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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...

outside the Fund, by requiring some or all of the Limited
document IMAGES-007-HOUSE_OVERSIGHT_024065.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

outside the Fund, by requiring some or all of the Limited Partners to make such investment through a limited liability entity that will invest on a parallel basis with, or in lieu of, the Fund, as the case may be. Successor Fund: Without the prior written consent of the Advisory...

employers’ expense is part of investment in human capital, and reasoned that
document IMAGES-001-HOUSE_OVERSIGHT_010955.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

employers’ expense is part of investment in human capital, and reasoned that employers won't pay it unless they expect eventual recovery with interest. What Becker stopped short of saying is that the same is true of any investment in anything by anyone. When we invest for our o...

UBS WM Global Chief Investment Officer
document IMAGES-008-HOUSE_OVERSIGHT_025289.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Contact list UBS WM Global Chief Investment Officer Alexander Friedman [email protected] UBS WM Head of Investment Mark Haefele [email protected] UBS WM Global Investment Office Themes / UHNW Asset Allocation Advisory Asset Allocation Discretionary Alternative Inv...

H (Distributed + Liquid Public) to Paid-in Capital: Calculated based on (1) called capital of a
document IMAGES-007-HOUSE_OVERSIGHT_024110.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

H (Distributed + Liquid Public) to Paid-in Capital: Calculated based on (1) called capital of a fund (based on individual called capital percentages and fund sizes across multiple funds) and (2) distributed capital of a fund (based on aggregating individual funds distributed capi...

Jawbone/Mort
email IMAGES-011-HOUSE_OVERSIGHT_030951.txt Sep 5, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Sent from my iPhone Begin forwarded message: From: "Jacoby, Craig” Date: September 5, 2012 7:27:21 PM EDT To: "Darren Indyke" Ce: "Hosain Rahman" , "lan Osborne" iy . "Jacoby, Craig” Subject: Jawbone/Mort Hi Darren, Just checking back in on the Jawbone investment. Thanks fo...

defensive dividend stocks to take advantage of the improving cyclical backdrop and
document IMAGES-002-HOUSE_OVERSIGHT_014449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rom our fundamental analysts. The yield on the basket is 5% with an average DPS CAGR of 7% and 1.8x covered. Table 3: European Yield Screen —- December 2016 Sedol BofAML ticker Company name Sector Divi Yield (>4%) DPS 2Y CAGR _Div'd Cover 426330 DNBHF DNB ASA Banks 42 23.9 20...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025222.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 I have a feeling that revenue increase...

7/22/2016 In the shadow of quantitative easing, party like it is 1788 - FT.com
document IMAGES-007-HOUSE_OVERSIGHT_023567.txt Nov 27, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…immigration and customs barriers, and financial markets are assuming ever-ballooning asset purchase programmes by the , European Central Bank that stretch into an indefinite future. Oh, and a president of the European Commission who says the single currency makes no sense when th...

Translated by Donna Lee Hicks
document TEXT-001-HOUSE_OVERSIGHT_025094.txt Nov 8, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…esident, General Rail Castro, in the direction of a re-encounter with the United States. 9. Some foreign offices of the European Union, such as the Spaniards, the Germans, and the Dutch, look favorably on what is happening, as does the Vatican, which has participated in the secre...

Manfredi Lefebvre d'Ovidio
document IMAGES-004-HOUSE_OVERSIGHT_017087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d Chief Executive Officer Chief Risk Officer President and Chief Executive Officer General Secretary Deputy Chairman, European Cruise Council, and Chairman Head of Marketing Chairman, Federal Trade Commission, USA Partner Chairman of the Executive Board Editorial Director...

Global Cross Asset Strategy —- Year Ahead Bankof America
document IMAGES-002-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply....

Global economic outlook - Summary
document IMAGES-007-HOUSE_OVERSIGHT_024142.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eakness to buoy global growth? e What are the risks of near-term faltering of the US economic recovery? e When is the European economy likely to return to sustainable economic expansion? CIO View (Probability: 60%*) ¢ Global economic activity remains moderate; the growth impu...

The insider with an outside view
document IMAGES-007-HOUSE_OVERSIGHT_023702.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PAGE 32 CHINA DAILY EUROPEAN WEEKLY JULY 13-19, 2012 Last word The insider with an outside view STRATEGIST, BANKER AND AUTHOR HAS INTIMATE KNOWLEDGE OF CHINA — AND ITS LEADERS By ANDREW MOODY andrewmoody @chinadaily.com.cn obert Lawrence Kuhn says the West often doesn’t u...