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Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...

Skip Rimer
email TEXT-001-HOUSE_OVERSIGHT_026601.txt Apr 25, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: To: CC: Subject: Skip Rimer 4/25/2013 4:20:39 PM Jeffrey Epstein [[email protected]] A message to Global Conference 2013 Attendees Importance: High Dear Global Conference Registrant: We look forward to seeing you in a few days at the 16th annual Milken Institute G...

Global equity markets - Key points
document IMAGES-008-HOUSE_OVERSIGHT_025260.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equities overview Global equity markets - Key points e We keep an overall neutral allocation to equities (see summary on slide 3). ° We keep our preference for US equities. Resilient company earnings still soeak for an overweight stance. Continued economic growth should underp...

I see that every day. I’m a very practical, pragmatic capitalist. I was trained at Goldman
document IMAGES-010-HOUSE_OVERSIGHT_029066.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

I see that every day. I’m a very practical, pragmatic capitalist. I was trained at Goldman Sachs, I went to Harvard Business School, I was as hard-nosed a capitalist as you get. I specialized in media, in investing in media companies, and it’s a very, very tough environment. And...

Port Covington area of Baltimore
document IMAGES-003-HOUSE_OVERSIGHT_016417.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… a brownfield site, connoting additional lucrative tax breaks, and the project attracted a $233 million investment from Goldman Sachs’s urban investment group. Then came the opportunity zone designation. The tax break is only supposed to apply to real estate purchased after the...

Exhibit 39: CFO Optimism About the US Economy
document IMAGES-003-HOUSE_OVERSIGHT_014575.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…%, indicating slack in the economy. The Eurozone’s still elevated 9.8% unemployment rate corroborates this point. 42 | Goldman Sachs | JANUARY 2017 HOUSE_OVERSIGHT_014575

Key financial market driver 2 - US policy
document IMAGES-007-HOUSE_OVERSIGHT_024144.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…S15 NA Bleu ie) -374 -125 ae) fe -94 114-114-114 -109 a KR aly aly aly any aoe -433 -847 -587)— -534 -600 Source: Goldman Sachs, UBS CIO, as of 20 June 2012 * Scenario probabilities are based on qualitative assessment. Note: Past performance is not an indication of future...

Exhibit 12: US Labor Productivity Growth
document IMAGES-003-HOUSE_OVERSIGHT_014547.txt Jun 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…to convert nominal GDP to real GDP is too high. And if the price index is too high, then real GDP is understated. 14 | Goldman Sachs | JANUARY 2017 HOUSE_OVERSIGHT_014547

Exhibit 24: US Real GDP During the Longest Post-WWII Recoveries
document IMAGES-003-HOUSE_OVERSIGHT_014561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…scheduled for September 2017, it remains to be seen whether Chancellor Merkel will adjust her immigration policy. 28 | Goldman Sachs | JANUARY 2017 HOUSE_OVERSIGHT_014561

He is hardly alone in making it. Numerous journalists have published books and articles retracing th
document IMAGES-011-HOUSE_OVERSIGHT_031831.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r Henry M. Paulson Jr. or Timothy F. Geithner — submit to Mr. Ferguson’s questions. Nor do any of the top executives at Goldman Sachs or the other big banks. Most of the interviewees are, at least from the perspective of the filmmaker, friendly witnesses, adding fuel to the direc...

Corzine, the former Goldman chief and future United States senator and governor of New
document IMAGES-005-HOUSE_OVERSIGHT_019926.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Corzine, the former Goldman chief and future United States senator and governor of New Jersey, climbing the Goldman ranks when Bannon was at the firm, was unaware of Bannon. When Bannon was appointed head of the Trump campaign and became an overnight press sensation—or question m...

Mark Penn*1g% Corp VP of Strategic Projects (reports to the CEO)
document IMAGES-004-HOUSE_OVERSIGHT_017579.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…mr Director, National Economic Council (1993-1995). chm, Local Initiatives Support Corporation (LISC). Fmr Co-Chairman, Goldman Sachs. *Sal Russo*1g% Founder, Tea Party Express. Partner, Russo Marsh. *Tod Sacerdoti*1g% CEO, BrightRoll. Board: ReTargeter. *Amy Salzhauer *12% CE...

(BN) Leon Black’s Tax- Overhaul Dilemma Could Alter Wall Street M
email IMAGES-007-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…attract investments from mutual funds that have previously been out of reach? “We're still analyzing,”’ Black told the Goldman Sachs U.S. Financial Services Conference Dec. 6. “It’s an uncertain outcome.” Either way, it’s most likely a money-making outcome. The tax changes are...

Chart 55: What would get you more interested in investing in GS stock?
document IMAGES-002-HOUSE_OVERSIGHT_014350.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s reductions more capital Source: BofA Merrill Lynch Global Research « Management focused the presentation on Marcus, Goldman’s new consumer lending effort. This venture has significant potential with an unsecured consumer loan target market of $850B and Goldman coming to the m...