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Summary of Closed Trades (5-Jun-1 7)
document IMAGES-007-HOUSE_OVERSIGHT_023599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ro event risk likely to keep V2X supported going into Sep expiry Trade provided hedging benefits during the sudden Sep market shock & has expired Take a loss post an disappointing market reaction on the BoJ announcement Take a loss post an disappointing market reaction on the B...

Re: Saudi money
email TEXT-001-HOUSE_OVERSIGHT_031622.txt Oct 19, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e: High most of the saudi money is tied up in pe funds. no withdrawals allowed. and im not seeing much in the secondary market. . blackrock is more money market, more like custodian than investor. On Wed, Oct 19, 2016 at 9:41 AM, Thomas Jr., Landon <IM> wrote: Interesting. CEO of...

Marina Market Analysis 30
document IMAGES-005-HOUSE_OVERSIGHT_018840.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marina Market Analysis 30 marina sales have indicated that now is a good time to invest in a marina, despite the previous recession and limited financing. Competitive Marinas The most significant supply and demand indicators for the subject are rental and occupancy rates exper...

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residen
document IMAGES-008-HOUSE_OVERSIGHT_024500.txt Feb 28, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

…a for-profit provider of private pay education and services for education entities for the preschool through 12th grade market. The company’s programs are offered through a network of general education preschools, elementary and middle schools, programs for learning challenged st...

Economic Research: How Increasing Income Inequality Is Dampening U.S. Economic Growth, And Possible
document IMAGES-008-HOUSE_OVERSIGHT_025781.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rowth, since some inequality, by providing incentives to effort and entrepreneurship, may be essential to a functioning market economy. But beyond the risk that inequality may heighten the susceptibility of an economy to booms and busts, it may also spur political instability--th...

Overweight US Energy Infrastructure Master
document IMAGES-003-HOUSE_OVERSIGHT_014558.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…f the overweight about a dozen times since. Spanish equities offer some of the cheapest valuations across the developed markets, attractive dividend yields, expected earnings growth of 4.6%, aided by healthy domestic growth, and a particularly well-capitalized® banking sector tha...

Marina Market Analysis 30
document IMAGES-005-HOUSE_OVERSIGHT_018841.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marina Market Analysis 30 marina sales have indicated that now is a good time to invest in a marina, despite the previous recession and limited financing. Competitive Marinas The most significant supply and demand indicators for the subject are rental and occupancy rates exper...

Re: Saudi money
email TEXT-001-HOUSE_OVERSIGHT_031631.txt Oct 19, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… wrote: most of the saudi money is tied up in pe funds. no withdrawals allowed. and im not seeing much in the secondary market. . blackrock is more money market, more like custodian than investor. On Wed, Oct 19, 2016 at 9:41 AM, Thomas Jr., Landon ‹> wrote: Interesting. CEO of b...

assume $4.7/share in value for the core business based Verizon's pending acquisition
document IMAGES-003-HOUSE_OVERSIGHT_014945.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…elative discount given Zillow's higher sales growth and a larger US TAM in comparison to its peers in smaller developed markets like Australia and Japan. We are positive on Zillow's long term opportunity to capture the majority of realtor's dollars moving from offline channels to...

Exhibit 23: Policy Rate Path Projections
document IMAGES-003-HOUSE_OVERSIGHT_014560.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he pace of monetary policy tightening to accelerate but remain benign. Federal Funds Rate (%) 405 ISG View GIR View Market Implied Median Federal Reserve Projection 3.5 5 3.0 25 + 2.0 - 0.5 0.0 Dec-16 Dec-17 Dec-18 Dec-19 Data as of December 31, 2016. Note: For infor...

Department of Economics, Harvard University, v. November 9,2009
document TEXT-001-HOUSE_OVERSIGHT_019396.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er 1985, also NBER working paper 1498, May 1986. V. PERFORMANCE OF EXCHANGE RATE REGIMES *Rose, Andrew, "One Money, One Market: Estimating the Effects of a Common Currency on Trade," Economic Policy 15(30), April 2000, 7-45. Klein, Michael W. and Jay C. Shambaugh, "Fixed Exchange...

Investment Gold man
document IMAGES-009-HOUSE_OVERSIGHT_026969.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…al loss limitations, wash sale rules or other special tax rules. Asset Classification. We display holdings and provide market value and performance by asset class. A description of our asset classification schema is available upon request. When you have separately managed accoun...

Re: Saudi money
email TEXT-001-HOUSE_OVERSIGHT_031624.txt Oct 19, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… wrote: most of the saudi money is tied up in pe funds. no withdrawals allowed. and im not seeing much in the secondary market. . blackrock is more money market, more like custodian than investor. On Wed, Oct 19, 2016 at 9:41 AM, Thomas Jr., Landon -1.1> wrote: Interesting. CEO o...

Important information
document IMAGES-006-HOUSE_OVERSIGHT_022358.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-rela...