Confidence Game - Christine Richard [165]
Transcript of MBIA conference call, Sept. 11, 1998.
William Ackman, e-mail to Christopher Mahoney, Chief Credit Officer, Moody’s Investors Service, June 19, 2005.
William Ackman, e-mail to Christopher Mahoney, July 29, 2005.
Letter from Ira Lee Sorkin at Carter Ledyard & Milburn LLP in New York to Stephen Fraidin at Kirkland & Ellis LLP in New York, July 27, 2005.
Ian MacDonald, “Moving the Market: Regulators Are Close to Bringing Civil Suit Against MBIA,” Wall Street Journal, Aug. 11, 2005, p. C3.
Darin Arita, “MBIA Inc.: Bringing Regulatory Matters to a Close,” Deutsche Bank Securities, Aug. 11, 2005.
William Ackman, e-mail to Christopher Mahoney, Aug. 15, 2005.
“MBIA Receives Wells Notice from SEC Relating to AHERF,” MBIA press release via Business Wire, Aug. 19, 2005.
Jack Dorer and Margaret Kessler, “Moody’s Comments on MBIA’s Ratings in Light of the Wells Notice,” Moody’s Investors Service, Aug. 22, 2005.
Jim Chanos, e-mail to undisclosed recipients, Aug. 22, 2005.
William Ackman, e-mail to Christopher Mahoney, Sept. 28, 2005.
Jonathan Laing, “Meet Mr. Pressure,” Barron’s, Dec. 5, 2005, p. B25.
R. Scott Frost, “Barron’s Watch: MBIA,” HSBC Global Research, Oct. 3, 2005.
CHAPTER 12 THE COURT OF PUBLIC OPINION
Ian McDonald and Theo Francis, “MBIA Nears Civil Settlements—Investors Hope the Pacts Will Silence Bearish Critics,” Wall Street Journal, Nov. 2, 2005, p. C4.
Internal Report by University of Pittsburgh Medical Center, “MBIA, Citigroup and West Penn Allegheny Health System,” Oct. 17, 2005.
University of Pittsburgh Medical Center, transcript of voice mail messages left by Bill Ackman for David Farner, Nov. 2, 2005, 9:17 a.m. and 10:16 a.m.
Martin Peretz, e-mail to William Ackman, draft of letter to Eliot Spitzer, Nov. 3, 2005.
MBIA third quarter 2005 earnings conference call, Bloomberg transcript, Nov. 8, 2005.
Mark Whitehouse and Theo Francis, “Unsettling Claim: Old Deal Bedevils Key Player in World of Municipal Bonds,” Wall Street Journal, May 2, 2005, A1.
William Ackman, letter to Moody’s Corp. board of directors, Dec. 21, 2005.
John J. Goggins, Senior Vice President and General Counsel, Moody’s Investors Service, letter to William Ackman, Jan. 18, 2006.
William Ackman, letter to Pershing Square investors, “Re: Fourth Quarter and Annual Performance for 2005,” Feb. 6, 2006.
William Neuman, “Completing a Comeback,” New York Times, Aug. 13, 2006, section 11, p. 2.
CHAPTER 13 THE INSURANCE CHARADE
MBIA first quarter 2006 earnings conference call, Bloomberg transcript, Apr. 27, 2006.
Christine Richard and Darrell Preston, “The Insurance Charade,” Bloomberg Markets, November 2006.
William Ackman, letter to Pershing Square investors, “Re: Second Quarter 2006 Performance,” Aug. 23, 2006.
Charles Pollock, Goldman Sachs, e-mail to Erika Kreyssig, Pershing Square, Aug. 29, 2006.
George Friedlander, “Calendar Continues to Languish,” Citigroup Smith Barney, Oct. 6, 2006.
CHAPTER 14 WHEN CRACK HOUSES BECOME COLLATERAL
David Boberski, CDS Delivery Option: Better Pricing of Credit Default Swaps (New York: Bloomberg Press, 2009), p. 27.
MBIA first quarter 2006 earnings conference call, Bloomberg transcript, Apr. 27, 2006.
Letter from William Ackman to the New York Attorney General, Securities and Exchange Commission, U.S. Attorney’s Office, and New York State Insurance Department, “Re: MBIA Inc. and MBIA Insurance Corp.,” Aug. 18, 2005.
Heather Hunt, “MBI: Shifting to Hold from Buy on Valuation,” Citigroup Global Markets, Dec. 3, 2006.
Diana Nelson Jones, “Garfield’s Aggie Brose Sees the Payoff of More Than 25 Years of Activism,” Pittsburgh Post-Gazette, July 29, 2001.
William Ackman, e-mail to Steven Rawlings, Allan Kahn, and Christopher Mele at the Securities and Exchange Commission, Nov. 30, 2006.
Boberski, CDS Delivery Option, p. 27.
Jack Dorer, Stan Rouyer, and James Eck, Moody’s Financial Guaranty Industry Outlook Briefing, The Sofitel, New York, Nov. 17, 2006.
AIG