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

2016 Future of Financials Conference Management and client bullishness implies further upside Price Objective Change Equity | 17 November 2016 Corrected Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Conference tone bull...

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...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...

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

…ipated in the production of the publication and of the research on investments and financial analysis herein contained. Jersey: UBS AG, Jersey Branch, is regulated and authorized by the Jersey Financial Services Commission for the conduct of banking, funds and investment business...

Text 001 House Oversight 028413
document TEXT-001-HOUSE_OVERSIGHT_028413.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ompany he led until stepping down to run for United States Senate. To his right are Representative Leonard Lance of New Jersey and former Gov. Chris Christie. Mel Evans/Associated Press","captionComponent":{"text":"Bob Hugin spoke in 2014 at a groundbreaking ceremony in Summit, N...

Power, Fortune and Survival in the Age of Networks
document TEXT-001-HOUSE_OVERSIGHT_018232.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 The Seventh Sense Power, Fortune and Survival in the Age of Networks Joshua Cooper Ramo 1 . Part One: The Nature of Our Age In which the revolutionary character of our era is explained. The need for a new instinct is introduced. The historical stakes are weighed. Chapter 1: The...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...

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

European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...

Trump’s effect on MXN
document TEXT-001-HOUSE_OVERSIGHT_010609.txt Sep 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Liquid Insight Trump’s effect on MXN 22 September 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso • Our analysi...

Internet/e-Commerce
document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Internet/e-Commerce 1Q Internet Sector Preview Earnings Preview Equity | 06 April 2017 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] 1Q Preview; Expectations building on a strong 2H Our early sector preview highlights o...

Japan Macro Watch
document TEXT-001-HOUSE_OVERSIGHT_014424.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 14 November 2016 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips...

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

Date: Mon, Oct 26, 2015 at 8:37 PM Subject: To: Brad Wechsler < >, Melanie Spinella < x — x . gain at 20 % not 28. . so total , 35.8%. tax rate. same for boat. and plane each around 10 m so total 7 m savings if both sold Date: Tue, Oct 27, 2015 at 11:35 AM Subject: Detailed cons...

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

…progress depends on the unreasonable man. —GEORGE BERNARD SHAW, Maxims for Revolutionists SPRING 2005 / PRINCETON , NEW JERSEY I had to bribe them. What other choice did I have? They formed a circle around me, and, while the names differed, the question was one and the same: “Wha...

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016)
document IMAGES-002-HOUSE_OVERSIGHT_014393.txt Sep 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016) Coverage Universe Count Percent Inv. Banking Relationships* Count Percent Buy 113 46.89% Buy 89 18.76% Hold 66 27.39% Hold 55 83.33% Sell 62 29.13% Sell 40 64.52% Equity Investment Rating Distrib...

© UBS 2012. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All
document IMAGES-008-HOUSE_OVERSIGHT_025290.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ipated in the production of the publication and of the research on investments and financial analysis herein contained. Jersey: UBS AG, Jersey Branch, is regulated and authorized by the Jersey Financial Services Commission for the conduct of banking, funds and investment business...