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The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PRAISE FOR The 4-Hour Workweek “It’s about time this book was written. It is a long-overdue manifesto for the mobile lifestyle, and Tim Ferriss is the ideal ambassador. This will be huge.” —JACK CANFIELD, cocreator of Chicken Soup for the Soul®, 100+ million copies sold “Stunnin...

Edited by Yelena Maltser • [email protected]
document TEXT-001-HOUSE_OVERSIGHT_019856.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Edited by Yelena Maltser • [email protected] MARCH 2017 SUPREME COURT REJECTS NEWMAN REQUIREMENT OF “PECUNIARY OR SIMILARLY VALUABLE” PERSONAL BENEFIT FOR INSIDER TRADING LIABILITY FOR TIPPING FAMILY AND FRIENDS BY SAMUEL J. LIEBERMAN The U.S. Supreme Court gave the governm...

NLV-I has capital commitments of $310 million, and the Fund Managers began investing in
document IMAGES-007-HOUSE_OVERSIGHT_024030.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

New Leaf Funds NLV-I has capital commitments of $310 million, and the Fund Managers began investing in mid-2005. The fund completed its new investment period in early 2008 with a portfolio of 22 companies. NLV-I has fully realized 13 investments, and there are nine active invest...

In December 2016, we entered into a master purchase and sale agreement pursuant to which we sell fin
document IMAGES-007-HOUSE_OVERSIGHT_024355.txt Nov 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents MASTER PURCHASE AND SALE AGREEMENT In December 2016, we entered into a master purchase and sale agreement pursuant to which we sell finance receivables meeting certain underwriting criteria to certain financing partners, including Ally Bank and Ally Financial...

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

[DECEMBER DRAFT--- 287 pages] THE SNOWDEN AFFAIR A Spy Story in Six Parts By Edward Jay Epstein CONTENTS PROLOGUE On the Snowden Trail: Hong Kong 2014...

CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...

Certain tax risks relating to an investment in the Fund are discussed in Section XI “Certain Tax
document IMAGES-007-HOUSE_OVERSIGHT_024081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Tax Risks Certain tax risks relating to an investment in the Fund are discussed in Section XI “Certain Tax & ERISA Considerations”, which prospective investors should read carefully. No assurances can be given that current tax laws, rulings and regulation will not be changed dur...

generally considered to be representative of U.S. stock market activity. The NASDAQ
document IMAGES-007-HOUSE_OVERSIGHT_024109.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

QO iw} tH Les a generally considered to be representative of U.S. stock market activity. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on the NASDAQ Stock Market. The NASDAQ Biotechnology Index includes securities of NASDAQ-l...

certain factors beyond the control of the portfolio company and the General Partner. The
document IMAGES-007-HOUSE_OVERSIGHT_024073.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

certain factors beyond the control of the portfolio company and the General Partner. The economic environment for all companies, and in particular for healthcare technology and start- up companies, may remain challenging. Business risks may be more significant in portfolio compan...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...

Regulatory Changes
document IMAGES-007-HOUSE_OVERSIGHT_024082.txt Jun 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Regulatory Changes On June 22, 2011, to implement provisions of Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rules implementing new exemptions from the registration requirements o...

Internet/e-Commerce
document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Internet/e-Commerce 1Q Internet Sector Preview Earnings Preview Equity | 06 April 2017 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] 1Q Preview; Expectations building on a strong 2H Our early sector preview highlights o...

New Leaf Ventures III, L.P. (““NLV-II” or the “Fund”) is being formed by New Leaf Venture
document IMAGES-007-HOUSE_OVERSIGHT_024012.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

I. EXECUTIVE SUMMARY FUND OVERVIEW New Leaf Ventures III, L.P. (““NLV-II” or the “Fund”) is being formed by New Leaf Venture Partners, L.L.C. (“New Leaf” or the “Management Company”), an established and proven leader in health care technology investing. NLV-III will be the seve...