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Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026576.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… - Global Diversified 5.64 6.00 13% Credit Markets Current Index YTD Return* US high grade (bp over UST) 161 JPMorgan JULI Porfolio Spread to Treasury 10.1% Euro high grade (bp over Euro gov) 176 \Boxx Euro Corporate Index 95% USD high yield (bp vs. UST) 582 JPMorgan Global High...

Equity volatility has been unusually low for much of 2017
document IMAGES-001-HOUSE_OVERSIGHT_012097.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A “Vixing” Puzzle Equity volatility has been unusually low for much of 2017. The Volatility Index (VIX), which measures the implied volatility of S&P 500 Index options and has been viewed as a barometer of equity market volatility, has drifted to all-time lows. Over a span of mo...

Investment Gold man
document IMAGES-009-HOUSE_OVERSIGHT_026968.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…culation but not displayed separately. Option performance is included in the performance of the asset class of the underlier. Margin loans are generally excluded from advisory performance but included in brokerage performance calculations. Mutual fund and ETF investment returns a...

CEFOTAJ Business Proposal
document TEXT-001-HOUSE_OVERSIGHT_019448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e an economically independent nation from donors and foreign aid there needs to be support for private industry to establish itself and flourish. At one point in its history, Haiti was a market leader in the textile industry supplying quality products. Currently there is an oppo...

Banks effect payments from depositors’ accounts. An omnibus fund can do the same
document IMAGES-001-HOUSE_OVERSIGHT_011096.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…erage accounts, or withdrawals in the language of bank accounts. Payments in are “subscriptions” to brokers and their clients, or deposits to bankers. All these payments can be electronic. A payer, typically a customer, might swipe a card or click a screen. A payee, typically a...

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

…ic State of Irag and the Levant ISM: Institute of Supply Management JGB: Japanese government bond LBO: leveraged buyou LIBOR: London Interbank Offered Rate LSI: Liquidity Stress Index M&A: merger and acquisition MLP: master limited partnership mmbd: million barrels per day M...

Exhibit 85: Moody’s Liquidity Stress Index and
document IMAGES-003-HOUSE_OVERSIGHT_014603.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 85: Moody’s Liquidity Stress Index and Default Rates Leading indicators suggest the path of defaults for high yield is lower. Index (%) 25 Trailing 12-Month Rate (%) r 16 Composite Liquidity Stress Index SSS Speculative-Grade Issuer-Weighted Default Rate (Right) a Ua...

Exhibit 36: Contribution from Change in
document IMAGES-003-HOUSE_OVERSIGHT_014574.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nue as the erstwhile easing in financial conditions provides a growth tailwind throughout 2017 (see Exhibit 38). A Resilient US Consumer The stars are aligned for US consumers in 2017, as they enter the year with rising wages, higher net worth from asset price gains, historical...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030852.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… - Global Diversified 59) 5.70 0.1% Credit Markets Current Index YTD Return* US high grade (bp over UST) 159 JPMorgan JULI Porfolio Spread to Treasury -0.1% Euro high grade (bp over Euro gov) 165 \Boxx Euro Corporate Index 06% USD high yield (bp vs. UST) 496 JPMorgan Global High...

RE: request
email TEXT-001-HOUSE_OVERSIGHT_016420.txt Jan 11, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…k, New York 10010, on January 21, 2019, at 10:00 a.m., or as soon thereafter as counsel may be heard, for an order unsealing the briefs in the above-captioned appeal. PLEASE TAKE FURTHER NOTICE that answering papers, if any, shall be served upon the undersigned on or before the l...

February 16, 2017
document TEXT-001-HOUSE_OVERSIGHT_026668.txt Feb 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…8 HFRX : Global Hedge Fund -0.57% 0.87% 0.86% 2.50% -3.50% -0.42 -0.43 * For Sharpe/Sortino Ratio calculations, 1-Month LIBOR is set as the risk free rate. We ended 2016 with a slightly positive quarter, bringing net performance for the year to +3.84%. Consistent with the trend s...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… On the Snowden Trail: Hong Kong 2014 PART ONE The Intelligence Crisis Chapter One The Great Divide Chapter Two The Crime Scene Investigation PART TW...