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Restructure Social Security: Mathematical Illustration #3 —
document IMAGES-006-HOUSE_OVERSIGHT_020971.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ustration #3 — Increase Social Security Tax Rate From 12.4% to 14.2% Increase Social Security Tax Rate by 1.92 Percentage Points, Immediately & Permanently 12.4% a +1.92 Percentage Points Payroll Tax Rate (%) 4, . _ 2009 . . 2010&Beyond . . Note: For mathematical illustrati...

CGE Fain 278: Chleech 20143
document IMAGES-004-HOUSE_OVERSIGHT_016780.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ford Hall Inc. *(3) Owned by: % Ownership 35 7 473 WHITE COURSE LLC */5) Owned by: 3 Ownership A 99 474 WHITE COURSE MANAGING MEMBER CORP */1) Owned by; % Ownership 100 Has ownership interest in: Entity Nam WHITE COURSE LLC 475 Wilshire Hall LLC */3) Owned by: Ownership a5 7 478...

OGE Form 278¢ (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010706.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n: Entity Name TRUMP MARKS TORONTO LP 444 TRUMP TOWER COMMERCIAL LLC Owned by: % Ownership 1 99 445 TRUMP TOWER MANAGING MEMBER INC, Owned by: % Ownership 100 Has ownership interest in: Entity Name TRUMP TOWER COMMERCIAL LLC 446 Trump Village Construction Corp. *(1) Owne...

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012051.txt Nov 14, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…this year was an example of the sort of investment the firm’s clients might be interested in. A private-equity fund managed by Viking will own the majority of the business, while Fleming and others in management will invest, he said. A trust representing the broader Rockefeller...

Debt - In the case of the federal
document IMAGES-006-HOUSE_OVERSIGHT_021078.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…the total value of outstanding bills, notes, bonds, and other debt instruments issued by the Treasury and other federal agencies. That debt is referred to as federal debt or gross debt. It has two components - debt held by the public ( federal debt held by nonfederal investors, i...

What matters is return. I don’t have to specify “risk-adjusted” return so long as
document IMAGES-001-HOUSE_OVERSIGHT_011104.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…to specify “risk-adjusted” return so long as | describe the collective scale alone. Collective return is implicitly average-risk return. I prioritize it on the reasoning that optimizing employment of people and plant is implicit, and that optimizing means putting them to work mos...

Deployment challenges are limiting sovereign
document IMAGES-009-HOUSE_OVERSIGHT_026689.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…wdown of funds (in the form of outflows to beneficiaries), an increasing propensity for government withdrawals is encouraging investment and liquidity sovereigns to consider the liquidity of their portfolio. Liquidity sovereigns were comfortable in their ability to withdraw from...

taxes, and charitable contributions (the exemption phase-out and deduction limitation are colloquial
document IMAGES-006-HOUSE_OVERSIGHT_022327.txt Apr 15, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…pay their 2013 income tax liability. On the transfer tax front, ATRA also made permanent the $5 million basic exclusion against the gift and estate tax, along with “portability,” which effectively allows a surviving spouse to “inherit” the deceased spouse’s unused exclusion. (The...

For marketing purposes only
document IMAGES-007-HOUSE_OVERSIGHT_024135.txt Jun 29, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…disclosures at the end of the document. 29 June 2012 The content of this publication reflects the view of UBS Wealth Management & Swiss Bank’s Chief Investment Office (CIO). The relative asset class preferences in this publication refer to an investment horizon of 6 months follow...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025284.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ush the metal price towards USD 8,800/mt or higher over six months. 4 Positive scenario ¢ China eases monetary policy aggressively, pushing credit growth to 20% y/y. In the US the Fed is able to lift GDP growth via QE3 and the ECB puts an effective backstop to declining industr...

under the Blueprint (over eight years). The Tax Foundation similarly estimates that a
document IMAGES-007-HOUSE_OVERSIGHT_023075.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…P 500 companies could bring back over $1tn - mostly in Tech & Health Care Our FX team has written that US corporates in aggregate (including Financials) hold ~$2tn in cash overseas, and their work suggests that nearly half is concentrated within 20 companies. Similarly, as we dis...

ERISA Plan for purposes of ERISA. In particular, the General Partner will use reasonable best
document IMAGES-007-HOUSE_OVERSIGHT_024095.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nying regulations are complex and, to a great extent, have not yet been interpreted by the courts or the administrative agencies. This discussion does not purport to constitute a thorough analysis of ERISA. Each prospective investor subject to ERISA should consult with its own le...

Leadership: NLV_ are leaders in biopharmaceutical investing across all stages and transaction
document IMAGES-007-HOUSE_OVERSIGHT_024045.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Leadership: NLV_ are leaders in biopharmaceutical investing across all stages and transaction types The New Leaf team is well positioned to continue to play a leadership role in the sector. Over the last two decades, the Fund Managers have demonstrated an ability to access high...