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Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research,
document IMAGES-009-HOUSE_OVERSIGHT_026906.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research, Haver. Endnotes: (1) Kate Davidson and Sarah Chaney, “Fed Chair Powell Sees ‘Remarkably Positive Set of Economic Circumstances,” The Wall Street Journal, October 3, 2018. (2) St...

From: Jeffrey Epstein [[email protected]]
email IMAGES-004-HOUSE_OVERSIGHT_018084.txt Oct 26, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeffrey Epstein [[email protected]] Sent: 10/28/2010 4:16:11 PM To: «Faith Kates | Special tax benefits could help founders and investors by Craig Sherman and Andrew Bryant on Tuesday, October 26, 2010, 9:10am PDT Craig Sherman and Andrew Bryant: A little noticed prov...

Why We Wrote This Report
document IMAGES-006-HOUSE_OVERSIGHT_020846.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Why We Wrote This Report As American citizens / tax payers, we care about the future of our country. As investors, we search for data and insights to help us make better investment decisions. (It’s easier to predict the future with a keen understanding of the past.) We found o...

USDJPY testing 110. Buy Japan upside
email IMAGES-002-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Ens, Amanda [ Sent: 11/17/2016 8:55:12 PM To: jeffrey E. [[email protected]]; Richard Kahn nnn Subject: USDJPY testing 110. Buy Japan upside Attachments: image001.png; image002.png; image003.png; image004.jpg; image00S.jpg; image006.jpg; image007.jpg; image008.png; im...

currencies. The fact that the Central Bank of Brazil will be looking to cut rates in the
document IMAGES-003-HOUSE_OVERSIGHT_014735.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

currencies. The fact that the Central Bank of Brazil will be looking to cut rates in the face of a Fed tightening cycle makes the BRL especially vulnerable in 2017. We would recommend buying MXN against BRL as a relative value trade. 5. The best hedge against escalation of trade...

modified will not likely change the outlook. LM feels its strong positioning in global
document IMAGES-002-HOUSE_OVERSIGHT_014354.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

modified will not likely change the outlook. LM feels its strong positioning in global distribution and product sets bodes well to perform in a new fiduciary world. ¢ Additionally, a lower potential U.S. corporate tax rate will not change its cash tax rate which is likely to be...

Chart 81: What do you expect to be the main driver of success for robo advisors?
document IMAGES-002-HOUSE_OVERSIGHT_014369.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 81: What do you expect to be the main driver of success for robo advisors? 50% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% A low and An efficient | Advanced portfolio Department of Access toa transparent cost technology and construction that — Labor fiduciary human in volatil...

Sample and methodology
document IMAGES-009-HOUSE_OVERSIGHT_026726.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sample and methodology The fieldwork for this study was conducted by NMG's strategy consulting practice. Invesco chose to engage a specialist independent firm to ensure high-quality objective results. Key components of the methodology included: - A focus on the key decision...

(d) specific information including the dates of acquisitions and transfers, means of
document IMAGES-008-HOUSE_OVERSIGHT_024578.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

(d) specific information including the dates of acquisitions and transfers, means of acquisitions and transfers, and acquisition cost for purchases, as well as the amount of net proceeds from sales. Filing Requirements. Limited Pariners who are U.S. Persons will be required to f...

(B) The term “routine governmental action” does not include any
document IMAGES-007-HOUSE_OVERSIGHT_022602.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

(B) The term “routine governmental action” does not include any decision by a foreign official whether, or on what terms, to award new business to or to continue business with a particular party, or any action taken by a foreign official involved in the decision-making process to...

Cannabis Industry Risk Factors
document IMAGES-008-HOUSE_OVERSIGHT_024801.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CHAPTER IX Cannabis Industry Risk Factors Companies in the cannabis industry are subject to many risks. The realization of one or more of these risks could have a material adverse effect on the business and results of operations of a company and on its lenders, investors and pri...

From: Jeffrey Epstein [[email protected]]
email TEXT-001-HOUSE_OVERSIGHT_031089.txt Oct 26, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeffrey Epstein [[email protected]] Sent: 10/28/2010 4:16:11 PM To: Faith Kates Special tax benefits could help founders and investors by Craig Sherman and Andrew Bryant on Tuesday, October 26, 2010, 9:10am PDT Craig Sherman and Andrew Bryant: A little noticed provision...

Concerns over stagflation return
document IMAGES-003-HOUSE_OVERSIGHT_014722.txt Oct 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Concerns over stagflation return On the surface, this has been an uneventful year for the US rates market so far. At the start of January, the market was pricing two Fed hikes for the year. Six weeks later, the market is still pricing only two Fed hikes for the year. The yield o...