14:00:05
Ken Lay:
Welcome everyone to this review meeting. Let's start with Vincent's presentation.
14:00:15
Vincent Kaminski:
Thank you. I've prepared a detailed analysis of the Raptor transactions. There are several concerns I need to raise about the accounting treatment.
14:00:30
Andy Fastow:
Before you proceed, I want to note that these structures have been reviewed and approved by our auditors.
14:00:45
Vincent Kaminski:
I understand, but the numbers don't add up. The hedges aren't properly structured, and there are significant risks being hidden.
14:01:00
Jeff Skilling:
Let's focus on the facts. The market understands our strategy, and these structures are standard practice.
14:01:15
Risk Team:
We've identified several red flags in our review. The risk exposure is much higher than reported.
14:01:30
Ken Lay:
This is concerning. Andy, can you address these specific points?
14:01:45
Andy Fastow:
The structures are complex, but they're fully compliant. I can provide additional documentation.
14:02:00
Vincent Kaminski:
The documentation doesn't match the actual transactions. We need to disclose these risks.
14:02:15
Jeff Skilling:
Let's take this offline. We'll schedule a follow-up with the auditors present.
14:02:30
Ken Lay:
Agreed. Meeting adjourned. Thank you all for your time.
14:02:45
[Meeting Ended]
Duration: 2 minutes 45 seconds
14:30:00
[New Meeting Started]
Emergency Board Meeting - Raptor Concerns
14:30:15
Ken Lay:
I've called this emergency meeting to address the concerns raised about Raptor. We need to ensure we're handling this properly.
14:30:30
Board Member 1:
What exactly are these concerns? We need full transparency.
14:30:45
Vincent Kaminski:
I've prepared a detailed report showing how the Raptor transactions are masking significant losses. The hedges are not properly structured.
14:31:00
Andy Fastow:
I must object to these allegations. All transactions are properly documented and approved.
14:31:15
Board Member 2:
We need an independent review. This is too important to ignore.
14:31:30
Jeff Skilling:
I agree with the need for review, but we must maintain market confidence during this process.
14:31:45
Ken Lay:
We'll commission an independent review. In the meantime, let's ensure all documentation is properly maintained.
14:32:00
[Meeting Ended]
Duration: 2 minutes
It's gonna be a long day.