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2. Average Hourly Earnings
document IMAGES-009-HOUSE_OVERSIGHT_026912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nings data for production and nonsupervisory employees, ~80% of the private sector, is available back to 1964. Source: Investment Strategy Group, Haver. 3. Measures of Core Inflation: Core PCE and Core CPI 6% > —Core PCE YoY = -=— Core CPI YoY 5% A% 3% YoY % 2% 1% | 0% t...

5. US 1-10 Treasury Yield Spread — Through October 12, 2018
document IMAGES-009-HOUSE_OVERSIGHT_026914.txt Oct 12, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

… | ad wo 1 0.2 5 -2 0.0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct 3 4 193 190 1%7 1974 191 188 195 202 209 2016 Source: Investment Strategy Group, Bloomberg. 6. “Near-Term Forward Spread”* — Through October 12, 2018 “Near-Term Forward Spread” During 2018 1.25 2 1.0 5 S os) 0.8...

So we should say it coldly: We have, as of yet, no strategy. We have no shared
document IMAGES-004-HOUSE_OVERSIGHT_018282.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

So we should say it coldly: We have, as of yet, no strategy. We have no shared picture of the world as it might be. You. Me. Our leaders. None of us. And the experience of other, fast-collapsed empires should way on us. “The struggle to survive,” the historian John Darwin has wri...

No interest tax shield
document IMAGES-007-HOUSE_OVERSIGHT_023085.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

No interest tax shield Another key offset to the lower corporate tax rate is the proposed ending of the deduction of net interest expense. We assume that this rule would apply to new debt and that existing debt would be grandfathered. This tax shield removal would increase the c...

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming
document IMAGES-007-HOUSE_OVERSIGHT_023079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming mandatory tax i.e. all overseas profits are taxed) Cash taximpact ($bn) | One-time tax hit to GAAP earnings Sector Trump (10%) Blueprint (8.75%) = Trump (10%) Blueprint (8.75%) Consum...

NLV-III Investment Opportunity
document IMAGES-007-HOUSE_OVERSIGHT_024021.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NLV-III Investment Opportunity The objective of NLV-III is to invest in a portfolio of healthcare technology companies that offer attractive risk-adjusted returns. The companies that comprise the portfolio will be selected and managed by a team of highly experienced senior partn...

outside the Fund, by requiring some or all of the Limited
document IMAGES-007-HOUSE_OVERSIGHT_024065.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

outside the Fund, by requiring some or all of the Limited Partners to make such investment through a limited liability entity that will invest on a parallel basis with, or in lieu of, the Fund, as the case may be. Successor Fund: Without the prior written consent of the Advisory...

when China’s leadership intervened in the local
document IMAGES-003-HOUSE_OVERSIGHT_014565.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t-to-GDP ratio and its long-term trend in percentage points. Long-term trend is calculated using an HP filter. Source: Investment Strategy Group, Bank for International Settlements. direct investment has reversed and is now negative. In our view, neither China’s high savings ra...

Investment Goldman
document IMAGES-009-HOUSE_OVERSIGHT_026947.txt Jul 14, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Goldman Management a Timeline: US-Iran Tensions Rise Division Recent Key Events in US-Iran Relations 7/14/2015 10/13/2017 5/8/2018 8/6/2018 11/4/2018 4/8/2019 5/2/2019 5/3/2019 5/5/2019 5/8/2019 5/8/2019 5/9/2019 5/12/2019 5/14/2019 5/15/2019 5/19/2019...

Regulatory Changes
document IMAGES-007-HOUSE_OVERSIGHT_024082.txt Jun 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…change Commission (the “SEC”) adopted final rules implementing new exemptions from the registration requirements of the Investment Advisers Act of 1940 (the “Advisers Act’), one of which is commonly known as the venture capital fund exemption. Neither the General Partner nor the...

The New Leaf team applies a rigorous, systematic, fundamentals-driven approach to diligence
document IMAGES-007-HOUSE_OVERSIGHT_024055.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…mportant milestone(s) e Likely exit; potential acquirers, IPO prospects. The Fund Managers will continue their proven investment philosophy and investment process, which emphasizes a team approach to proactive deal sourcing, rigorous investment analysis, significant involvement...

Eye on the Market, June 14, 2011
email TEXT-001-HOUSE_OVERSIGHT_030006.txt Jun 14, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rly interventionist public sector may be the wrong answer, given the unintended consequences. Michael Cembalest Chief Investment Officer Notes [a] I like the idea of extending the holding period for short term capital gains to 3-5 years, and cutting the long term capital gain...

Eye on the Market | april 9, 2012 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025246.txt Apr 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…. HH/NFC = households and non-financial corporations Michael Cembalest Sources: IMF, OECD, EU, World Bank, CEPS Chief Investment Officer Sources “States of Bankruptcy, Part I: The Coming State Pensions Crisis”, Jot Economic Committee Republicans, Representative Kevin Brady and...

The Fund Managers have a proactive approach to deal sourcing, which focuses on both private
document IMAGES-007-HOUSE_OVERSIGHT_024054.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

VI. DEAL SOURCING & INVESTMENT PROCESS The Fund Managers have a proactive approach to deal sourcing, which focuses on both private and public opportunities. The established and proven sourcing activities seek to identify the most compelling healthcare technology investment oppor...

Certain tax risks relating to an investment in the Fund are discussed in Section XI “Certain Tax
document IMAGES-007-HOUSE_OVERSIGHT_024081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Tax Risks Certain tax risks relating to an investment in the Fund are discussed in Section XI “Certain Tax & ERISA Considerations”, which prospective investors should read carefully. No assurances can be given that current tax laws, rulings and regulation will not be changed dur...