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Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ known to, professionals in other Morgan Stanley business areas, including investment banking personnel. Morgan Stanley Research personnel may participate in company events such as site visits and are generally prohibited from a...

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...

Owner last Name Owner First Name Parcel Address Suite Mailing Address Suite City State Zip
document TEXT-001-HOUSE_OVERSIGHT_016698.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ONIO MARY M BLONDER DOROTHY PAGE MICHAEL F & BELLARD GARY THREE 15 WORTH INC MANNING JOHN P EPSTEIN ROBERT TR & DAVID E MORGAN INC ANNES SUSI JONES DAVID L & ONEIL ALTON J BENDERMAN MAYA STRAUS GERHARD D ROTTMAN JOY ANN & GAYNIN JONATHAN S INDUSTRIAL AMERICA INC KARTIGANER NORMAN...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation 09 November 2012 The J.P. Morgan View Do US elections change anything? � Asset allocation –– The equity market has priced out the Romney win scenario, but from these levels, our economic and market outlook and risks are unchanged. These keep us medium-ter...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025583.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Disclosure Section The information and opinions in Morgan Stanley Research were prepared by Morgan Stanley & Co. LLC, and/or Morgan Stanley C-T.V.M. S.A., and/or Morgan Stanley Mexico, Casa de Bolsa, S.A. de C.V., and/or Morgan...

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

…ll enter into a large M&A deal Valuation, see better risk/reward elsewhere Source: BofA Merrill Lynch Global Research JPMorgan Chase & Co (JPM), B-1-7, Buy • Pent up demand from macro uncertainty offers growth opportunity. Doug Pento, CEO of JPM’s Commercial Bank, sounded optimis...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026578.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View J.P. Morgan jan.loeys@jpmorgan.com 09 November 2012 Disclosures Analyst Certification: The research analyst(s) denoted by an “AC” on the cover of this report certifies (or, where multiple research analysts...

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

…5 MIDOCEAN CREDIT OPPORTUNITY FUND LP (MIDOCEAN y $1 ,000,001 - $5,000,000 $100,001 - $1 ,000,000 CREDIT PARTNERS) 6 JP MORGAN CHASE - CHECKING AND SAVINGS NIA ACCOUNTS $1 ,000,001 - $5,000,000 Interest $1 ,001 - $2,500 7 CAPITAL ONE BANK- CHECKING AND SAVINGS NIA $5,000,001 - $2...

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

…umber Donald J. Trump I 24 of 42 Part 6: Other Assets and Income # Description EIF Value Income Type Income Amount I JP MORGAN CHASE- CHECKING AND SAVINGS ACCOUNTS N/A $500,001 - $1,000,000 Interest $1 ,001 - $2,500 2 3 4 5 6 7 8 CAPITAL ONE BANK - CHECKING AND SAVINGS SIGNATURE...

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)

…st Horizon, Franklin Financial N, Goldman Sachs, Great Western Bancor, Hancock, Huntington Banc, IBERIABANK, nvesco, JP Morgan Chase, KeyCorp, KKR, Legg Mason, Morgan Stanley, New York Community B, PNC, Prosperity Bancshare, Regions Bank, Signature Bank, SunTrust Banks, SVB Finan...

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...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025582.txt Aug 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH OAK.N Oaktree: We value OAK using a sum-of-the-parts, supported by a DCF, and back into an implied target multiple on next 3 years DE and ENI. Our PT implies a 12.6x multiple on 2019 EPS, reflecting a 7% pre- mium to historical valuation of 11.8x given...

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

[DECEMBER DRAFT--- 287 pages] THE SNOWDEN AFFAIR A Spy Story in Six Parts By Edward Jay Epstein CONTENTS PROLOGUE On the Snowden Trail: Hong Kong 2014...

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

…11 Okt-11 Apr-12 Emerging market sovereign bonds (EMBI Global) Emerging market corporate bonds (CEMBI Broad) Source: JP Morgan, UBS, as of 15 October 2012 Note: Past performance is not an indication of future returns. 28 For further information please contact CIO's asset class sp...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_016509.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…anticipated by reformers. The reforms had no impact in most of the jurisdictions."). 189 Jennifer L. Truman & Rachel E. Morgan, Bureau Justice Statistics, U.S. Dep't of Justice, Criminal Victimization, 2015, at 2 tbl.1 (2016), https://www.bjs.gov/content/pub/pdf/cv15.pdf (reporti...