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molecular immunology at The Pasteur Institute and earned an M.D. and Ph.D. from the
document IMAGES-007-HOUSE_OVERSIGHT_024023.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

molecular immunology at The Pasteur Institute and earned an M.D. and Ph.D. from the University of Paris, and an M.B.A. from Columbia University. Jeani Delagardelle, (57), Managing Director, helped found New Leaf in 2005. She joined Sprout in 2000. At New Leaf, Jeani leads the Me...

Blanche Lark Christerson
document TEXT-001-HOUSE_OVERSIGHT_019440.txt Sep 30, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…2018 CPI; in 2021, the adjustment would be the percentage by which the 2020 CPI exceeds the 2018 CPI, and so forth, in subsequent years. In addition, as of April 1, 2014, resident New York decedents would have to include “adjusted taxable gifts” (see below) made on or after that...

income segment) have not changed despite the headlines surrounding a softening
document IMAGES-002-HOUSE_OVERSIGHT_014340.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

income segment) have not changed despite the headlines surrounding a softening in the multifamily space. * Hiring bankers, even as team hiring on pause: On the hiring front, management noted that although it does not expect to hire teams heading into year-end, it is continuing t...

Private Placement Memorandum
document IMAGES-007-HOUSE_OVERSIGHT_024432.txt Sep 27, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

…P and Class A Ordinary Shares of KUE Management Inc. Knowledge Universe Education L.P. (“KUE," and, together with its subsidiaries, the “Company’) is a Cayman Islands exempted limited partnership. KUE Management Inc. is a Cayman Islands exempted company and the sole general part...

How Did USA Inc.'s Financial Reality
document IMAGES-006-HOUSE_OVERSIGHT_020860.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eed for help. But without proper financing, support may dwindle. KP i USA Inc. | High Level Thoughts 37 USA Inc. Has Substantially Expanded lts “Business Lines” Over Past 80 Years From 1789 to 1930, 41%!‘ of USA Inc.’s cumulative budget was dedicated to defense spending (comp...

Asian equities (ex-Japan)
document IMAGES-007-HOUSE_OVERSIGHT_024155.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Asian equities (ex-Japan) MSCI Asia ex-Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target): 515 ¢ The region continued to show high volatility last month, with its P/BV temporarily close to 2008 lows. ¢ Hong Kong and Singapore markets’ domestic fu...

Emerging market equities
document IMAGES-007-HOUSE_OVERSIGHT_024154.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Emerging market equities MSCI EM (27 June): 913 (last month: 907) UBS View MSCI EM 6-month target: 1,000 ¢ Currency weakness hurt emerging market (EM) equity performance in US-dollar terms year-to-date. We expect EM FX to appreciate against the USD from current levels over a six...

FTSE 100 (27 June): 5,524 (last month: 5,266)
document IMAGES-007-HOUSE_OVERSIGHT_024151.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UK equities FTSE 100 (27 June): 5,524 (last month: 5,266) UBS View FTSE 100 (6-month target): 5,785 e We continue to like UK equities relative to global ones. An expected improvement in the global economy over the coming quarters should support UK companies as 70% of revenues a...

Eye on the Market | March 15, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024134.txt Mar 15, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | March 15, 2012 J.P Morgan Topics: Is US data as good as it looks? Is Chinese data as bad as it looks? Is European data as bizarre as it looks? adequacy rules; created a program through which municipalities can issue bonds with government guarantees (rather t...

Eye on the Market | August 4, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025230.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d why to reduce it. In a world of deflation risk on financial assets (rather than of goods and services), cash retains substantial option value at times like these. We could have connected the dots more aggressively on our views on Global monetary and fiscal policy weak growth a...

helped cushion portfolio returns when markets declined. We won’t know until the data comes in, but w
document IMAGES-008-HOUSE_OVERSIGHT_025227.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d why to reduce it. In a world of deflation risk on financial assets (rather than of goods and services), cash retains substantial option value at times like these. We could have connected the dots more aggressively on our views on weak growth and easy monetary policy, and owned...

Sharmin Mossavar-Rahmani
document IMAGES-003-HOUSE_OVERSIGHT_014533.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sharmin Mossavar-Rahmani Chief Investment Officer Investment Strategy Group Goldman Sachs Brett Nelson Head of Tactical Asset Allocation Investment Strategy Group Goldman Sachs Additional Contributors from the Investment Strategy Group: Matthew Weir Managing Director Maziar...

Uncertain market direction has challenged
document IMAGES-009-HOUSE_OVERSIGHT_026691.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

11 Uncertain market direction has challenged response to return gaps through asset allocation Political change across developed markets challenges high conviction geographic allocations outside a small number of perceived ‘safe haven’ markets. Similarly, the staggered shift to Q...

Portfolio Company Leverage
document IMAGES-007-HOUSE_OVERSIGHT_024076.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… securities of issuers that are organized outside of the U.S. and Canada. Investing in non-U.S. securities may involve substantially greater risks than investing in U.S. securities including risks relating to (i) currency exchange matters, including fluctuations in the rate of ex...

e focal nursery schools and child care centers, including church-affillated and other non-profit
document IMAGES-008-HOUSE_OVERSIGHT_024480.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…g church-affillated and other non-profit centers; e providers of child care services that operate out of homes; and « substitutes for group child care, such as relatives, nannies and stay-at-home parents. In many markets, the Company faces competition from preschool services an...