# Profoundd archive — Epstein Files
# Bates number: EFTA01000572
# Title:        From: Richard Joslin <
# Dataset:      9
# Pages:        2
# Tags:         epstein, doj, dataset-9
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=== SUMMARY ===
From: Richard Joslin < To: Jeffrey E. <jeevacat ion0:ornail.coin Eileen Alexanderson lawrence delson < Subject: RE: Date: Tue, 11 Nov 2014 13:30:50 +0000 Additional specificity: Loser positions — AFP Imaging and Magnetek can be sold. There may be virtually worthless security held in LOB 2011 [Starter Corp.] that might be sold to claim tax loss this year Dartmouth contribution— sending checks for Leon to sign today From: Richard Joslin Sent: Tuesday, November 11, 2014 8:25 AM To: Jeffrey E.; Eile


=== EXTRACTED TEXT ===
From: Richard Joslin < 
To: Jeffrey E. <jeevacat ion0:ornail.coin Eileen Alexanderson 
lawrence delson < 
Subject: RE: 
Date: Tue, 11 Nov 2014 13:30:50 +0000 
Additional specificity: 
Loser positions — AFP Imaging and Magnetek can be sold. There may be virtually worthless security held in LOB 2011 
[Starter Corp.] that might be sold to claim tax loss this year 
Dartmouth contribution— sending checks for Leon to sign today 
From: Richard Joslin 
Sent: Tuesday, November 11, 2014 8:25 AM 
To: Jeffrey E.; Eileen Alexanderson; lawrence delson 
Subject: RE: 
LRN shares (K 12 Inc). RD and I contacted transfer agent and now RD is working with KUE outside counsel to get 
shares quantities confirmed and re-issued if necessary. The transfer agent records do not match the amount we 
should have received (nor is the name on file the holder of record (LBF Holdings)) and transfer agent has not 
received insruction to deliver to broker. Once we get quantity and other transfer agent issues cleared up, we 
will mpve to broker and sell. RD is contacting outside counsel again today for follow up 
I rec'd the last of 3 IT outsource proposals yesterday. Second meetings with all concluded last week and EA/ LD 
included in second meeting. I will summarize differences and take one firm out of running (cost 3x). Plan was 
to discuss internally today/ tomorrow for final selection. Cost — 10% cheaper than current provider with same/ 
improved coverage. 
Foundation has been funded with appreciated stocks and these positions have been liquidated. There are 1648 
shares of United Rentals that are restricted. RD is sending paperwork to LDB to sign today to clean these shares 
up. Once the paperwork is provided to broker and they release the restriction (move the shares to type 2 
account) then transfer to Foundation will begin. There are a couple of loss positions worth < $3K that need to 
be sold. RD is to provide shares and ticker to EA today so that clearance/ compliance apporval can begin. I'd 
like to have the accounting group be invilved in this to gain familiarity with the Apollo compliance process. 
There is a worthless position that JPM will purchase for $1 to take off their books (Scienta is the name of the 
company - no longer on pink sheets or OTC BB) RD has paperwork for this for LDB to sign today. 
401k - call with specialist yesterday with EA/R.1. To not have Julie be part of 401k, the thought is to begin plan 
Dec 1. Compensation would be one month and any employer contribution would be minimal given any 
contribution would be for rank and file on one month comp. Given that highly compensated is defined by prior 
year compensation, RJ and RD are not highly comped in 2013 and will help cure any low participation by rank 
and file for 2014 plan year. (Plan year is calender year) Top heavy rules should not be applicable given that RJ 
and EA are only key employees and AC/RD are not, ie the key employee contributions will not exceed 60% of 
total plan contributions a/o 12/31/2014. For 2015, the 401k specialist is running numbers based on our 
census to see if we will have any issue either on the discrimination rules or the top heavy rules. Specialist 
indicated that matching can be made only for non-highly compensated and not fr highly compensation, For 
2015, HG will not be highly compensated apparently as her stub comp is less than $115K. The more non-highly 
comped that participate, the better. 401k specialist is running some scenarios and costs under different 
matiching scenarios and will revert tomorrow (Tuesday is Ambrose holiday) 
EFTA01000572
Art list has been provided to LDB. Gating question is what is cost benefit of retaining more than 2x collateral -
step up benefit of art retained in estate vs lesser value of art partnership leaving an unpaid note in hands of 
APO1 (with a zero basis), ie capital gain by trust at death. This was the gist of the meeting with LDB /HG/RJ late 
Oct. HG has confirmed we can expand colateral list to 200+ names and go down the value scale to $200K per 
item. LDB OK with this. This was discussed in FO team meeting two weeks ago. 
From: Jeffrey E. <jeevacation@gmail.com> 
Sent: Tuesday, November 11, 2014 5:31 AM 
To: Eileen Alexanderson; lawrence delson; Richard Joslin 
Subject: 
please tell me where we are , with specificity. KU shares. 401 k, IT contract. foundation sales and 
contributions of stock. , TIMBER ? list of art to be contributed to partnership. 
please note 
The information contained in this communication is 
confidential, may be attorney-client privileged, may 
constitute inside information, and is intended only for 
the use of the addressee. It is the property of 
JEE 
Unauthorized use, disclosure or copying of this 
communication or any part thereof is strictly prohibited 
and may be unlawful. If you have received this 
communication in error, please notify us immediately by 
return e-mail or by e-mail to jeevacation@gmail.com  and 
destroy this communication and all copies thereof, 
including all attachments. copyright -all rights reserved 
EFTA01000573