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18.2. United States Federal Income Taxation
document IMAGES-008-HOUSE_OVERSIGHT_024574.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

18.2. United States Federal Income Taxation The following summary sets forth the material U.S. federal income tax considerations related to the purchase, ownership, and disposition of Common LP Units. Unless otherwise stated, this summary deals only with partners that are U.S. P...

Investment Advisers Act of 1940
document IMAGES-007-HOUSE_OVERSIGHT_024097.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Advisers Act of 1940 Neither the Management Company nor the General Partner is currently registered as an investment adviser under the Advisers Act. By virtue of being exempt from the registration requirements of the Advisers Act, the Management Company and the Genera...

Case 9:08-cv-80736-KAM Document 306 Entered on FLSD Docket 02/02/2015 Page 2 of 19
document IMAGES-001-HOUSE_OVERSIGHT_010736.txt Feb 2, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Case 9:08-cv-80736-KAM Document 306 Entered on FLSD Docket 02/02/2015 Page 2 of 19 joinder of Jane Doe 3 and her untimely allegations to the underlying CVRA case. If the Court rejects the pending motion for joinder (DE 279), then the Court should strike the scurrilous allegation...

Unlike the check-the-box rules, there are conflicting views regarding the treatment of a grantor
document IMAGES-009-HOUSE_OVERSIGHT_026585.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Unlike the check-the-box rules, there are conflicting views regarding the treatment of a grantor trust as a DRE. While the plain language of the Code's grantor trust rules appears to imply that a wholly grantor trust (i.¢., a trust that is deemed to be entirely owned by a single...

This Memorandum has been prepared for private information purposes only and it may not be used for,
document IMAGES-007-HOUSE_OVERSIGHT_024113.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

This Memorandum has been prepared for private information purposes only and it may not be used for, and shall not be deemed, a public offering of interests in the Fund. This Memorandum is strictly for private use by its holder and may not be passed on to third parties or otherwis...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.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 jan.loeys@jpmorgan.com 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...

prosperity deal. He says American conservatives abandoned the middle ground
document IMAGES-010-HOUSE_OVERSIGHT_029676.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

prosperity deal. He says American conservatives abandoned the middle ground represented by Republican presidents such as Dwight D. Eisenhower, Richard Nixon and Bush Sr and became radicals. The derailment, he argues, began under Ronald Reagan and reached its zenith under George W...

Investment Soeaian
document IMAGES-008-HOUSE_OVERSIGHT_025694.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Soeaian Management Important Information Division Investment Strategy Group. The Investment Strategy Group (ISG) is part of the Investment Management Division of Goldman Sachs. The Investment Strategy Group (ISG) is focused on asset allocation strategy formation and...

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...

June 2014, I was asked to articulate the vision at the first Belt and Road forum in
document IMAGES-007-HOUSE_OVERSIGHT_023573.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

June 2014, I was asked to articulate the vision at the first Belt and Road forum in Urumai, Northwest China's Xinjiang Uygur autonomous region. I described five categories: history, culture, trade, mutual development and peaceful development. The second forum was in Quanzhou, So...

traditional thinking. Co-evolution exists as a real possibility for the two nations but
document IMAGES-004-HOUSE_OVERSIGHT_018417.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

traditional thinking. Co-evolution exists as a real possibility for the two nations but so too does co-extinction, a problem of mis-designed complex systems that can rattle themselves apart. This is precisely what a confident Hard Gatekeeping strategy can avoid. When we speak of...