postbot/aeslc_kw huggingface dataset:
Subject: PRC Update

As you know, our mid-year performance review process is under way.
In order for this process to be successful, you must select at least five reviewers who can best speak about your performance.
The PEP system closes on May 25, 2001 and all feedback must be completed at this time.
Please promptly select your reviewers so that they will have ample opportunities to provide feedback.
If you have any questions, please feel free to call me at extension 57809.
Thanks,
Subject: qustion

Dear Mr. Kaminski,  we met a few week ago in Houston (I was the previous speaker on modifications of Black-Scholes).
As I mentioned, there were in your talk several issues in which I am interested in.
I would be happy if you could send whatever related material you have: slides, papers, etc.
At some point you mentioned also the possibility of sending some time series.
It would be very interesting to have them and apply our pricing model to compare results.
Thank you very much,
Subject: My interest and resume

Hi Peter:  I really appreciate your taking the time to interview me and I am very interested in the position.
Organizational ability is one of my strong points along with the fact that my length of service with Enron gives  me a great deal of knowledge in getting things done as  quickly as possible.
I really like setting things up and seeing the results come together quickly and efficiently.
I am a quick learner and a willing learner and feel that I would be able to assist you a great deal with the Estate.
If you have any other questions, please let me know.
Also, I know that Vince Kaminski would be willing to answer  any questions you might have.
Sincerely,
Subject: resume of Torpong Cheevaprawatdomrong

Vince and Stinson,  I talked with Torpong, the friend of mine that I mentioned this morning.
His original plan is to take MBA classes in the fall and go back to work for his father's company.
But he has a very good impression of Enron's image and if he can gain work experiences at Enron, it would be the best.
He is interested to work for Enron, at least for 1-2 years, before going back to work for his father's company.
I am sure that he is a smart person and can learn things really fast.
Attached are his resume and transcript.
I think we should telephone interview him.
Thank you,
Subject: Risk 2001 Australia

Dear Vince  I am currently producing Risk 2001 Australia (Risk and EPRM magazines' annual Australian derivatives and risk management congress) which is taking place in Sydney on 20 & 21 August 2001.
I understand that you spoke at our Australian Energy Risk 2000 conference last year.
I have now put together the draft programme and I am at the stage of inviting people to speak at the event in August.
I would like to invite you to speak at this year's congress and I attach a copy of the draft programme.
I particularly had in mind the presentation 'Case study: learning the lessons of the Californian electricity crisis - could it happen here?'
(talk number 7 in stream three of the programme which focuses on pricing, trading and risk management in the Australian energy markets).
However, if there is another topic that you would be more interested in presenting then please let me know.
This year's event combines last year's Australian Energy Risk 2000 and Risk 2000 conferences to create Australia's most comprehensive risk management and derivatives congress.
This year the congress will also include two one-day post conference seminars on 22 August.
Should you require any further information about the programme or the event generally, please don't hesitate to contact me either by telephone on +44 20 7484 9866 or by email at pannesley@riskwaters.com.
I very much hope that you will be able to accept this invitation and I look forward to hearing from you.
Kind regards
Subject: Risk Assessment and Portfolio Optimisation for Oil and Gas

Dear Vince,  Risk Assessment and Porfolio Optimisation for Oil and Gas, 23rd-24th October, Holiday Inn, Victoria, London  I am producing the above conference and have been speaking with both Ron Bain from Anadarko Petroleum and Soussan Faiz from Texaco who recommended that I contact you.
I understand that you have a wealth of experience in real options and that this is an area that Enron is extremely committed to.
I would love to invite you to come along and speak as I think that you would make a vital addition to the programme.
Your colleague Shirley recommended that I email some details over first of all - I hope you don't mind.
I have drawn up a draft programme (attached below) based on my research, but please do bear in mind that this is very much a developing programme and if you have any comments I'd really like to hear them.
Also if you feel that you would like to present an area that I have not covered in the programme or would like me to rewrite a session I would be more than happy to do so.
I know that you are extremely busy and must get approached regularly to speak at conferences, however I really do believe that this will be a fantastic opportunity to publicise Enron as a leader across Europe.
We will be marketing this conference to over 40,000 targeted individuals, including a direct mail of at least 25,000 and in addition an online and press campaign.
We will be looking to work with leading industry press such as Petroleum Review, Oil and Gas Journal, Offshore Magazine and Harts E&P and can also undertake mailings for our speakers and sponsors to their contacts and clients.
Just to let you know of my deadlines, I am working to a very tight deadline and will need confirmation by Thursday 14th June if you are interested in getting more involved in this programme.
I appreciate that this is very short notice, but at this stage I would need very little from you.
You would simply need to choose an appropriate session or I can adapt a short abstract for you and I can co-ordinate with your assistant to get a biography for the brochure.
I look forward to hearing from you soon and sincerely hope that you can make it.
Kind Regards,
Subject: Storage model

Tom,  The Lukens' storage model is very similar to yours.
I got a paper from the lead developer Dr. Hugh Li, explaining in significant details about their model.
Let us compare notes after you read it.
We have both DP approach (mine) and optimization approach (yours).
We may combine the advatanges of the two approach into one product, and then we can claim we have the best Storage Model (and sell it if Vince feels like it).
Sounds like a plan ?
Zimin
Subject: Visitors from Norsk Hydro 6/7

Good afternoon Vince -   I am working with the Enron Oslo, Norway office on an executive customer visit from Norsk Hydro on June 7th.
The Norsk attendess (list below) have requested you specifically to lead a risk management and natural gas operations discussion.
Let me know if you or someone from your team would be able to participate in this visit either at 9:00 a.m. to 10:00ish or 11:00 a.m. to 12:00p.m  Below are more details:  Hydro's Visit Objective:	A study trip to exchange ideas about: 		Operation in deregulated markets 		E-Commerce 		Risk Management 		Tolling Agreements/Gas or Power 		Trading  Who:	An executive level study group from Norsk Hydro's Energy Division 	Hydro is a leading global supplier of mineral fertilizers, oil and gas, aluminium, magnesium, petrochemicals, industrial chemicals & farmed salmon.
One of the world's leading energy and industrial companies, operating revenues of NOK 96 billion.
Hydro Energy's business sectors are oil and energy , light metals and agriculture with responsibility in electricity production, purchase and sale of 		electricity, natural gas, NGL, and oil and oil products.
Enron Europe's Objectives:	Position Enron as an innovative business partner.
Create a favorable climate for increasing business with Norsk Hydro as 					deregulation in Europe takes off.
Draft Agenda: 09:00 - 09:15	Tour of Gas Trading Floor 09:15 - 10:00	E-Commerce Discussion/EnronOnline 10:00 -10:30	Meeting with Mark Frevert
Subject: MSCF Advisory Board Membership

Vince,  I am pleased to hear you will be returning to MSCF this year, participating in the Speaker Series on December 7.
Enron has a tremendous reputation in quantitative finance circles and your obvious interest in our students is deeply appreciated.
I know, too, our students are very much looking forward to your visit.
Subject: MSCF Advisory Board

Vince,  I am very pleased that you will be able to join our Advisory Board and I look forward to introducing you to those of our Steering Committee you do not already know as well as the other Advisory Board members at our next meeting on December 12, 2001 in New York.
I would like to send you a more formal letter of acknowledgment and appreciation but I realize I have only your e-mail address.
Could you kindly send me your full name, address and telephone number?
I would also appreciate your forwarding me a short bio.
Thanks again for your willingness to be a part of our Advisory Board.
Rick
Subject: Surveys of MBA Programs for Executives

Students and Faculty,  Attached is a memo from Kay Henry Director of MBA for Executives.
Please contact Kay at 713-348-4731 or henryk@rice.edu if you have any questions regarding this memo.
Kathy
Subject: Enron/Stanford Project

Hello Vince,  How are you?
Hope all is well.
Eric tells me he had a very productive summer at Enron and was exposed to several ideas that have shaped his research agenda, both in the pricing and trading space and in the telecom one.
I need to support him and a new student I am bringing aboard on this project for this quarter and the academic year, and I would like to see how  we can move ahead with this year's funding for this project.
I understand that EBS has had some problems, but we are willing to expand our research agenda to match the current needs and foci at EBS or other groups.
Eric broughtback from Enron a couple of very interesting research problems that he/we is/are focusing on now.
Please let me know how we can proceed.
I'm under some pressure by the Department to move ahead with finalizing the research assistanships.
I look forward to see you again at Stanford or Enron.
Best Regards,
Subject: your upcoming visit

Dear Vince,  In view of all the turmoil at your company these days, I thought that it might be a good idea to check in with you and confirm that you are still planning to come to campus on 11/15-11/16.
We have you scheduled to present to students on 11/15 from 11-2, and on 11/16 to present a seminar to the finance faculty.
We also have a room reserved for you at the Judge Baylor house in Waco for the evening of 11/15.
Besides confirming your visit, I am wondering whether you would recommend that I have my students read any articles in preparation for your talk.
Would it be okay for me to assign your paper with John Martin (forthcoming in the JACF) entitled "Transforming Enron Corporation - the Value of Active Management"?
Also, would there be a seminar paper that I could distribute for the faculty seminar, or would you prefer to have more of a free flowing presentation along the lines of what you did for me during spring 2000 at LSU?
Finally, if you want me to distribute any other materials to the students or faculty, please let me know.
We are looking forward to your visit!
Sincerely,
Subject: Energy Executive Committee

Vince,  	As you have seen in the write-ups I have been sending you, we have established the Energy Markets Institute here to provide a world class recruitment, specialized training, and research resource for the energy industry.
The clear challenge now is to deliver on this as expeditiously as possible, and we need help and input from industry leaders.
We have set up an Energy Executive Committee to work with us on making this a valuable resource for the industry.
So far, Bruce Williamson (CEO, Duke Energy Global Markets), Gerald McElvey (Upstrean Controller, ExxonMobil), Fran Keeth (Exec.
VP, Shell Oil), Donna Pedersen-McGinnis (VP, Dynegy), Bruce Sukaly (Sr. VP, Cinergy), Bob Peebler (Retired, Halliburton) have agreed to be on the committee.
The committee is being put together by Lane Sloan (Retired, Shell Oil).
Both Lane and I very much want to have your input.
Enron is a leading energy firm (and from my perspective, it is the future of the industry).
So we would like Enron to be represented, and I personally would be delighted and gratified to have your advice and evaluation.
We plan to organize subcommittees dealing with Education, Research, and Trading---so it
Subject: Real Options Research...

Dear Mr. Kaminski,  Hello, I am producing this year's 'Real Options Training Course' on behalf of the Risk Waters Group in NY.
I am very interested in hearing your comments and suggestions regarding the issues surrounding real options, in addition to hearing what type of research Enron has been doing with real options (as well as a possible speaker position).
Thanks again, I look forward to speaking with you.
Best Regards,
Subject: Enterprise-wide Risk Management

Vince, I was just thinking about the subject project that you were trying to get off the ground (even though no commercial support existed!)
that I worked on initially.
I know you were trying to get this done before I arrived and then followed my effort with at least one other person.
I think the reason we could not complete a comprehensive project was we did not have the mandate from the CEO office to do it so that relevant commercial and functional entities can provide the required information.
Perhaps the reason there were no major thrust from the management was that most people knew the answer was going to be less than desirable.
However, such information would have correctly priced the risk (to the shareholder not its agents--the management) so that we could have better managed the $20 Billion or so company specific (taking systemic market down turn, including telecom exposure, out) market value that perished.
Subject: Outline of commitments

Remi, Dave:   First of all I want to thank you for your hospitality and to apologize for a delay in responding to you.
It was quite a tumultuous week and the turbulence continues.
The outline of commitments with the information on what I have done to  jumpstart the process.
1.	Review of the CEPEL model / simplified model.
Chonawee started the review process, with the help of our two native Portuguese speakers.
Less complicated/faster to run model will follow.
2.
SDDP.
As you know Tom Halliburton is in Norway this week.
They put their grimy fingers on him first.
He will be back next week and will help you  to set up the SDDP runs.
He even volunteer to stay on the job for a few days longer to help you with the project.
3.
Transmission modeling.
Martin Lin will call Dave to jumpstart the process.
4.
Zimin will call David regarding swing option model, option pricing models for non-standard distributions and truncated distributions.
5.
Cooperation with the SA University in the area of the weather research  	Remains to be discussed with Jose and Mike.
Vince
Subject: UT MBA Energy Finance Practicum Sponsorship

Mr. Kaminski-  I am an officer in the Energy Finance Group in the University of Texas MBA program, and I am in charge of coordinating our Energy Finance Practicum Program.
I would like to know if Enron would be interested in sponsoring one or more student teams in an energy finance practicum next semester.
I have attached a document with a description of the program, and details on what the level of commitment is for a sponsor (no financial commitment is required).
Sponsorships can only be given by the eight trustees of CEFER (the Center for Energy Finance Education & Research).
Dr. Ronn serves as a faculty advisor for each team.
Lexi Elliott suggested that you and Traci would be the appropriate people to contact for such a request.
Could you let me know if Enron would be interested in sponsoring a team next semester, and who my point of contact should be in the event that you would like to participate?
Feel free to contact me if you would like some more details on the program.
Thanks,
Subject: Enron Credit Projects Review

Macroeconomic Factor Analysis Reported preliminary analysis results on macroeconomic time series.
Awaiting Craig's approval for buying bankruptcy rate data from D&B.
Recovery Rate Analysis Understanding the data and performing analysis is in progress.
EES Private Firm Model Completed model building and calibration.
Final reviewing and testing  is in progress.
Drivers for Ratings Downgrade Prepared a report which will be discussed next week.
Experian Data Reviewed information received on Experian database.
A model may be built using this data.
This model can work as a supplement to the models being built using D&B data.
Subject: Thank You

Vince,  I simply wanted to jot you this note because I find that I am sometimes able to address things better in writing than in a conversation.
I want to convey my thanks to you for putting up with me through this period.
I guess I was a bit shell shocked after seeing the project I had worked on, and the team I had built from scratch just going down in a matter of days, not to mention the changes on the personal side.
Through this period you offered me the type of support that perhaps no one else would have, and I want to say that I really appreciate it.
Over this period I got so entangled in my own problems and worries that I forgot that leadership is all about caring for others and not yourself.
My house is now in order, and I am back to my old self.
I want to offer you my full support at this time, and am at your service on whatever issue it is that you wish me to take up.
The company is facing trying times, and I would like to help in whatever way I can.
Please do put as much pressure on me as you would like.
I promise that I will push myself to the limit.
I am ready for the commitment to learn new skills, and have already been doing this, though it has been a slow process.
I will require yours and others guidance from time to time, but will be ready for anything you suggest.
Regards,
Subject: thanks

Dear Vince:  Many thanks for your call the other day.
We will definitely keep you informed of any new developments.
If you would be interested in pursuing any joint projects, please don't hesitate to let me know.
Best regards,
Subject: request

Sure you are busy.
Sorry about the troubles.
Would it be possible for us to get a read-only account for Enron Online so that we can monitor things?
Subject: Enron and Prediction Company

Greg,  Condolences for the turbulent times Enron is going through.
We remain excited and optimistic about the possibilities of a joint project.
We realize that you and Vince may have limited bandwidth in the immediate future, but when you have time we hope you will consider the draft proposal we sent Vince.
We are still fully behind it.
Yours truly,     Norman
Subject: Elba Island Option Pricing

Vince,  Here is the spreadsheet sent by the EGM group, and the draft memo that I have circulated internally (to Vasant, Zimin and Paulo).
If you have questions, please let me know.
Regards,
Subject: Plastics Models

Vasant,  I wanted to keep you up-to-date on the redevelopment of forward curves for the suite of 7 plastics (ethylene contract, ethylene spot, propylene contract, propylene spot, polypropylene, HDPE, LLDPE).
As you may recall, we talked about fitting all of the components into a VAR model and solving the system of simultaneous equations.
Unfortunately, with a limited dataset (say 5 years or so), our degrees of freedom in such a model are dramatically reduced.
Alternatively, Mauricio and I have decided to construct individual models for each of the plastics commodities while utilizing results from the initial VAR analysis as a guide.
Based on the petrochemicals flowsheet, both propylene and ethylene are fashioned directly from raw materials such as crude oil, coal, and natural gas.
In turn, polypropylene may be made from propylene while HDPE and LLDPE use ethylene as a raw material.
Given this logical flow, we restricted our model specifications in the following manner (all price variables tested for stationarity--first difference used in all cases):
Subject: Visit New Zealand Someday

Hi folks, Sadly, this is my last day at Enron in Houston.
I've been here two years and 2 days, and have had a great time working here.
The longer I have been here, the better I have liked working here - probably because I got to know you all better.
If you are in New Zealand any time in the next 5 or 10 years, I would like you to stay at my house and update me on life at Enron - we will be living in Wellington, which is at the bottom of the North Island.
Contact details are:  tomhal@attglobal.net  95 Wyndham Road Upper Hutt, Pinehaven New Zealand   regards to all
Subject: Template for estimating Enron Capital needs

Hi guys,  here is a simple template based on discussions with Vince and Rakesh.
It takes positions for a single commodity (physical and financial), collateral info, and calculates P&L and collateral needs over a one month horizon.
This can be expanded to add pictorial info, and other expenses, and any other details as needed.
This is just a first cut, please feel free to tear it apart as appropriate.
Vasant
Subject: Haas Referral from Richard Peyton George

Dr. Kaminski,   Richard, who I understand is a previous intern at  Enron in your group, suggested that I contact you.
I'm Albert Demery and a 1st  year MBA at Haas.
I am writing a term paper on real options pricing methods and  wanted to incorporate real-world examples (under a guise of anonymity, of  course) and was wondering if you would mind answering a few questions regarding  how Enron has tested, implemented and validated the methodology.
Thank you in advance for your  assistance,   Albert Demery demery@haas.berkeley.edu
Subject: Follow-up and Questions

Vince,   1) Did you talk to Whalley about Christian Werner?
I am sure that the is going to be calling in the next few days, and will want to know the status of his employment with Enron.
2) As you know Stephen Bennett would like to go to Rice's Executive MBA program.
In light of everything that is going on, do you still want to fund this?
The cost is 65K for two years, and we will need to submit a letter of nomination on Enron letterhead signed by a senior exec agreeing to do the following: 1) provide full financial support for the nominee, payable at the beginning of each academic year, and 2) Schedule the Nominee's work and travel requirements to permit regular class attendance, including the international trip, and completion of class assignments.
Steve would like to attend in the fall, and app's are due in the beginning of 2002, so we just need to work on this, if you agree to pay for it.
Thanks,
Subject: Workshop Invoice

Dear Vince,  I have attached the invoice for the workshop that Beth O'Sullivan and I conducted for your group last month as well as a summary of the workshop evaluation.
I am sorry for the delay, but we were waiting to receive more of the workshop evaluations so that we could provide you a more complete assessment of the workshop by the attendees.
As it is, we only collected 11 responses of the 17 attendees.
I will also send you a copy of this invoice in the mail and will be glad to send you the actual evaluation forms completed by the attendees if you would like to have them.
As mentioned in the attached, we enjoyed working with your group and hope that you can see the difference the training made in the presentation ability of the attendees.
Subject: An Inbound Message For You Has Been Quarantined

You have received this message because someone has attempted to send you an e-mail from outside of Enron with an attachment type that Enron does not allow into our messaging environment.
Your e-mail has been quarantined and is being held at the MailSweeper server.
Sender:  VKaminski@aol.com
Subject: We want your business!! 5.85% Fixed Rate

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