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Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT
document IMAGES-008-HOUSE_OVERSIGHT_025580.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…DE Financial Corp ETFC OW $53.49 $66 23.4 271 14.5 365 § LPL Financial Holdings Inc LPLA EW $60.76 $62 2.0 90 5.5 560 é Charles Schwab Corp SCHW OW $54.27 $63 16.1 1,340 20 3,181 Mean (Market Cap, EV and AuM equals Total) 13.1 123.8 5,225 Median 13.5 Covered Brokers & Asset Manag...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026825.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…act on markets and industry sectors. Prior to joining Deutsche Bank, Mr. Kelly held senior executive positions at both Charles Schwab & Co. and Merrill Lynch & Co, Inc. Before joining the private sector, Mr. Kelly served at the U.S. Securities and Exchange Commission as Chief Sp...

Managing Director & Global Coordinator, Public Affairs
document IMAGES-009-HOUSE_OVERSIGHT_026824.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s for Deutsche Bank in the Western Hemisphere. Prior to joining Deutsche Bank, Mr. Kelly held senior positions at both Charles Schwab & Co. and Merrill Lynch & Co, Inc. Before joining the private sector, Mr. Kelly served at the U.S. Securities and Exchange Commission as Chief S...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025587.txt Jan 29, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ichael J. Cyprys, CFA, CPA Apollo Global Management LLC (APO.N) Ares Management, L.P. (ARES.N) BlackRock Inc. (BLK.N) Charles Schwab Corp (SCHW.N) E*Trade Financial Corp (ETFC.O) Franklin Resources Inc. (BEN.N) Hamilton Lane Incorporated (HLNE.O) Invesco (IVZ.N) KKR & CO. L.P....

2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…US Michael Carrier, CFA AllianceBernstein AB AB US Michael Carrier, CFA BlackRock, Inc. BLK BLK US Michael Carrier, CFA Charles Schwab Corp. SCHW SCHW US Michael Carrier, CFA CME Group CME CME US Michael Carrier, CFA Cohen & Steers CNS CNS US Michael Carrier, CFA Goldman Sachs GS...

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_010617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Income Type Income Amount 60 SALESFORCE COM INC NIA None (or less than $1,001) Capital Gain $5,001 - $15,000 61 SCHWAB CHARLES COM NIA None (or less than $1 ,001) Capital Gain $5,001 - $15,000 62 SEALED AIR CORP COM NEW NIA None (or less than $1 ,001) Dividends, Capital Gain $20...

Brexit Statistics
email TEXT-001-HOUSE_OVERSIGHT_011170.txt Jun 23, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…r be Eurotrash or lonely Brits 2moro & the fun bit is, nobody has a single solitary clue which is lesser evil #B… RT @CharlesPHoffman: Okay, rant over. Return to your regularly scheduled freakout about the Brexit referendum. 23 Jun 2016, 02:20 - CEST 23 Jun 2016, 02:20 - CEST 2...

Tax reform screens
document IMAGES-007-HOUSE_OVERSIGHT_023087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ncial Financials Consumer Finance 0% 37.2 DLTR Dollar Tree, Inc. Consumer Discretionary Multiline Retail 8% 37.2 SCHW — Charles Schwab Corporation Financials Capital Markets 0% 37.2 NAVI Navient Corp Financials Consumer Finance 0% 37.2 CAH Cardinal Health, Inc. Health Care Health...

RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER
email TEXT-001-HOUSE_OVERSIGHT_031278.txt Aug 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…****************************************************************************** Begin forwarded message: From: "Michael, Charles" Subject: RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER UP OF BILLIONAIRE JEFF EPSTEIN CHILD RAPES RELEASE DATE OCT...

An impresario in the broadest and most creative sense
document IMAGES-004-HOUSE_OVERSIGHT_017544.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 1930’s, 40’s, and 50’s, the platinum selling Q’s Jook Joint featured performances by artists such as Bono, Brandy, Ray Charles, Phil Collins, Coolio, Kenny “Babyface” Edmonds, Gloria Estefan, Rachelle Ferrell, Aaron Hall, Herbie Hancock, Heavy D., Ron Isley, Chaka Khan, R. Kelly...

RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER UP OF
email IMAGES-011-HOUSE_OVERSIGHT_031308.txt Oct 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…K EK KEK EK KE EK EK EK EEK EE EK EK EK EK EK EEK KEKE KEE EK EE KEKE ERE ER Begin forwarded message: From: "Michael, Charles" Subject: RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER UP OF BILLIONAIRE JEFF EPSTEIN CHILD RAPES RELEASE DATE OC...

Re: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER UP OF BILLIONAIRE
email TEXT-001-HOUSE_OVERSIGHT_031307.txt Oct 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…****************************************************************************** Begin forwarded message: From: "Michael, Charles" _____________________________ Subject: RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER UP OF BILLIONAIRE JEFF EPSTEI...

Power, Fortune and Survival in the Age of Networks
document TEXT-001-HOUSE_OVERSIGHT_018232.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…history has, always, been the decisive mark of leadership and success in revolutionary periods. Consider, for instance, Charles, the Duke of Brunswick-Wolfenbuttel who faced down Napoleon on the fields of Jena in what is now central Germany in October 1806. Brusnwick-Wolfenbuttel...

RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER
email IMAGES-011-HOUSE_OVERSIGHT_031278.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s abs fe aks ahs fe ols ahs ofc ais abe a aks als fe ols ae aks oe 2s ae ais Begin forwarded message: From: "Michael, Charles” <j > Subject: RE: Privileged and Confidential - Fwd: JAMES PATTERSON NEW BOOK TELLING FEDS COVER UP OF BILLIONAIRE JEFF EPSTEIN CHILD RAPES RELEASE DA...