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Investment products: Not FDIC insured ¢ No bank guarantee « May lose value
document IMAGES-006-HOUSE_OVERSIGHT_022350.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

May 2012 J.E. CASCADING GRAT & INSTALLMENT SALE ANALYSIS Investment products: Not FDIC insured ¢ No bank guarantee « May lose value Please see important information at the end of this presentation. J.P Morgan HOUSE_OVERSIGHT_022350

Wednesday, 26 September 2012
document IMAGES-007-HOUSE_OVERSIGHT_024181.txt Sep 26, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

08.00 PM — 11:00 PM: Wednesday, 26 September 2012 8:00 AM — 9:00 AM: 9.00 AM — 11.00 AM: 09.30 AM- 11.00 AM: 11.30 AM- 12.00 PM: 01.15 PM — 03.00 PM: 03.00 PM- 03.30 PM: 04.15 PM — 05.00 PM: 05.00 PM: 06.00 PM — 08.00 PM: 08.30 PM: fe) President + Foreign Minister + P...

A sale to an IDGT is a tax-efficient way to transfer future appreciation of an asset
document IMAGES-006-HOUSE_OVERSIGHT_022351.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A sale to an IDGT is a tax-efficient way to transfer future appreciation of an asset Intentionally Defective Grantor Trust (“IDGT”) e Grantor makes arm’s length sale of assets to an irrevocable trust e Grantor receives a note for the fair market value of the asset plus interest...

To: Melanie Spinella Po
email IMAGES-007-HOUSE_OVERSIGHT_023348.txt Mar 31, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

no charge, and review the work done by tom/ joslin. joslin you and I should sit. you won't like it. AT ALL> he is afraid of telling you the story, as he belives brad is your guy and does not want to get fired. ada still refusing to share income tax opinions based on privilege ,...

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

…sets). 41 Contact list C:\Program Files\UBS\Pres\Templates\PresPrintOnScreen.pot UBS WM Global Chief Investment Officer Alexander Friedman alex[email protected] UBS WM Head of Investment Mark Haefele [email protected] UBS WM Global Investment Office Themes / UHNW Simon Sm...

Exhibit 87: High Yield Par-Weighted Interest
document IMAGES-003-HOUSE_OVERSIGHT_014604.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 87: High Yield Par-Weighted Interest Coverage Ratio Interest coverage today stands near all-time highs, unlike the pre-crisis period. 4 3 2 1 0 SH ae woe Se ees 8888 SEsesese8 8 RR ERR SRE ES Data through 03 2016. Source: Investment Strategy Group, Barclays. Cove...

This is how nine films fell into the big picture
document TEXT-001-HOUSE_OVERSIGHT_013442.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…encer were forecast to win Oscars. In September, the Toronto and New York Film Festivals and Fox Searchlight presented Alexander s's Hawaiian family saga, "The Descendants," which broke out of the pack with whispers of winning. Beloved George Clooney, playing a father for the fi...

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residen
document IMAGES-008-HOUSE_OVERSIGHT_024500.txt Feb 28, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residential Academies are typically located in residential, middle-income neighborhoods. As of February 28, 2006, the company reported LTM sales and EBITDA of $411 million and $33 million...

Venture Capital Deals
document IMAGES-006-HOUSE_OVERSIGHT_021100.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pation from New Enterprise Associates, Relay Ventures, SunTrust Bank, Ally Financial, nbke bank, Canapi, and the Amazon Alexa Fund. www.greenlightcard.com e Zagster, a Cambridge, Mass.-based bike-share service, has raised $15 million in new funding led by Edison Capital Partners...

A “Cascading GRAT” strategy enhances the benefits of a GRAT
document IMAGES-006-HOUSE_OVERSIGHT_022353.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A “Cascading GRAT” strategy enhances the benefits of a GRAT e The “Cascading GRAT” strategy uses a GRAT’s annuity stream to fund subsequent short-term GRATs — annual reinvestment of annuity stream enhances potential value for beneficiaries e Multiple short-term GRATs allow you...

gold was going to Viola or Meryl
document IMAGES-002-HOUSE_OVERSIGHT_013455.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…efit Oxfam America, Colin’s pet charity. Editor Graydon Carter and Edward greeted Cameron Diaz, Kristin Davis, Gary and Alexandra Oldman and Mia Wasikowska. In addition, Livia spoke about her ‘Green Carpet Challenge’ which uses eco-friendly fabrics for “wear it once” gowns at awa...

How a sale to an IDGT works
document IMAGES-006-HOUSE_OVERSIGHT_022352.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

How a sale to an IDGT works G) Sell asset at fair market value to the trust in return for a promissory note bearing interest G) Sell asset to trust for a note at proper AFR* based upon term of loan —==> (EE @) Grantor IDGT @) Receive payments satisfying terms of note ©) Pa...

Consequences of Inaction — Investor Perspective
document IMAGES-006-HOUSE_OVERSIGHT_021049.txt Jul 2, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

Consequences of Inaction — Investor Perspective e Short Term, No Problem Yet Global bond investors, in part, have looked past USA Inc.’s deteriorating financials because growth, inflation, and Fed purchases matter more, and because income statements and balance sheets of many o...

Despite what some called among the most exhaustive investigations in Palm Beach Police history — whi
document IMAGES-007-HOUSE_OVERSIGHT_022690.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Despite what some called among the most exhaustive investigations in Palm Beach Police history — which dug up such evidence as an Amazon receipt for Epstein’s purchase of titles including “Training With Miss Abernathy: A Workbook for Exotic Slaves and Their Owners” — there is no...