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Sheila, Some minor differences between the draft and the final executed version. I have forgotten to bring the draft today, I shall send a copy to you tomorrow. There were some hand-written changes made by Greg ijn the draft that were not transferred to the final version. Vince
Steve, Friday, September 8, 11:30 is fine with me. I can cancel the other meeting Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/05/2001 12:10 PM --------------------------- "Btu" <subs@Btu.net> on 03/02/2001 07:25:08 PM To: "Btu's Weekly Power Report" <> cc: Subject: Btu's Weekly Power Report Attached is the latest issue of Btu's Weekly Power Report e-mail: info@Btu.net phone: 732-758-8222 fax: 732-758-8286 - wp030501.pdf
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/17/99 02:59 PM --------------------------- From: Bryan Seyfried on 12/17/99 01:36 PM GMT To: Pinnamaneni Krishnarao/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT cc: Katja Schilling/LON/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT Subject: Re: Credit Trading White Paper If either of you have a soft copy of the paper we would appreciate it. We will do the work but will definately give credit where it is due and also where it has the most impact (from you guys). thanks Katja Schilling 17/12/99 06:01 To: Vasant Shanbhogue/HOU/ECT@ECT cc: Bijoya Banerjea/LON/ECT@ECT, Bryan Seyfried/LON/ECT@ECT Subject: Credit Trading White Paper Dear Vasant, I am currently working with Bryan Seyfried and the Credit Markets/Trading group in London, and am in the process of designing and building a website as an information portal. I am in possession of a paper that you co-authored entitled "Actively Managing Credit Risk", which was published in Risk Publications. Bryan has asked Bijoya (who is interning here during her X-mas holiday from the LSE) to update this paper and generate a new White Paper about the current state of the credit market and the developments we are pursuing and creating. This will be used on our website and be published later in time. Could you please - if you have the time - contact and maybe work with Bijoya to draft this White Paper? Bryan is in Houston today and may be able to give a better idea of what he is exactly looking for ... Otherwise, he will be in London again next week. I thank you in advance, and hope that we can pull something together in the next few weeks. Please contact me at any time! Regards from London Katja
Barbara, Yes, ECT does not exist any longer. It's safer to say the seminar is sponsored buy Enron Corp. WE have a reorganization every three months. Vince Barbara Ostdiek <ostdiek@rice.edu> on 01/27/2000 03:23:08 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: sponsorship Vince: I just realized that I am still saying that the seminar series is sponsored by Enron Capital and Trade Resources. Should I change that to Enron North America? Thanks. bbo
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/24/2000 10:51 AM --------------------------- Michael Anderson @ AZURIX 08/23/2000 07:48 PM To: Vince J Kaminski/HOU/ECT@ECT cc: keith.harris@wessexwater.com Subject: UK RAB Multiples I talked with Keith Harris, our CFO at Wessex, about the RAB multiple graph I gave you. He expressed that the Wessex people had originated the data and that the graph was correct, to the best of their knowledge. The only (but very important correction) is that they started the graph at an index of 100%, which does not imply a 100% of RAB multiple. Rather, the initial RAB multiple was around 80%, implying that the entire line should be taken down by 20 percentile points. Thus the all time hime in late 98 should be closer to the 1.3x RAB that I had targeted during our discussion. Please call Keith if he has not yet contact you.
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/17/99 03:05 PM --------------------------- "Martin Jermakyan" <martin@electrapartners.com> on 12/14/99 11:30:29 AM Please respond to "Martin Jermakyan" <martin@electrapartners.com> To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: A paper of mine Vince, I have written a paper, which supposedly is going to be published in the February 2000 issue of EPRM, probably after some editorial cuts (at least this is what I am being told by them). I would appreciate your thoughts if you would have time to read it. Regards, Martin - Userconf.doc
Frank, I assume you want to take advantage of this opportunity. Please, confirm. I shall notify Andreas. Vince Enron North America Corp. From: Frank Hayden @ ENRON 12/14/2000 09:55 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: GARP 2001 Convention thanks, Frank Vince J Kaminski@ECT 12/14/2000 09:45 AM To: Frank Hayden/Corp/Enron@Enron cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: GARP 2001 Convention 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)
Shmuel, Sorry for not getting back to you earlier. If the 23rd of October is still open, I can make the presentation on this day. Vince "Shmuel Oren" <OREN@IEOR.Berkeley.edu> on 08/30/2000 08:18:15 AM To: <Vince.J.Kaminski@enron.com> cc: Subject: Re: Hello from Vince Kaminski at Enron Originally you mentioned October 23 so I reserved that week which is still open. ///////////////////////////////////////////////////////// Shmuel S. Oren, Professor Dept. of Industrial Engineering and Operations Research 4117 Etcheverry Hall University of California Berkeley, CA 94720-1777 e-mail: oren@ieor.berkeley.edu phone: (510) 642-1836 or 5484 Fax: (510) 642-1403 /////////////////////////////////////////////////////////// ----- Original Message ----- From: <Vince.J.Kaminski@enron.com> To: <OREN@queue.IEOR.Berkeley.EDU> Cc: <Vince.J.Kaminski@enron.com>; <Ashley.Baxter@enron.com>; <Shirley.Crenshaw@enron.com> Sent: Wednesday, August 30, 2000 9:03 AM Subject: Re: Hello from Vince Kaminski at Enron > > Shmuel, > > Let's see if we can either rearrange the seminar speakers > or change the date of our visit to the campus. Ashley Baxter, our > coordinator is very efficient and > got a faculty room for a presentation on Monday morning on the 16th. > > Vince > > > > > > > "Shmuel Oren" <OREN@IEOR.Berkeley.edu> on 08/29/2000 05:37:33 PM > > To: <Vince.J.Kaminski@enron.com> > cc: > Subject: Re: Hello from Vince Kaminski at Enron > > > Dear Vince. I spoke too soon. Apparently the seminar slot on the 16 was > already filled. I will see if I can switch the speaker for that week to the > following week. In any case we are on for dinner on the 16. > ///////////////////////////////////////////////////////// > Shmuel S. Oren, Professor > Dept. of Industrial Engineering > and Operations Research > 4117 Etcheverry Hall > University of California > Berkeley, CA 94720-1777 > e-mail: oren@ieor.berkeley.edu > phone: (510) 642-1836 or 5484 > Fax: (510) 642-1403 > /////////////////////////////////////////////////////////// > > ----- Original Message ----- > From: <Vince.J.Kaminski@enron.com> > To: <OREN@queue.IEOR.Berkeley.EDU> > Cc: <Vince.J.Kaminski@enron.com>; <Ashley.Baxter@enron.com> > Sent: Tuesday, August 29, 2000 5:01 PM > Subject: Re: Hello from Vince Kaminski at Enron > > > > > > Shmuel, > > > > The date of our trip to Berkeley has been set. It will be October 16th > and > > 17th > > (Monday and Tuesday). > > > > I shall be glad to make a presentation on energy derivatives markets > > (development of the markets in the US and Europe, valuation difficulties, > > Enron's role > > in developing the forward markets for natural gas and electricity). > > > > Please, let me know if this topic would be of interest to you. If this is > > the > > case, I shall follow with a title and an abstract. > > > > By the way, are you free for dinner on Monday? > > > > Vince > > > > > > > > > > > > > > "Shmuel Oren" <OREN@IEOR.Berkeley.edu> on 08/24/2000 08:59:38 AM > > > > To: "Vince J Kaminski" <Vince.J.Kaminski@enron.com> > > cc: > > Subject: Re: Hello from Vince Kaminski at Enron > > > > > > Great. Our seminars are 3:30 to 5PM. If it works for you please send me a > > title and abstract. > > ///////////////////////////////////////////////////////// > > Shmuel S. Oren, Professor > > Dept. of Industrial Engineering > > and Operations Research > > 4117 Etcheverry Hall > > University of California > > Berkeley, CA 94720-1777 > > e-mail: oren@ieor.berkeley.edu > > phone: (510) 642-1836 or 5484 > > Fax: (510) 642-1403 > > /////////////////////////////////////////////////////////// > > > > ----- Original Message ----- > > From: "Vince J Kaminski" <Vince.J.Kaminski@enron.com> > > To: "Shmuel Oren" <OREN@queue.IEOR.Berkeley.EDU> > > Cc: "Vince J Kaminski" <Vince.J.Kaminski@enron.com>; "Ashley Baxter" > > <Ashley.Baxter@enron.com> > > Sent: Thursday, August 24, 2000 9:58 AM > > Subject: Re: Hello from Vince Kaminski at Enron > > > > > > > > > > > > > Shmuel, > > > > > > Thanks for the message. I am working with our recruiter, Ashley Baxter, > > > to finalize the date of the trip. I shall shoot for October the 23rd > > > if this date works for the rest of our team. > > > > > > Vince > > > > > > > > > > > > > > > > > > > > > "Shmuel Oren" <OREN@IEOR.Berkeley.edu> on 08/23/2000 11:46:19 AM > > > > > > To: Vince J Kaminski/HOU/ECT@ECT > > > cc: > > > Subject: Re: Hello from Vince Kaminski at Enron > > > > > > > > > > > > Dear Vince. > > > I sent you a reply earlier this month but I haven't heard from you > about > > the > > > date of your visit. Our department has a Seminar every Monday. If you > can > > > schedule your visit on a Monday I would like to invite you to give a > > seminar > > > which will be attended by many of our graduate students and faculty and > > will > > > give you an opportunity to tell them about your program. With > sufficient > > > lead-time I can advertise the seminar in the Hass school to their > > financial > > > engineering students. > > > Shmuel. > > > ///////////////////////////////////////////////////////// > > > Shmuel S. Oren, Professor > > > Dept. of Industrial Engineering > > > and Operations Research > > > 4117 Etcheverry Hall > > > University of California > > > Berkeley, CA 94720-1777 > > > e-mail: oren@ieor.berkeley.edu > > > phone: (510) 642-1836 or 5484 > > > Fax: (510) 642-1403 > > > /////////////////////////////////////////////////////////// > > > > > > ----- Original Message ----- > > > From: <vkamins@ect.enron.com> > > > To: <OREN@queue.IEOR.Berkeley.EDU>; <vkamins@enron.com>; > > > <ashley.baxter@enron.com> > > > Sent: Tuesday, August 08, 2000 10:59 AM > > > Subject: Hello from Vince Kaminski at Enron > > > > > > > > > > Shmuel, > > > > > > > > I hope you remember me. I visited you together with Aram Sogomonian, > a > > > > good friend of mine, a few years ago. I am currently responsible, > among > > > > other things, for recruiting graduates with finance and/or technical > > > > backgrounds at the University of Berkeley. I would be glad to give > you > > a > > > > call and talk more about the details of our program. My colleague, > > > > AshleyBaxter, from the Analyst/Associate Program at Enron would join > me > > > > as well. > > > > > > > > I am sending you a copy of the brochure about the Analyst / Associate > > > > Program. > > > > > > > > Vince Kaminski > > > > > > > > > > > > Vincent Kaminski > > > > Managing Director - Research > > > > Enron Corp. > > > > 1400 Smith Street > > > > Room EB1962 > > > > Houston, TX 77002-7361 > > > > > > > > Phone: (713) 853 3848 > > > > Fax : (713) 646 2503 > > > > E-mail: vkamins@enron.com > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > >
Mark, Thanks. Vince Mark Koenig@ENRON 04/14/2000 09:49 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Laura Valencia/Corp/Enron@ENRON, Paula Rieker/Corp/Enron@ENRON Subject: Re: Power Point slides about Enron Vince - Please ask your associate to contact Laura Valencia in my group - she can give you the recent 1Q anaylst slides and the Enron.com year end presentation on the web (these two should give you enough for a "basic" ENE pitch. Mark Vince J Kaminski@ECT 04/14/2000 08:54 AM To: Mark Koenig/Corp/Enron@ENRON, M Rajgopal/Corp/Enron@Enron cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT Subject: Power Point slides about Enron Mark, I want to ask you for a favor. One of my associates, Stinson Gibner, is making a presentation to the MBA students at Texas A&M University next week. Do you have a Power Point general presentation about Enron, emphasizing our growth, creativity and employment opportunities? We could use it for presentations we make on campuses to business and science students. There are many presentations available on our Intranet site, but the are outdated. It was nice meeting you in San Antonio. Vince
Tom, My address: Vince Kaminski 10 Snowbird The Woodlands TX 77381 Merry Christmas to you and your family. Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/17/2000 09:07 AM --------------------------- Steven Leppard 08/16/2000 06:07 PM To: Vince J Kaminski/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Olivier Herbelot/LON/ECT@ECT cc: Subject: Real options article Guys Please find attached my submission to the conference proceedings, at which I gave my recent real options talk. The volume will be published by the American Institute of Physics in the new year, as part of the volume on complex and disordered systems. (If you don't have a postscript reader I'll need to send you a paper copy.) Steve
Zimin, We upgraded her to EXCELLENT. Vince Zimin Lu 11/29/2000 09:00 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Li Sun Vince, I strongly agree with you that Li Sun did an excellent job. If we want to get student from Whaton next summer, we are better off to give her the rating she deserves. Zimin
Megan, Thanks for your interest in the Research Group. Please, call me next week (Tuesday and later) and stop by. I would like to talk to you for a few minutes before we shall go ahead with a formal interview. Vince Megan Cooper@EES 12/04/2000 04:54 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Looking for someone who has experience in finance, math, programming, and the energy industry? (that's right, all four...) Vince, Following your eSpeak session, Erin Rice suggested I contact you about joining your group. I have been with EES for almost three years, and during that time I have worked on tasks that are similar to what your group does on a larger scale. Specifically, I excel at analytical/quantitative problem solving and the development of models and user requirements for application development. My educational background is energy management, and I have recently become involved in the financial aspects of transactions. I have attached my resume for your review, and I hope you will call me so we can talk in person. Thank you. Megan Cooper Integrated Water Solutions Group EES-NA (713) 853-1461
Shirley, FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/31/2001 09:41 AM --------------------------- David Ikenberry <daveike@rice.edu> on 03/30/2001 06:57:57 PM To: "vkamins@ennron.com" <vkamins@enron.com> cc: Subject: Vince, It was good seeing you again today. I want to make sure the NFCF is on your calendar for May 4-5. You should be receiving some registration materials shortly. Please plan on coming if you can. Also, please attend the dinner on Friday evening along with your wife if possible. Regards, Dave *********************************** Prof. David Ikenberry Jones Graduate School of Management Rice University 713-348-5385
Raymond, Yes, Simon Hurst. Vince Raymond Yeow@ENRON_DEVELOPMENT 08/07/2000 06:15 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Paul Quilkey/ENRON_DEVELOPMENT, Vince J Kaminski/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT Subject: Re: Thank you Dear Vince, It was our privilege to have you here. Paul's wife had a baby yesterday, and Paul will be back on Thursday. So maybe item 3 can wait until Paul's return. As for (2), yes - i will need a PS reader :o) Again, let us check Paul's diary on his return before fixing a time for Quentin Kerr 1 1. The resume you sent to me and Grant looks quite good. I think it makes sense to interview this person and we can help you with a phone interview. Is this Simon ??? Thanks Raymond Vince J Kaminski@ECT 08/08/2000 06:30 AM To: Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Raymond Yeow/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Vince J Kaminski/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT Subject: Thank you Paul & Raymond, It took more than a few days to catch up after I came back from Australia. There are few things I would like to bring up to your attention. First of all, I would like to thank you for your hospitality. I learned a lot about the Australian markets and was greatly impressed with the quality of the people at the Sydney office. 1. The resume you sent to me and Grant looks quite good. I think it makes sense to interview this person and we can help you with a phone interview. 2. I have received another resume that looks very promising. I am very interested in this guy and would be ready to bring him over to the States where we lack desperately technical talent. Can you help us by interviewing him in Sydney? The main determination I need from you is whether he can function in a company like Enron. As any good academic he sent his resume in a ps format and I shall fax you a copy in case you don't have a PostScript reader on your system. 3. Christian Werner does some really neat things on the weather front. I would like to determine if he can help us to upgrade our systems. Can we bring him to Houston for a week to discuss the weather forecasting technology with Mike Roberts and Joe Hrgovcic? I think that he could learn a lot from Mike and other weather guys here how we translate weather info into business-related information. I shall be glad to underwrite the cost of this trip. Vince
Soussan, Nice to hear from you. Dinner on Wednesday, Jan 31 would be great. Please, let me know where you are going to stay. Vince "Faiz, Soussan" <faizs@texaco.com> on 01/22/2001 04:29:08 PM To: "'Vince.J.Kaminski@enron.com'" <Vince.J.Kaminski@enron.com> cc: vkaminski@aol.com Subject: RE: Houston visit Hello Vince, Happy 2001 and hope all is well. I'll be in Houston the week of 1/29. It will be great to have our belated dinner preferably on Wed. 1/31. Pls let me know whether you're available on Wed. or, if not, another day that week. Best, Soussan 914 253 4187
Anita, Mu organizer seems to be tied up (not responding). Please, see if you have access to it. Vince Anita DuPont@ENRON 04/06/2001 01:56 PM To: Vince J Kaminski/HOU/ECT@ECT, Richard L Zdunkewicz/HOU/EES@EES@ENRON, James L Bouillion/HOU/ECT@ECT, Pinnamaneni Krishnarao/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES@ENRON, Seksan Kiatsupaibul/HOU/EES@EES@ENRON, Richard B Jones/HOU/EES@EES@ENRON, Paul Clayton/HOU/ECT@ECT cc: Subject: Meeting to discuss EES Liability Issues Richard Jones cannot meet at 9:00 AM on Wednesday, April 11. He would like the meeting to be Tuesday, April 10 from 2:00 PM to 3:00 PM. Please advise me of your availability. Thanks. Anita ---------------------- Forwarded by Anita DuPont/NA/Enron on 04/06/2001 01:52 PM --------------------------- Anita DuPont 04/06/2001 12:04 PM To: Vince J Kaminski/HOU/ECT@ECT, Richard L Zdunkewicz/HOU/EES@EES@ENRON, Pinnamaneni Krishnarao/HOU/ECT@ECT, Osman Sezgen/HOU/EES@EES@ENRON, Seksan Kiatsupaibul/HOU/EES@EES@ENRON, Richard B Jones/HOU/EES@EES@ENRON, Paul Clayton/HOU/ECT@ECT cc: Shirley Crenshaw/HOU/ECT@ECT, Cheryl Brashier/HOU/EES@EES@ENRON, Danielle Dees/HOU/ECT@ECT Subject: Meeting to discuss EES Liability Issues I am trying to reschedule this meeting for Wednesday, April 11, 2001 from 9:00 AM to 10:00 AM in EB 19C2. Please let me know your availability. Thanks. Anita
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/30/2000 02:08 PM --------------------------- Al Arfsten <arfsten@bflassociates.com> on 06/30/2000 11:38:13 AM Please respond to arfsten@bflassociates.com To: Vince J Kaminski <Vince.J.Kaminski@enron.com> cc: Subject: Re: embedded info Vince: Okay, lets meet Thursday at 7:00 am as you suggested. FYI: I get attachments from aol users nearly every day. If you received the cc at your office and could open the attachment, you could "forward" that message to me? Otherwise, you can bring a hard copy with you Thursday. Al Vince J Kaminski wrote: > Al, > > Our E-mail systems may have compatibility problems. I sent a cc > of the message to my E-mail address and received the attachment. > We can meet for breakfast one day next week (Wed through Fri) > at Hyatt Regency downtown (around 7:00 a.m.) > > Have a great holiday weekend. > > Vince > > Al Arfsten <arfsten@bflassociates.com> on 06/30/2000 09:34:38 AM > > Please respond to arfsten@bflassociates.com > > To: vince.j.kaminski@enron.com > cc: > Subject: embedded info > > Vince J. Kaminski: Again, let me thank you for your efforts. Your > email says "I am attaching the resume to this message" but I did not > find an attachment file. I received the email text of your resume > only. A rich text Word document is always the most presentable for both > reviewing and printouts. When you have time, I would appreciate the > rich text version. If you are in town next week, maybe we could meet. > I hope be happy to go to your office or you could come to Greenway > Plaza. Downtown is just a quick drive for me. Al Arfsten BFL 713 965 > 2158
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/02/2001 03:04 PM --------------------------- From: Iris Mack/ENRON@enronXgate on 05/02/2001 11:26 AM To: nalink@bu.edu@SMTP@enronXgate cc: Vince J Kaminski/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT, Martin Lin/Contractor/Enron Communications@Enron Communications, Chonawee Supatgiat/Corp/Enron@Enron Subject: FW: Wholesale Products Book Nalin, I hope this document is what you were looking for. However, I was told to send it with a disclaimer: It is outdated and is currently under revision - especially any references to the Blockbuster deal. C U soon, Iris -----Original Message----- From: Sidler, Shirley Sent: Wednesday, May 02, 2001 4:13 PM To: Mack, Iris Subject: Wholesale Products Book Per Jay Hawthorn's request, please find attached a copy of our Wholesale Products Book. Shirley Sidler Enron Broadband Services 713 345 8732 (ph) 713 962 7474 (cell) shirley_sidler@enron.net
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/23/2000 06:28 PM --------------------------- Keith Alan Baggerly <kabagg@stat.rice.edu>@stat.rice.edu on 05/23/2000 09:46:41 AM Sent by: kabagg@stat.rice.edu To: Vince.J.Kaminski@enron.com cc: Subject: address Vince, thanks for chatting with me yesterday! Just a brief note about info we talked about that I would find useful: a) your papers b) the latest version of Managing Energy Price Risk c) data thanks! Keith my address is: Keith Baggerly 4038 Drummond Houston, TX 77025
Soussan, My assistant, Shirley Crenshaw, will call you regarding the time of the meeting. Right now the afternoon is open. I look forward to meeting you on the 19th. Vince "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
Joel, Congratulations and best luck. Vince "Joel Hanley" <jhanley@riskwaters.com> on 11/02/2000 10:27:16 AM Please respond to <jhanley@riskwaters.com> To: <jhanley@riskwaters.com> cc: Subject: Change of Role Just a quick note to say that I have now left the EPRM/Risk conference division after two and a half very happy years. I am however still at Risk Waters Group, where I am now working as a journalist on EPRM magazine. Future conference enquiries should go to Paul Bristow (US - 212 925 6990) or Frances Tully (Europe - +44 (0) 20 7484 9731). Many thanks for your work my events and I hope we can work together again in the future. If you have any ideas on the writing side then I would always appreciate a call or email - my contact details all remain the same. Best regards, Joel. Joel Hanley EPRM Magazine Direct: +44 (0) 20 7484 9885 www.riskwaters.com
To whom? Ludkam@aol.com on 01/10/2000 11:40:44 AM To: Vince J Kaminski/HOU/ECT@ECT, VKaminski@aol.com cc: Subject: czeki #1243 $266.00 #1244 24.00 L.
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/19/2000 04:17 PM --------------------------- "Amy Lamonsoff" <alamonsoff@watersinfo.com> on 04/19/2000 08:26:37 AM To: <gkla@dynagy.com>, <jefferid@kochind.com>, <markw@citizenspower.com>, <jhmoore@enron.com>, <rbaker@reliantenergy.com>, <sama@dynegy.com>, <leongke@coned.com>, <sjones@ercot-iso.com>, <sanjeev.khanna@et.pge.com>, <blake@stanford.edu>, <leslie.mcnew@et.pge.com>, <eronn@mail.utexas.edu>, <rchalla@sithe.com>, <vkamins@enron.com>, <fhilton@aep.com>, <mwday@duke-energy.com>, <thorstein.jenssen@hydro.com>, <mleaders@utilicorp.com>, <rsotack@utilicorp.com>, <mlin@enron.com>, <philippe.lautard@elftrading.com>, <kevin@castlebridge.com>, <gillian.salter@ontariopowergeneration.com>, <andrew.butterworth@natpower.com>, <hbrett@cyberbuilding.com>, <sangle@velaw.com>, <aram.sogomoniam@pacificorp.com>, <drag@sava.com>, <dhaley@utilicorp.com>, <glen_e_sweetnam@reliantenergy.com>, <alexander.edyeland@southernenergy.com> cc: Subject: Power 2000 Power 2000- May 8-11 ? Please note to hand in the following by no later than April 24: ? Presentation(s) (if you are not giving one, please advise) Biography Speaker Checklist ? As some portions of materials have already been handed over, please only turn in what you haven't already submitted. Please also note that if emailing a PowerPoint presentation, please email it in a 97 version or lower.??????? ? It is urgent that all your materials be sent by this Monday, as the conference is rapidly approaching. if you have any questions, please contact me to further discuss. I will be out of the office this Thursday and Friday but will be returning on Monday.? ? ? Regards, Amy Lamonsoff Conference Coordinator T (212) 925-1864x148 F (212) 925-7585 alamonsoff@watersinfo.com ??????????
Tani, No problem. We shall look at the curve on Monday. I have organized a small team to examine the curve from different perspectives. Curve validation is normally a RAC prerogative and I shall get them involved on Monday Vince Tani Nath 10/27/2000 11:40 AM To: Maureen Raymond/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT, Steven Leppard/LON/ECT@ECT, Tim Poullain-Patterson, Harry Tefoglou/LON/ECT@ECT, Esther Gerratt/LON/ECT@ECT Subject: Copper curve Following Steve's note to you earlier today, I wanted to mention that we have a fairly urgent need for review of the copper curve in particular, as there is a deal due for final pricing in the next few days. I am not sure what data you have received from Enron Metals in London, so I am asking Tim Poullain-Patterson to ensure that you have the curves and the economic justification proposed as soon as possible. Please direct any questions to him or to Harry Tefoglou. I will be in the Tokyo office next week, but available via e-mail. Thanks in advance for your assistance, Tani
Shirley, Please, send our logo to Debra. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/21/2000 06:33 PM --------------------------- Barbara Ostdiek <ostdiek@rice.edu> on 06/21/2000 01:59:38 AM To: Vince.J.Kaminski@enron.com cc: Subject: seminar mugs Vince: Can your secretary forward to Debra Thomas <dthomas@rice.edu> the Enron logo in a Word document that Debra can use in a design for the Rice/Enron Finance Seminar Series mugs? Hope your summer is going well. Thank you again for your kind assistance. bbo
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/19/2001 06:02 PM --------------------------- "Btu" <subs@btu.net> on 02/16/2001 06:38:49 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 - wg021901.pdf
Shirley, I have his cell phone: 650 814 9966. Vince Shirley Crenshaw 03/13/2000 02:15 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Current Address for Brad Romine Vince: Do you have a current address for Brad? ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 03/13/2000 02:14 PM --------------------------- Carol Coats 03/13/2000 01:59 PM To: Shirley Crenshaw/HOU/ECT@ECT cc: Subject: Current Address for Brad Romine Shirley, is there any possibility that you might have an updated current address for Brad? If not, would Vince know? Thanks much, Carol
Kevin, No problem, A very good idea. Please, submit expenses to em for signature. Vince Kevin G Moore 10/10/2000 09:10 AM To: Vince J Kaminski/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON cc: Subject: Boss's Day Well Vince , The group has responded and ready for action. Vince , we would like to take Mike to Happy Hour for Boss's Day on the 16th of Oct. So if it is okay with you may we do so? I am aware that you will be out on this particular day however , I would also like to ask anyone in the Research Group to please join us as we celebrate with Mike. fyi : nothing fancy just a few drinks , laugher and conversation. Thanks Kevin Moore P.S. Please inform........ ---------------------- Forwarded by Kevin G Moore/HOU/ECT on 10/10/2000 09:51 AM --------------------------- Kevin G Moore 10/09/2000 02:35 PM To: Jose Marquez/Corp/Enron@ENRON, William Smith/Corp/Enron@ENRON, Elena Chilkina/Corp/Enron@Enron, V Charles Weldon/HOU/ECT@ECT, Joseph Hrgovcic/HOU/ECT@ECT cc: Subject: Boss's Day Hey Everyone , I know you may not be aware that Boss's Day OCT.16,2000 We will celebrate as a group in the staff meeting on Oct.19th, with the Big Boss Vince Kaminski and all the others , however , if you would like to do something special for our Boss, please inform me whereby I can make arrangements. Thanks Kevin Moore
Shirley, We have not accepted him yet. I shall speak with him alone. Vince Shirley Crenshaw 08/01/2000 08:13 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Time Vince: David Dupre is wanting to meet with all the Research heads for a rotation schedule. Are you interested and do you want me to set it up? ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 08/01/2000 08:10 AM --------------------------- David P Dupre 07/31/2000 05:26 PM To: Shirley Crenshaw/HOU/ECT@ECT cc: Subject: Time Hi, I wanted to inquire as to which day(s) might be convenient to meet with Vince and his colleagues. Many thanks David
Stinson, Please, take a look at it. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/06/2000 11:12 AM --------------------------- Gillian Lockwood 11/03/2000 07:42 AM To: Pavel Zadorozhny/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT cc: Jarek Astramowicz/WAR/ECT@ECT Subject: Re: digitals Pavel, Many thanks for your note. I understand that Digitals are not core Enron business but as you know, I'm trying to explore Digitals to give, for example, a company a guaranteed income in year one (to mop up expiring tax losses). This is offset by a guaranteed expense in year two. See attached hypothetical example. The digital will reflect an underlying commodity to which a company is exposed to and would be part of a price risk management strategy, thereby giving it 'commercial purpose'. I would be interested in hearing from you generally on the subject -- the rational for using Digitals and your knowledge of its use in other markets (electricity or other commoodity or in the banking sector). It seems to me that setting the srike is key and a 'value judgement' or am I wrong, and are there curves and models which could help you substantiate this? In any event, do you have a feel for what an acceptable % of chance or likelihood that a commodity price hits the strike on a digital before it becomes non arm's length and does not pass the smell test? Vince, Jarek suggested that you may be able to assist. Your views would also be appreciated. Gillian. From: Pavel Zadorozhny on 02/11/2000 15:15 CST To: Gillian Lockwood/LON/ECT@ECT cc: Subject: digitals Digital options are extremely uncommon in the crude oil market. Nobody ever asked me to show quotes in the OTC market. The only time we encountered them was when producers, brought by our marketing team, wanted to sell a knock-outable swap, whereby they would get a higher swap price in exchange for cancelling the swap if the price settled below a certain level. This structure had a digital put embedded in it, although the customers didn't necessarilly know that. The companies were US oil and gas producers: Venoco, Titan, Magnum Hunter, Patiena Oil & Gas, Belco, Central Resources. It was about 1 year ago. In the OTC market, at about the same time, I asked for quotes to hedge these transactions and sold a digital Cal 00 $16 swaption to Elf and strips of digital puts to somebody else that I cannot recall. I hope this helps. Pavel
Roman, Drinks after work would be better. I am flying back from Ca on Tue morning. Please, call me at 713 853 3848 or 713 410 5396 (cell) in the afternoon. Vince Roman Kosecki <rkosecki@mieco.com> on 10/12/2000 12:21:50 PM To: "'Vince.J.Kaminski@enron.com'" <Vince.J.Kaminski@enron.com> cc: Subject: Hi Vince I will be in Houston for a few days next week ( like mon-wed). If you are back from your European trips maybe we can "do" lunch ? Roman
Ron, I am sorry to inform you that due to a scheduling conflict I cannot speak at this conference. I want to thank you for considering me as a speaker. Vince Kaminski "Ron Henderson" <ronh@informationforecast.com> on 12/30/99 06:57:05 PM Please respond to ronh@informationforecast.com To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Invitation to Speak at Infocast's upcoming "Market Price Volatility" program Hi Vince, I would like to invite you, or one of your staff, to be a speaker at Infocast's upcoming conference "Market Price Volatility: How to Model, Assess, and Manage Price Volatility in Today's Power Markets," scheduled for May 10-12, 2000, in Chicago. I am attaching a copy of the draft program agenda for your review. As you may note, we wish to take our recent Houston meeting a step farther by making this next session a more technically-oriented meeting. There are two spots you may wish to consider: 1. The session entitled "Case Study in Modeling Volatility," scheduled for Wednesday, May 10th, from 3:30 to 5:00 pm. You will note below, what we had in mind for the case study. 2. The talk "A Real Options Approach to Asset Valuation," scheduled for Thursday, May 11th, from 10:30 am to 12:00 pm. I am running behind schedule in finalizing this program, so I will give you a call shortly to follow up with you. If you wish, please feel free to call me at 818-888-4445 ext. 28. I hope you can join us. Ron Henderson Infocast 818-888-4445 ext. 28 ronh@informationforecast.com CASE STUDY GUIDELINES 1. Model should be for a particular market. Examples: PJM, Chicago, ECAR, Southern California. 1B (optional). Model should be for a particular purpose. Examples: valuing a new combustion turbine at the Florida/Georgia border, bidding on a portfolio of power plants up for sale in NEPOOL, valuing a retail portfolio in Pennsylvania. 2. Model should be estimated on a particular data set. Examples: daily NYMEX close prices for Palo Verde, PJM hourly spot prices for 1998-1999. 3. Case study should describe several candidate models, for volatility and/or market price, that were considered. Case study should discuss why these models were considered. Candidate models should be described mathematically and verbally. 4. Evaluation criteria for choosing among the models should be explicitly identified, and quantified to the extent possible. Examples of evaluation criteria: residuals that are not autorcorrelated, stationarity, R-squared, Akaike information criterion. 5. Parameter estimates for each candidate model should be displayed. The estimation procedure employed should be briefly described. 6. Some diagnostics of model fit (vis-a-vis data set) should be presented. 7. If possible, predictive power of model should be assessed. Generally, the case study should include all of the items above. The case study may include other things. - Draft Agenda v.2.doc
Steve, My phone number is 281 367 5377. We shall be very glad to join you to celebrate the holidays. Vince Enron Technology From: Stephen Stock 12/20/2000 11:19 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Christmas Vince, Debbie and I are trying to pick a day for an open house invite to a few woodlands locals over, so if you would like to drop in please let me know what your home phone number is (or cellular) so I can contact you. I'm going to invite Beth, Mike Fowler, and Jennifer Richard over too... When does your wife fly in?, it would be great to see her too! regards Steve
Shirley, Please, confirm and put on my calendar. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/20/2000 01:39 PM --------------------------- Scott Wakefield <scottw@mathworks.com> on 09/20/2000 11:58:02 AM To: vkamins@enron.com cc: emcgoldrick@mathworks.com, rbaker@mathworks.com Subject: The Mathworks visit on 10/18 Hello Vince : Myself, Eugene McGoldrick, and Rick Baker are looking forward to meet with you and your group on 10/18 at 2:00pm. Eugene is the Financial Products Program Manager and Rick is a financial engineer and author of several of toolboxes. We want to understand the needs of your group to better demonstrate the proper tools. Do you or members of your group have specific applications that we can address? Please email me those items and I will coordinate the presentation with our group. We would like to demonstrate how our tools can be used to rapidly develop applications, be integrated with databases and other applications ( OLF, ODBC databases, Excel, VB, etc.) and then deploy those applications at no cost to your traders and analysts. I look forward to meeting you, please do not hesitate to contact me. Thanks Scott Scott Wakefield The MathWorks, Inc. Phone: (508) 647-7282 E-mail: swakefield@mathworks.com
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/01/2000 12:08 PM --------------------------- VKaminski@aol.com on 04/30/2000 11:08:30 AM To: vkamins@enron.com cc: Subject: Le Monde La m,moire ambigu% du communisme Mis . jour le samedi 29 avril 2000 L'_VOCATION de la terreur exerc,e par les r,gimes communistes, qu'on pouvait supposer - et esp,rer - voir passer de la triste r,alit, au d,bat historien, tend . se transformer chez certains de ses d,nonciateurs les plus virulents en une v,ritable croisade pour la m,moire. Une croisade qui croit trouver sur sa route l'obstacle d'une autre m,moire ,mergente : celle de la Shoah, avec laquelle elle s'obstine . entrer dans une p,nible r concurrence _. Nul doute que le chapitre introductif du Livre noir du communisme, paru en France . l'automne 1997 et publi,, depuis, dans seize pays - texte dans lequel l'historien St,phane Courtois plaide pour un r Nuremberg du communisme _ -, a contribu, . lib,rer ce genre d'offensive. Contre qui ? Contre l' r int,grisme de la m,moire _ et le r monopole du crime contre l'humanit, _ que s'arrogeraient des r individus _ dans la r communaut, juive _, ce qui expliquerait le d,s,quilibre entre la m,moire du nazisme et celle du communisme. Tels sont les termes utilis,s par St,phane Courtois dans un entretien accord, . Politique internationale et que critique Marc Lazar, professeur . l'Institut d',tudes politiques de Paris, dans la derniSre livraison de la revue Communisme (L'Age d'homme, no 59-60). Ce combat, qui se couvre de l'autorit, scientifique et s'autorise de l'empathie que provoque le bilan meurtrier des pays communistes, est de nature plut"t id,ologique. Plus qu'en France, un v,ritable r effet-Livre noir _ se fait sentir dans les pays naguSre soumis . la sphSre d'influence sovi,tique, o- de tels discours conduisent . de multiples d,rives ; entre autres au retour inqui,tant d'un mythe refoul,, celui du r jud,o-bolchevisme _. Dans cette logique, les victimes de la Shoah se seraient, aprSs 1945, m,tamorphos,es en bourreaux staliniens. D'o- l'id,e que ces derniers auraient aujourd'hui r int,rt _ . imposer le silence sur leurs r m,faits _.??Franchissant un pas de plus et mettant en ,vidence la proportion d'agents?d'origine juive dans l'administration sovi,tique, et notamment dans le NKVD,?certains flirtent avec une application ,tendue de la th,orie du r noyau?rationnel _ chSre . l'historien allemand Ernst Nolte.?????Sans nier la Shoah, cette th,orie consiste . avancer l'hypothSse que le?g,nocide juif aurait constitu, une r violence r,active _ face . un?bolchevisme lui-mme quelque peu r enjuiv, _. Que la proportion de juifs europ,ens engag,s activement dans le communisme ait ,t, infime, voire marginale, puisque, politiquement, la majorit, des juifs se sont r,partis au cours du XXe siScle entre sionisme, social-d,mocratie, orthodoxie ou assimilation, que le juda<sme sovi,tique et est-europ,en ait lui-mme?consid,rablement souffert de la terreur stalinienne, ne font rien . l'affaire?: insidieusement . l'Est, la vieille th,matique du r jud,o-bolchevisme _?paraOt faire son chemin, y compris jusque dans les cerveaux les plus savants.??Dans des pays fragilis,s par l'exp,rience du communisme r,el, par exemple en?Roumanie, cette configuration doit tre replac,e dans le cadre d'une entreprise de refondation identitaire qui ,prouve le besoin de se nourrir d'une confrontation permanente avec la m,moire juive. Des r lobbies _ suppos,s y sont couramment accus,s de tenter - ,ventuellement sur la base d'une conspiration - de jeter un voile d'oubli ou d'ignorance sur des crimes dont les juifs sont parfois d,sign,s comme les auteurs. Pour des soci,t,s hant,es par la reconqute d'une fiert, nationale mise . mal par des d,cennies?de dictature et d'humiliation, pareil ,chafaudage th,orique, pour branlant?qu'il soit, a l'avantage de repr,senter une merveilleuse fabrique d'innocence.??Pourtant, le totalitarisme communiste a, . c"t, de la pr,sence des troupes du?pacte de Varsovie et comme toutes les dictatures contemporaines,?n,cessairement repos, aussi sur un tissu de compromission quotidienne avec le?pouvoir. Affronter cette douloureuse r,alit,, plus de dix ans aprSs la chute?du mur, demeure difficile. Le dissident tchSque Vaclav Havel fut peut-tre l'un des premiers . mettre en garde ses concitoyens contre les tentations victimaires et l'ext,riorisation syst,matique de la cause du mal. Ne leur disait-il pas, dSs janvier 1990 : r Nous qui nous sommes tous habitu,s au systSme (...), nous sommes tous en mme temps, chacun dans une mesure?diff,rente, ses cofondateurs. (...) Il ne serait pas raisonnable de?consid,rer le triste h,ritage des derniSres quarante ann,es comme quelque?chose d',tranger qui nous a ,t, l,gu, par un parent lointain. _??Les d,rives qui s'autorisent d'une certaine lecture du Livre noir indisposent?une partie de ses auteurs dont quelques-uns avaient, dSs la parution de?l'ouvrage, tenu . prendre leur distance avec le texte introductif.?? TENDANCE ? LA VICTIMISATION??C'est aujourd'hui un proche de St,phane Courtois, Marc Lazar, qui lui?reproche de juger, sans v,ritablement argumenter, que r ce qui s'est pass, .?Auschwitz se retrouve grosso modo en URSS et dans d'autres pays communistes?_. Marc Lazar replace la d,marche de St,phane Courtois dans le cadre d'une?interpr,tation de la m,moire en termes de manipulation, qui pr,tend la?r,duire . une r conception strat,gique _, ourdie par des r acteurs collectifs?parfaitement organis,s et poursuivant des objectifs clairs et coh,rents _.?Cette tendance semble s,duire un nombre croissant d'historiens, bien qu'elle?soit fond,e sur une vision assez fruste des ph,nomSnes de m,moire, processus?sociaux aux contours toujours complexes dont la dynamique demeure?difficilement maOtrisable.??Quoi qu'il en soit, Communisme semble ici tomber dans les piSges de?l'histoire-m,moire en publiant un texte d'hommage au grand historien roumain?Georghe Bratianu. Si Georghe Bratianu fut bien victime de la version roumaine?du stalinisme en 1953, on ne saurait minimiser non plus, comme le fait?l'auteur, l'universitaire britannique John Rogister, qu'il fut aussi l'un des?artisans du rapprochement de son pays avec l'Allemagne nazie et un?nationaliste belliqueux. Tous les morts du communisme ont certes droit au?respect. Mais ce statut de victime ne rend pas forc,ment l'ensemble de leur?action digne d'un ,loge inconditionnel.??Jean-Louis Margolin, qui a sign, dans Le Livre noir les contributions sur le?communisme asiatique, r,sume ironiquement ce qui provoque la r,ticence d'une?partie des auteurs : r Dans les pays d'Europe orientale, ,crit-il, le?communisme, contraire aux nobles et saines traditions nationales, serait?toujours surimpos, de l'ext,rieur. Pour ceux qui furent soumis . la puissance?russe, le coupable est ais, . trouver. Pour les Russes, la cause est moins?entendue, mais qu'. cela ne tienne : suivant le go-t du jour on accusera les?Allemands, les juifs ou... Lucifer. _ En Europe de l'Est, cette tendance . la?victimisation est politiquement dangereuse. L'exemple serbe montre . quel?point elle peut aboutir . la l,gitimation de la violence nationaliste. Raison?de plus pour ne pas l'encourager depuis Paris.?? Nicolas Weill????Le Monde dat, du dimanche 30 avril 2000?????Zimbabwe : la fuite en avant de Robert Mugabe, par Fr,d,ric Fritscher??? Mis . jour le jeudi 27 avril 2000???H,ros incontest, de la guerre d'ind,pendance du Zimbabwe, chantre reconnu de?la lutte antiapartheid et, avec l'ancien pr,sident zambien Kenneth Kaunda,?animateur virulent de l'organisation des pays de la ligne de front contre le?r,gime de Pretoria, Robert Mugabe n'est plus aujourd'hui qu'un personnage?anachronique. Desmond Tutu, l'ancien archevque anglican du Cap, Prix Nobel de la paix en 1984, le d,crit comme r la caricature de ce que le monde pense que les dirigeants africains noirs sont _. Les propos du pr,lat reflStent la d,ception des dirigeants sud-africains. Ils r,sument aussi l'opinion publique du Zimbabwe, o- le pr,sident Mugabe vient d'essuyer deux camouflets successifs. La population consult,e par r,f,rendum, le 12 et le 13 f,vrier, sur de substantielles modifications de la Constitution, qui avaient pour objectif essentiel de consolider les pouvoirs pr,sidentiels, a r,pondu r non _ - . 54,6 % - aux questions qui lui ,taient pos,es. Supportant difficilement la d,rive autocratique du r,gime, les Zimbabw,ens ont, en fait, dit r non _ . Robert Mugabe, plut"t qu'. une nouvelle Constitution dont le texte avait ,t, assez peu comment, publiquement. La publication, un mois plus tard, le 10 mars, des r,sultats d'un sondage r,alis, par Probe Market Research, un institut reconnu, li, . Gallup International, pour le compte de la fondation sud-africaine Helen Suzman pour la promotion de la d,mocratie, confirme le ras-le-bol des Zimbabw,ens, dont 65 % souhaitent le retrait de la vie publique du pr,sident, qui vient de fter ses soixante-seize ans. Ils espSrent aussi, . 63 %, un changement de?gouvernement et cela jusque dans les zones rurales, o- l'Union nationale?africaine du Zimbabwe-Front patriotique (Zanu-PF), le parti au pouvoir, est?solidement implant,e.??DISCOURS POPULISTE??Le sondage indique clairement que les Zimbabw,ens sont avant tout pr,occup,s?par le ch"mage, la flamb,e des prix, les vicissitudes de leur quotidien, et?qu'ils restent insensibles, . 80 %, aux arguments du chef de l'Etat accusant?les Blancs rest,s au pays aprSs l'ind,pendance d'tre responsables des difficult,s ,conomiques actuelles. Seule une petite minorit, des sond,s (9 %) estime que la r,forme agraire, pr,sent,e comme primordiale par le gouvernement, est un dossier essentiel. L'opinion publique ne bl?me pas les fermiers blancs pour le blocage de la r,forme, mais le gouvernement lui-mme (74 %). Etrange paradoxe, puisque,?dans le mme temps, le mouvement d'occupation des propri,t,s appartenant . des fermiers blancs par les anciens combattants de la guerre d'ind,pendance, les r v,t,rans _, lanc, le 28 f,vrier . l'instigation du pr,sident Mugabe, continue de s',tendre. Les r v,t,rans _, soutenus par la Zanu, affirment qu'ils ne font que reprendre les terres vol,es . leurs anctres par les Blancs au siScle?dernier, dans cette ancienne colonie britannique. L'opposition politique?accuse le pr,sident Mugabe d'avoir organis, l'occupation des terres pour r?punir _ les Blancs, qu'il rend responsables du rejet de la nouvelle?Constitution lors du dernier r,f,rendum.??Plusieurs personnes ont trouv, la mort au cours des derniSres semaines. Avec?la complicit, passive de la police zimbabw,enne, les r v,t,rans _ ont?assassin, deux fermiers blancs ainsi que deux militants noirs du Mouvement?pour le changement (MDC), principale formation de l'opposition, br-l,s vifs?dans l'incendie de leur voiture, et un policier en civil. Ils ont ,galement?viol, deux femmes blanches, parentes d'un responsable influent du Syndicat?des fermiers commerciaux (CFU).??Robert Mugabe continue n,anmoins de soutenir fermement les anciens?combattants. La Haute Cour de justice a, par deux fois, d,clar, les?occupations des fermes ill,gales et ordonn, leur ,vacuation. Par deux fois,?le pr,sident a refus, de faire appliquer les d,cisions de justice,?interdisant mme aux forces de police d'intervenir. Dans sa fuite en avant, M. Mugabe a choisi encore une fois de prendre la minorit, blanche comme bouc ,missaire. Le proc,d, n'est pas nouveau. Il constitue depuis vingt ans un des thSmes r,currents de son discours populiste. Il a trait, les fermiers blancs d' r ennemis du Zimbabwe _ le jour mme o- l'un d'entre eux ,tait l?chement?assassin,. L'an dernier, . l'occasion de son soixante-quinziSme anniversaire,?il avait estim, que les Blancs zimbabw,ens devaient r demander pardon pour?leurs p,ch,s pass,s _. r Il ne faut pas leur laisser le sentiment, parce?qu'ils contr"lent l',conomie, qu'ils sont nos maOtres. Le combat est clair,?c'est Noirs contre Blancs _, avait-il ajout,.??Le problSme foncier est crucial au Zimbabwe, o- Robert Mugabe promet aux r?v,t,rans _ une redistribution ,quitable des terres depuis l'accession?officielle du pays . l'ind,pendance, le 18 avril 1980. Les accords de?Lancaster House, sign,s . Londres le 21 d,cembre 1979, portaient sur les?conditions d'un cessez-le-feu et sur les modalit,s d'accession au pouvoir de?la majorit, noire. Ils ont mis un terme . sept ans d'une guerre sanglante?entre le r,gime blanc de Ian Smith - qui avait d,clar, unilat,ralement?l'ind,pendance de la Rhod,sie en 1965, pour pr,venir l'avSnement d'un pouvoir?noir - et les nationalistes conduits par Robert Mugabe et Joshua Nkomo,?codirigeants du Front patriotique. Mais ces accords pr,voyaient ,galement une?aide internationale . la r,forme agraire pouvant atteindre 2 milliards de?dollars. De l'aveu mme de Robin Cook, le ministre britannique des affaires ,trangSres, la Grande-Bretagne - ancienne puissance coloniale - n'y a contribu, qu'. hauteur de 70 millions de dollars. M. Mugabe avait fait adopter, le 19 mars 1992, par le Parlement, une loi permettant d'exproprier les riches fermiers blancs pour installer sur leurs vastes propri,t,s un grand nombre de petits paysans noirs. Poursuivant son dessein, il avait fait publier, le 28 novembre 1997, la liste officielle des 1 500 propri,t,s que le gouvernement souhaitait r nationaliser _ pour les redistribuer. L'expropriation portait sur quelque 5 millions d'hectares, la moiti, des terres exploit,es par des fermiers blancs, et ne devait donner lieu . aucune indemnisation. Cependant, au cours des vingt derniSres ann,es, les quelques propri,t,s rachet,es ou r,quisitionn,es par les autorit,s ont ,t, redistribu,es non pas . de petits paysans noirs comme elles auraient d- l'tre, mais . des membres?de la nomenklatura, dirigeants de la Zanu ou proches de la famille Mugabe.??N_POTISME ET CORRUPTION??Le n,potisme et la corruption sont deux des principaux reproches adress,s par?l'opposition et la population au r,gime de M. Mugabe, qui subit, depuis?d,cembre 1997, une pression populaire croissante. Le r,gime fait le choix de?l'autoritarisme et la d,rive personnelle du pouvoir devient ,vidente lorsque,?en ao-t 1998, Robert Mugabe d,cide, sans consulter ni le Parlement ni le?gouvernement, d'envoyer un corps exp,ditionnaire en R,publique d,mocratique?du Congo (RDC, ex-Za<re) pour voler au secours de Laurent-D,sir, Kabila,?menac, par une r,bellion interne et ses voisins ougandais et rwandais. Les?Zimbabw,ens s'interrogent sur la n,cessit, d'engager ces 11 000 soldats dans?un conflit lointain, qui co-te quelque 30 millions de dollars chaque mois .?un pays en plein marasme ,conomique.??C'est dans ce contexte peu favorable, somme toute, que le pr,sident Mugabe?entend conduire la Zanu aux ,lections l,gislatives pr,vues en mai. Et pour la?premiSre fois depuis l'ind,pendance, la Zanu - qu'il voulait transformer en?parti unique en 1990, alors que le multipartisme bourgeonnait partout sur le?continent - risque fort d'tre bouscul,e par l'union possible de l'opposition autour du MDC, fond, par l'ancien dirigeant syndicaliste Morgan Tsvangirai. Fr,d,ric Fritscher Le Monde dat, du vendredi 28 avril 2000 Comment d,couper Microsoft ?, par Fran?ois L,vque??? Mis . jour le vendredi 28 avril 2000???Le d,mantSlement de Microsoft est envisag, pour mettre fin aux pratiques?anticoncurrentielles de l'entreprise de Redmond. Dans quel sens d,couper la?soci,t, et en combien de morceaux ? Il y a plusieurs solutions possibles mais?il est difficile d'en choisir une.??Une premiSre option consiste . d,couper Microsoft selon un trait horizontal?qui s,parerait les activit,s d,di,es aux logiciels d'application de celles du?systSme d'exploitation. Ce d,membrement en deux morceaux r,sout la question?des produits li,s, comme le rattachement abusif d'Internet Explorer .?Windows, mais n'entame pas le monopole de Microsoft sur le march, des?systSmes d'exploitation pour ordinateur personnel.??DeuxiSme solution : proc,der . un d,coupage vertical qui diviserait?l'entreprise de Bill Gates en mini-Microsofts identiques. Le nombre de ces?Baby Bills (nomm,es ainsi par la presse am,ricaine par analogie avec les Baby?Bells cr,,es lors du d,mantSlement d'ATT) doit tre au moins de trois pour instaurer la concurrence. Un troisiSme d,membrement envisageable est de combiner divisions horizontale et verticale. Il donnerait naissance . quatre entreprises : trois Baby Windows, et une Baby Applications, qui conserveraient la libert, d',tendre leurs activit,s vers l'amont ou vers l'aval. Chacune de ces solutions entraOne des cons,quences diff,rentes pour le consommateur et r,clame des mesures d'accompagnement plus ou moins co-teuses pour l'administration. Le d,membrement en deux morceaux aboutit . la perte des ,conomies li,es . l'int,gration verticale (c'est l'id,e que la connaissance complSte du systSme d'exploitation permet de d,velopper . moindre co-t des logiciels d'application). Ces ,conomies sont toutefois assez faibles selon les experts. Le co-t du d,mantSlement horizontal serait donc modeste pour les consommateurs. Ce qui n'est pas le cas du d,membrement vertical. Les Baby Bills vont mener des strat,gies de diff,renciation qui vont conduire . une fragmentation des standards. Les nouvelles versions de Windows ne seront plus compatibles. La troisiSme solution cumule les deux inconv,nients. Sur le plan des b,n,fices, le classement s'inverse. En effet, le b,n,fice attendu des mesures de d,mantSlement est celui qu'apporte la concurrence (baisse des prix et acc,l,ration de l'innovation). Or la concurrence est d'autant plus forte que le nombre d'entreprises est grand et qu'aucun monopole ne subsiste sur les march,s. Le d,mantSlement vertical et horizontal en quatre morceaux laisse esp,rer un plus grand b,n,fice que le d,mantSlement vertical en trois morceaux, qui lui-mme est plus avantageux pour le consommateur que le d,mantSlement?horizontal en deux morceaux. Du c"t, des co-ts administratifs, le?d,membrement horizontal et vertical est ,galement la solution la plus?avantageuse. La seule t?che des pouvoirs publics est d'empcher les alliances et les fusions. Les d,penses de contr"le sont trSs ,lev,es en revanche dans le cas du d,mantSlement horizontal. Des mesures de r,glementation, comme la tarification administr,e, doivent n,cessairement compl,ter le dispositif puisque le monopole de Windows est maintenu intact. Le cas du d,mantSlement vertical occupe une position interm,diaire. Il appelle simplement des mesures r,glementaires transitoires, comme l'interdiction faite au personnel r,parti au d,part dans les trois soci,t,s de changer imm,diatement de Baby Bill (de rejoindre par exemple celle qui resterait dirig,e par Bill Gates). L'objectif poursuivi par les autorit,s de la concurrence est de servir l'int,rt du consommateur. La solution qui devrait tre choisie par la division antitrust am,ricaine est donc celle qui maximise l',cart entre le b,n,fice apport, par une plus grande concurrence et le co-t induit par la perte en ,conomies d'int,gration verticale et de compatibilit,. La comparaison entre le d,mantSlement horizontal et le d,mantSlement combin, est ici difficile. Dans le premier cas, il faut soustraire un faible co-t d'un faible b,n,fice tandis que dans le second, il faut retirer un co-t ,lev, d'un b,n,fice ,lev,. On peut en revanche ,liminer facilement la solution du d,mantSlement vertical. En effet, en compl,tant le d,coupage vertical par un d,coupage horizontal, l'intensit, de la concurrence augmente fortement et donc le b,n,fice pour le consommateur tandis que ce dernier subit un faible surco-t. Restent donc deux solutions possibles que seules des ,valuations chiffr,es permettraient de d,partager. Les autorit,s de la concurrence am,ricaines s'apprtent . demander un d,mantSlement horizontal, ce qui reflSte sans doute?que la solution combin,e est moins favorable au consommateur.??Si l'objectif poursuivi est l'int,rt g,n,ral - un objectif que l'on peut prter aux juges - le choix de d,mantSlement doit aussi tenir compte des?co-ts des mesures de contr"le pour l'administration. La solution . retenir?n'est alors plus forc,ment la mme puisqu'il s'agit maintenant de maximiser le gain pour le consommateur net du co-t administratif. Si les ,conomies pour l'administration que permet de r,aliser le d,mantSlement horizontal et vertical l'emportent sur la r,duction du gain pour le consommateur (due en particulier . la fragmentation des standards), la cr,ation de trois Baby Windows et d'un Baby Applications est une meilleure solution. Rien ne dit donc que le juge Thomas Penfield Jackson retiendra l'option de d,mantSlement en deux morceaux propos,e aujourd'hui par les plaignants. Fran?ois L,vque est professeur d',conomie . l'Ecole nationale sup,rieure?des mines de Paris. par Fran?ois L,vque Le Monde dat, du samedi 29 avril 2000
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/12/2001 11:12 AM --------------------------- Shirley Crenshaw 02/12/2001 09:41 AM To: ludkam@aol.com cc: Vince J Kaminski/HOU/ECT@ECT Subject: Vince's Itinerary 2-12 - 2-14-01 HI Ludmilla: Here is Vince's itinerary for today through Wednesday. Have a great day!
Shirley, Please, register me. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/13/2000 09:16 AM --------------------------- Public Relations@ENRON 03/10/2000 07:33 PM To: All Enron Downtown cc: Subject: Information break * * * * * Information Break * * * * * Do you recognize the techniques people use to elicit trade secrets and other business information from Enron? Learn to combat industrial and economic espionage. Speaker: John Nolan Founder of Phoenix Consulting Group, a Business Intelligence solutions firm John spent 22 years in intelligence collection and counterintelligence special operations in the United States, Asia and Europe. Today, he is recognized in the mainstream business community and featured in media such as Forbes, George and CNN. When: Friday, March 17, 2000, 11:30 a.m. to 12:30 p.m. Where: EB5C2 To make a reservation, call 3-1941 and select option 1. (Lunch will not be provided, but you are welcome to bring your own.)
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/19/2001 04:53 PM --------------------------- Jim Meyn@ENRON 01/19/2001 04:23 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Berney C Aucoin/HOU/ECT@ECT Subject: Spread Option Model Vince, Berney asked me to send you a copy of our spread option models. The first is a more detailed spread option model created by Jim Simpson (currently in the Chicago office), the second is a simplified version of Simpson's model that I put together for less complicated tolling structures. Please let me know if you have any questions or would like to discuss. - Jim
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/08/2000 08:15 AM --------------------------- "FT.com" <ft.com.update@newsbyemail.ft.com> on 09/07/2000 10:16:40 AM To: "FT.com Users":; cc: (bcc: Vince J Kaminski/HOU/ECT) Subject: This month's business essentials Dear FT.com user ** Contents ** 1. Battle for the London Stock Exchange 2. FT Search for the best online news 3. US Elections 4. Exclusive Interviews with the FT - Patrick Stewart & Kevin Spacey 5. Financial basics explained 6. Who has the best broker research? --------------------------------------- 1. Battle for the London Stock Exchange --------------------------------------- Keep up with the battle for the London Stock Exchange. For the latest news and analysis, for background stories, to have your say in online discussions and to get your questions answered: http://markets.ft.com/stockex ------------------ 2. News on the web ------------------ Hundreds of thousands of articles are written on the web's major news sites every day. But there's no need to go to them all to keep abreast of the news you need. FT.com provides access to 1,500 sites and presents the freshest headlines first. Cut your own searching to just one box - our search facility at the top right hand corner of every FT.com page. http://www.ft.com --------------- 3. US Elections --------------- Gore's cabinet: Who would he pick? http://people.ft.com/ft/gx.cgi/ftc?pagename=View&c=Article&cid=FT3A22SVRBC ----------------------------------- 4. Exclusive Interviews with the FT ----------------------------------- X-man Patrick Stewart http://people.ft.com/ft/gx.cgi/ftc?pagename=View&c=Article&cid=FT3SVW50CCC American Beauty Kevin Spacey http://people.ft.com/ft/gx.cgi/ftc?pagename=View&c=Article&cid=FT3NUDTZLCC ----------------------------- 5. Financial basics explained ----------------------------- Got 5 minutes? Profit from our free multimedia tutorials! In association with Wide Learning, we offer guidance on such topics as: 'What are shares and bonds?', 'Dividend yield and PE' and 'Investment strategies'. http://career.ft.com/CareerAdvisor/Skills/quicklearning/quicklearning_home.htm l ------------------------------------ 6. Who has the best broker research? ------------------------------------ Who's spotting the major trends and developments which can turn equities into gold (or dust)? Knowing brokers' expertise - by industry, by company - isn't information limited just to the securities industry. You have access to premier rankings from consultancy Tempest too at: http://tempestdirect.ft.com/ ----------------------------------------------------------- Why not forward this e-mail to a friend or colleague who may find this information useful? If you no longer wish to receive further e-mails from FT.com, please send an e-mail to: ft.com.unsubscribe@newsbyemail.ft.com with the single word "unsubscribe" as the subject of the message. Your name will then be removed from our mailing list. If you have forgotten your password for FT.com, please visit: http://registration.ft.com/registration/passwordLookup.jsp
Nick, My trip to Stanford is on. I shall be glad to meet on Thursday for dinner. You can reach me at my cell phone (713 410 5396) and at vkaminski@aol.com. Vince
Shmuel, The date of our trip to Berkeley has been set. It will be October 16th and 17th (Monday and Tuesday). I shall be glad to make a presentation on energy derivatives markets (development of the markets in the US and Europe, valuation difficulties, Enron's role in developing the forward markets for natural gas and electricity). Please, let me know if this topic would be of interest to you. If this is the case, I shall follow with a title and an abstract. By the way, are you free for dinner on Monday? Vince "Shmuel Oren" <OREN@IEOR.Berkeley.edu> on 08/24/2000 08:59:38 AM To: "Vince J Kaminski" <Vince.J.Kaminski@enron.com> cc: Subject: Re: Hello from Vince Kaminski at Enron Great. Our seminars are 3:30 to 5PM. If it works for you please send me a title and abstract. ///////////////////////////////////////////////////////// Shmuel S. Oren, Professor Dept. of Industrial Engineering and Operations Research 4117 Etcheverry Hall University of California Berkeley, CA 94720-1777 e-mail: oren@ieor.berkeley.edu phone: (510) 642-1836 or 5484 Fax: (510) 642-1403 /////////////////////////////////////////////////////////// ----- Original Message ----- From: "Vince J Kaminski" <Vince.J.Kaminski@enron.com> To: "Shmuel Oren" <OREN@queue.IEOR.Berkeley.EDU> Cc: "Vince J Kaminski" <Vince.J.Kaminski@enron.com>; "Ashley Baxter" <Ashley.Baxter@enron.com> Sent: Thursday, August 24, 2000 9:58 AM Subject: Re: Hello from Vince Kaminski at Enron > > > Shmuel, > > Thanks for the message. I am working with our recruiter, Ashley Baxter, > to finalize the date of the trip. I shall shoot for October the 23rd > if this date works for the rest of our team. > > Vince > > > > > > > "Shmuel Oren" <OREN@IEOR.Berkeley.edu> on 08/23/2000 11:46:19 AM > > To: Vince J Kaminski/HOU/ECT@ECT > cc: > Subject: Re: Hello from Vince Kaminski at Enron > > > > Dear Vince. > I sent you a reply earlier this month but I haven't heard from you about the > date of your visit. Our department has a Seminar every Monday. If you can > schedule your visit on a Monday I would like to invite you to give a seminar > which will be attended by many of our graduate students and faculty and will > give you an opportunity to tell them about your program. With sufficient > lead-time I can advertise the seminar in the Hass school to their financial > engineering students. > Shmuel. > ///////////////////////////////////////////////////////// > Shmuel S. Oren, Professor > Dept. of Industrial Engineering > and Operations Research > 4117 Etcheverry Hall > University of California > Berkeley, CA 94720-1777 > e-mail: oren@ieor.berkeley.edu > phone: (510) 642-1836 or 5484 > Fax: (510) 642-1403 > /////////////////////////////////////////////////////////// > > ----- Original Message ----- > From: <vkamins@ect.enron.com> > To: <OREN@queue.IEOR.Berkeley.EDU>; <vkamins@enron.com>; > <ashley.baxter@enron.com> > Sent: Tuesday, August 08, 2000 10:59 AM > Subject: Hello from Vince Kaminski at Enron > > > > Shmuel, > > > > I hope you remember me. I visited you together with Aram Sogomonian, a > > good friend of mine, a few years ago. I am currently responsible, among > > other things, for recruiting graduates with finance and/or technical > > backgrounds at the University of Berkeley. I would be glad to give you a > > call and talk more about the details of our program. My colleague, > > AshleyBaxter, from the Analyst/Associate Program at Enron would join me > > as well. > > > > I am sending you a copy of the brochure about the Analyst / Associate > > Program. > > > > Vince Kaminski > > > > > > Vincent Kaminski > > Managing Director - Research > > Enron Corp. > > 1400 Smith Street > > Room EB1962 > > Houston, TX 77002-7361 > > > > Phone: (713) 853 3848 > > Fax : (713) 646 2503 > > E-mail: vkamins@enron.com > > > > > > > >
Mike, Please check with Alison. She sent the form again. I think she lost what you sent her. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/10/2000 04:27 PM --------------------------- From: Mike A Roberts 10/04/2000 03:13 PM To: Mary Alison Bailey/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Elena Chilkina Hi
Shirley, My Power Point presentations for Peoples' presentation, I need color transparencies. I don't know how many B&W copies we need. You can ask Lynn Pitofsky about the number of participants. Vince
Louise, Some time ago I sent you a message regarding Ed Krapels. He is writing a book on energy commodity markets and would like to learn more about EOL. Can you give him a call and chat with him for 10 minutes. He is a good friend of Enron and it would be free ad for us. Vince
Shirley, Yes. Vince Shirley Crenshaw 03/07/2001 10:52 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Anita DuPont/NA/Enron@ENRON Subject: Sandeep's Barbecue at his new home Sandeep and I tentatively set Saturday, May 5th as the day to have a barbecue at his new home. I looked at your calendar and it looked clear. Let me know if you think this will be a good time. Shirley
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/15/2000 04:08 PM --------------------------- Shirley Crenshaw 09/15/2000 02:31 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Polan Trip - September 20th Vince: Here is the itinerary from the travel agency and I am also attaching the one I create. Shirley ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 09/15/2000 02:27 PM --------------------------- Catherine Elder <catherine.elder@travelpark.com> on 09/15/2000 11:01:07 AM To: Shirley Crenshaw/HOU/ECT@ECT cc: Subject: W. Kaminski 20-26sep SALES AGT: CE/YGOBD8 KAMINSKI/WINCENTY EB 1962 ENRON CORP DATE: SEP 15 2000 DATE SERVICE FROM TO AIR FRANCE 20SEP HOUSTON TX PARIS 415P 845A AF 33 Y WED G.BUSH INTERCO CHARLES DE GAU 21SEP NON SMOKING TERMINAL D TERMINAL 2C MEAL/BREAKFAST NON STOP RESERVATION CONFIRMED 9:30 DURATION AIRCRAFT: AIRBUS INDUSTRIE A340-300 SEAT 24A NO SMOKING CONFIRMED KAMINSKI/WINCEN AIR FRANCE 21SEP PARIS WARSAW 935A 1150A AF 2046 Y THU CHARLES DE GAU OKECIE NON SMOKING TERMINAL 2B TERMINAL 1 BREAKFAST NON STOP RESERVATION CONFIRMED 2:15 DURATION AIRCRAFT: AIRBUS INDUSTRIE A319. HOTEL 25SEP VICTORIA INTERCONTINENTAL 26SEP KROLEWSKA 11 WARSAW, 00 065 POLAND TELEPHONE: 48-22 6578011 FAX: 48-22-6578057 CONFIRMATION: 1504592 SINGLE ROOM RATE: ENR DEM 310.00 PER NIGHT GUARANTEE GIVEN HOLD POLICY: 6PM ENRON CORP NON SMOKING KING AIR FRANCE 26SEP WARSAW PARIS 810A 1035A AF 1447 Y TUE OKECIE CHARLES DE GAU NON SMOKING TERMINAL 1 TERMINAL 2B BREAKFAST NON STOP RESERVATION CONFIRMED 2:25 DURATION LO 0331 FLIGHT OPERATED BY LO LOT POLISH AIRLINES AIRCRAFT OWNER: LO LOT POLISH AIRLINES AIRCRAFT: BOEING 737 ALL 100-800 SERIES PSGR AIR FRANCE 26SEP PARIS HOUSTON TX 1255P 425P AF 34 Y TUE CHARLES DE GAU G.BUSH INTERCO NON SMOKING TERMINAL 2C TERMINAL D MEAL/SNACK NON STOP RESERVATION CONFIRMED 10:30 DURATION CO 0011 FLIGHT OPERATED BY CO CONTINENTAL AIRLINES AIRCRAFT OWNER: CO CONTINENTAL AIRLINES AIRCRAFT: BOEING 777-200/300 SEAT 37A NO SMOKING CONFIRMED KAMINSKI/WINCEN MISCELLANEOUS 25NOV HOUSTON TX SAT ** THANK YOU FOR USING THE TAP ** RESERVATION NUMBER(S) AF/2BGHRB KAMINSKI/WINCENTY S0C0011R1000 SHIRLEY CRENSHAW: 853-5290 INTL TVLRS: CARRY SOS WALLET CARD W/ENRONASSISTANCE INFO CALL SOS: IN U.S 800 523-6586/INTL 215 245-4707 (COLLECT) ******************************************* AIR FARE $1714.18 PLEASE NOTE ENRON CHARGES A $50.00 SERVICE FEE FOR PERSONAL INTERNATIONAL TRAVEL
Shirley, Please, arrange a phone interview. TT, VK, SG, ZL. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/21/2000 09:06 AM --------------------------- "Qing Chen" <qchen1@tulane.edu> on 11/17/2000 06:01:28 PM To: <Vince.J.Kaminski@enron.com> cc: Subject: MBA Career Opportunity Dear?Vincent Kaminski: ? I got your contact details from the web site for power marketers. I have a strong interest in pursuing a career in the energy industry?with a top energy company like?Enron, where my abilities and qualifications can be fully applied for our mutual benefit. I am graduating in May with an MBA?degree with concentrations in finance and information systems. This summer I worked?as an intern with Structuring and Analytics group of Ameren Energy.?This internship?has been especially challenging and has enhanced my professional competencies. While there, I was afforded the opportunity to?develop a forward view model?for?off- peak?electricity price forecasting and analyze the data sets of a fundamental?model to create forward price curves. Both projects added value to the company and provided me with first-hand experience in the area of energy trading and marketing as well as modeling techniques. In addition, I have an undergraduate degree in Mechanical Engineering and two years' experience in power generating. With my work experience in energy finance and exceptional academic and professional achievements, along with my exemplary leadership and management potential and outstanding analytical, business communication, problem-solving and computer skills, I'm convinced that I will be able to make immediate contributions to your company. I am attaching my resume for your review. Should you have any questions or need clarification, please feel free to contact me at (504) 861-9110 or qchen1@tulane.edu. As I have some offers with deadlines approaching, I would appreciate it if you could give me a quick response. I also expect?a base compensation above $75k. I look forward to?hearing from you soon. ? Best Regards, Qing (Christine) Chen MBA 2001 A.B. Freeman School of Business Tulane University Tel: (504) 861-9110 - resumeUS.doc - resumeUS txt.txt
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/23/2001 06:05 PM --------------------------- "Btu" <subs@Btu.net> on 03/23/2001 04:59:29 PM To: "Btu's Weekly Power Report" <> cc: Subject: Btu's Weekly Power Report Attached is the latest issue of Btu's Weekly Power Report e-mail: info@Btu.net phone: 732-758-8222 fax: 732-758-8286 - wp032601.pdf
Dale I shall try to close the loop today or tomorrow. I have already mentioned this to Anjam. Vince Dale Surbey 08/01/2000 09:22 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Anjam Vince, Let me know when you've talked to Anjam about moving to Houston. I need to do his performance review this week and it would be good to get this on the table with him before then. Thanks - Dale
Norma, I talked to G. Koepke, an associate reporting to Maureen She told me that things have significantly improved in recent weeks. Vince
Mike, Please, take a look at it. Can we give him some useful comments to establish a relationship? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/29/2000 09:46 AM --------------------------- "John H Herbert" <jhh1@email.msn.com> on 06/29/2000 09:22:19 AM To: "Vince J Kaminski" <Vince_J_Kaminski@enron.com> cc: Subject: Storage story See my storage story that begins on 1. Plus you might find the issue to be of interest. I will be doing little occasionally fee pieces for the Transportation & Storage Report and will be having lunch with them tomorrow so any thoughts you have on my piece or the report would be appreciated. Best regards, JHHerbert - ts06-29.pdf
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/07/2000 05:40 PM --------------------------- Enron Capital & Trade Resources Corp. - Europe From: Sharad Agnihotri 11/07/2000 04:22 PM To: Stinson Gibner/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT cc: Steven Leppard/LON/ECT@ECT Subject: Contstraints on the shape of a smile Stinson ,Vince ,Zimin, Here's a brief document on constraints on the shape of a smile for a fixed expiry date. the constraints are neccessary and sufficient for no arbitrage in this case. I've used a template created by Dr. Leppard which is why it looks so scary. If you need constraints in the time direction then I will have to think a little bit more about it. I think constraints in this direction are very model depenendent e.g. stochastic volatility and local volatility models will throw up different constraints. Steve, I am not sure if our traders (or quants for that matter) are aware of these constraints and some desks are beginning to build smiles... Regards Sharad
FYI ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/27/2000 11:04 AM --------------------------- Enron North America Corp. From: Enron Human Resources @ ENRON 09/26/2000 08:18 PM Sent by: Enron Announcements@ENRON To: All Enron Houston cc: Subject: Important Information About United HealthCare - Please Read! TO: Houston Area Employees Participating in the Domestic Medical Plan Benefits You may have recently received communication from United HealthCare (UHC) concerning Memorial Hermann Health Systems' (MHHS) decision to terminate their contract with UHC in the Houston/Beaumont area. This communication also included the names of physicians who will be dropped from the network due to this action. It is our intent to help you understand the situation. It is our understanding that Memorial Herman Health Systems asked for a 40% increase in fees - a substantial increase that would have been passed on to you and Enron! When United HealthCare attempted to negotiate with a counter proposal, Memorial Hermann cancelled their contract. While this contractual arrangement was between the hospital system and UHC, Enron continues to support UHC in their ongoing contract negotiation efforts. At this time, it is only UHC which has been affected, however, it is our understanding that Cigna has also been contacted by the hospital group and may be in contract negotiations at this time as well. Many doctors have obtained admission privileges to other area hospitals within the UHC Network or have contracted directly with UHC including those with admission privileges to The Woodlands, Sugarland and Clear Lake Hospitals, to name a few. In a further effort to limit disruption to our affected employees and families who are enrolled in the UHC Network or EPO options, Enron has authorized UHC to process claims incurred between September 28 and December 31, 2000 as if the termination of the Memorial Hermann Health Systems from the network had not occurred and In-Network benefits applied. Office visits will have a $10 copayment and all other charges will be covered at 90%. Hospital admissions will still need to be pre-certified with UHC. These steps have decreased the number of participants' affected by Primary Care Physician disruption from 1,050 to 127. If You Need Medical Attention: You or your doctor/hospital must call UHC's customer service number so proper benefits can be verified. In some cases the hospital or doctor may request payment at the time service is performed. If this should happen, please obtain an itemized statement and submit it to UHC with a claim form for prompt reimbursement. Claim forms can be obtained by calling 1-800-332-7979 or in Houston at 713-853-7979 ( press 1). Open enrollment materials will be coming soon. Take this opportunity to consider your elections for 2001. United HealthCare and Enron HR are committed to assisting Enron employees through this transition. We will communicate any further developments that may impact you or your family.
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/27/2001 08:19 AM --------------------------- <Mckinsey_Quarterly_NewsLetter@quantumecommerce.com> on 04/26/2001 08:45:38 PM Please respond to <Mckinsey_Quarterly_NewsLetter@mckinsey.com> To: <vkamins@enron.com> cc: Subject: The McKinsey Quarterly Newsletter---April 2001 ***************************************************** The McKinsey Quarterly Newsletter April 2001 http://www.mckinseyquarterly.com ****************************************************** ==========On The McKinsey Quarterly Web site this month========== Valuing dot-coms after the fall The Internet roller coaster may rank as the market's most dramatic upheaval over the past 20 years, but it certainly hasn't been the only one. Remember biotech? Real estate? Leveraged buyouts? What about Japan Incorporated? Sooner or later, investment values always revert to a fundamental level based on cash flows. Get used to it. http://mckinseyquarterly.com/login.asp?ArtID=1015 Mobile portals mobilize for scale As investors have cooled to new ventures, survival is now at the top of the agenda for mobile portals. Whether a portal stays alive will depend on its ability to offer accessibility, awareness, and the right services. The rest of the struggle---rapid expansion to ensure long-term survival and, eventually, global dominion---will come down to guts and determination. http://mckinseyquarterly.com/login.asp?ArtID=1022 The innovative organization The idea that new businesses prosper best when separated from their corporate parents has now become conventional wisdom. Although new ventures do need space to develop, strict separation can prevent them from obtaining invaluable resources and rob their parents of the vitality they can generate. The solution? A balance of partitioning and integration. http://mckinseyquarterly.com/login.asp?ArtID=1017 Programmers abroad: A primer on offshore software development More and more companies are going offshore to develop and maintain their software. The reason is simple: this approach saves time and money. Without discipline in managing offshore relationships, however, a company not only can squander the cost and time savings it had hoped to gain but also may face late deliveries, escalating costs, mismatches between expectations and deliverables, and even outright failure. http://mckinseyquarterly.com/login.asp?ArtID=1018 +++++++++++++++++Also on the site this month++++++++++++ The alchemy of LBOs http://mckinseyquarterly.com/login.asp?ArtID=1021 Late edition: Another chance for newspapers on the Web http://mckinseyquarterly.com/login.asp?ArtID=1024 Unlocking the value in Big Pharma http://mckinseyquarterly.com/login.asp?ArtID=1019 Magazines' home companion http://mckinseyquarterly.com/login.asp?ArtID=1016 A performance index for B2B marketplaces---a mckinseyquarterly.com exclusive http://mckinseyquarterly.com/login.asp?url=photo_essay/y2001/home.asp ************************************************** SHARE THE WEALTH! If you know colleagues who'd be interested in The McKinsey Quarterly, please forward this e-mail message to them! ************************************************** ------------------------------------------------------------------------ You are receiving this monthly newsletter because you're a registered user at mckinseyquarterly.com, the on-line journal of business and economics published by McKinsey & Company. To unsubscribe, click the link below. Or, if your e-mail program does not support hyperlinks, copy and paste the address into your browser. http://mckinseyquarterly.com/quickunsub.asp?userid=251060 ------------------------------------------------------------------------ Address other questions or comments to: quarterly_info@mckinsey.com ------------------------------------------------------------------------
Trang, Thanks. Vince From: Trang Dinh 01/10/2000 06:30 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Congratulations! You did again! I just read about your most recent accomplishment. Congratulations on your promotion! Go Vince....go Vince... go Vince..! Sending warmest regards, Trang
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/02/2001 10:38 AM --------------------------- Enron North America Corp. From: Kathie Grabstald 04/02/2001 09:04 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Shirley Crenshaw/HOU/ECT@ECT Subject: ENSIDE Newsletter Good Morning! Thank you for taking time out of a busy Friday to allow our photographer to shoot some pictures for the ENSIDE. I will contact you when the proofs are ready. I have attached the article draft with revisions by Mike, Osman and Iris. Please peruse this draft and make any changes or corrections. I need it back for the layout team by Wednesday evening, April 4, if possible. Regards, Kathie Grabstald EWS Public Relations
Dave, Thanks for the invitation. I shall be glad to join you at the dinner and on Saturday. I shall come alone: my wife will stay with my son in California till June (my son graduates this spring from college). I shall remind Andy Fastow about NFCF. Vince David Ikenberry <daveike@rice.edu> on 03/30/2001 06:57:57 PM To: "vkamins@ennron.com" <vkamins@enron.com> cc: Subject: Vince, It was good seeing you again today. I want to make sure the NFCF is on your calendar for May 4-5. You should be receiving some registration materials shortly. Please plan on coming if you can. Also, please attend the dinner on Friday evening along with your wife if possible. Regards, Dave *********************************** Prof. David Ikenberry Jones Graduate School of Management Rice University 713-348-5385
Raymond, I shall call you on Sunday after my arrival in Sydney. Look forward to meeting you again. I shall be ready to speak on all the topics you mentioned. Vince Raymond Yeow@ENRON_DEVELOPMENT 07/09/2000 09:07 PM To: Vince J Kaminski@ECT cc: Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Shirley Crenshaw@ECT Subject: Re: Request for suggestions : Vince's visit to sydney in July Dear Vince, after getting our heads together here, we would much apprecaite if you could share the Research Group's latest on --- - Var ie "... repeat my workshop presentation on value-at-risk..." as well as cover additional topics viz. - Discuss, with application, Enrons internal V@R model, and how this is used internally. - Discuss volatility modelling, and whether it is possible to maintain and trade a term structure of volatility in electricity - Modelling forward curves with reference to associated markets (eg Oil). Can we gain some insights through spreads to related market curves (spark). I assume your hotel is booked already. Catching the taxi is the best way to get to your hotel. Since you are arriving on the weekend , if you need to contact me - my mobile is 0417-692295, home tel/fax is 9232-8892 Rgds Raymond ---------------------- Forwarded by Raymond Yeow/ENRON_DEVELOPMENT on 07/07/2000 04:45 PM --------------------------- Vince J Kaminski@ECT 07/06/2000 09:20 AM To: Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Raymond Yeow/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Vince J Kaminski/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT Subject: Re: Your visit to sydney in July Paul, Raymond, Thanks for your message. Sorry I did not get in touch with you earlier. The last few weeks were very hectic. I am starting right now my preparations for the presentation I am going to give at the conference. Here are the details of my itinerary (I shall send you a copy tomorrow). I arrive Sunday morning and leave Saturday morning. The conference takes place on Monday and Tuesday. On Wednesday, I am making a presentation at the workshop on value-at-risk. I would like to stay at the conference for the duration: it's a great learning opportunity for me. On Thursday and Friday, as well as in the evenings (except for the evening of July 18), I am at you disposal. I would like to take advantage of this trip and learn as much as I can about the Australian markets and discuss with you the research agenda. I shall be glad to make several presentation. I can repeat my workshop presentation on value-at-risk as well as cover additional topics. Vince Paul Quilkey@ENRON_DEVELOPMENT 07/04/2000 05:23 AM To: Vince J Kaminski@ECT cc: Subject: Your visit to sydney in July Vince I support Raymond's email and would welcome the opportunity to have you give a presentation (formal or informal) to the trading group on latest research initiatives in Houston. Please let us know your schedule so that we do not overly burden you during your visit. Look forward to seeing you and catching up over a beer. Thnx Paul ---------------------- Forwarded by Paul Quilkey/ENRON_DEVELOPMENT on 07/05/2000 08:23 AM --------------------------- Raymond Yeow 07/04/2000 08:21 PM To: Vince J Kaminski@ECT cc: Paul Quilkey/ENRON_DEVELOPMENT, Kirsty Hogarth/ENRON_DEVELOPMENT, Elliott Katz/ENRON_DEVELOPMENT, David Gray/ENRON_DEVELOPMENT Subject: Your visit to sydney in July Dear Vince, Hi !, it's only two weeks until the Aust Energy Risk (17-19 July ) seminar in Sydney. Is RISK organising your hotel ? Otherwise, Kirsty can organise for you, eg harbour vIew at the Regent or convenience to the seminar location at the Sheraton ? We would like to make sure that you have all the necessary "comforts" of home when you are with us, Elliott & David can set up a desk for you in the office/trading room with phone etc so you can use one of our PC to access email or plug in your laptop. Please let Elliott or David kmow your requirements. How long will you be with us ? Is this your first trip to Sydney ? There are several of us in the office who would like to take you for a meal(s)/ show you the sights etc and discuss the latest Research findings with you whilst you are in Sydney eg VAR. Hear from you soon. Raymond 725pm 4 July
Australia Enron Australia Pty Ltd Level 21 9 Castlereagh Street Sydney NSW 2000 phone: 61-2-9229-2300 fax: 61-2-9229-2350 Indonesia
Shirley, Please, include Grant as well. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/24/2000 04:57 PM --------------------------- Vince J Kaminski 02/24/2000 04:52 PM To: Remi Collonges/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Vince J Kaminski/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT Subject: Re: curves for South America Remi, No problem. My assistant Shirley Crenshaw will call you Friday to set up a meeting. Vince Remi Collonges@ENRON_DEVELOPMENT 02/24/2000 09:10 AM To: Vince J Kaminski@ECT, Grant Masson@ECT cc: Subject: curves for South America Vince and Grant, I have been made responsible for all gas and power curves in South America (plus books development, reporting, .......). I have somewhat started but, since I am new on the job, I'd love to receive advice, guidance (and at some stage help) from you. Would you be available for a meeting next week, preferably Thursday or Friday? I'm planning to be in Houston these days. Remi Collonges (55) 11 5503 1200
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/12/2001 04:19 PM --------------------------- From: Karen Marshall 01/11/2001 12:14 PM To: 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 Subject: 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.) 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 **************
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/13/2000 11:00 AM --------------------------- "Vadim Pokhlebkin" <vpokhleb@ideaus.com> on 04/13/2000 10:23:35 AM To: <Vince.J.Kaminski@enron.com>, <vkamins@enron.com>, <erms@bloomberg.net> cc: Subject: Thursday's IDEA Dear Vince, I hope you're doing weel. Have you heard any feedback about our research from your colleagues? Please let me know whom I may contact: that will save you from forwarding our reports to them daily. I look forward to your reply. As usual, attached are today's issues of our daily morning faxes: 1. Financial Markets Today - FX majors and key bond markets' analyses. 2. Fixed Income Today - US treasuries, agencies, and corporates' analyses. Best regards, Vadim Pokhlebkin Account Manager vpokhlebkin@ideaglobal.com tel. 1 (212) 571 4332 fax 1 (212) 571 4334 IDEAglobal.com 140 Broadway, 21st Floor New York, NY 10005, USA Any views expressed in this message are those of the individual sender, except where the sender specifically states them to be the views of IDEAglobal.com. This email, its content and any files transmitted with it are intended solely for the addressee(s) and may be legally privileged and/or confidential. Access by any other party is unauthorized without the express written permission of the sender. If you have received this email in error you may not copy or use the contents, attachments or information in any way. Please destroy it and contact the sender via the IDEAglobal.com switchboard in one of the following three offices: New York +1 212 571 4332; London +44 171 430 2888; Singapore +65 332 0700 - FMT0413A.pdf - FIT1304A.pdf
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/09/2000 04:43 PM --------------------------- Stinson Gibner 08/09/2000 03:56 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Credit Evaluation Model Meetings - Thursday, August 10th Vince, These are the meeting related to MG metals and PaperCo. acqusition vehicle (Enron credit enhancement valuation). Stinson ---------------------- Forwarded by Stinson Gibner/HOU/ECT on 08/09/2000 03:55 PM --------------------------- Rosie Castillo@ENRON 08/09/2000 03:13 PM To: Stinson Gibner/HOU/ECT@ECT cc: Subject: Credit Evaluation Model Meetings - Thursday, August 10th Stinson, Internal meeting to discuss model is scheduled at 10:30 a.m. tomorrow morning, EB23C2. Meeting with Chase Securities is scheduled at 3:00 p.m., EB27C2. thank you, rosie ext. 35414
Trena, I have received your message. Please, send the model for review to Zimin Lu. Maureen Raymond and myself will work with Zimin to review the model. Vince
FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/23/2001 05:16 PM --------------------------- From: Cathy Phillips on 04/22/2001 07:06 PM To: Mark Frevert/NA/Enron@Enron, Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Doug Arnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Alan Aronowitz/HOU/ECT@ECT, Pierre Aury/LON/ECT@ECT, Sally Beck/HOU/ECT@ECT, Rick Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephen H Douglas/HOU/ECT@ECT, Jennifer Fraser/HOU/ECT@ECT, Shanna Funkhouser/Corp/Enron@ENRON, Eric Gonzales/LON/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Larry Lawyer/NA/Enron@Enron, Chris Mahoney/LON/ECT@ECT, George McClellan/HOU/ECT@ECT, Thomas Myers/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, Cindy Skinner/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Mark Tawney/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Lisa Yoho/NA/Enron@Enron, Neil Davies/Corp/Enron@ENRON, Per Sekse/NY/ECT@ECT, Stephen H Douglas/HOU/ECT@ECT, Scott Vonderheide/Corp/Enron@ENRON, Jonathan Whitehead/AP/Enron@Enron, Michael K Patrick/Enron@EnronXGate cc: Nicki Daw/NA/Enron@Enron, Cathy Phillips/HOU/ECT@ECT, Jennifer Burns/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Donna Baker/HOU/ECT@ECT, Helen Marie Taylor/HOU/ECT@ECT, Chantelle Villanueva/HOU/ECT@ECT, Betty J Coneway/HOU/ECT@ECT, Patti Thompson/HOU/ECT@ECT, Cherylene R Westbrook/HOU/ECT@ECT, Candace Parker/LON/ECT@ECT, Sharon Purswell/HOU/ECT@ECT, Gloria Solis/HOU/ECT@ECT, Brenda J Johnston/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Susan McCarthy/LON/ECT@ECT, Paula Forsyth/Corp/Enron@ENRON, Shirley Crenshaw/HOU/ECT@ECT, Kathleen D Hardeman/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Judy Zoch/NA/Enron@ENRON, Sunita Katyal/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Lydia Reeves/HOU/ECT@ECT, Kristy Armstrong/Enron@EnronXGate, Nita Garcia/NA/Enron@Enron, Christina Brandli/Enron@EnronXGate, Yolanda Martinez/Corp/Enron@ENRON, Michele Beffer/Enron@EnronXGate, Shimira Jackson/Enron@EnronXGate Subject: EGM All Employee Meeting Please mark your calendar now and make every effort to attend the upcoming Enron Global Markets - All Employee Meeting. The details for the meeting are as follows: Enron Global Markets All Employee Meeting Monday, May 7, 2001 3:30 - 4:30 p.m. - Business Meeting 4:30 - 6:00 p.m. - Cocktails and Appetizers Hyatt Regency Hotel - Houston Imperial Ballroom
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/09/2001 05:07 PM --------------------------- "MacMillan, Ian" <macmilli@wharton.upenn.edu> on 03/08/2001 01:47:27 PM To: "'Vince.J.Kaminski@enron.com'" <Vince.J.Kaminski@enron.com> cc: Subject: RE: Lawyer I will sign an agreement not to use the materials -----Original Message----- From: Vince.J.Kaminski@enron.com [mailto:Vince.J.Kaminski@enron.com] Sent: Thursday, March 08, 2001 11:13 AM To: macmilli@wharton.upenn.edu Cc: Vince.J.Kaminski@enron.com Subject: Re: Lawyer Ian, Sorry for a delay in getting back to you. I have one challenge I did not anticipate when I talked to you the first time about our Real Options internal seminar. The materials were prepared in collaboration with a professor from another school, and there is some sensitivity regarding the intellectual property rights and the ability to distribute the materials outside Enron. Please, give me some time to find out if I can work around this issue. Vince "MacMillan, Ian" <macmilli@wharton.upenn.edu> on 03/07/2001 06:46:28 AM To: "'Vince.J.Kaminski@enron.com'" <Vince.J.Kaminski@enron.com> cc: Subject: Lawyer I still have not heard from your lawyer. I would like to see whar materials you are using and assess how we could work on the topic of real options with Enron
Mike, Any comments? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/11/2000 07:47 AM --------------------------- Raymond Yeow@ENRON_DEVELOPMENT 08/10/2000 06:41 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Paul Quilkey/ENRON_DEVELOPMENT, Vince J Kaminski/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Phillip -SYDNEY- Taylor/ENRON_DEVELOPMENT Subject: Interview & Mike/Christian Dear Vince, 1. Quentin Kerr, we will be pleased to do the initial due diligence in an interview. Phil Taylor is contacting Quentin and getting him down our Sydney office from his university in the next state - Queensland. 2. re : Christian, We will be very glad for Christain to interact with Houston research on ".. the weather forecasting technology .." However, we are very skinny on W staff here ( like Christian is our one & only ) , and Christian is doing much work for both the power & weather business. I was thinking that we could run with our initial idea of having Mike Roberts come to Sydney. There is still time before the Olympics ! Will keep you posted on Quentin. Regards Raymond Vince J Kaminski@ECT 08/08/2000 06:30 AM To: Paul Quilkey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Raymond Yeow/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Vince J Kaminski/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT Subject: Thank you Paul & Raymond, It took more than a few days to catch up after I came back from Australia. There are few things I would like to bring up to your attention. First of all, I would like to thank you for your hospitality. I learned a lot about the Australian markets and was greatly impressed with the quality of the people at the Sydney office. 1. The resume you sent to me and Grant looks quite good. I think it makes sense to interview this person and we can help you with a phone interview. 2. I have received another resume that looks very promising. I am very interested in this guy and would be ready to bring him over to the States where we lack desperately technical talent. Can you help us by interviewing him in Sydney? The main determination I need from you is whether he can function in a company like Enron. As any good academic he sent his resume in a ps format and I shall fax you a copy in case you don't have a PostScript reader on your system. 3. Christian Werner does some really neat things on the weather front. I would like to determine if he can help us to upgrade our systems. Can we bring him to Houston for a week to discuss the weather forecasting technology with Mike Roberts and Joe Hrgovcic? I think that he could learn a lot from Mike and other weather guys here how we translate weather info into business-related information. I shall be glad to underwrite the cost of this trip. Vince
Shirley, Yes. It's really nice. Vince Shirley Crenshaw 07/24/2000 12:32 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Thursday Summer Intern Dinner Vince: Is it ok to send the following out to the interns?
Rick, Thanks for your message. I shall talk to Greg Whalley about his participation. Vince
http://jonesgsm.rice.edu/ ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/23/2001 04:59 PM --------------------------- Barbara Ostdiek <ostdiek@rice.edu> on 03/22/2001 04:46:53 PM To: ostdiek@rice.edu cc: Subject: RICE/ENRON FINANCE SEMINAR SERIES A copy of Paul Schultz's paper, "Who Makes the Market," is now available. The paper to can be obtained (by Monday for sure) from Felicia Jones (Economics), Latha Ramchand (University of Houston), and Vince Kaminski (Enron) or Barbara Ostdiek (everyone else). Paul's seminar is Friday, March 30, at 3:30 in Room 201 (note the room change). The abstract of the paper is copied below: Abstract "I provide evidence that Nasdaq dealers make markets in the stocks in which they receive order flow. Several variables used to proxy for the stocks that individual market maker's brokerage customers would trade, including trading volume, location, underwriting participation and analyst coverage, are significant determinants of market marking activity. Informational advantages may also be a factor in the market making decision as evidenced by dealers specializing in stocks in specific industries. Some potential problems that arise when researchers ignore the integration of market making with brokerage, securities analysis and underwriting businesses are discussed."
Hi Glen, Congratulations on your greatly enhanced homepage. As expected some links have become obsolete since March. The landscape in this business is changing very fast. Vince DIXON Glen <Glen.Dixon@qp.qld.gov.au> on 05/01/2000 09:01:45 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Updated Electricity Homepage (Great Links - University of Queensl and - Australia) Hi Vince, Have a look at my homepage which I have been updating (see Energy Markets): www.acmc.uq.edu.au/~gwd/EnergyExchange.html Regards Glen Dixon Part - Time Phd Student - Department of Mathematics (University of Queensland) P.S I am hopefully attending the Australian Risk Conference where you are a speaker in July 2000 (Sydney). Hope to hear you speak. Glen W. Dixon Project Officer - Procurement Profiling Queensland Purchasing Department of Public Works "Important This electronic message and any attachments are supplied in good faith and are believed to be free of Year 2000 or other date related problems (i.e. Year 2000 compliance). The Department of Public Works forwards this message and attachments to you on the basis that you use them at your own risk. The department accepts no responsibility for damage or loss (arising from negligence or otherwise) which may occur through the use or transmission of this message and attachments and recommends that you conduct your own independent tests to determine Year 2000 compliance before use. The contents of this electronic message and any attachments are intended only for the addressee and may contain privileged or confidential information. They may only be used for the purposes for which they were supplied. If you are not the addressee, you are notified that any transmission, distribution, downloading, printing or photocopying of the contents of this message or attachments is strictly prohibited. The privilege or confidentiality attached to this message and attachments is not waived, lost or destroyed by reason of a mistaken delivery to you. If you receive this message in error please notify the sender by return e-mail or telephone. Thank you."
Shirley, Please, send him my bio. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/09/2000 08:05 AM --------------------------- VKaminski@aol.com on 10/08/2000 11:00:05 AM To: OREN@ieor.berkeley.edu cc: scrensh@enron.com, vkamins@enron.com Subject: Re: Abstract Shmuel, Thanks. I shall send you a bio from the office. Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/12/2001 08:15 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
Paul, We shall invite both of them for an interview. Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/15/2000 05:03 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 _________________________________________
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/19/2001 05:51 PM --------------------------- "Chen, Vincent" <chenvinc@wharton.upenn.edu> on 02/19/2001 10:39:30 AM To: "'Larry.Gagliardi@enron.com'" <Larry.Gagliardi@enron.com> cc: "'Vince.J.Kaminski@enron.com'" <Vince.J.Kaminski@enron.com>, "'Kenneth.Parkhill@enron.com'" <Kenneth.Parkhill@enron.com>, "Thorne, Heather" <hethorne@wharton.upenn.edu>, "'Thomas'" <Thomas@wharton.upenn.edu>, "Bhalla, Tulika" <bhallat@wharton.upenn.edu>, "Levitt, Nicholas" <nslevitt@wharton.upenn.edu>, "Mallik, Deepa" <mallikd@wharton.upenn.edu>, "Rejtman, Jack" <rejtmanj@wharton.upenn.edu>, "Whitsel, Kimberly" <whitselk@wharton.upenn.edu>, "Chen, Vincent" <chenvinc@wharton.upenn.edu> Subject: FW: EnronOnline Competitive Assessment by Wharton Project Team Larry, Ken Parkhill passed your contact info along to our project team. We plan to call you at 3:15pm EST today (Monday) i.e. 2:15pm Houston time. Attached is a presentation describing the scope of our project. We are interested in discussing your experiences with competitor trading exchanges like ICE, DynegyDirect, HoustonStreet.com, etc. relative to EnronOnline. Look forward to talking with you today. Thanks, Vincent -----Original Message----- From: Kenneth.Parkhill@enron.com [mailto:Kenneth.Parkhill@enron.com] Sent: Friday, February 16, 2001 10:59 AM To: Bhalla, Tulika; Chen, Vincent; Rejtman, Jack; Mallik, Deepa; Whitsel, Kimberly; Thorne, Heather; 'Thomas' Cc: Vince.J.Kaminski@enron.com; Larry.Gagliardi@enron.com Subject: RE: research leads Hello Team 1, I spoke with Larry Gagliardi on the Crude/Refinery Products desk this morning and he agreed to talk with you after 12:30 today or after 2:30 any other weekday. He is very familiar with the other platforms and should be a great resource. Larry suggested that you surf EOL to find names of power and/or natural gas traders, and call them up. Please let me know if you have difficulty finding/contacting folks this way and I will see if I can help. Larry's office number is 713-853-0543, and his email is Larry.Gagliardi@enron.com. good luck ken - 150201 Enron Conference Call.ppt
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/23/2001 06:03 PM --------------------------- Maureen Raymond@ENRON 03/23/2001 05:42 PM Sent by: Gwyn Koepke@ENRON To: vkaminski@aol.com, Vince J Kaminski/HOU/ECT@ECT cc: Subject: Korea Report
FYI Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/19/2000 03:41 PM --------------------------- Robert Brooks <rebrooks@earthlink.net> on 04/19/2000 12:39:57 PM Please respond to "rebrooks@rbac.com" <rebrooks@rbac.com> To: "'GPCM Distribution'" <rebrooks@rbac.com> cc: Subject: Gas Price Analysis from Powermarketers.com Interesting article. Analysis sees production and import increases this year, perhaps not quite keeping up with demand increases. Take a look. http://199.97.97.163/IMDS%PMAKRT0%read%/home/content/users/imds/feeds/knightri dder/2000/04/18/krtbn/0000-0087-HO-GAS-ENERGY Bob Brooks
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 12/17/99 03:16 PM --------------------------- Clayton Vernon@ENRON 12/16/99 01:59 PM To: Vince J Kaminski/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT cc: Subject: Vince and Vasant: Here is a brief summary of my meeting with Chris Germany, Capacity Trader at the East Desk, related to gas transmission: Typically, pipelines lease capacity billed on a monthly basis. An example might be the pipeline between South Texas and Brooklyn, where you might pay $12.00 per month per 10,000 decatherms of capacity ($0.40 per day), a fixed payment. Variable charges are 6% for fuel costs ("shrinkage") and 6.5% for overhead expenses. A gas trader might call South Texas and be quoted a delivery price tomorrow of NYMEX - $0.10 ("basis"), and might call Brooklyn and be quoted a delivered price of NYMEX + $0.25 . The trader's spread is $0.35, and variable costs of transmission are $0.125, so the trader would offer the leaseholder of capacity up to $0.225 for firm capacity tomorrow. As for the distinction betweem firm and interruptible, the leaseholders have an excellent knowledge of the firm-equivalent of interruptible capacity. Also, many pipelines don't discount firm capacity from the tariff maximum ("it's not worth their time to haggle") (There is a further issue of "secondary markets" not important to the model yet). For South Texas and Brooklyn, there are several different routes the gas can physically take (pipelines of Enron, Texas Eastern, etc). And, once the trade is in the system traders can cover the (Enron) positions on each end of the pipeline, in so doing freeing up the capacity for other contracts. Clayton
Steve, I sold EFS. I think insurance stocks are going up on the hopes of further interest rates cuts. We bought 100 books. Yes, please, send me the copy of an article. Vince Steve Bigalow@ENRON 02/12/2001 09:50 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: books Good Morning, Welcome back. Will get some picks to you tonight. Are you still in EFS? Hope so, it is breaking out to new levels today. Question, the new book on Deriatives, how many copies did the company purchase on the initial run? Also, there was an article about the 90% non-recourse loan programs in E-COMPANY magazine this month, do you want a copy of the article? Steve
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/07/2001 05:42 PM --------------------------- Kevin Kindall@ENRON 03/07/2001 05:20 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Treasury presentation, version II I still need to make a few slides concerning the need of an economic balance sheet, and a slide of conclusions. -Kevin K
Giuseppe, Thanks a lot. I would appreciate if you could set up a meeting with Prof. Bambos. We talked to him during our last visit and we would like to follow up with some specific proposals regarding research projects Enron could sponsor. Vince Giuseppe Andrea Paleologo <gappy@stanford.edu> on 02/14/2000 03:20:52 PM Please respond to gappy@stanford.edu To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Visiting Enron Dr. Kaminski, I would like to thank you very much for taking care of Amy and me during our trip to Houston. What I saw at Enron Communication was nothing short of revolutionary. More than that, I was impressed with the drive of the people, their kindness, and their proficiency. I look forward to meeting you again in Stanford during the last weekend of February. I will send you an email next week, so that we can arrange a meeting between you and Prof. Bambos. All the best wishes, Giuseppe -- ::Giuseppe A Paleologo:: http://www.stanford.edu/~gappy ________________________________________________________________________ "What a waste it is to lose one's mind. Or not to have a mind is being very wasteful. How true that is." - Vice President Dan Quayle winning friends while speaking to the United Negro College Fund, 5/9/89 -
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/19/2001 11:36 AM --------------------------- Zimin Lu 03/19/2001 11:17 AM To: Stinson Gibner/HOU/ECT@ECT, Bob Lee/NA/Enron@Enron, Rabi De/NA/Enron@ENRON cc: (bcc: Vince J Kaminski/HOU/ECT) Subject: Monte Carlo talk for option class Here is my MC talk, electronic version.
Shirley, The candidate for Friday. I have already talked to him. Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/26/2000 09:12 AM --------------------------- nvaldes@txuenergy.com on 04/25/2000 11:11:23 AM To: vkamins@enron.com cc: vkaminski@aol.com Subject: Hello Vince, I enjoyed talking with you this morning. Per our conversation, here is Norberto Valdes' resume. I will call you in about an hour to make sure you received it. Thank you and let me know when you would like to meet him. Sincerely, Lisa Ford 281)913-2076 (See attached file: resumen 4.doc) - resumen 4.doc
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/17/99 03:15 PM --------------------------- Joseph Hrgovcic 12/16/99 09:46 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Emission trading Vince, I spoke with Susan Wood, who heads up our emissions marketing effort who says we don't really have any materials we send out. She did recommend the Emissions trading handbook which can be purchased for $50 from http://www.etei.org/handbook_changed.htm. In general, the site http://www.etei.org/ is a great source of info, and the the parent site, http://www.emissions.org should be checked out as well. If you'd like me to purchase the handbook (it will take three weeks) let me know. Joe Vince J Kaminski 12/16/99 08:15 AM To: Joseph Hrgovcic/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: Emission trading Joe, Do we have any materials about it? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/16/99 08:14 AM --------------------------- Adam Brulinski 12/14/99 08:22 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Emission trading Thank you in advance. Let me just mention that the issue is quite urgent so I would appreciate if I could get sth ASAP. Adam Vince J Kaminski 99-12-14 15:24 To: Adam Brulinski/WAR/ECT@ECT cc: Subject: Re: Emission trading Adam, Let me gather some information for you. Vince Adam Brulinski 12/14/99 08:08 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Emission trading Szanowny Panie, Chcielibysmy zaczac propagowac w Polsce idee handlu prawami do emisji zanieczyszczen. Dlatego tez prosilbym o przeslanie, najlepiej droga emailowa materialow dotyczacych tej koncepji - glownie chodzi mi o strone "merytoryczna". Z powazaniem, Adam Brulinski
Steve, The Journal of Risk is a more technical and serious publication than RISK MAgazine. If the article is published it will give you more exposure in the academic circles. I think it will be a significant accomplishment. On the downside, it does not receive the same wide circulation as RISK among the practitioners. I can also see the reason behind the recommendation given by Navroz: the article is fairly long for RISK. Steven Leppard 05/23/2000 05:39 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Real Options Article Vince Any thoughts on this proposal? Steve ---------------------- Forwarded by Steven Leppard/LON/ECT on 05/23/2000 11:41 AM --------------------------- Enron Capital & Trade Resources Corp. From: "Navroz Patel" <npatel@risk.co.uk> 05/23/2000 11:37 AM Please respond to "Navroz Patel" <npatel@risk.co.uk> To: <Steven.Leppard@enron.com> cc: Subject: Real Options Steven, After further consultation with the Technical Editor, we feel that your work would find a more suitable environment for exposure in The Journal of Risk. ? If you email a copy of your work (to the Editor-in-Chief, Philippe Jorion) and outline what has happened to: ? ?pjorion@uci.edu ? then I am sure that they will be keen to give due consideration. ? Thank you for your interest and sorry for the delay in coming to this decision. ? Best Wishes, ? Navroz Patel, Technical Assistant, Risk Magazine. ?
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/09/2001 03:45 PM --------------------------- Celeste Roberts 03/09/2001 12:20 PM To: Greg Whalley/HOU/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT, Liz M Taylor/HOU/ECT@ECT, Althea Gordon/NA/Enron@Enron, Cathy Lira/NA/Enron@ENRON Subject: Stanford Summer Associate and Full-time Associate Recruiting Greg: Just an update on the Stanford Summer Associate and Full-time Associate recruiting efforts: We have pre-selected 19 Summer Associate candidates and 7 Full-time Associate candidates. The schedule of interviewers for Round 1 and Round 2 is listed below. I was able to get Elliot Mainzer and Steve Swain on the Round 1 interview schedule. They were Tim Belden's picks for interviewers from his group. I have left a message for Chris Calger to see if he might be available for Round 2 interviews and am waiting to hear back from him. Listed below are logistics. Let me know if you are available for Friday interviews. Regards, Celeste Roberts Wednesday, March 14, 7:00 p.m. to 9:00 p.m. Dinner with students selected to interview Il Fornaio, the Sala Del Canaletto Room 520 Cowper Street, Palo Alto (650) 853-3888 Attire: Business Casual Enron attendees: Vince Kaminski - MD Brad Alford - VP Matt Harris - VP Brad Romine - Mgr Theresa Riedman - Mgr Steve Swain - Mgr Elliot Mainzer - Mgr Martin Lin - Mgr Mauricio Mora - Associate Celeste Roberts - Director Althea Gordon - Recruiter Thursday, March 15, 8:30 a.m. to 4:45 p.m. Round 1 interviews for both Summer and Full Time Associates Stanford GSB Career Services Center Interviewers: Theresa Riedman Brad Romine Brad Alford Martin Lin Elliot Mainzer Steve Swain Mauricio Mora - Greeter/Alternate Interviewer Thursday, March 15, 12:15 p.m. to 1:30 p.m. Lunch with Dean George Parker (Associate Dean of Academics) and Sherrie Taguchi (Director of Career Services). Stanford GSB Career Services Center We will be ordering lunch in. Friday, March 16, 8:00 a.m. to 12:00 p.m.* Round 2 interviews for both Summer and Full Time Associates Stanford GSB Career Services Center Interviewers: Vince Kaminski Matthew Harris * Please note that this is an approximate time that will be based on the number of candidates who successfully pass Round 1 interviews on Thursday. Your hotel information is as follows: Stanford Park Hotel 100 El Camino Real Menlo Park (650) 322-1234 Upon confirmation of your participation you will receive your hotel confirmation number. In the event that you have not received your hotel confirmation number please contact Cathy Lira, at x54049.
This is another file (spread options). I have eliminated some very technical, detailed pages about NYMEX spreads. This information is obsolete. Vince
David, Yes, I got some cash for you. Please, give me a call Tuesday. Vince "Walkup, David C (HOUSTONAS AS 582)" <dwalkup@pclient.ml.com> on 12/04/2000 08:32:44 AM To: "'Vincent Kaminski'" <vkamins@enron.com> cc: Subject: Options Good morning, Vince. Just touching base with you. Are you ready to deposit some money and start looking at some equity investments? EM me or call and we can get together. David C. Walkup Sr. Financial Consultant 713-658-1685 800-456-9712 ____________________________________________________________ CAUTION: Electronic mail sent through the Internet is not secure and could be intercepted by a third party. For your protection, avoid sending identifying information, such as account, Social Security or card numbers to us or others. Further, do not send time-sensitive, action-oriented messages, such as transaction orders, fund transfer instructions, or check stop payments, as it is our policy not to accept such items electronicall
Steve, I have to draft an announcement and send it to John Sheriff. I shall do it this weekend. Vince Steven Leppard 10/13/2000 09:27 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Re: Support for Exotica Hi Vince Good luck calling Anjam. He never seems to answer his mobile when Sharad calls him to track him down. Furthermore he's off work until Tuesday. I've had Tani ask me what's happened to the announcement about my new appointment. Any progress there? Cheers, Steve Vince J Kaminski 13/10/2000 14:44 To: Steven Leppard/LON/ECT@ECT cc: Vince J Kaminski/HOU/ECT@ECT Subject: Re: Support for Exotica Steve, I am calling Anjam to give him a deadline regarding move to Houston. If he decides to stay in Houston, you should meet with him to convey the concerns regarding his performance. Vince Steven Leppard 10/13/2000 03:50 AM To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Dale Surbey/LON/ECT@ECT, Tani Nath/LON/ECT@ECT cc: Paulo Issler/HOU/ECT@ECT, Sharad Agnihotri/LON/ECT@ECT, Zimin Lu/HOU/ECT@ECT Subject: Support for Exotica All Sharad's investigations of Exotica's status in London have turned up a very confused state of affairs. This isn't being helped by the fact that: 1. Anjam is rarely at his desk, and can't be found anywhere in the building. 2. When he is around he isn't willing or able to provide all the information Sharad might need to support Exotica. This is worrying since much of our business depends on the validity of Exotica's valuations. Sharad will now request information from Anjam via email to leave a trail, and I want to alert you to the fact that Sharad will be cc'ing you in on these emails. If things don't improve soon, I may need to request some assistance in extracting this information from Anjam. Many thanks, Steve
Tom, Electronic version is OK. Vince "Piazze, Thomas" <piazzet@wharton.upenn.edu> on 11/07/2000 10:25:45 AM To: "'Vince.J.Kaminski@enron.com'" <Vince.J.Kaminski@enron.com> cc: Subject: RE: Background information Vince: I will be happy to do so. Do you wish to have it in hard copy or electronically? If in hard copy, how many copies? TOM -----Original Message----- From: Vince.J.Kaminski@enron.com Sent: Monday, November 06, 2000 6:00 PM To: piazzet@wharton.upenn.edu Cc: Vince.J.Kaminski@enron.com Subject: Background information Tom, Can you send me additional copies of the information about the WeBI program? I want to distribute it internally. Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/08/2000 01:14 PM --------------------------- "The Alliance of Energy Suppliers" <alliance@eei.org>@ls.eei.org on 11/08/2000 10:28:43 AM Please respond to "The Alliance of Energy Suppliers" <alliance@eei.org> Sent by: bounce-app-ippexecs-33275@ls.eei.org To: "Generation and Power Marketing Executives" <app-ippexecs@ls.eei.org> cc: Subject: Alliance FERC Alert-Regional Market Reports Attached for your information are: 1. The FERC orders regarding the meeting to be held Thursday, November 9. 2. Annoucement of a hearing in San Diego on November 14. 3. FERC report on bulk power markets in the Southeast Region 4. FERC report on bulk power markets in the Midwest Region 5. FERC report on bulk power markets in Northeast Region These files will also be made available on the Alliance of Energy Suppliers web site - http://www.eei.org/alliance Should you have any questions concerning these reports, contact Jack Cashin at 202-508-5499, or jcashin@eei.org Nancy Tarr Manager, Business Development ntarr@eei.org - FERC 11-14 hearing.pdf - nov 9 panels.pdf - FERC.Southeast.PDF - FERCMidwest.PDF - FERCNortheast.PDF
Suresh, It did not work. Vince Suresh Raghavan@ENRON 04/21/2000 01:32 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Enrondirectfinance URL and userid & password The internal URL is http://dev.directfinance.enron.com. Please use the userid test and the password test. And obviously, send us any comments you might have. Thanks. SR:-)
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/22/2000 09:35 AM --------------------------- Michael Anderson @ AZURIX 08/22/2000 08:36 AM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: RAB Graph I believe this will be helpful in your analysis. ---------------------- Forwarded by Michael Anderson/HOU/AZURIX on 08/22/2000 08:35 AM --------------------------- From: Keith Harris/WSX/AZURIX@Exchange on 08/03/2000 01:40 PM GDT To: Michael Anderson/HOU/AZURIX@AZURIX cc: Colin Skellett/WSX/AZURIX@Exchange Subject: FW: Amended Index Graph Michael I have got CSFB working on the amendment you asked for. In the meantime we have produced a graph which shows, as indices, market values of the water companies and the RAB of the industry since privatisation. The following points come out 1 Market values overtime have been 1.1x RAB 2 The result is significantly skewed by the period between Mid 1997 and end 1998 when the ratio was c1.5x. 3 The premium to RAB is only found at a time when political uncertainty has been removed the companies are able to outperform the regulatory deal significantly. Those days are gone - a fact witnessed by the decline in share prices in the last year Just to note that the graph we have produced here is a weighted average of water companies - whereas the figures we did yesterday on the RAB market value ratio is a straight average. Obviously that influences the numbers a little. On CustomerCo. CSFB have contacted around 7 energy companies. The result has been positive and they are prepared to enter our journal exercise. I await a revised fee proposal but CSFB have been advised that it should be more modest than the last one ! Keith -----Original Message----- From: David Kitchener Sent: 03 August 2000 13:27 To: Keith Harris Subject: Amended Index Graph
Mark, Thanks a lot. Vince From: Mark Ruane 04/26/2000 05:52 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: E&P model Vince - attached is the most recent E&P version of the old corporate cash flow model that I could find. Note that "most recent" still dates it back a few years. A couple caveats: I did try to clean it up somewhat from old macros, but no guarntees offered. Also, some of the underlying methodology is not what we would probably currently use, such as for pricing, stochastic processes, and perhaps decline rates. Please let me know if I can provide any additional help. Mark
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/01/2000 03:59 PM --------------------------- "James R. Garven" <jgarven@lsu.edu> on 02/01/2000 12:41:20 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Shirley Crenshaw/HOU/ECT@ECT Subject: Re: LSU seminar visit Dear Vince, I just left voice mail for you. We are interested in obtaining copies of the papers you'll be using as the basis for your presentations on Thursday and Friday so that we can get these materials distributed. Can you call me at 225-388-0447 so we can discuss this? I would also like to be able to go over the schedule with you just to make sure that we are on the same page. Thanks for taking the time to visit us. We are looking forward to your visit. Sincerely, 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 _________________________________________ - att1.htm
Steve, I shall call you tomorrow about it. My preference is to move Anjam to Houston for some time. Anjam knows a lot about our business and specific positions and it's better to prevent a potential leak. I have discussed this issue with Dale and Richard and they concurred. I don't expect Anjam to act irrationally but it's better to be safe than sorry. Vince Steven Leppard 08/02/2000 03:08 PM To: Vince J Kaminski/HOU/ECT@ECT cc: Subject: Contingencies Hi Vince If you're currently engaged in drawing up contingency plans for the Anjam situation, have you arranged for a "snapshot" of his computer directories to be taken? We all tend to use our personal areas (on our H: drives) for development, and obviously there'll be a few years of work in Anjam's directories. I wouldn't want him to wipe it all out in a fit of bad temper. Although our IT dept. obviously makes backups, I don't know how long they are kept for. Cheers, Steve