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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...

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

…pe also compares favourably on a relative basis against the US equity market in this framework. The implied CoE for the S&P500 on an equivalent model is 5.64%, which is now at an 11-year low and 130bp below the 10-year average. The implied ERP on that basis at 3.3% is also below...

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

…he end of the document. 13 US equities C:\Program Files\UBS\Pres\Templates\PresPrintOnScreen.pot Preference: overweight S&P 500 (24 Oct): 1,409 (last publication: 1,433) UBS View S&P 500 (6-month target): 1,460 • We keep our preference for US equities relative to other developed...

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

… Sep-16 Oct-16 40 39 38 37 36 35 34 33 32 0.43 0.41 0.39 0.37 0.35 0.33 0.31 0.29 0.27 0.25 Oct-15 Nov-15 Dec-15 Jan-16 S&P 500 Banks relative to Food & Bev Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Source: Bloomberg Source: Bloomberg The moves since Nov 8 th...

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

…ssume the advertiser boycott eases exiting 2Q). Alphabet trades at 22x GAAP (17x ex-Other Bets, cash), in-line with the S&P and in-line to below the 5-year average (23.5x), which we view as attractive. Key theme/metric(s) for 1Q: Website growth, core margins We believe the key me...

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

…ng from our cars to our children. Algorithmic trading programs engineer completely virtual portfolios – you can buy the S&P Index but as your manager to strip out any performance from tobacco and gun companies, for instance. Or: Terrorists meet online and swap data. Some of the m...

Breaking Down Democracy
document TEXT-001-HOUSE_OVERSIGHT_019233.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

June 2017 Breaking Down Democracy: Goals, Strategies, and Methods of Modern Authoritarians by Arch Puddington CONTENTS Executive Summary 1 Introduction: Modern Authoritarians: Origins, Anatomy, Outlook 5 Chapters 1. Validating Autocracy through the Ballot 10 2. Propaganda at Hom...

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

…$160, 14x 2018E EPS of $11.40). Our AET standalone valuation multiple reflects AET's historical average discount to the S&P 500. Our AET pro forma HUM valuation multiple of 14x reflects upside levers to HUM synergy guidance and to reflect the improved long-term growth profile of...

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

… Securities plc YTD returns through Nov 8 %, equities are in lighter color. EMBIG EM $ Corp. US High Yield MSCI Europe* S&P500 MSCI EM* MSCI AC World* US High Grade Europe Fixed Inc* Gold EM Local Bonds** EM FX US Fixed Income Global Gov Bonds** Topix* US cash GSCI TR -5 0 5 10 1...

On 22-23 June 2018, the Chinese Communist Party concluded its Central Conference on Work
document TEXT-001-HOUSE_OVERSIGHT_026856.txt Jun 23, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

XI JINPING, CHINA AND THE GLOBAL ORDER: THE SIGNIFICANCE OF CHINA’S 2018 CENTRAL FOREIGN POLICY WORK CONFERENCE THE HON. KEVIN RUDD 26 TH PRIME MINISTER OF AUSTRALIA PRESIDENT OF THE ASIA SOCIETY POLICY INSTITUTE, NEW YORK AN ADDRESS TO THE LEE KUAN YEW SCHOOL OF PUBLIC POLICY N...

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...

[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...

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

National Pub date: February 19, 2019 Title: DEEP THINKING Subtitle: Twenty-Five Ways of Looking at AI By: John Brockman Length: 90,000 words Headline: Science world luminary John Brockman assembles twenty-five of the most important scientific minds, people who have been thinking...

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...

Fwd: Larry Summers - Foreign Affairs - The Fusion of Civilizations
email TEXT-001-HOUSE_OVERSIGHT_026840.txt May 4, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Lesley Groff Sent: 5/4/2016 6:06:21 PM To: Jefffrey Epstein [[email protected]] Subject: Fwd: Larry Summers - Foreign Affairs - The Fusion of Civilizations Importance: High Begin forwarded message: From: Kelly Friendly Subject: Larry Summers - Foreign Affairs - The Fusi...