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Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026578.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…all of the views expressed in this report accurately reflect his or her personal views about any and all of the subject securities or issuers; and (2) no part of any of the research analyst's compensation was, is, or will be directly or indirectly related to the specific recommen...

ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO, CA 94111 [email protected]
document TEXT-001-HOUSE_OVERSIGHT_024271.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

BLOCKCHAIN CAPITAL, LLC CCP II, LP OCTOBER 2015 ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO, CA 94111 [email protected] 1 TECHNOLOGY THOUGHT-LEADERS ARE CONVINCED Bill Gates: “Bitcoin is be0er than currency…a technological tour de force.” Ben Bernanke “[Virtual Currenc...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pon, among other factors, the overall profitability of the Bank’s sales and trading businesses relating to the class of securities or financial instruments for which such analyst is responsible. Other Important Disclosures Prices are indicative and for information purposes only...

[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)

…at it will stay highly accommodative even after the recovery strengthens, launched an open-ended agency mortgage-backed securities (MBS) purchase program of USD 40bn per month, and shows a strong easing bias tied to the state of the labor market. The Fed actions effectively mitig...

Aqua Securities, L.P.); Tradespark, L.P; and eSpeed Government Securities, Inc. (now known as eSpeed
document IMAGES-007-HOUSE_OVERSIGHT_023362.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

In re: TERRORIST ATTACKS ON SEPTEMBER 11, 2001., 2012 WL 257568 (2012) Aqua Securities, L.P.); Tradespark, L.P; and eSpeed Government Securities, Inc. (now known as eSpeed Brokerage, L.P.) have no parent corporation; BGC Partners, Inc., a publicly-traded corporation, owns more t...

o account the specific investment o
document IMAGES-002-HOUSE_OVERSIGHT_014458.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…investment o that statements regarding future prospects may not be realized. Any decision to purchase or subscribe for securities in any o security or the information in the prospectus or ot! Securities and other financial instruments discussed in this report, or recommended, o...

How Come This Book?
document TEXT-001-HOUSE_OVERSIGHT_010912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t it is the chance to prove ideas. I love Wall Street innovations such as swaps and futures and ETFs and mortgagebacked securities, even admitting their dangers. And who would have thought that the San Francisco Bay area, a stronghold of political correctness at the voters’ booth...

personal investment advice and it does not take into account the specific investment o!
document IMAGES-001-HOUSE_OVERSIGHT_010615.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…er the information nor any opinion expressed constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instrument or any derivative related to such securities or instruments (e.g, options, futures, warrants, and contracts for differe...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026579.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… a loss may occur due to the exchange rate in the case of foreign share trading. In the case of share trading, JPMorgan Securities Japan Co., Ltd., will be receiving a brokerage fee and consumption tax (shouhizei) calculated by multiplying the executed price by the commission rat...

this report may be used or reproduced or quoted in any manner whatsoever in Taiwan by t
document IMAGES-003-HOUSE_OVERSIGHT_014651.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…regarding the a that statements regarding future prospects may not security or the information in the prospectus or ot! Securities and other financial instruments discussed deposits or other obligations of any insured depos among others, market risk, counterparty default risk ins...

Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pon, among other factors, the overall profitability of the Bank’s sales and trading businesses relating to the class of securities or financial instruments for which such analyst is responsible. Other Important Disclosures Prices are indicative and for information purposes only...

e Consumer Financial Protection Bureau (CFPB): Established by the Dodd-Frank Wall Street Reform and
document IMAGES-007-HOUSE_OVERSIGHT_024120.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 19. Who are the key nonbanking regulatory agencies? Nonbanking regulatory agencies include but are not limited to: e Securities and Exchange Commission (SEC): The SEC is the federal regulator of the securities markets and administers the federal securities laws (including the...

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

Tax reform screens Lower US corporate tax rate: potential beneficiaries Below we provide a screen of domestically-oriented S&P 500 companies (<10% foreign sales exposure} with a high (>35%) median 5-year effective tax rate which could potentially benefit most from a lower US co...