EFTA01125864.pdf
dataset_9 pdf 424.5 KB • Feb 3, 2026 • 3 pages
Jason Marino
United Kingdom
21" April 2016
Mr. Jeffrey Epstein
The Financial Trust Company
9 East 71" Street
New York, NY 10021
Dear Mr. Jeffrey Epstein:
nt firm.
I am writing to let you know that I would like to be considered for a rote in your investment manageme
the
I have nearly 18 years of investment management experience working for two of the largest hedge funds in
Bear
world, in addition to working for well-known value investor Michael F. Price. Like you, I started my career at
from
Stearns. I have an MBA from Wharton and completed my undergraduate degree in Economics one year early
the University of Chicago.
for
My extensive experience would enable me to be a real asset to your firm. Specifically, I have often worked
multi-strategy funds, which would enable me to help make the best investment decision for clients across equities,
where I was
fixed income, and real estate. I possess excellent risk management skills. My worst year was 2008
down just -2.4%.
Och,
I have been fortunate to have worked for some of the best investment managers in the business including Dan
investor
Art Samberg and Michael Price. Mr. Epstein, it would be an absolute privilege to work for a world-class
help to you and your
like you. I am confident that my significant work and educational experience could be of great
team. I welcome the chance to discuss a potential role at your firm. Thank you for your time.
Sincerely,
Jason Marino
Enclosure
EFTA01125864
JASON A. MARINO
+44 (0) 7766 238 538
EXPERIENCE
OCH-ZIFF MANAGEMENT London, UK
Analyst July 2011 to January 2015
• Focused on the European Consumer, Utilities, Integrated Oils, and Support Services sectors for long-short
equity investments
• Fundamental investment process based on management meetings, financial modeling, and valuation work
• Responsible for over $1 billion of gross exposure at peak
• Had a high degree of autonomy to trade and manage one research associate
• Previously managed three analysts covering me, arb, consumer, and TMT (telco/media/tech)
• Conducted meetings with the fund's investors ( 's)
THEOREMA ASSET MANAGEMENT London, UK
Portfolio Manager, Member of Executive Management Committee September 2009 to May 2011
• One of four portfolio managers. The fund strategy was European long-short equity
• Sector focus: energy, retail, telecom services and luxury goods
• Promoted to Executive Management Committee
• Peak gross capital of $300 million
• Performed investment research and portfolio construction using bottoms-up fundamental analysis
• Shared three research analysts that supported my research effort
• Contributed to the monthly letter to investors and regularly met with the fund's investors (E's)
BRENCOURT ADVISORS London, UK
Managing Director, Head of Europe April 2006 to October 2008
• Ran the firm's London office, peaked at seven employees including myself
• Portfolio manager of the European long-short equity portfolio. Peak assets of $225 million gross long.
• Sector focus: media, telecom services, retail, food & beverage, personal & household goods
• Head of the firm's European investments, which included long-short equity, merger arbitrage, and event-
driven strategies
• Reported solely to the firm's CEO and founder
• Implemented most of the London office's structure and processes including research database, research
meetings, employee reviews, commission monitorin ti r systems
• Conducted meetings with the fund's investors 's)
• Brencourt peaked at over $2.6 billion AUM, mu tr-strategy hedge fund with offices in New York, London
and Hong Kong. The firm was based in the U.S.
GARDENING LEAVE (OCH-ZIFF MANAGEMENT)
October 2005 to April 2006
• Six month non-compete with Och-Ziff
OCH-ZIFF MANAGEMENT London, UK
Principal August 2002 to October 2005
• Focused on European TMT (telecom, media & tech) long-short equity investments
• Ran up to $800m of gross exposure using fundamental research
• Had full autonomy to trade and manage up to two research associates
• Promoted to Principal, one of only I I globally (out of 200 employees)
PEQUOT CAPITAL MANAGEMENT, MC. London, UK
Vice President November 2000 to August 2002
• Reported to Head of International Communications & Media and Portfolio Manager of Communications
& Media Fund
• Focused on European telecom services equities, as well as select European technology equities
• Generated both long and short equity positions
• Interviewed company management teams, attended industry conferences, and performed grass roots
research in order to determine the attractiveness of potential investments
EFTA01125865
FRANKLIN MUTUAL SERIES, INC. Short Hills, NJ
Investment Analyst June 1998 to November 2000
• Reported to Director of Research and portfolio managers, value-oriented investors managing 820 billion
in assets. Formerly ran by well-known value investor and activist Michael Price.
• Focused on the energy sector globally and the telecom service sector globally
• Met with senior management and attended analyst meetings of existing and prospective investments to
evaluate financial performance
• Sought investments selling at significant discounts to net asset value, low P/E ratios, low cash flow
multiples, and/or with catalysts to unlock value
BEAR, STEARNS & CO. INC. New York, NY
FIXED INCOME CAPITAL MARKETS July 1994 to June 1996
Associate
• Processed lead and co-managed investment grade debt offerings
• Worked closely with corporate bond trading and syndicate desks in pricing of new issues
• Experience in straight, callable and putable bonds, medium term notes. and non-convertible preferred
stock transactions
• Conducted market research and presented results to clients in weekly reports
• Communicated with clients regularly to provide market updates and to back up senior calling officers'
relationships
• Wrote marketing materials for new offerings and assisted in the drafting of SEC registration statements
BEAR, STEARNS & CO. INC. New York, NY
CORPORATE FINANCE DEPARTMENT July I992 to July 1994
Financial Analyst
• Created financial models to analyze merger and acquisition scenarios
• Performed due diligence
• Developed equity comparable surveys and discounted cash flow models to value potential IPO's
• Prepared new business presentations
EDUCATION
THE WHARTON SCHOOL, University of Pennsylvania Philadelphia, PA
Master of Business Administration May 1998
Major in Finance, Specializing in Investment Management
• Member of Investment Management Club
THE UNIVERSITY OF CHICAGO Chicago, IL
Bachelor of Arts June 1992
Major in Economics
• Completed B.A. degree in three years (instead of four), =. 3.6/4.0
• Named to Dean's List every year
• Graduated with General Honors
OTHER
• Have dual U.S. and British citizenship
• 2012 Extel, Awarded 2nd place in Support & Business Services
• 2011 Extel, Awarded r d place in Oil & Gas
• 2011 Extel. Awarded place in Oil Services
• 2011 Extel, Awarded 3n° place in Retailers (Non-Food)
• 2011 Extel Top Fund Managers UK Small Caps & Mid Caps, Awarded l" place
• 2011 Extel Top 100 Pan-European Fund Management Individuals, Awarded 91" place
EFTA01125866
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