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COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024916.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 - VALUATION METHODOLOGY AND RISKS Valuation Methodology Cannabis: Our valuation methodology is primarily based on Relative EV-to-Sales (EV-to-Sales divided by Sales-Growth), followed by EV-to-Sales. Investment Risks Cannabis: Can...

Exhibit 91: EM Local Debt Currencies and
document IMAGES-003-HOUSE_OVERSIGHT_014606.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…reads standing near two-year lows, there is scope for spread widening based on US and European policy uncertainty and renewed China growth fears. Third, countries accounting for 37% of EMD— including Mexico, China, South Africa and Brazil—have negative outlooks from at least two...

I(K,,),, optimum = Y optimum = C, , atthe collective scale, (A9.5)
document IMAGES-001-HOUSE_OVERSIGHT_011148.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ce of historicism and institutionalism rather than in the mechanics of supply and demand. Judging from history, old and new, growth seems to find traction in free markets where laws and customs welcome it. These are institutions shaped by history. Free growth theory and its equa...

target. It is possible that Trump’s election could weaken fiscal discipline in the Eurozone
document IMAGES-003-HOUSE_OVERSIGHT_014736.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…With the election of Trump, the probability has increased that there could be some sanction relief for Russia under the new US administration. RUB has the additional advantage of offering the highest real rates in EM right now. Given our bullish view on the USD, we would recommen...

I’m not justifying Vladimir Putin and the kleptocracy that he represents, because he
document IMAGES-010-HOUSE_OVERSIGHT_029061.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… power that want to expand. However, I really believe that in this current environment, where you're facing a potential new caliphate that is very aggressive that is really a situation — I’m not saying we can put it on a back burner — but I think we have to deal with first things...

TVPA, assault and battery, intentional in
document IMAGES-004-HOUSE_OVERSIGHT_017903.txt Oct 1, 2004 House Oversight Committee — Epstein Estate Records (Nov 2025)

… part. 1. Federal Civil Procedure #2554 On defendants’ motion for summary judgment, district court would not consider new claims raised for first time in plain- tiffs memorandum in opposition to motion. Fed.Rules Civ.Proc.Rule 56, 28 U.S.C.A. 2. Libel and Slander <1 Under Ver...

differences, all inflicted with this developmental disorder have difficulty understanding the belief
document IMAGES-002-HOUSE_OVERSIGHT_012777.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ines of the evolved context. We could take aspects of an ancient psychology that evolved for one problem and use it for new purposes, some beneficial to us individually and as members of a group, and some costly to our own and others’ survival. Consider our capacity to defend me...

more likely to get angry and violent in the face of frustration and other emotional challenges, wher
document IMAGES-002-HOUSE_OVERSIGHT_012872.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…re is a hidden cost. In light of this teeter-tottering of frequencies, the Maori are of interest. As celebrated by many New Zealanders today, the Maori were a highly adventurous and warring people. Individuals who took risks and fiercely defended their resources were heroes. Hero...

I’m not justifying Vladimir Putin and the kleptocracy that he represents, because he
document IMAGES-010-HOUSE_OVERSIGHT_029082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… power that want to expand. However, I really believe that in this current environment, where you're facing a potential new caliphate that is very aggressive that is really a situation — I’m not saying we can put it on a back burner — but I think we have to deal with first things...

then distributed copies by hand. Then he was slammed by his own community for doing
document IMAGES-005-HOUSE_OVERSIGHT_018564.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd honored to hear from him that I emailed him right away. We talked a little bit, and met in person last time I was in New York City -- and I practically begged him to let me interview him by email. Here's the results: a discussion of Richard's history with S&M; what he thinks a...

Prime Minister Benjamin Netanyahu
document IMAGES-004-HOUSE_OVERSIGHT_017451.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ahu. I had met Bibi when he was a student in Cambridge in the early 1970’s. We got to know each other when he served in New York as Israel’s representative to the United Nations. He has been to our home for dinner and we have been at his. Over the years, he has sought my advice o...

would need to leave this small coastal fishing village, of course, and move to Mexico City, then to
document IMAGES-002-HOUSE_OVERSIGHT_013956.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ed to leave this small coastal fishing village, of course, and move to Mexico City, then to Los Angeles, and eventually New York City, where you could run your expanding enterprise with proper management.” The Mexican fisherman asked, “But, sefior, how long will all this take?”...

“Independent Directors" of the Board of Directors of the General Partner shall be individuals who (a
document IMAGES-008-HOUSE_OVERSIGHT_024552.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…y one or more of the Principals, and (b} meet the definition of “independent director’ set forth in Rule 303A.02 of the New York Stock Exchange Listed Company Manual (as if the General Partner, KUE and each of its Subsidiaries were the ‘listed company”) , including any such indiv...

perspective. What particularly interests me about your point of view Steve, to talk
document IMAGES-010-HOUSE_OVERSIGHT_029069.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… you say a little bit about the current dynamic of what’s going on at the moment in the States. Bannon: Outside of Fox News and the Drudge Report, we’re the third-largest conservative news site and, quite frankly, we have a bigger global reach than even Fox. And that’s why we’re...