postbot/aeslc_kw huggingface dataset:
Subject: EGM presentation

Ken,=20  As discussed in our conversation this afternoon, attached is a draft copy o= f=20 a presentation that was created as an internal briefing document on the=20 business activities within EGM.
The purpose of this presentation is to=20 communicate our activities and provide individuals with a more detailed=20 reference document on these businesses in case they come up in Q&A.
This is a confidential and internal document, which includes earnings=20 targets, goals and objectives.
We have a shorter more external version tha= t=20 we use to describe our businesses.
I can provide that copy if you are=20 interested.
Please don=01,t hesitate to contact me if you have any questions or would l= ike=20 to discuss this in more detail.
=20  Mike=20  PS - I will also send this to Jeff, IR and PR
Subject: EGM presentaion and update

Steve,  Attached, for your information and reference, is copy of a presentation tha= t=20 was created as an internal briefing document on the business activities=20 within EGM.
The purpose of this presentation is to communicate our=20 activities and provide individuals with a more detailed reference document = on=20 these businesses in case they come up in Q&A.
This is a confidential and internal document, which includes earnings=20 targets, goals and objectives.
We have a shorter more external version tha= t=20 we use to describe our businesses.
I can provide that copy if you are=20 interested.
Please don=01,t hesitate to contact me if you have any questions or would l= ike=20 to discuss this in more detail.
=20  Thanks,
Subject: EGM briefing presentaion

All,  Attached is a draft copy of a presentation that was created as an internal= =20 briefing document on the business activities within EGM.
The purpose of th= is=20 presentation is to communicate our activities and provide individuals with = a=20 more detailed reference document on these businesses in case they come up i= n=20 Q&A.
This is a confidential and internal document, which includes earnings=20 targets, goals and objectives.
We have a shorter more external version tha= t=20 we use to describe our businesses.
I can provide that copy if you are=20 interested.
Please don=01,t hesitate to contact me if you have any questions or would l= ike=20 to discuss this in more detail.
=20  Thanks,
Subject: EGM briefing document

John, FYI, here is the presentation we discussed today.
This is internal only but  it can act as a guide if you want to know what we are doing or our approach.
This is a first draft and I'll send you an updated one when it is finished.
m
Subject: OU trip

CP,  Go ahead and put me in the Marriot.
I should give this a try.
Plus it will  make them plan better for us.
m
Subject: Strong Candidate

I had a good interview with Andy Maus yesterday.
He is a strong candidate  and I wanted to make you aware of his background.
His resume is attached  below.
Please contact Andy if you are interested in talking with him.
Thanks.
Subject: Strong Candidate

I had a good interview with Andy yesterday.
He is a strong candidate and you  may want to consider him for origination and mid-marketing opportunities.
His resume is attached below.
I highly recommend Andy and if you are  interested in talking with him, please contact Shanna Funkhouser to arrange  an interview.
Thanks.
Subject: Meeting followup

I had a good interview with Andy yesterday.
He is a strong candidate and you  may want to consider him for origination and mid-marketing opportunities.
His resume is attached below.
I highly recommend Andy and if you are  interested in talking with him, please contact Shanna Funkhouser to arrange  an interview.
Thanks.
Subject: presentation

All,  Attached is a presentation that I have put together to review EGM's  activities.
The purpose is to provide an information package on our  businesses for Senior mgt and Investor relations.
This will not be  distributed externally but will education people on our businesses and some  of our goals.
Please take a few minutes to briefly  review and make any comments and/or  changes and fax  or provide a hard copy back to me.
You can send me copies  of just the pages that have updates.
Also please focus on the map and insure  that there are not mistakes ( i found some recently).
There is also a  shorter version presentation that is more external and once I've updated  both, i will send everyone a copy via email for your reference and use.
Thanks,
Subject: Korea LNG opportunities

Darrell,  I attempted to call you a few minutes ago (late night your time - but there  was no voicemail).
I didn't want to wait several more days before I contact  you.
I'm out all weekend.
Eric shared with me some of your concerns about resources for a Korea LNG  opportunity.
I certainly understand your view but wanted to share some of my  thoughts.
Rick and/or Clay know the Asian LNG industry better than anyone  else in the company.
They are very good and I have a lot of faith in them  and their ability to assess opportunities and develop projects.
They are  lacking wholesale type of transaction experience that a few of the guys that  have recently come into the group have.
That is why we have brought them  in.
We have a very strong team and i like the mix a lot.
Eric is the person we chose to run the group for many reasons but it wasn't'  done as a lack of faith in Rick or his original team.
The biggest  opportunities and the viewpoint we must take in this business is running it  like a wholesale unit and running it as a portfolio of transactions and  books.
That certainly doesn't  mean that 20 years of experience doesn't have  enormous value especially in the non-Atlantic markets.
Rick is in the  process of coming back to Houston after the shut down of our middle east  projects and strategy.
Rick is also in the process of assessing what exactly  he would like to do in the time of transition.
My very sincere hope is that  he will stay in the LNG group and perform a very important role especially in  this type of development or deal making role.
Especially  in a big deal in  Japan, Korea or something in the Asian area.
We will discuss this next week  when he comes to town.
I need Eric to be in Houston right now due to our Elba Island, Venezuela and  Bahamas immediate activity.
He will certainly be engaged in everything but  he can not be focuses as much as you need in Korea or Joe needs in Japan.
Please give me a call next week and we can discuss this in more detail.
Thanks,
Subject: LNG activities

Eric,  A couple of high priority activities we need to address very quickly.
Run down of Nigeria deal (100/400 mmbtu/d) Bahamas - Skilling update, acceleration of Corp effort, approvals Elba - supply and managing t-o-p Ven - Lay call, timing of Ven decision and game plan R Bergseiker future and other EI people Asia strategy and clarification Current view of Long/Short via category of segment (shipping, physical,  facilities)  I know you are on top of all of these items but Jeff and I want to run them  down and get an update.
Thanks,
Subject: August 14 board meeting

Rebecca,  I would also like to bring Jeff Shankman with me to the board meeting.
He  has never attended one.
It has been a long time since i have presented anything to board especially  like this.
Would you please provide me a copy of the last couple of  presentations so that I can be consistent and give them the right kind of  information.
Thanks,
Subject: Weather organization

Jeff,  Let me know what you think.
Please make changes to make more accurate and  effective.
I will send this to him and follow up with a discussion.
It  needs some work.
m    draft  John,  I have just had some additional discussions on our Global weather business  and have come to a decision on how we need to run the weather business.
I  believe that we do  need 100% full time dedication from each and any employee  that is dedicated to the weather business including in the overall  development and execution of or global strategy and positions.
I have a  great deal of confidence and am holding Mark Tawney responsible and  accountable for extensive growth and profitability in the business.
We need to hire additional people to add to grow the business in Japan and  Australia.
Joe and Paul are on board with this strategy and Mark will work  with them to accomplish the hiring of people and needed resources.
This will  not be talk but we will get these people in place by specific deadlines.
We  will pay all of those people's expenses and they will be on board with the  hiring and will be expected to be a valuable team player and resource to  their group.
On the Norway front, we need to implement the same organization structure.
We have talked a lot about Thor and better communication, but we need to make  a change.
We will have weekly calls with him and the weather group to make  sure that we are all on the same page and he is up to speed with where we are  going.
Jeff did have a video call with Thor to talk about his email and it  went well.
Upon my return I learned that Thor and the London group put out a  press release about putting out pricing on 1,000 cities and even changing the  index.
Neither Mark or Jeff were even aware of this event nor was it even  brought up in the call as something that was going to happen.
Also the  hiring of xxxxxx as a weather  originator, without any discussion, also  illustrates the lack of communication or desire to work together.
I am not  saying that Mark or Thor are totally to blame, they both deserve credit for  not working together, but  we are going to change the future and make sure  that it will work better.
I know that all of Thor's group is very loyal to  Thor and may not want to transition into EGM and if that is the case, we can  make it work via London.
I think the key is our approach to Thor and that  this isn't meant as a reflection on him but is a consistent change with how  we are running all of our businesses around the world.
The weather piece of  his business is very small and isn't going to effect his P&L significantly  (he'll actually be net positive!)
Please give me a call and we will discuss the issues surrounding this new  structure and the best way to communicate it to those involved to make this  the most effective.
This email is going just to you and Jeff and won't be shared with anyone else.
mike
Subject: Offsite and 2001 goals

All,   At our offsite in Miami next week, each of you are on the agenda to present  your business and goals.
This will be very short, only 20 minutes (an agenda  will soon follow but we will have a business meeting from 8am - 11:30am on  Saturday).
Please prepare a few of pages on power point and submit to Cathy  Phillips so that she can have all the presentations ready for that Saturday  morning.
Attached below is a copy of the abbreviated goals that I submitted to  Frevert, summarizing EGM's 2001 goals.
Please do not hesitate to change the  list and add to it, it is only a guide and was used as a quick reference of  EGM for the Enron board.
After this meeting, I will take each of your  presentations and make a more comprehensive goals and objectives list for EGM  as a business unit.
Also please add some of your other specific goals that  illustrate where you want to be by year end regarding your competitive  position and/or market share.
For example, to be the largest marketer of  coal in the US, to be the largest options player in crude and products, or  what ever is appropriate.
Also attached, for your information, is a recent  presentation from the coal  group.
We thought that this was an excellent format and review.
In the  upcoming weeks, we would like to see an update on each of your businesses as  well.
I will let you know more in the next few weeks about the timing and  format.
Thanks,
Subject: GH review

Jeff, here is Gary's review.
It is still on the wrong template and I'll  correct today.
Please review carefully and make changes and return.
tx m
Subject: George's review

Jeff, attached is Georges review for tomorrow.
Please review thoroghly, add  and make changes and be sure to check for errors.
There is no spell check on  the PEP system.
Please review and attache the document and return for signature.
thanks,
Subject: resume of former Duke collegue

Jeff,  My brother had this guy call him and he forwarded his resume.
Do you know  him?
Any interest?
If you do, please forward on.
Thanks,
Subject: upcoming PRC

All,   After filling out and gathering all the feedback forms in the last couple of  weeks, Jeff and I just realized that we forgot to ask everyone for an  accomplishment list from each of you.
We have had a very successful 2001 so  far and we need to be able to discuss each group and your personal mid-year  in detail.
Please send us an email with your accomplishments so that we have  all the facts during the PRC process.
This doesn't need to be formal but simply put together and email to both of  us for the appropriate time.
Thanks,
Subject: 2001 goals

Per,  Today, I submitted a brief summary of each groups 2001 goals.
I wasn't able  to talk to you before putting these out but they were fine for step one.
Please review  and make any changes you wish to them.
I also need you to add  as many specifics as possible.
For example number of transactions, $  amounts, etc.
Please read and make the changes on this email and return to  me asap.
Keep your goals to no more than 5.
Global Risk Markets ?
Create $38 million in gross margin and $26 million in EBIT ?
Complete and market and execute transactions in three primary  technologies:  double trigger, upstream term-working interest and power price  risk   Thanks,
Subject: 2001 goals

Mark,  Listed below are the goals i initially submitted for your group for 2001.
= =20 Please take a moment and review, change and add details to make it more=20 clear.
These worked for step 1 but i now need more detail - e.g.
describe= =20 your long term transactions again.
Please amend on this email below and=20 return asap.
Weather ?
Create $38 million in gross margin and $24 million in EBIT ?
Implement a fully integrated global front to back weather system=20 ?
Lever Enron=01,s scope and scale to create a true global group that can= =20 capitalize on opportunities around the world to executive global arbs and= =20 global meteorological opportunities ?
Originate 3 additional SMUD (dual trigger) like transactions; 1 structure= d=20 tax related transaction and at least 1 new structured financial transaction  Thanks,
Subject: 2001 goals

Gary, Listed below are the goals that i sent in for your financial trading group.=  =20 please review and make changes on this email as you wish.
Also please add= =20 details to each dot point that would make it measurable and successful for= =20 2001.
Please take a few minutes and make changes and return asap.
Financial Trading ?
Create $110 million in gross margin and $80 million in EBIT ?
Expand Enron=01,s successful equity trading group into other areas that c= an=20 take advantage of Enron=01,s network and competitive advantages in existing= =20 businesses ?
Establish agriculture origination and trading business (starting with=20 coffee, sugar, cocoa) ?
Establish equity trading group in London and a smaller group in Tokyo  Thanks,
Subject: 2001 goals

Eric, I came up with a few goals and objectives for each group within EGM.
These= =20 are what i came up with for LNG and which included some information from Ri= ck.
Please review and add (and change the language) as you believe better=20 represents your business.
Also I need additional specifics where possible.
LNG ?
Create $60 million in gross margin and $50 million in EBIT ?
Create a portfolio of positions including supply sources, shipping and=20 markets to open and generate a new markets for LNG globally that can maximi= ze=20 and take advantage of the highest net backs ?
Develop an online market for LNG on EnronOnline ?
Close and deliver spot transactions around the world that illustrates Enr= on=01, s ability to change the industry=20 ?
Close Project Jose; successfully manage the supply and shipping positions= =20 around Dabhol=20   Please amend on this email and return asap.
thanks,
Subject: EGM - 2001 goals

Greg,  I received request for our goals on a voicemail while coming back from  Venezuela.
I didn't know exactly what you  were looking for or the audience  but i have listed a few initial goals and thoughts for each business unit.
We are in the process of creating more specific goals for each group for  2001.
Each already has their own but they are not in a final and consistent   format.
We have an off-site meeting later this month in which we will  address this as a group.
In addition, George and the coal group completed  theirs late last week and Mark Tawney is returning tomorrow with re-defined  goals as part of the process.
Also, I have attached some new global formats that I received as I was  leaving the country on some specific items that we need to insure a  successful year.
Most of this information has never been put together  before.
I have projected out a 50% growth factor as a starting point and  will break this down to specific groups and goals to insure that we will meet  these goals.
As you know a lot of this was started when I put together the  EGM presentation and gathered information for the analyst meeting.
Let me know if you need something else or if this is not what you are looking  for.
Mike
Subject: reviews

Jeff attached are the first drafts of the following reviews.
Please review  and make changes on the document itself.
This is not in any final form and  will have numerous errors.
Please make corrections as you go along as well.
There is no spell check on this form.
Gary and George are tomorrow morning.
Mike
Subject: Reorg draft

Jeff and John,  Attached is the most recent draft of the reorg announcement.
Cathy will have  this ready to go out tomorrow, close of business.
Please review again and  mark up any changes that you believe are required.
Please read the Per and  Randy section carefully for errors and wording.
JN, Please change wording  for Randy's most recent assignment, i put something down as a marker.
Also  come up with a 1 sentence lead for Randy on the expected growth and  opportunities around his efforts.
Please read carefully for better wording and errors.
Return to Cathy by 2 pm  and we will make final changes and send it out at 6pm.
Thanks,
Subject: Crude - Physical

John,  This is a follow-up to our earlier discussion.
I would like to have you lay  out our physical crude needs to become a player a long with some action steps  to accomplish the goal.
I don't want to forget about this because I believe  it may be something we need to assign someone or a mid-market or originator  or team to accomplish.
I would like to see foreign and domestic.
I see this as one of our possible competitive advantages or at least to solve  the problem of not being in the know and getting second hand info or  pricing.
Thanks,
Subject: Trip to Sydney

Paul, I am in the early stages of planning my next run to Singapore and Sydney.
I  was thinking about bringing my wife and staying over a couple of days (or a  week).
What is the weather like in July and are you going to be there?
Thanks,
Subject: EGM offsite

Paul,  FYI, you were invited to our off-site because we felt that our businesses  were so linked together and that we could all get on the same page with  regard to updates, vision and relationship building.
We also invited Joe and  Thor as the only other non-EGM people.
If you can make it would be great but  we do know how difficult it is to make it over.
I did hear your California  request and it could happen.
We haven't found the right place yet.
California is experiencing serious blackouts and it could be difficult.
We'll be in touch.
Cheers,
Subject: EGM offsite

Joe,  FYI, you were invited to our off-site because we felt that our businesses  were so linked together and that we could all get on the same page with  regard to updates, vision and relationship building.
We also invited Paul  and Thor as the only other non-EGM people.
If you can make it would be great  but we do know how difficult it is to make it over.
Cheers,
Subject: draft org memo

Jeff, here is the intial draft.
Please leave as a word document and make any  changes and additions that you think necessary.
I haven't even changed the  wording after I first put it down.
Mike
Subject: IMPORTANT NOTICE

The Enron Global Markets - Office of the Chairman has scheduled an off-site  planning session for February 23-25, 2001.
(Please disregard any previous  date information you may have received.)
It is very important that each  person on the distribution list of this message mark their calendar now and  make every effort to attend the off-site session.
The information for the off-site meeting is as follows:    Date/Time: Friday, February 23rd through   Sunday, February 25th  Location: The Delano Hotel   Miami Beach, Florida  Arrangements have been made for hotel reservations for each person.
However,  each attendee is responsible for their own flight arrangements.
Flight  suggestions and more detailed off-site information will be forwarded as soon  as it has been finalized.
In order to provide an accurate head-count to the hotel, it is important that  you confirm your attendance today (Friday) by contacting Jennifer Burns at  X-39440 or jennifer.burns@enron.com by 2:00 p.m.
If you have any questions,  please feel free to contact Jennifer or Cathy Phillips at X-36898.
We look forward to seeing you at the off-site.
Thank you.
Subject: European Weather

John,  Here is a brief email on a possible resolution for the European/Oslo  weather  situation.
Mark sent this draft to me last weekend but i haven't had time to  review it this week.
Personally, I think that this is the wrong answer from  a Corporate perspective but this issue keeps hanging around and isn't worth  any more of our time.
For what it is worth, I think our communication  strategy did make a big difference but didn't get us exactly where we needed  to be.
These groups will be expected (and held accountable) for good and  consistent communication on an ongoing basis as well.
For a P&L that is  this small (and negative) we are all spending too much time on this.
There  is more to this story but I think we should just drop it and move on to  bigger and better things.
I am certainly not wedded to any of this but would rather focus on all the  other issues and problems on my plate.
Let's discuss upon your return on our  weekly call.
Thanks and I hope your vacation was relaxing.
Mike   ps-this hasn't been shared outside the group on the email.
Subject: Upcoming analyst meeting

All,  I am developing the presentation for the upcoming January analyst meeting.
EGM will be featured.
The presentation is being compiled, and everyone has  provided input on the overall EGM presentation, but i am also developing my  speaking and emphasis points.
With that in mind, please send me a return  email with a few dot points that you want me to be sure an emphasize  regarding your business.
I have given a few specific areas below but if you  have any other general items please don't hesitate to add them.
Key customer benefits Enron competitive advantages Key growth areas Deal example(s)  Thanks,
Subject: Organizational Announcement - revised comments

Jeff, Below is an email from John.
Please let me know how to respond.
I know yo= u=20 guys talked about this.
Thor was in the loop here wasn't he?
I know we to= ok=20 out the Thor reporting piece but in reality they do report up through him.
= =20 How many people do we expect in London?
John and I did talk about this and=  I=20 didn't really think of it lately.
Mike
Subject: E Power

Joe,    I have been reading about ePower and potentially building sites.
I know you  are clarifying it's activities but until then, I have instructed my guys to  respond to ePower when they call and to discuss events (e.g.
:  possible LNG  re-gas plans for ePower) but to make sure and discuss all activities with you  as well.
Let me know if you want something different or want me to email other  instructions.
Thanks,