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Trades Gaining Momentum: Finance-Related Assets vs. S&P 500
document IMAGES-001-HOUSE_OVERSIGHT_011279.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Trades Gaining Momentum: Finance-Related Assets vs. S&P 500 Oiversiied Financtsts Barks Prranciats S&P 500 Source: Kensho Technologies The Flow Show, Michael Hartnett, 11/18. Violent rotation: record equity ETF inflow, record financials inflow, biggest bond outflow in 3.5 yrs,...

1Q Internet Summary Previews
document IMAGES-003-HOUSE_OVERSIGHT_014889.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

1Q Internet Summary Previews We are publishing updates on 1Q industry data points and write ups on our early outlook and top 1Q earnings focus items for select stocks in our Internet coverage group (more detailed previews with various channel checks for large cap stocks to follo...

Cross-asset implications of repatriation
document IMAGES-007-HOUSE_OVERSIGHT_023080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cross-asset implications of repatriation Repatriation should spur USD-buying — up to 40% may be non-USD denominated While few companies disclose the currency composition of their offshore cash, our FX team estimates that 60-75% is already in USD while 25-40% is non-dollar-denomi...

Estimate vs Consensus
document IMAGES-003-HOUSE_OVERSIGHT_014899.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Estimate vs Consensus Our revenue and EBITDA estimates of $20.2bn/S$9.9bn are slightly above the Street at $19.9bn/S9.8bn. Our model assumes currency to be a 2% headwind on y/y international revenue in 1Q17 (similar to 4Q16) and a 3% headwind in 2Q17. Our 1Q17 non-GAAP EPS of $9...

US - Electric Utilities Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014641.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Electric Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY American Electric Power AEP AEP US Brian Chin American Water Works AWK AWK US Brian Chin Black Hills Corporation BKH BKH US Brian Chin Dominion Resources D D...

below $40. In other words, the outcome is highly binary in the short term for crude and
document IMAGES-003-HOUSE_OVERSIGHT_014480.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

below $40. In other words, the outcome is highly binary in the short term for crude and related equities. We flag to investors that we would consider reducing our weighting in the event of no deal. Assuming OPEC does cut production and oil prices recover up to the high $50s per...

Unauthorized redistribution of this report is prohibited. This report is intended for kaasha.saini@b
document IMAGES-003-HOUSE_OVERSIGHT_014721.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…on while repealing Obamacare and the controversy regarding the BAT could delay the highly anticipated tax reform. Perception versus reality In this report, we argue why the Trump risk premium may be too high. The administration’s dealing with both China and Mexico in recent wee...

modified will not likely change the outlook. LM feels its strong positioning in global
document IMAGES-002-HOUSE_OVERSIGHT_014354.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t it likely gets delayed/modestly modified, but regardless of what happens, asset managers and distributors need to accept that the industry is living in a new fiduciary world with minimized (potentially no) conflicts of interest which ultimately is a good thing for end clients....

¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail
document IMAGES-002-HOUSE_OVERSIGHT_014355.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t exists in Europe, a similar structure is not available in the U.S.). While some in the industry may not be fans to adapt such a structure, given challenging cost structure changes, he thinks the product could be much more competitive relative to passive products. Alternative A...

Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 1: Current cross asset trades Asset Trade idea Strategist Long European Quality Yield Screen (yield) James Barty Long SXDP Index Ronan Carr Equities Long Nikkei Shusuke Yamada Long European index dividend futures James Barty Long MSCI Asia ex-Japan Ajay Kapur Long RTY shor...

Chart 81: What do you expect to be the main driver of success for robo advisors?
document IMAGES-002-HOUSE_OVERSIGHT_014369.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 81: What do you expect to be the main driver of success for robo advisors? 50% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% A low and An efficient | Advanced portfolio Department of Access toa transparent cost technology and construction that — Labor fiduciary human in volatil...

Table 17: Match estimate summary
document IMAGES-003-HOUSE_OVERSIGHT_014913.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 17: Match estimate summary 1017 2017 2017 2018 Revenue BofA ML est. $293 $315 $1,285 $1,484 Growth Y/Y% 20% 20% 16% 15% Street $308 $322 $1,325 $1,484 BofA ML vs Street Below Below Below Above EBITDA BofA ML est. $79 $112 $462 $562 Street $77 $113 $459 $544 BofA ML vs Stre...

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_011281.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…velocity and magnitude of the recent move and uncertainty around the impact and timing of Trump’s policies, we believe options offer better risk-reward than being outright long financials stocks here. With flat call skew, “appearing” call spreads with upside knock-ins price well....