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Managing Director & Global Coordinator, Public Affairs
document IMAGES-009-HOUSE_OVERSIGHT_026824.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Francis J. Kelly Managing Director & Global Coordinator, Public Affairs Head, Government & Public Affairs — North and South America Frank Kelly is Global Coordinator for Public Affairs as well as head of Government & Public Affairs for North and Latin Americas. In this role, he...

Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005)
document IMAGES-004-HOUSE_OVERSIGHT_017852.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

IN RE TERRORIST ATTACKS ON SEPTEMBER 11, 2001 787 Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005) make no claim that these individuals were acting on behalf of or at the behest of the Kingdom. See, eg. id. 1420 (claiming that in January 1999 Princess Haifa made payments to Al-Bayoum...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...

Sample and methodology
document IMAGES-009-HOUSE_OVERSIGHT_026726.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sample and methodology The fieldwork for this study was conducted by NMG's strategy consulting practice. Invesco chose to engage a specialist independent firm to ensure high-quality objective results. Key components of the methodology included: - A focus on the key decision...

Key financial market driver 3 - China growth outlook
document IMAGES-007-HOUSE_OVERSIGHT_024145.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Key financial market driver 3 - China growth outlook Key questions e When will the economy bottom out? e What economic policy responses can we expect to support the economy ahead? e How significant is the contagion risk from a possible downturn in the Eurozone? ClO View (Pro...

Exhibit 31: US Cyclical Spending
document IMAGES-003-HOUSE_OVERSIGHT_014572.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 31: US Cyclical Spending There is scope for business and consumer spending to increase in the US economy. % of Potential GDP Recession 32 4 US Cyclical Spending = — — — = Average 30 28 26 + 24 22 20 18 = = 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015...

Il Cannabis Science 101
document IMAGES-008-HOUSE_OVERSIGHT_024631.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Contents Foreword | Executive Summary Il Cannabis Science 101 Ill Cannabis Industry Segmentation IV U.S. Legal Landscape V Global Cannabis Regulation VI U.S. and International Cannabis Market Estimates VII Capital Markets for Cannabis Companies VIII Top 100 Private Cannab...

occurred in the capital markets in the world
document IMAGES-008-HOUSE_OVERSIGHT_024948.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

occurred in the capital markets in the world. With regard to your point that the attraction of foreign investment has been among the priorities of economic mobility in the UAE; it is an inaccurate assumption. Investment plans have no limits or boundaries. There are foreign inves...

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

Regulatory Changes On June 22, 2011, to implement provisions of Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rules implementing new exemptions from the registration requirements o...

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)

The New Leaf team applies a rigorous, systematic, fundamentals-driven approach to diligence on all new deals, which, in addition to assessment against the sector specific strategies, includes consideration of the following risk/ reward factors: e Medical need and market size e...

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...

New Leaf’s investment strategy is differentiated in the venture capital industry in terms of its
document IMAGES-007-HOUSE_OVERSIGHT_024042.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

V. NEW LEAF VENTURE PARTNERS INVESTMENT STRATEGY New Leaf’s investment strategy is differentiated in the venture capital industry in terms of its sector focus, specific approaches within each sector, and the depth of experience and long-term track record that supports each eleme...

CHAPTER! Executive Summary
document IMAGES-008-HOUSE_OVERSIGHT_024649.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

QO KRELL CAPITAL > CHAPTER! Executive Summary current practice and aggressively enforce existing federal cannabis laws, including penalizing financial institutions for serving the cannabis industry, it would have a dampening effect on the industry both in the United States an...