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Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Discl osures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from invest...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from investmen...

UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...

Even from jail, Jeffrey Epstein manipulated the system | Miami Herald Page 14 of 17
document IMAGES-004-HOUSE_OVERSIGHT_017814.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…016 response filed in the case. In February, the Miami Herald filed a federal court motion in the Southern District of New York, seeking access to documents that were sealed in the Maxwell case. The motion, which was not opposed by Roberts, could have cast light on the full scop...

The owner was Jeffrey Epstein, 53, an intensely private New York money manager with
document IMAGES-006-HOUSE_OVERSIGHT_021772.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The owner was Jeffrey Epstein, 53, an intensely private New York money manager with several billionaire clients. Months earlier, the stepmother of a 14-year-old girl told the Palm Beach police that a wealthy older man, whom the girl later identified as Mr. Epstein, might have had...

Notes from Aspen Strategy Group
document TEXT-001-HOUSE_OVERSIGHT_025797.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pt resid force in Iraq. Most important function would have been keeping a healthy tension between the central govt and new institutions. For 10 years Iraq has had a centralized power base. With removal of US, you took away support for new institutions. Iraqis view removal of...

though stating what should have been perfectly obvious, “is the biggest
document IMAGES-007-HOUSE_OVERSIGHT_022960.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

though stating what should have been perfectly obvious, “is the biggest landowner in New Mexico.” And then there is Epstein’s yet more structural explanation as to why after prison and with continuing tabloid infamy he can maintain his valued place. It comes back, not unexpected...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ing growth expectations (chart of right) are ultimately bullish for the currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. * The Euro area economy remains in recession, while policy makers are making little effort to...

murky. Sure, Goldman Sachs partners and tech fortunes, but what to make of
document IMAGES-007-HOUSE_OVERSIGHT_022719.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ise and Carter’s rise are not, with a little critical interpretation, that different. Both are a function of the age of new money, both are helped by strategic relationships with the exceptionally wealthy (i.e. they are social climbers), both men have made themselves up. To say t...