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Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014429.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…K RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS reflect the analyst’s assessment of a stock’s: (i) absolute total return potential and (ii) attractiveness for investment relative to other stocks within its Coverage C...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_029344.txt Dec 27, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Save Some Money on Taxes 10Jun 27, 2014 1:26 PM EDT By Matt Levine • a • A Every so often I hear a story that I find rather wonderful, and that I then pass along to you, just in case you and I share a similar sense of wonder. Here is one of those stories. It's about death and ta...

COMPLIANCE DEADLINES — Second Quarter 2017
document IMAGES-005-HOUSE_OVERSIGHT_019861.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

COMPLIANCE DEADLINES — Second Quarter 2017 There are many regulatory filings and compliance forms that investment managers need to complete throughout the year. Below is a list of some of the key com- pliance dates for the second quarter of 2017. Please note that this is general...

Part 2: Filer's Employment Assets and Income
document IMAGES-004-HOUSE_OVERSIGHT_016712.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…: New York, NY Value not readily ascertainable |(Published 2009) al $15,001 - $50,000 Nona (or less than $201) yo a / THE ACCOMPANYING SCHEDULE (PART 2 - EXHIBIT A) IS AN INTEGRAL PART OF THE ABOVE AND SHOULD BE READ IN CONJUNCTION THEREWITH. Gaps in numerical sequence are due...

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...

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

Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2014-01 01/29/14 And the beat goes on… Last fall’s 16-day government shutdown ended with legislation that President Obama signed in the wee hours of October 17 th . Under that legislation, a...

charged to a Partner without regard to whether the General Partner made either of the elections
document IMAGES-007-HOUSE_OVERSIGHT_024086.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

charged to a Partner without regard to whether the General Partner made either of the elections described above on behalf of the Fund. Furthermore, each Partner will be required to provide the Fund with any information necessary to allow the Fund to comply with its obligations to...

possibility of an appeal
document IMAGES-001-HOUSE_OVERSIGHT_012042.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

possibility of an appeal. The verdict capped a two-week trial that involved dueling accusations of fraud levied by high-profile attorneys on both sides, including the former White House counsel to President Obama. At the center of the high-stakes battle was San Juan Capistrano...

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

…rse Education LP 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 so...

ROCKCO.COM [email protected]
document IMAGES-001-HOUSE_OVERSIGHT_012094.txt Apr 11, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…, NY 10020 Washington, DC 20006 Boston, MA 02110 212-549-5100 202-719-3000 617-375-3300 Rockefeller Trust Company, N.A. The Rockefeller 10 Rockefeller Plaza Trust Company (Delaware) 3rd Floor 1201 N Market Street New York, NY 10020 Suite 1401 212-549-5100 Wilmington, DE 19801...

the country in 1994. Since entering government, Yang “has been a central figure
document IMAGES-006-HOUSE_OVERSIGHT_020630.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

171 the country in 1994. Since entering government, Yang “has been a central figure promoting and helping to shape the New Zealand National government’s China strategy” and was a member of the Parliamentary Select Committee for Foreign Affairs, Defense, and Trade from 2014 to 20...

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...

The Original Big Short
document IMAGES-001-HOUSE_OVERSIGHT_012096.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The Original Big Short The Amsterdam Stock Exchange, founded by the Dutch East India Company in 1602, is recognized as the world’s oldest stock exchange. It facilitated a secondary market to trade stocks and gave rise to trading clubs during the mid- 17: century where speculator...

Will natural gas be a bridge for Primus to green
document IMAGES-003-HOUSE_OVERSIGHT_015487.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e for Primus to green fuel, or will it be too cheap and attractive to resist as a permanent substitute for biomass? For the moment, the company seems keen to squeeze what it can out of the shale gale. With the help of more than $50 million in Israeli money, Primus is building a d...

Chart 53: Data as % of mobile service revenues Chart 54: Household Broadband penetration
document IMAGES-003-HOUSE_OVERSIGHT_016159.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Global Research, Telegeography and company data Private sector participation and investment will be crucial... Whilst the government has earmarked cUS$2bn for the expansion of FTTH and wireless infrastructure (with a view to ultimately increasing internet usage), we believe thi...