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Times Square Tower
document TEXT-001-HOUSE_OVERSIGHT_024003.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 Control No. 257 NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 NEW LEAF VENT...

Venture Capital Deals
document IMAGES-006-HOUSE_OVERSIGHT_021100.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

pee ne ee Venture Capital Deals ¢ Moovit, an Israeli maker of a transportation app, has raised $50 million in Series D funding led by Intel Capital, with participation from Sequoia, BMW iVentures, NGP, Sound Ventures, BRM, Gemini, Vaizra, Vintage, and Hanaco. http://axios.link/...

Notable trends and dislocations (Europe)
document IMAGES-003-HOUSE_OVERSIGHT_014982.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Nevertheless, implied vols across European indices remained mostly unchanged near 2 year lows. ¢ European intra-sector correlation continues to decline while inter-sector correl has hit a floor: The average EU intra-sector 3m correlation is near a 10- year low currently. In cont...

Chart 40: Volatility measures of major Asian indices (data as of 02-Jun-17)
document IMAGES-007-HOUSE_OVERSIGHT_023594.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 8.2% 1.2% 1.5% 14.1% 2.9% 0.4% 12.6% -1.5% 0.1% 0.0% 0.5% Source: BofA Merrill Lynch Global Research Chart 41: Index correlation is generally further away from their 10-year Except for the ASX200, Asian stock and index vols are more lows while index and stock vols are near the...

¢ Gabi, a San Francisco-based insurance shopping services, has raised $9.5 million in
document IMAGES-006-HOUSE_OVERSIGHT_021101.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nsurance shopping services, has raised $9.5 million in Series A funding led by Canvas Ventures, with participation from Correlation Ventures, Northwestern Mutual Future Ventures, Securian Ventures, A.Capital Ventures and Project A. www.gabi.com ¢ Dover Microsystems, a Waltham, M...

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

…tick to tick. We would know better if markets were perfectly efficient. Proof that they aren’t shows in medium-term autocorrelation or trend. Autocorrelation (in price) is tendency for markets to be up tomorrow if up today, and down if down. Trend is a shorter word for the same....

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_010617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) U.S. Office of Government Ethics· 5 C.F.R. art 2634 Form A roved: OMB No. (3209-0001) Janua 20, 2017 Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Last Name First Name MI Position Trump Donald J Presi...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…than 10% have never been accompanied by negative equity returns for the same calendar year. Sector EPS growth prospects Correlation analysis of sector earnings growth against global GDP suggests that Banks are the sector that may be most sensitive to improvements in global econom...

Risk-averse clients in the omnibus fund can take short legs, and risk-tolerant ones
document IMAGES-001-HOUSE_OVERSIGHT_011094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…because some investment sectors are less correlated than others, meaning less likely to risk and fall in lockstep. Low- correlation portfolios are better because less volatile as a whole without sacrifice of return. That’s why hedge funds typically assemble portfolios judged low...

Volatility in Europe
document IMAGES-003-HOUSE_OVERSIGHT_014980.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…M implied vol on the basket of 5 European banks is historically low (13% %-ile since Jan-08, Chart 16). ¢ High implied correlation beneficial for structure’s short correlation bias: Chart 17 shows the average pairwise 6M and 3M realised correlations between the 5 EU banks, which...

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

…tions and limited competition. • While ED managers share some of the performance drivers, idiosyncratic bets reduce the correlation to markets. The real reason to own this strategy, however, is the potential for outsized returns in distressed, high-yield, and other credit investm...

of the earnings impact for the relevant companies, and assess what might be priced in by thoroughly
document IMAGES-007-HOUSE_OVERSIGHT_024222.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… importantly, iii) to enable the Electron Global Funds to take advantage of the global sector’s very low inter-regional correlation (i.e., correlation of regions within the global sector; lowest of all MSCI global sectors — see below). Global Sector Inter-regional Correlations...

Summary of Open Trades (5-Jun-17)
document IMAGES-007-HOUSE_OVERSIGHT_023597.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d cheapen hedges by conditioning on rates China risk premium rising but A-shares vol still at all-time lows Equity-FX correlation is not priced for a spillover of populism into the EU, which could cause EUR (0 fall against an already weakened GBP as equities fall UKX is heavil...

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_016699.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) U.S. Office of Government Ethics· 5 C.F.R. art 2634 Form A roved: 0MB No. (3209-0001) Annual 2018 Janua 20, 2017 Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Last Name First Name MI Position Trump Do...