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Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025284.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Base metals Preference: neutral Current (24 Oct) (last month): Copper USD 7,815/mt (8,271); Nickel USD 16,336/mt (18,351); Aluminum USD 1,912/mt (2,079) UBS View 6-month target: Copper: USD 8,800/mt; Nickel: USD 19,000/mt; Aluminum: USD 2,100/mt e After the swift uptick in pri...

But USA Inc.’s Investment in Infrastructure Has Been
document IMAGES-006-HOUSE_OVERSIGHT_021029.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

But USA Inc.’s Investment in Infrastructure Has Been Steadily Declining for Five Decades... USA Inc. (Federal) Investment in Infrastructure as % of GDP, 1950 -2008 1.5% =~ += 22 eee eee en eee a a © Ge ° = n © 2 Bo 10% --f-- 4-22 eee en ne ne ee ne ne ee o = s 2) £ E £ = ow EB...

under the Blueprint (over eight years). The Tax Foundation similarly estimates that a
document IMAGES-007-HOUSE_OVERSIGHT_023075.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

under the Blueprint (over eight years). The Tax Foundation similarly estimates that a repatriation act could drive spending amounting to $185-200bn in revenues through 2025, which could help fund infrastructure/defense spending. S&P 500 companies could bring back over $1tn - mos...

ERISA Plan for purposes of ERISA. In particular, the General Partner will use reasonable best
document IMAGES-007-HOUSE_OVERSIGHT_024095.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ERISA Plan for purposes of ERISA. In particular, the General Partner will use reasonable best efforts to either (i) limit investment in the Fund by “benefit plan investors” to a level that would not be considered “significant” under ERISA, or (ii) operate the Fund as a VCOC, or (...

Leadership: NLV_ are leaders in biopharmaceutical investing across all stages and transaction
document IMAGES-007-HOUSE_OVERSIGHT_024045.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Leadership: NLV_ are leaders in biopharmaceutical investing across all stages and transaction types The New Leaf team is well positioned to continue to play a leadership role in the sector. Over the last two decades, the Fund Managers have demonstrated an ability to access high...

in thousands of blogs and other written forums and converts this unstructured content
document IMAGES-007-HOUSE_OVERSIGHT_024051.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

in thousands of blogs and other written forums and converts this unstructured content into structured information to support better-informed decision making by patients, providers, and pharmaceutical marketing teams. e Investment Theme - Patient Engagement / Shift to Low-Cost Se...

Recourse to the Fund’s Assets
document IMAGES-007-HOUSE_OVERSIGHT_024079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recourse to the Fund’s Assets The Fund’s assets, including any investments made by the Fund and any funds held by the Fund, are available to satisfy all liabilities and other obligations of the Fund. If the Fund becomes subject to a liability, parties seeking to have the liabili...

Exhibit 76: Emerging Market Currency Valuation
document IMAGES-003-HOUSE_OVERSIGHT_014598.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 76: Emerging Market Currency Valuation Despite the recent rally, emerging market currencies remain undervalued against the US dollar. Average Deviation from Fair Value vs. US Dollar (%) 20 4 EM Currencies Overvalued on Average “25 2008 2008 2010 2011 2012 2013-2014 =....

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)

From: [email protected] To: Undisclosed recipients:; Subject: The J.P. Morgan View: Local forces are dominating Sent: 3/29/2013 8:48:11 PM Attachments: JPM_The J.P. Morgan View_2013-03-28_1084792.pdf Global Asset Allocation ________________________________ The J.P. Morgan V...

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...

Jeffrey Epstein: 1953-1969
document TEXT-001-HOUSE_OVERSIGHT_022058.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CHAPTER 20 Jeffrey Epstein: 1953-1969 Jeffrey Epstein's mother, Paula, was the daughter of Max and Lena Stolofsky, who arrived in the United States as Lithua- nian refugees. Relatives on that side of the family who remained in the old country would all perish in the course of Ad...

Exhibit 28: Total Foreign Currency Holdings of
document IMAGES-003-HOUSE_OVERSIGHT_014566.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 28: Total Foreign Currency Holdings of China’s Official Sector If the recent pace of decline continues, China's reserves could soon fall below the IMF's adequacy threshold. US$ billions 5,000 Mumm P30C FX reserves Gums Other official FX holdings == Scenario 1 (avg. pac...

Appendix 1: The Team and Our Process
document IMAGES-007-HOUSE_OVERSIGHT_024221.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Appendix 1: The Team and Our Process e Electron Focus Electron’s universe of utility and infrastructure stocks is deep, comprising 375 companies with a market cap of $2.8 trillion. Stocks covered include the electric, gas, water and waste...