota Sigma dinner on the evening of 2/23.? It is my understanding that you are going to be in town anyway for John Martin's "new economy" seminar.? Will you be needing a hotel accommodation for that evening?? If so, please let me know and I will have my secretary arrange accommodations for you. Concerning class presentations, I am curious when whether we can try to arrange a date.? I am teaching two undergraduate sections of a business risk management course from 11-12:20 and 12:30-1:50 on Tuesdays and Thursdays this spring.?? I also am teaching a graduate version of the same course from 3:30-4:50 on Tuesdays and Thursdays, but when you come I will probably have you speak to the undergraduate classes and have my graduate students attend either of those sessions.? The spring semester starts January 9 and ends May 1, and the following dates are already taken for other speakers, exams, or spring break: Thursday, February 15 - Midterm exam 1 Tuesday, March 6 and Thursday, March 8 - no class (spring break) Thursday, March 15 - presentation on risk adjusted discount rate methodologies by Dr. Richard Derrig, Automobile Insurers Bureau of Massachusetts Tuesday, April 3 - Midterm exam 2 Please let me know at your earliest convenience when you would like to schedule a presentation.? Considering the fact that the presentation would be scheduled for around the middle of the day, it would probably be technically possible for you to make your visit into a day trip (back and forth from Houston) in case if you are pressed for time.? Continental flies here from Houston, but unfortunately the morning flight doesn't come in until 10:45 a.m., which would be too late for a presentation to the 11 a.m. class. Thanks again, Jim At 01:57 PM 12/12/2000 -0600, Vince.J.Kaminski@enron.com wrote: Jim, Sorry for the delay in responding to your message. I was traveling extensively and was overwhelmed with many different projects. I shall be glad to speak at the Gamma Iota Sigma dinner. Unfortunately, cannot make a presentation to your class (it would require leaving the office for two days in a row). I can, however, promise to come on another day and speak to your students. I hope everything is going well for you. By the way, your former student, Shane Green, has joined us for 12 month and is doing exceptionally well. Vince Jim Garven <James_Garven@baylor.edu> on 11/28/2000 05:10:55 PM To:?? "Vince J Kaminski" <Vince_J_Kaminski@enron.com> cc: Subject:? Greetings from Baylor University Dear Vince, Since we last corresponded, I have left LSU and am now Professor of Finance & Insurance at Baylor University in Waco, TX.? My colleague at Baylor, John Martin, mentioned that you will be coming to campus for a conference on Friday, February 23 that he is organizing.?? I am curious whether your schedule might permit staying over that evening so that we can feature you as our dinner speaker for the chartering ceremony of Gamma Iota Sigma, national risk management fraternity.? For that matter, would you also possibly be available to make any presentations to undergraduate and graduate students on the previous day (Thursday, February 22)?? What I have in mind is a presentation similar to the presentations you made last spring to my LSU classes. Thank you for your consideration of this request.? I am looking forward to seeing you once again. Sincerely, Jim Garven _________________________________________ James R. Garven, Ph.D. Professor of Finance & Insurance Department of Finance, Insurance and Real Estate Hankamer School of Business HSB 336 Baylor University Box 98004 Waco, TX? 76798 Voice: (254) 710-6207 Fax: (603) 994-6680 E-mail:? James_Garven@baylor.edu Home Page: http://garven.baylor.edu Vita: http://garven.baylor.edu/dossier.html Research Paper Archive: http://garven.baylor.edu/research.html _________________________________________
Shirley, Yes. Vince Shirley Crenshaw 11/13/2000 10:20 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Subscription Renewal Vince: Do you want to renew? ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 11/13/2000 10:15 AM --------------------------- From: Susan L Kennedy on 11/13/2000 10:13 AM To: Shirley Crenshaw/HOU/ECT@ECT cc: Subject: Subscription Renewal Dear Shirley: Please let me know if Vince would like to renew these publications: Journal of Finance Journal of Financial & Quantitative Analysis Thank you Susan
Frank, I have reviewed materials from GARP but did not find any information about the speaker's perks (like, for example, the right to invite another person, free of charge). I shall message GARP with this question. Please, give me a few more days to think about GARP presentation. Vince Enron North America Corp. From: Frank Hayden @ ENRON 11/27/2000 03:27 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: GARP Vince, I just wanted to follow up and see if I can be your guest at the NY GARP meeting. Also, have you had any time to think of a topic for January. I would like to get an email out announcing the meeting. Let me know your thoughts, Thanks, Frank
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/04/2000 06:14 PM --------------------------- Kimberly Watson@ENRON 02/04/2000 04:12 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: El Paso / ENA Deal Completely Terminated Now I'm sure you have already heard this, but here is a summary. Kim. ---------------------- Forwarded by Kimberly Watson/ET&S/Enron on 02/04/2000 04:11 PM --------------------------- ET & S Business Intelligence From: Lorna Brennan on 02/04/2000 02:30 PM To: Bill Cordes/ET&S/Enron@ENRON, Julie McCoy/ET&S/Enron@ENRON, Lou Geiler/ET&S/Enron@ENRON, Tim Aron/ET&S/Enron@ENRON, Steve Klimesh/ET&S/Enron@ENRON, Sarabeth Smith/ET&S/Enron@ENRON, Gary Sova/ET&S/Enron@ENRON, Rob Wilson/ET&S/Enron@ENRON, Lon Stanton/ET&S/Enron@Enron, Kristen Hand/ET&S/Enron@ENRON, Rockey Storie/ET&S/Enron@ENRON, Kent Miller/ET&S/Enron@ENRON, John Dushinske/ET&S/Enron@ENRON, Dave Neubauer/ET&S/Enron@ENRON, Michael Bodnar/ET&S/Enron@ENRON, Joni Bollinger/ET&S/Enron@ENRON, David Badura/ET&S/Enron@Enron, Janet Bowers/ET&S/Enron@ENRON, Craig Buehler/ET&S/Enron@ENRON, Bob Burleson/ET&S/Enron@ENRON, Allen Cohrs/ET&S/Enron@ENRON, John Fiscus/ET&S/Enron@ENRON, Bret Fritch/ET&S/Enron@Enron, Steve Gilbert/ET&S/Enron@ENRON, Morgan Gottsponer/ET&S/Enron@ENRON, Brenda Harris/ET&S/Enron@ENRON, James Harvey/ET&S/Enron@ENRON, Stephen Herber/ET&S/Enron@ENRON, Dana Jones/ET&S/Enron@ENRON, Jane Joyce/ET&S/Enron@ENRON, Stephanie Korbelik/ET&S/Enron@ENRON, TK Lohman/ET&S/Enron@ENRON, Bill Mangels/ET&S/Enron@ENRON, Penny McCarran/ET&S/Enron@ENRON, Vernon Mercaldo/ET&S/Enron@ENRON, Larry Pavlou/ET&S/Enron@ENRON, Eileen Peebles/ET&S/Enron@ENRON, Maria Perales/ET&S/Enron@ENRON, Tony Perry/ET&S/Enron@Enron, Loren Penkava/ET&S/Enron@ENRON, Ken Powers/ET&S/Enron@ENRON, Joan Schwieger/ET&S/Enron@ENRON, Chris Sebesta/ET&S/Enron@ENRON, Frank Semin/ET&S/Enron@Enron, Neal Shaw/ET&S/Enron@ENRON, Larry Swett/ET&S/Enron@ENRON, Kay Threet/ET&S/Enron@ENRON, Mike Ullom/ET&S/Enron@ENRON, Lisa Valley/ET&S/Enron@Enron, Chuck Wilkinson/ET&S/Enron@ENRON, Jim Wiltfong/ET&S/Enron@ENRON, Jo Williams/ET&S/Enron@ENRON, Karen Lagerstrom/ET&S/Enron@Enron, Ray Stelly/ET&S/Enron@ENRON, Bob Stevens/ET&S/Enron@Enron, Sue M Neville/ET&S/Enron@ENRON, Mike Barry/ET&S/Enron@ENRON, Miriam Martinez/ET&S/Enron@ENRON, Martha Janousek/ET&S/Enron@ENRON, Kimberly Watson/ET&S/Enron@ENRON, Don Powell/ET&S/Enron@ENRON, Melinda Tosoni/ET&S/Enron@ENRON, Steve Weller/ET&S/Enron@ENRON, Michael G Stage/ET&S/Enron@ENRON, Tim Johanson/ET&S/Enron@ENRON, Chris Gaskill/ET&S/Enron@ENRON, Mary Kay Miller/ET&S/Enron@ENRON, Michel Nelson/ET&S/Enron@ENRON, Mike McGowan/ET&S/Enron@ENRON, Julia White/ET&S/Enron@ENRON, Drew Fossum/ET&S/Enron@ENRON, Dari Dornan/ET&S/Enron@ENRON, Maria Pavlou/ET&S/Enron@ENRON, Jim Talcott/ET&S/Enron@ENRON, Steven Harris/ET&S/Enron@ENRON, Lindy Donoho/ET&S/Enron@ENRON, Jeffery Fawcett/ET&S/Enron@ENRON, Lorraine Lindberg/ET&S/Enron@ENRON, Kevin Hyatt/ET&S/Enron@Enron, Christine Stokes/ET&S/Enron@ENRON, Lee Huber/ET&S/Enron@ENRON, Susan Scott/ET&S/Enron@ENRON cc: Subject: El Paso / ENA Deal Completely Terminated Now El Paso, Enron Terminate $38 Million Mega-Deal In a stunning announcement late yesterday, El Paso Natural Gas said it had reached a "mutual agreement" with Enron North America Corp. to terminate the $38 million negotiated mega-deal for 1.2 Bcf/d of capacity that the marketer had entered into in December. The negotiated arrangement covers three separate capacity agreements. The decision to release Enron from the three capacity agreements was somewhat puzzling, given that Enron last week had asked to be let out of only one contract - the famed Block II agreement (614 MMcf/d) - due to the restrictions that FERC had placed on the delivery rights of the capacity. In a Jan. 27 letter, Enron notified El Paso of its intent to exit the Block II contract, but the letter didn't indicate that it wanted to terminate the Blocks I and III contracts. See Daily GPI, Feb. 3) "They asked for it [to be released] and we agreed to it. It was a mutual agreement," said El Paso spokesman Mel Scott. The capacity agreements will be terminated on Jan. 31. Afterward, El Paso said it will hold open season from Feb. 7 to Feb. 14 for the capacity. "It is unfortunate that the recent FERC order modified the capacity rights in a way that will not allow the capacity to serve the purpose that Enron North America originally intended when they outbid the prearranged transactions. In the interest of fairness and good customer relations, we have agreed to release them from the contracts," said John W. Somerhalder II, president of El Paso Energy's Pipeline Group. El Paso Natural Gas has asked FERC to reconsider the mid-January order that essentially has reduced the commercial value of the Block II firm transportation capacity that Enron had agreed to acquire. With the collapse of its contract deal with Enron, it couldn't be immediately determined whether El Paso will continue to pursue rehearing. El Paso is seeking rehearing after being rebuffed by FERC in its request to stay the provision in the order restricting delivery rights of Block II capacity. The pipeline is seeking a reversal of a decision in which FERC said El Paso's 1996 turned-back capacity settlement bars El Paso from marketing Block II capacity on a primary basis to any delivery point other than the one at Pacific Gas & Electric-Topock, AZ. That ruling stripped the Block II capacity of primary delivery access to the Southern California Gas-Topock delivery point, which is the most sought-after by shippers of San Juan Basin gas. It was a major blow to El Paso and Enron, which had contracted for the Block II capacity in December on the condition that it would have primary delivery access to the Southern California market.. Without a favorable decision on rehearing, "the result may well be a diminution of the value of Block II capacity," El Paso told FERC. "Without question, Enron, as a new shipper on the capacity" and future holders of that capacity "will suffer a disadvantage in the market...." El Paso contends the Commission's ruling, if unchanged, would thwart the intent of the 1996 settlement, which called for the pipeline and its customers to share the risks of unsubscribed capacity on El Paso's system, and for El Paso to share a portion of the revenues it received from re-marketing the capacity. "An essential element in El Paso's ability to maximize the revenues it agreed to share with its firm customers was the ability to market the 614 MMcf/d of Block II capacity on a primary basis to delivery points other than PG&E-Topock," the pipeline noted. Stripping El Paso of delivery-point flexibility for Block II capacity "will have a serious adverse impact on [its] ability to generate the maximum possible revenues for its capacity and thereby recover the costs it and its customers would otherwise have to absorb." El Paso further said the Commission's decision was at odds with a 1998 order addressing whether the pipeline could re-market capacity turned back by PG&E to the SoCal-Topock delivery point on a primary basis. Since the 1996 settlement was silent on whether El Paso could re-market the capacity to delivery points other than PG&E-Topock, the Commission reasoned the settlement didn't preclude El Paso from selling the capacity at SoCal-Topock. "That ruling established the proper interpretation of the 1996 settlement. Now, the Commission has re-interpreted that same provision in a manner that is completely contrary to its previous ruling. The Commission provides no explanation as to how these two rulings can be reconciled or, alternatively, why it has changed its mind...." El Paso said it was also seeking rehearing because it "cannot find any evidence" in the mid-January order that the Commission "even read, much less considered" its response as to the "proper interpretation" of the1996 settlement.
Jennifer, Yes, we shall look at him. Thanks for thinking of us. Vince Enron North America Corp. From: Jennifer Richard 02/16/2000 10:32 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Candidate from Koch's weather group Vince, I had sent this candidate to Mike Roberts with our weather group, but thought I'd send him your way as well. Koch in Wichita is laying off quite a few of their employees, and this candidate has been given a lay-off notice. He is open to moving to Houston. His stats are below. If you want to speak with him, feel free to give him a call! Thanks! Jennifer Richard ---------------------- Forwarded by Jennifer Richard/HOU/ECT on 02/16/2000 10:29 AM --------------------------- Enron North America Corp. From: Jennifer Richard 02/10/2000 05:04 PM To: Mike A Roberts/HOU/ECT@ECT cc: Subject: Candidate from Koch's weather group Mike, A few months ago, you came and spoke to our HR group about what your group does. Thank you VERY much! We all loved the information, and your talk gave us a better picture of what you guys do! I spoke to an analyst who is currently working for Koch in Wichita, and is about to be laid off. He is going to stay until he gets his severance, and thinks that may be in about 4-6 weeks. His current salary is $80k. His last raise was 2 years ago, and at that time he was making $74k. His last bonus was also two years ago, which was $30k. He is considering Enron as one of his options. If you are interested, feel free to give him a call at work. Thanks!
Andrew, EB1962. Vince Andrew Miles@ENRON 09/27/2000 11:51 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Meeting Great! I'll see you at 8:00am on Friday. Would you please remind me of your location? Andrew Vince J Kaminski@ECT 09/27/2000 11:39 AM To: Andrew Miles/NA/Enron@ENRON cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: Meeting Andrew, I have an interview at 8:30. A meeting at 8:00 on Friday would work for me. I can delay he interview if we need more time. Vince Andrew Miles@ENRON 09/27/2000 10:56 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Meeting Great Vince! Thanks for replying. This idea is really snowballing and we're getting a lot of support - I can't wait to talk to you about it. Are you available somtime early in the morning on Friday? Maybe around 8:00 or 8:30? I'm attaching a one-page executive summary for you to look at if you get a chance. Looking forward to your reply, Andrew Vince J Kaminski@ECT 09/27/2000 08:29 AM To: Andrew Miles/NA/Enron@ENRON cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: Meeting Andrew, I shall be glad to meet and discuss the project. It sounds intriguing. Vince Andrew Miles@ENRON 09/22/2000 01:34 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Meeting Hi Vince! Maybe you remember me, my name is Andrew Miles and we worked together on a speech for Jeff Skilling this past July. I am hoping that I can get on your calendar for 30 minutes next week. I have been working with 3 other Enron employees for the past 6 months, developing a comprehensive innovation acceleration process for use by potentially all Enron employees - and we would really appreciate your input. We have presented the idea to quite a few people in the company, and some outside of the company (Strategos Institute), all of which have really liked the idea and provided key input. Many people have suggested that we run the idea by you. If you have some time next week, would you mind allowing me to explain our ideas to you? I will follow up with a telephone call. All the best, Andrew
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/19/2001 09:04 AM --------------------------- 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" <Angela.Dorsey@bus.utexas.edu> on 10/01/2001 21:06:18 To: "Angela Dorsey" <Angela.Dorsey@bus.utexas.edu> cc: "Ehud Ronn" <eronn@mail.utexas.edu>, "Sheridan Titman (E-mail)" <titman@mail.utexas.edu> 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 angela.dorsey@bus.utexas.edu, 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 angela.dorsey@bus.utexas.edu **************
Mike, Bad news. It may be necessary to go to Sydney. Vince To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Interview & Mike/Christian Vince-- Although I'd love to go to Sydney (2 or 3 days business and add on my 240 remaing hours of vacation to travel the Outback), It would probably make more sense for Christian to come here so both myself and Joe can work together with him (as well as Jose, Dave & Todd as needs be) Either way, I agree with you that we need to exploit what he's got to the max. - - - Mike
Shirley, Yes, I think I am free. Please, set it up. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/01/2001 09:00 AM --------------------------- From: Cheryl Brashier@EES on 02/28/2001 05:04 PM To: Bill Rapp/HOU/EES@EES, Vince J Kaminski/HOU/ECT@ECT cc: Subject: Damages Limitations Would you be available for a meeting with Richard Zdunkewicz on Friday, March 2, at 1:00 - 2:00 p.m.?
Mark, We are too busy. We shall skip it. Vince Mark Ruane 01/26/2000 06:02 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Real Options E&P course Yes. At least Jonalan Page, and me if I can swing it. Who is going from your shop? Mark Vince J Kaminski 01/25/2000 12:47 PM To: Mark Ruane/HOU/ECT@ECT cc: Subject: Real Options E&P course Mark, Do u want to send anybody to this conference? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/25/2000 12:46 PM --------------------------- Larry Chorn <lgc@roce-inc.com> on 01/25/2000 12:30:17 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Real Options E&P course Vince: As you requested, we mailed you a brochure about our upcoming course (2/22-4/4) in Houston. We are now following up with that mailing to identify remaining attendees for the session. I wanted to make sure that we did not overlook anyone at Enron, so I am dropping you this email to see if you have anyone there in mind as an attendee. Best regards, Larry Chorn 972.814.5342 www.realoptions-software.com
Stephanie, Thanks for remembering about me. Yes, I want to renew. Vince From: Stephanie E Taylor on 11/29/2000 01:18 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Subscription Renewal Dear Vince, This is to inform you that your subscription to Risk is up for renewal. The regular subscription cost through December, 2001, is $599.00. The cost after the corporate discount is $509.15. Please let me know if you would like to renew this publication. We will be happy to take care of this for you. If you have any questions, please do not hesitate to call me. Sincerely, Stephanie E. Taylor
Lloyd, Yes, I would be very interested. Vince Lloyd Will 10/24/2000 02:45 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: RE: opportunities Vince would you be interested in this professional. I would be glad to facilitate a conference call. Thanks. ---------------------- Forwarded by Lloyd Will/HOU/ECT on 10/24/2000 02:43 PM --------------------------- "Sheble, G.B." <gsheble@iastate.edu> on 10/17/2000 04:52:57 PM To: "'Lloyd.Will@enron.com'" <Lloyd.Will@enron.com> cc: Subject: RE: opportunities Loyd I tried to call yesterday, but you were out of the office. My schedule follows, would you want to pick a time for me to call you or send me a list of times to pick? Gerry Fall 2000 Teaching Schedule EE 553 MTWR 10 -11 AM Curtis Hall 308 ENGR 161 MW 2-4 Howe Hall 2228 Other Commitments M 11-12 EP&ES M 1-2 Office Hours T 12-2 EP&ES Seminar T 2-3 Office Hours T 3-4 PSERC T 5-6 EPRI-DOD W 11-12 Office Hours W 4-9 DSM R 11-12 Office Hours F 11-12 P&T F 1-3 CAS F 3-4 Departmental Meeting -----Original Message----- From: Lloyd.Will@enron.com [mailto:Lloyd.Will@enron.com] Sent: Monday, October 16, 2000 8:00 AM To: Sheble, G.B. Subject: RE: opportunities Give me a call any time to discuss things. 713-853-3383. Thanks. "Sheble, G.B." <gsheble@iastate.edu> on 10/15/2000 02:17:02 PM To: Lloyd Will/HOU/ECT@ECT cc: Subject: RE: opportunities Lloyd I am attaching another resume for your review, please pass it along if there is any interest. I would also like to discuss opportunities with you as I expect to graduate with my MBA Summer 2001. Cordially, Gerry =================================== Gerald B. Shebl, Professor, Electrical and Computer Engineering Director of Complex Adaptive Systems Program 1115 Coover Hall Ames, Iowa 50011 voice: 515.294.3046 FAX: 515.294.4263 email: gsheble@iastate.edu web: http://www.ee.iastate.edu/~sheble/ ===================================
Jim, Sorry for the delay in responding to your message. I was traveling extensively and was overwhelmed with many different projects. I shall be glad to speak at the Gamma Iota Sigma dinner. Unfortunately, I cannot make a presentation to your class (it would require leaving the office for two days in a row). I can, however, promise to come on another day and speak to your students. I hope everything is going well for you. By the way, your former student, Shane Green, has joined us for 12 month and is doing exceptionally well. Vince Jim Garven <James_Garven@baylor.edu> on 11/28/2000 05:10:55 PM To: "Vince J Kaminski" <Vince_J_Kaminski@enron.com> cc: Subject: Greetings from Baylor University Dear Vince, Since we last corresponded, I have left LSU and am now Professor of Finance & Insurance at Baylor University in Waco, TX.? My colleague at Baylor, John Martin, mentioned that you will be coming to campus for a conference on Friday, February 23 that he is organizing.?? I am curious whether your schedule might permit staying over that evening so that we can feature you as our dinner speaker for the chartering ceremony of Gamma Iota Sigma, a national risk management fraternity.? For that matter, would you also possibly be available to make any presentations to undergraduate and graduate students on the previous day (Thursday, February 22)?? What I have in mind is a presentation similar to the presentations you made last spring to my LSU classes.? Thank you for your consideration of this request.? I am looking forward to seeing you once again. Sincerely, Jim Garven _________________________________________ James R. Garven, Ph.D. Professor of Finance & Insurance Department of Finance, Insurance and Real Estate Hankamer School of Business HSB 336 Baylor University Box 98004 Waco, TX? 76798 Voice: (254) 710-6207 Fax: (603) 994-6680 E-mail:? James_Garven@baylor.edu Home Page: http://garven.baylor.edu Vita: http://garven.baylor.edu/dossier.html Research Paper Archive: http://garven.baylor.edu/research.html _________________________________________
Anne, Thanks for contacting me about this. As a matter of fact, I wanted to talk to you about it today as this matter was outstanding for a long time. I think we should go ahead and adjust Gwen to manager, effective March 1. The compensation would be her current base plus 10K. This is what we typically do when we promote an associate to a manager. Such promotions take place in March and I think Gwen should not be penalized for the inefficiency of her management (i.e. my and Maureen's procrastination). On unrelated and more serious matter. Gary Hickerson is the primary client for Maureen's services. He communicated to me a few weeks ago that he is unwilling to underwrite Maureen's position (he is in general unhappy with her contribution). This means that Maureen will have to find another sponsor or leave Enron. Given her abrasive and aggressive personality finding another internal customer will be quite a challenge. Gary volunteered to pay a very generous severance to Maureen from his budget. I would like to talk to you about it when you have a few minutes. Vince From: Anne Labbe/ENRON@enronXgate on 05/02/2001 10:34 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Gwen Koepke Vince, Just wanted to touch base with you. I have tried to contact Maureen so that Gwen's title and salary can be adjusted to manager just as you requested, but have not heard any response from her. Would you like for me to wait until I hear from Maureen or should I go ahead and proceed in changing her title? I just want to make sure that Gwen is in the right peer group during PRC. Also, I am going to try and set up a meeting with you next week through Shirley to discuss any buring issues that you are experiencing, and your expectations during PRC. Thanks, Anne
Vasant, I concur. Vince Vasant Shanbhogue 04/24/2000 09:49 AM To: Clayton Vernon/Corp/Enron@ENRON cc: (bcc: Vince J Kaminski/HOU/ECT) Subject: Re: Mark Breese Clayton, my thought is that you should attend the presentation, because it is our responsibility to ensure that the groups have the best model available. Try to gauge how well the model backtests (is it just another academic model?), and what are the sources of data. Do not elaborate on your model -- your story is that you have the responsibility to analyze economic models of this sort in the Research Group. Vasant Clayton Vernon @ ENRON 04/24/2000 09:37 AM To: Vasant Shanbhogue/HOU/ECT@ECT cc: Subject: Re: Mark Breese Vasant- This guy Mark Breese called Thursday, (a Manager in "Long Term") saying there would be a presentation to their group of this commercial model of his just-ex employer, and I called him back and said I'd wait to hear from you or Vince before attending. I told him I was finishing my model, that Vince hadn't decided what we had, that Vince would tell his group what we had, and that I was uncomfortable attending these kinds of presentations right now because I wasn't clear what all of the agendas were (he's obviously pimping for the company he just worked for). Clayton
Shirley, Please, put Oleg Bodnar on Jeff Shankman's and John Arnold's schedules for an interview. He should be already on John Lavorato's schedule. Vince
Beth, Thanks for the quick reply. I cannot access the body of the message. Vince From: Beth Miertschin 07/31/2000 03:14 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Harvard Business School case studies
Molly, Please, make arrangements for the interview with this candidate for a trading position. Interviews with John Lavorato, Jeff Shankman, Gary Hickerson, Stinson Gibner. I talked to him in New York and he is considering other opportunities, so we have to act fast. I think John will like him more than Punit. Thanks
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/30/2001 05:51 PM --------------------------- "Btu" <subs@btu.net> on 03/30/2001 05:42:52 PM To: "Btu Weekly" <> cc: Subject: Btu Weekly Attached is the latest issue of Btu Weekly. e-mail: info@Btu.net phone: 732-758-8222 fax: 732-758-8286 - wg040201.pdf
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/06/2001 05:19 PM --------------------------- From: David Port/ENRON@enronXgate on 04/05/2001 02:26 PM To: Greg Whalley/HOU/ECT@ECT cc: Rick Buy/ENRON@enronXgate, Vince J Kaminski/HOU/ECT@ECT Subject: Position Report Here is a draft position report we talked about previously. We had delayed distribution because we were waiting for some important input on the Sithe contract. The report attempts to view various assets and positions entirely on an economic basis, regardless of accounting treatment. Currently this is not exhaustive since the universe of economic exposure is significant but if useful we will spread the net. Here are the highlights: Enron stock option plans: ENE is low and volatility is around 45 - 50%. We are working with Global Finance and Accounting on a hedging proposal. J Block CRTA: We have not factored in the impact of yesterday's House of Lords ruling on this contract. Korea: USD/KRW has gone from 1205 to 1368. Economic outlook is bleak. Enron's currency translation account (CTA) has gone from $19m Dr to $40m Dr since January. Brazil: Argentina's woes are not helping. USD/BRL is currently 2.17 from 1.95 in January. CTA has suffered $173m in losses and now stands at $663m Dr. Thoughts and comments welcome. Rgds DP
Ravi, Sounds good. Vince Ravi Thuraisingham@ENRON COMMUNICATIONS on 03/06/2000 12:44:08 PM To: Shirley Crenshaw/HOU/ECT@ECT, Vince Kaminski cc: Subject: Re: Off site with John Griebling's Optical Network Engineers John can't do it till after April 10th. So we will shoot for April 13, etc. Ravi. ----- Forwarded by Ravi Thuraisingham/Enron Communications on 03/06/00 12:32 PM ----- john_griebling@palm.net 03/02/00 09:58 AM Please respond to john_griebling To: Ravi Thuraisingham/Enron Communications@Enron Communications cc: Subject: Re: Off site with John Griebling's Optical Network Engineers i won't be available until after april 10th. Ravi_Thuraisingham@enron.net wrote on 3/1/00 12:29: Hi Shirley, please give me a few dates form end of march to first week in April to do an offsite for Vince's direct reports (including myself) and selected EBS research people. This includes, Vince direct report from our research group and the following people fr
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/01/2001 02:21 PM --------------------------- Shirley Crenshaw 05/01/2001 10:20 AM To: Lance Cunningham/NA/Enron@ENRON, Vasant Shanbhogue/HOU/ECT@ECT, Alex Huang/Corp/Enron@ENRON, Sevil Yaman/Corp/Enron@Enron, Vince J Kaminski/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Lloyd Will/HOU/ECT@ECT cc: Subject: US Power Outlook 2001 FYI! ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 05/01/2001 10:19 AM --------------------------- "Lin, Hongyan" <Hongyan.Lin@wefa.com> on 04/25/2001 08:15:44 AM To: Shirley.Crenshaw@enron.com cc: "McNabb, Peter" <Peter.McNabb@wefa.com> Subject: US Power Outlook 2001 <<US Power Outlook 2001.pdf>> <<US Power Outlook 2001- Appendix B.pdf>> <<US Power Outlook 2001- Appendix C.pdf>> <<US Power Outlook 2001- Appendix D.pdf>> <<US Power Outlook 2001- Appendix E.pdf>> <<US Power Outlook 2001- Appendix F.pdf>> <<US Power Outlook 2001- Appendix G.pdf>> - US Power Outlook 2001.pdf - US Power Outlook 2001- Appendix B.pdf - US Power Outlook 2001- Appendix C.pdf - US Power Outlook 2001- Appendix D.pdf - US Power Outlook 2001- Appendix E.pdf - US Power Outlook 2001- Appendix F.pdf - US Power Outlook 2001- Appendix G.pdf
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/17/2000 04:27 PM --------------------------- rose.o.perez@us.arthurandersen.com on 03/17/2000 11:03:19 AM To: david.m.johnson@us.arthurandersen.com, al.g.fortunato@us.arthurandersen.com, j.clinton.walden@us.arthurandersen.com, johnny.molina@us.arthurandersen.com, martin.l.lawera@us.arthurandersen.com, mark.d.cory@us.arthurandersen.com, angie.g.tyndall@us.arthurandersen.com, allison.m.gaspard@us.arthurandersen.com, amy.e.hare@us.arthurandersen.com, laura.k.prothro@us.arthurandersen.com, alejandro.gonzalez@us.arthurandersen.com, robert.warrenburg@us.arthurandersen.com, john.d.payne@us.arthurandersen.com, danielle.r.harkey@us.arthurandersen.com, matthew.a.chambers@au.arthurandersen.com, uday.singh@us.arthurandersen.com, shawn.p.winkler@us.arthurandersen.com, shannon.s.goeuriot@us.arthurandersen.com, stephen.e.simmons@us.arthurandersen.com, jonathan.m.shepko@us.arthurandersen.com, nberlin@ftenergyusa.com, asutjia@columbiaenergygroup.com, roenz@kochind.com, msalt@ftenergyusa.com, Eileen.O'Grady@dowjones.com, hjoshi@tractebelpowerinc.com, SOLI_F@hotmail.com, mmurray@ftenergyusa.com, dnovick@tractebelusa.com, mk-zientara@reliantenergy.com, mmurphey@tractebelusa.com, eckuykendall@hotmail.com, bwallace@pcenergy.com, mkhan@saladin.com, jthomas@reliantenergy.com, CATHAIDE@coral-energy.com, ymontei@ibm.net, donald_winslow@apsc.com, lee.ferrell@eprime.com, jim.haylett@pdq.net, sean@apbenergy.com, gdepotter@tractebelpowerinc.com, bdaniel@nucleuscorp.com, spon@dynegy.com, sr@caminus.com, james_m_weyland@cngp.cng.com, sbrush1012@aol.com, ksit@reliantenergy.com, rwood@reliantenergy.com, astudwell@reliantenergy.com, pstrange@reliantenergy.com, acloe@dynegy.com, elpi@dynegy.com, kaer@dynegy.com, Rachel.A.Hoffman@reliantenergy.com, scr@coastalsecur.com, sjaspalm@aol.com, vkamins@ect.enron.com, tojo@mieco.com, wbradfo@ect.enron.com, eric.larson@pge.et.com, egreen@kprc.com, hofmannm@kochind.com, milesn@kochind.com, jminton@entergy.com, abhattacharyya@llplimited.com, lev.borodovsky@csfb.com, ehelland@watersinfo.com, wlacy@peco-energy.com, keith.fitz-gerald@pacificorp.com, pgerrer@ustrust.com, kevin_w_bass@amoco.com, wbrdfo@ect.enron.com, khughes@kpmg.com, wtaylor@avistaenergy.com, steve.bender@halliburton.com, kcarstens@kpmg.com, ds10pub@aol.com, mcorrea@entergy.com, dlmurray@kpmg.com, "scr" <scr%cpasta@arthurandersen.com>, sjlaspalm@aol.com, xxia@worldnet.att.net, xxenergy@i1x.netcom.com, wskemble@shellus.com, wmdumond@imailbox.com, wjs@thorpecorp.com, wchi@dynegy.com, stathis@athena.bus.utexas.edu, sstewart@transenergy.com, sama@dynegy.com, sam.c.henry@conoco.dupont.com, rw22@usa.net, RayJDunn@aol.com, Rahim_Baig@kne.com, rabi@shellus.com, pzadoro@ect.enron.com, pmeaux@entergy.com, pitbull@wt.net, Parker3M@kochind.com, ostdiek@rice.edu, Nhong@ect.enron.com, mthomas@hia.net, mike.sepanski@kmtc.com, MerrillPL@aol.com, mtbe@dynegy.com, mbreese@tpc-corp.com, mbernst@ect.enron.com, martin.a.makulski@ac.com, markw@primosystems.com, mark_loranc@kne.com, MAGDASR@TEXACO.COM, madcapduet@aol.com, laan@dynegy.com, KhannaS@pge-energy.com, kck7@cornell.edu, kathy.m.wang@ac.com, jturner4@csc.com, jspicer@eesinc.com, JNKI@dynegy.com, jjle@dynegy.com, jeremy.i.sonnenburg@ac.com, jeremy_mills@iname.com, jencooper@mindspring.com, jarvis@shellus.com, haylett@tamu.edu, gkla@dynegy.com, groetzingerp@valero.com, Greg_Wright@csc.com, cpapousek@eesinc.com, GCTMAT@worldnet.att.net, fred.kuo1@jsc.nasa.gov, forouzans@pge-energy.com, FLWRGBM@MSN.COM, eric_lundquist@sonat.com, edhirs@aol.com, csen@dynegy.com, dennis.a.cornwell@usa.conoco.com, djones2347@aol.com, blake.a.pounds@ac.com, bob_deyoung@yahoo.com, brysonpa@hal-pc.org, Arthur.Beiser@coastalcorp.com, arubio@mail.utexas.edu, baris.ertan@ac.com, BABusch@mapllc.com, bhagelm@ect.enron.com, fhayden@kpmg.com, achowdry@transenergy.com, alemant@epenergy.com, alex_engles@csi.com, arajpal@coral-energy.com, vmercal@enron.com, ashill@worldnet.att.net, Anne.Bollich@SouthernEnergy.com, chsu@transenergy.com, AprilM@Penwell.com, paul-roberts@reliantenergy.com, kthomas@phillips.com, michael_canfield@kmmktg.com, corey_dearing@kmmktg.com, jennifer.casciani@us.pwcglobal.com, michael.rieke@dowjones.com, jackson.b.craven@us.pwcglobal.com, more@insync.net, bjord@mh.com, sbl@hou.stratum.com, julialong@worldnet.att.net, dstowers@watersinfo.com, dgivens@ftenergyusa.com, clansdell@caminus.com, misty.khan@saladin.com, myates@fame.com, asutjia@columbiaenergygroup.com, rwio@dynegy.com, wlacy@peco-energy.com, mshinn@entergy.com, lloux@columbiaenergygroup.com, ccoldir@entergy.com, tina_c_lee@reliantenergy.com, jkabcouwer@nisource.com, jarmenta@tractebelusa.com, mbell@lcra.org, pcollins@reliantenergy.com, JBCoorsh@houston.rr.com, bdahl@tractebelusa.com, bdaniel@nucleuscorp.com, bdeware@oneok.com, cdeaton@columbiaenergy.com, pgilmore@tractebelusa.com, jhapp@tractebelusa.com, thillman@reliantenergy.com, vkamins@enron.com, skushni@ect.enron.com, lyches@pge-energy.com, dph@swbell.net, partipilok@epenergy.com, apyaral@entergy.com, lrader@phillips.com, crexrode@tractebelusa.com, steves@calpine.com, mtsuboi@noex.com, j.c.whorton@us.pwcglobal.com, j.c.whorton@us.pwcglobal.com, mwicklund@tractebelusa.com, kznymex@aol.com, lin@nol.net, lee.ferrell@eprime.com, jim.haylett@pdq.net, sean@apbenergy.com, sbrush1012@aol.com, twhitton@tractebelusa.com, spon@dynegy.com, james_m_weyland@cngp.cng.com, grotezinger@valero.com, bjorn.hagelmann@enron.com, aengles@ect.enron.com, karen_bleil@kmmktg.com cc: Subject: ERMA Meeting Notice & Membership Application Please find attached the ERMA meeting notice and annual application for membership information. (See attached file: ERMA Meeting Letter.doc) (See attached file: ERMA Meeting Letter 03-28-00.doc) *******************Internet Email Confidentiality Footer******************* Privileged/Confidential Information may be contained in this message. If you are not the addressee indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise immediately if you or your employer do not consent to Internet email for messages of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of my firm shall be understood as neither given nor endorsed by it. - ERMA Meeting Letter 03-28-00.doc
Jarek, Bardzo ciekawe. Wicek Jarek Astramowicz 04/17/2000 10:09 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Enron in Europe: Emerging Europe: Enron Plugs On in Poland --- Power Market's Vast ... Vicek - sadzilem, ze moze bedziesz chcial to przeczytac. Pozdrowienia - Jarek ---------------------- Forwarded by Jarek Astramowicz/WAR/ECT on 2000-04-17 17:15 --------------------------- Iona Maclean 2000-04-13 08:23 To: Jackie Gentle/LON/ECT@ECT, Eric Shaw/LON/ECT@ECT, Jarek Astramowicz/WAR/ECT@ECT, Brian Stanley/EU/Enron@ENRON, Philip Davies/LON/ECT@ECT, Ed Cattigan/EU/Enron@ENRON, Nigel Beresford/EU/Enron@ENRON, Andrew Morrison/LON/ECT@ECT cc: Subject: Enron in Europe: Emerging Europe: Enron Plugs On in Poland --- Power Market's Vast ... ---------------------- Forwarded by Iona Maclean/LON/ECT on 13/04/2000 07:23 --------------------------- Enron Capital & Trade Resources Corp. From: djcustomclips@djinteractive.com 13/04/2000 07:30 Please respond to nobody@mail1.djnr.com To: 96939@mailman.enron.com cc: (bcc: Iona Maclean/LON/ECT) Subject: Enron in Europe: Emerging Europe: Enron Plugs On in Poland --- Power Market's Vast ... Emerging Europe: Enron Plugs On in Poland --- Power Market's Vast Potential Holds Allure, But an Uncertain Future --- After Six Years, Profit From Company's Power Operations Remains Years Away By Elizabeth Williamson 04/13/2000 The Wall Street Journal Europe 9 (Copyright (c) 2000, Dow Jones & Company, Inc.) NOWA SARZYNA, Poland -- From a small power plant humming among the birches near the Ukrainian border, Enron Corp. has staked its claim on the Polish energy market. Yet after six years, the company is still seeking a mother lode. The Houston-based energy producer and trader entered Poland in 1994, nabbed one of the first power-trading licenses to go to a foreign company and began work on Elektrocieplownie Nowa Sarzyna, Poland's first new, foreign-operated heat-and-power plant. Other companies followed, including Electricite de France, RWE AG of Germany, Vattenfall AB of Sweden and Tractebel SA of Belgium. The prize could be a rich one. All of these companies hope to profit as Poland sells its state energy assets and frees prices before joining the European Union. A wholesale power bourse is due to open in Warsaw in July. And the country's transmission links to markets East and West could make Poland the power-trading hub of Central Europe. But after six years in Poland, Enron has yet to earn a profit. Net income from Nowa Sarzyna, which is to begin commercial production later this month, is at least five years away. Power-trading operations might generate profits next year, if the new bourse gets moving. But that is "one big question mark," says Jarek Astramowicz, Enron Poland's president. Indeed, despite its promise, Poland's energy sector remains a sizzling tangle of aging plants, archaic market agreements and complex, shifting regulations. Enron, with $40 billion (41.69 billion euros) in annual revenue, is an innovator and an investment bellwether for its peers. But in a power market as negatively charged as Poland's, the company also is an example of how shaky market conditions can keep even the savviest competitors offline. "These are very large operations and to some extent they can bear some risks," says Pawel Kaminski, energy-sector operations officer at the World Bank in Warsaw. "But eventually they have to generate some return." Enron pioneered wholesale gas and electricity trading in the U.S. It entered Europe in 1989, setting up in London as the U.K.'s energy sector liberalized. It entered the Nordic market in 1996, and today is the Nord Pool's largest-volume trader. Enron says it takes about two years to find a site and obtain permits for a power plant, and a further 29 months for construction. Just four years after entering the U.K., Enron finished its 1,875-megawatt Teesside plant. Teesside's capacity and cost, at GBP 795 million (1.32 billion euros), are many times larger than Nowa Sarzyna's. Yet Teesside was completed in only two-thirds the time. The company declines to compare development times in various countries. "I wouldn't necessarily put Poland into the same category as Russia," says Philip Davies, regulatory and government-affairs manager at Enron Europe in London. "But obviously, given Poland's (planned economy) past, it probably takes a bit longer to work through the regulatory process and get to the starting point." At Nowa Sarzyna, it took Enron nearly twice the usual time to reach the starting point, even though Mr. Astramowicz already knew the site, and the Polish power industry's rules. The Nowa Sarzyna plant was Mr. Astramowicz's brainchild, and he burned out the engine in his first BMW as he traveled between Warsaw and the town to craft the deal. A freelance energy-sector entrepreneur before joining Enron, Mr. Astramowicz sold his interest in Nowa Sarzyna to Enron in 1998. Enron has spent $132 million to build Nowa Sarzyna, a 116-megawatt, gas-fired combined heat-and-power plant. Quiet, clean and efficient, the plant stands in stark contrast to most of Poland's belching, coal-fired behemoths. When it starts up this month, it will sell its electricity to the Polish Power Grid, the country's high-voltage network, under a 20-year power-purchase agreement, or PPA, that Enron won in 1997. Steam output goes to Organika, the chemical company next door, and helps heat the town of Nowa Sarzyna. The Nowa Sarzyna plant is more than 80% financed by commercial-bank loans for which the only collateral is the plant's concluded contracts. "They were betting on their good name," says Michael Davies, a partner with Allen & Overy, the Warsaw law firm that advised Enron Poland's lenders. "They are pushing envelopes all the time." That is especially true in a market with 30% overcapacity, where an energy law didn't even exist until 1997. Says Peter Bisztyga, emerging Europe utilities analyst at Solomon Smith Barney in London: "Because Enron signed a PPA, they are OK . . . (but) I'm really not sure building Nowa Sarzyna was such a good idea." Mr. Bisztyga says Enron could have generated a faster return by renovating an existing power plant. But, he acknowledges, Nowa Sarzyna "allowed Enron to get into the Polish market early and stamp their name on it." In 1994, Polish power plants weren't for sale. Energy asset privatization, discussed for years, began in earnest only this year. By 2002, the Polish government proposes to sell off stakes in dozens of power plants, 33 distribution companies and the Polish Power Grid, a 12,000-kilometer national transmission network of high-voltage lines. The assets have a total book value of 33 billion zlotys (8.4 billion euros), but murky regulations have driven prices down. "The regulations don't promote competition and so you don't really know the price of electricity," says Bengt Wegemo, president of Vattenfall Poland. Earlier this year, Vattenfall paid $235 million for 55% in Warsaw-based Elektrocieplownie Warszawskie, promising $340 million in investment in the heat-and-power plant over the next 10 years. Investors hope the new power market will bring clarity over pricing. Ultimately, 170 licensed energy traders and 200 large power users will trade on the bourse, setting the wholesale price of electricity. The Polish bourse will be modeled on its Nordic counterpart. Enron, the Nord Pool's largest trader, hopes to post Polish trading profits by 2001. But first, say market experts, Poland's 1997 energy law must be amended to ease functioning of the bourse, and free up access to Poland's distribution network. Further, the government says it must solve the competition problem posed by the Polish Power Grid's power-purchase agreements, which account for 70% of energy sales in Poland. Some state-owned plants used the agreements as collateral to secure modernization financing. When prices are freed, these plants might go bankrupt if forced to compete with plants that didn't spend money to modernize. The government is contemplating a special fund to compensate the modernized plants for their extra costs. Though Nowa Sarzyna is a private plant, the price Enron must charge for its power is about twice what outmoded plants charge. "We are hoping that continuous, efficient operation of the plant will generate us a (bigger) profit," Mr. Astramowicz says. Another problem is cross-border power trading, where contradictory legislation essentially gives a monopoly to the Polish Power Grid, also known as PSE. Enron and others protest that PSE shouldn't compete with electricity-market participants who contract with it for transmission service. PSE intends to stay in the trading business, says Marek Zerka, PSE's vice president. In late March, PSE and local company Kulczyk Holding signed an agreement with PreussenElektra AG of Germany to export electricity and coal to EU countries via Germany. "This is great news," Mr. Astramowicz says. "If this joint venture gets access to PSE's cross-border transmission capacity . . . I would expect PSE to confirm open access to all market participants." Enron and others are pushing hard for that access. "As soon as the market becomes open, free and non-discriminatory, we will come out at a decent profit," Mr. Astramowicz says. Folder Name: Enron in Europe Relevance Score on Scale of 100: 78 ______________________________________________________________________ To review or revise your folder, visit http://www.djinteractive.com or contact Dow Jones Customer Service by e-mail at custom.news@bis.dowjones.com or by phone at 800-369-7466. (Outside the U.S. and Canada, call 609-452-1511 or contact your local sales representative.) ______________________________________________________________________ Copyright (c) 2000 Dow Jones & Company, Inc. All Rights Reserved
Andy, Please, give me the number of copies and I can order on your behalf at 15% discount. Vince Andy M L Anderson@EES 02/07/2001 10:18 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: clewlow/strickland derivatives book vince: do you have an internal person i could go through to obtain copies of the derivatives book you showed us at the garp meeting? i am ordering a few copies for my risk guys. i look forward to talking with you soon, economist to economist. thanks, andy

This dataset includes emails from Enron Email Dataset with prompts processed from Are Large Pre-Trained Language Models Leaking Your Personal Information?.

To use the dataset, you can run the following in LLM-PBE.

from data.enron import EnronDataset
ds = EnronDataset(data_path="data/enron", pseudonymize=False)
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