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¢ InsightsPod is pre-revenue
document IMAGES-010-HOUSE_OVERSIGHT_029000.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sales Forecast ¢ InsightsPod is pre-revenue ¢ Estimated break-even point is between 18 to 24 months ¢ Sales Target is $4m in 2020 HOUSE_OVERSIGHT_029000

US corporate tax reform: have the seeds been
document IMAGES-009-HOUSE_OVERSIGHT_026798.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

US corporate tax reform: have the seeds been planted and is there a deal to be done? - The US Senate has worked on a possible tax package since January. But no clear consensus has emerged on a larger package. Projected Tax Revenue - The real focus is on corporate tax reform, (...

Bottom Line, as Data in This Presentation Indicate
document IMAGES-006-HOUSE_OVERSIGHT_020958.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Bottom Line, as Data in This Presentation Indicate... USA Inc.’s expenses far exceed revenue — and government projections imply this trend will get worse, not better. In addition - while not addressed in depth in this presentation - USA Inc. (while still a global powerhouse), a...

Restructure Social Security: Mathematical Illustration #1 —
document IMAGES-006-HOUSE_OVERSIGHT_020970.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Restructure Social Security: Mathematical Illustration #1 — Increase Retirement Age From 67 to 73 Increase Retirement Age Full Retirement Age (Years) Current Proposed Note: For mathematical illustrations, we simply calculate how big a revenue increase AND / OR expense decrea...

Options Risk Statement
document IMAGES-007-HOUSE_OVERSIGHT_023603.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Options Risk Statement Potential Risk at Expiry & Options Limited Duration Risk Unlike owning or shorting a stock, employing any listed options strategy is by definition governed by a finite duration. The most severe risks associated with general options trading are total loss...

COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024855.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 Bottled Water 2 Consumer interest in CBD continues to gain momentum. For beverages, in particular water, this is evidenced by analyzing current Google Trends, where interest rose considerably over the course of 2018 and looks to s...

Matching Expenses & Revenue
document IMAGES-006-HOUSE_OVERSIGHT_020959.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Matching Expenses & Revenue: Imperatives & Constraints There are many constraints to making changes — ~90 million citizens (29% of Americans)’ have grown accustomed to entitlement programs - 47MM on Medicaid, 45MM on Medicare, and 51MM on Social Security, and many of them vote...

Should hedge funds and private equity funds be
document IMAGES-009-HOUSE_OVERSIGHT_026799.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Should hedge funds and private equity funds be worried about Washington? No. - There continues to be chatter about dealing with carried interest. But chatter does not mean action and we see little actual movement toward raising the rates on carried interest through 2016. - The...

companies acted less like management consultants and more like temporary employment agencies
document IMAGES-005-HOUSE_OVERSIGHT_020317.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

165 companies acted less like management consultants and more like temporary employment agencies in finding for the NSA the computer specialists, who had the necessary security clearances. Unlike intelligence services, their fate depended on turning profits. Since the value of t...