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Morgan Stanley | researcs NORTH AMERICA INSIGHT 2
document IMAGES-008-HOUSE_OVERSIGHT_025551.txt Jan 30, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | researcs NORTH AMERICA INSIGHT 2 January 30, 2018 05:01 AM GMT Alternative Asset Managers Can Alts Unlock Value with C-Corp Conversions ° We think APO could unlock the most value by converting to a C-corp with 26% in our upside case vs. -14% in our downside c...

Eye on the Market | april 9, 2012 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025246.txt Apr 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | april 9, 2012 J.P Morgan Q&A on the USA, with a watchful eye on the risk of giant man-eating plants; Spain Now that P/E multiples have risen off the bottom, what’s the outlook for P/E multiples and earnings from here? The return on the S&P this year has bee...

Eye on the Market | August 4, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025230.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | August 4, 2011 J.P Morgan Today the Delaware, with the caption “America’s structural resilience, fortitude and ingenuity will carry the economy and financial markets in 2011 —and beyond”. Our job is not to point to where we would like the financial markets t...

J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight:
email TEXT-001-HOUSE_OVERSIGHT_031126.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: us.gio@jpmorgan.com To: Undisclosed recipients:;; Subject: J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Sent: 11/6/2012 10:24:50 PM We are pleased to invite you to an exclusive J.P. Morgan Private Bank...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025225.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end While we’re waiting: large cap growth...

J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: us.gio@jpmorgan.com To: Undisclosed recipients:;; Subject: J.P. Morgan Eye on the Market 2/27/2012: Dire Straits Sent: 2/27/2012 5:50:08 PM Attachments: 02-27-2012 - EOTM - Dire Straits.pdf Eye on the Market, February 27, 2012 [the attached PDF is much easier to read this...

Sunday, May14,2017 CHINADAILY
document IMAGES-007-HOUSE_OVERSIGHT_023570.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

BELT AND ROAD FORUM Sunday, May14,2017 CHINADAILY FOR INTERNATIONAL COOPERATION Jorge-Tuto Quiroga Time for a ‘Belt and Sea Lane’ for Latin America resident Xi Jinping will host dozens of world leaders on Sunday and Monday at the Belt and Road Forum for International Coope...

Sunday,May14,2017 CHINADAILY
document TEXT-001-HOUSE_OVERSIGHT_023570.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sunday,May14,2017 CHINADAILY 11 Jorge-Tuto Quiroga Time for a ‘Belt and Sea Lane’ for Latin America President Xi Jinping will host dozens of world leaders on Sunday and Monday at the Belt and Road Forum for International Cooperation, as China’s Belt and Road Initiative has seize...

In Stanley [the] Court held that in certain circumstances possession of a moving picture
document IMAGES-004-HOUSE_OVERSIGHT_017189.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

4.2.12 WC: 191694 In Stanley [the] Court held that in certain circumstances possession of a moving picture film is constitutionally protected even though by contemporary standards the film is obscene. We do not consider this irrelevant. The Court then went on to consider the st...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...

Important information
document IMAGES-006-HOUSE_OVERSIGHT_022358.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Important information IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connec...

This is a little unorthodox, but here is the text of an internal note that I just sent to our integr
document TEXT-001-HOUSE_OVERSIGHT_025229.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ative of the true run-rate of the US economy. The same goes for the global economy, which as shown in the chart from JP Morgan Securities, has been the beneficiary of a lot of stimulus that is now fading, for a variety of economic and political reasons. Great corporate profits ar...

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

Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT Brokers & Asset Managers Comps Sheet Exhibit 50: Brokers & Asset Managers Comps Sheet Brokers & Asset Managers 26/Jan/18 EPS As % Dividend Earnings Per Share (EPS) © CAGR (%) Price/Earnings (P/E) EV/ EBITDA of AuM Yield (%) LTM N...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025557.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH On average the group currently trades at 10.8x on 2018e EPS with an average effective tax rate for economic net income (the metric NORTH AMERICA INSIGHT ~~ Exhibit 4: Breakeven P/E multiple expansion of 2.1x required to offset 16% lower earnings in a...