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Enrique V. Iglesias
document IMAGES-004-HOUSE_OVERSIGHT_017081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Communications Officer Board Member Board Member Executive Director Founder and Chief Executive Officer Member of the European Parliament Blogger, Buzzmachine.com and Professor Chief Executive Officer Editor-in-Chief Chief Executive Officer President and Chief Executive Off...

The BRIDGE platform currently comprises investments of between €20-120 million each, in 17 European
document IMAGES-008-HOUSE_OVERSIGHT_026062.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The BRIDGE platform currently comprises investments of between €20-120 million each, in 17 European infrastructure transactions. In 2016 alone, the BRIDGE team has achieved financial close for 11 infrastructure deals in Europe aggregating ca. €390m. When benchmarked against other...

Key financial market driver 1 - Eurozone crisis
document IMAGES-007-HOUSE_OVERSIGHT_024143.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tical agenda item, and the request for external support for Spanish banks can be seen as the starting point for greater European support and oversight for banks, to be discussed at the upcoming European Council. ¢ Greece's debt remains unsustainable, but the risk of a euro exit...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_022272.txt Mar 13, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nse is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%. Cross asset correlations outside of the US are increasing past few days...

The Scowcroft Group
email IMAGES-009-HOUSE_OVERSIGHT_026827.txt Nov 14, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eirut, and yesterday atrocities in Paris all demonstrate an unexpected level of sophistication and effort. As a result, European countries and the US are likely to see an increase in incidents and threats that harken back to Al Qaeda's early agenda or are comparable to the Black...

Exhibit 87: High Yield Par-Weighted Interest
document IMAGES-003-HOUSE_OVERSIGHT_014604.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…p, Barclays, Credit Suisse. * Defined as 5-year Treasury yield rising more than 70 basis points over a 3-month period. European Bonds Unlike their US counterparts, European fixed income markets did not forfeit all their gains by the end of last year. This served as a poignant r...

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)

…ports from the modest pickup in global growth we expect is likely to be dwarfed by ongoing US trade policy uncertainty, European political risk and China fears. Lastly, an acceleration of recent outflows from EMLD markets could magnify these risks, particularly since 60% of the c...

While we consider demographics as an important long-term
document IMAGES-001-HOUSE_OVERSIGHT_012082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ll market centered in the U.S. may see its next leg driven by its counterparts across the Atlantic. However, we see the European continent energized by the electoral suc- cess of 39-year-old Emmanuel Macron, who not only won the French presidency in May, but also a strong party m...

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ut tapering because the ability or willingness to do QE fades would likely cause a setback. Relief or Revolt relates to European politics. Will Europe follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Mer...

Table 10: Summary of closed trades as of 19-Jun-17
document IMAGES-003-HOUSE_OVERSIGHT_014996.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l vs call relative value trade is now riskier given the potential reversal in US reflation trades and the potential for European equities to rally in a French election market-favourable outcome. Unwind the position for the Tencent earnings Option expired; HSCEI was up 5.1% but t...

e High quality dividend yields (sourced from existing European ®
document IMAGES-007-HOUSE_OVERSIGHT_024141.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Preferred themes e High quality dividend yields (sourced from existing European ® and UK equities) High quality companies with geographically diversified business models that pay sustainable dividends offer an attractive income stream in a low yield world. Historically, dividend...

defensive dividend stocks to take advantage of the improving cyclical backdrop and
document IMAGES-002-HOUSE_OVERSIGHT_014449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rom our fundamental analysts. The yield on the basket is 5% with an average DPS CAGR of 7% and 1.8x covered. Table 3: European Yield Screen —- December 2016 Sedol BofAML ticker Company name Sector Divi Yield (>4%) DPS 2Y CAGR _Div'd Cover 426330 DNBHF DNB ASA Banks 42 23.9 20...

Eurozone political calendar 2017
document IMAGES-002-HOUSE_OVERSIGHT_014474.txt Mar 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…date only received 18% of the vote. Nevertheless, we see a potential Le Pen win as the biggest political risk event for European (and possibly global) equity markets in 2017. By 22 October 2017: German Federal elections Current Chancellor Angela Merkel has announced that she in...

Re: Oil options [C]
email IMAGES-006-HOUSE_OVERSIGHT_022346.txt Mar 14, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nse is the Obama 5m of 696m SPR release is to show Merkel and co he will step in. He needs to because there are 8 small European and Baltic countries that rec 70%+ of their gas from Russia. Germany gets 30%. Cross asset correlations outside of the US are increasing past few days...

Abbreviations Glossary
document IMAGES-003-HOUSE_OVERSIGHT_014613.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r CFTC: Commodity Futures Trading Commission CPI: consumer price index EAFE: Europe, Australasia and the Far East ECB: European Central Bank EM: emerging market EMD: emerging market dollar debt EMLD: emerging market local debt EMEA: Europe, the Middle East and Africa EMU: Eur...