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CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…a remain our least favored regions due to falling earnings. Fixed Income US high yield bonds remain supported by strong corporate fundamentals, modest economic growth, and the broad demand for yield-generating assets. Given this, we see potential for further spread tightening. Me...

How Come This Book?
document TEXT-001-HOUSE_OVERSIGHT_010912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. I don’t think he took the red-ink problems home with him as Cap Balfour had. He reported to my half-brother George at corporate headquarters in Los Angeles, and George reported to my father in London. George had earned his job as president by outstanding performance at every le...

2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ext 1-2 years Given the election outcome, recent rise in rates, potential for higher growth and deregulation, and lower corporate tax rates, we asked investors about their outlook for capital markets over the next 1-2 years. The majority of investors (78%) were positive about the...

The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rs, buy this book!” —LAURA RODEN, chairman of the Silicon Valley Association of Startup Entrepreneurs and a lecturer in Corporate Finance at San Jose State University “With this kind of time management and focus on the important things in life, people should be able to get 15 tim...

To: Brad Wechsler < >, Melanie Spinella < x
email TEXT-001-HOUSE_OVERSIGHT_023208.txt Oct 26, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…On different subject: general time frame is: docs (notes and purchase and sale agreement to you tomorrow end of biz); incorporate your comments monday and get docs to trust attorney tuesday; contemporaneously meet in person with you tuesday or wednesday and do a dry run. On these...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…aging government computer systems for the NSA and other intelligence services. As a leading specialist in the field of corporate cyber security, Dell had no problem obtaining sizable contracts for from the NSA’s Technology Directorate. In 2008, the NSA had in effect outsourced...

National Pub date: February 19, 2019
document TEXT-001-HOUSE_OVERSIGHT_016804.txt Feb 19, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s ideas regarding “cybernetics” worked their way through the culture, particularly in the 1960’s, as artists began to incorporate thinking about new technologies into their work. I witnessed the impact of those ideas at close hand; indeed it’s not too much to say they set me off...

Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005)
document TEXT-001-HOUSE_OVERSIGHT_017830.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

… that an issue of jurisdictional fact exists as to the existence of general jurisdiction pursuant to Rule 4(k)(2) as to corporate defendant Privatbank, its motion to dismiss is denied without prejudice to its renewal pending conclusion of jurisdictional discovery on that issue. ,...

Edited by Yelena Maltser • [email protected]
document TEXT-001-HOUSE_OVERSIGHT_019856.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Deadlines – Second Quarter 2017 7 SEC & FINRA Release 2017 Exam Priorities 7 Gregory Hartmann Joins Sadis & Goldberg’s Corporate and Financial Services Practices 8 Recent and Upcoming Events WE PRACTICE LAW BUT WE LIVE BUSINESS Supreme Court Rejects Newman Requirement of “Pecuni...

“There is a big gulf between our two views... We believe
document IMAGES-006-HOUSE_OVERSIGHT_022387.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…anguage may make apparent what is necessary to achieve the stated goals, particularly the reduced rates: a 20%statutory corporate tax rate; a 25%businesstax rate for pass- through entities; and individual rates set at 12% 25% and 33% Once the details are hashed out, the Blueprint...

ROCKCO.COM [email protected]
document IMAGES-001-HOUSE_OVERSIGHT_012094.txt Apr 11, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…l http://www.acga-asia.org/upload/files/research_preview/20161014021202_3.pdf http://www.eastasiaforum.org/201 1/07/08/corporate-governance-reform-in-korea/ “Reform of Corporate Governance,” in Economic Crisis and Corporate Restructuring, Cambridge University Press, 2003, p. 30...

The Promise of Governance
document IMAGES-001-HOUSE_OVERSIGHT_012092.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t family-owned conglomerates, known as chaebol. The presidential scandal in Korea also led to the latest high- profile corporate arrest in the country. In February, Jay Y. Lee, vice chairman and acting leader of Samsung’s conglomerate empire, was arrested on accusations of bribe...

Without much fanfare but with typical political controversy, the House and Senate successfully recon
document TEXT-001-HOUSE_OVERSIGHT_029438.txt Jan 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…xpire at the end of 2025. No doubt, this will create tax complexity and political difficulties. On the other hand, most corporate provisions are permanent. This Tax Bulletin 2018-1 summarizes certain provisions of the 1 Act and adds observations on income, estate and pass-through...

e High quality dividend yields (sourced from existing European
document IMAGES-008-HOUSE_OVERSIGHT_025253.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…elated machinery, and Master Limited Partnerships (MLPs) in the US, that offer both attractive yields and growth. e EM corporates: a growing asset class (sourced from global government bonds - CIO UW) Given our relatively constructive current view on risk, we regard EM corporate...

Enrique V. Iglesias
document IMAGES-004-HOUSE_OVERSIGHT_017081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ecretaria General Iberoamericana, Spain Associate Editor and Columnist Acting Director-General Senior Vice-President, Corporate Communications and Public Affairs Dean and Professor, Graduate School of Media Design Architect Secretary-General, Organization of American States (...