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Korea’s nuclear program and missile launches go unchecked. There is rising risk of
document IMAGES-003-HOUSE_OVERSIGHT_014535.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Korea’s nuclear program and missile launches go unchecked. There is rising risk of military incidents—or accidents—in the South China Sea and across the Taiwan Strait. China is the most likely source of global economic shocks over the next two to three years. The country’s lead...

Valuation discounts. On August 2, 2016, the IRS released proposed regulations, which may limit valua
document IMAGES-003-HOUSE_OVERSIGHT_014521.txt Aug 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX ALERT 2016-5: THE 2016 ELECTION: TAX CHANGES EXPECTED Valuation discounts. On August 2, 2016, the IRS released proposed regulations, which may limit valuation discounts for transfers of interests in family-controlled entities.2 These regulations contain many ambiguities, and...

Fig 6. Change in past year allocations by asset class (% citations) i Decrease
document IMAGES-009-HOUSE_OVERSIGHT_026690.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Fig 6. Change in past year allocations by asset class (% citations) i Decrease @ Stay the same Mi Increase Global equity 2013 2014 2015 2016 2017 Home market equity 2013 2014 2015 2016 2017 Global bond 2013 2014 2015 2016 2017 Home market bond 2013 2014 2015 20...

heard inspiring leaders talk about making the world a better place. As a ‘Next Gen’ myself, | joined
document IMAGES-010-HOUSE_OVERSIGHT_029105.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

heard inspiring leaders talk about making the world a better place. As a ‘Next Gen’ myself, | joined the Family Business Community. There | discovered impact investing, which in turn led me to take the Harvard Kennedy School course Impact Investing for the Next Generation. Workin...

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

For marketing purposes only oe UBS ClO WM Global Investment Office | External Version ClO monthly video www. ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended July 2012 Published Please see important disclaimer and disclo...

Eye on the Market | March 15, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024134.txt Mar 15, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | March 15, 2012 J.P Morgan Topics: Is US data as good as it looks? Is Chinese data as bad as it looks? Is European data as bizarre as it looks? adequacy rules; created a program through which municipalities can issue bonds with government guarantees (rather t...

(-$273B Net Loss*)
document IMAGES-006-HOUSE_OVERSIGHT_020914.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Entitlement Spending Medicaid (-$273B Net Loss*) Medicare (-$272B Net Loss*") Unemployment Benefits (-$115B Net Loss*) Social Security (-$75B Net Loss*') Rising Debt Level & Interest Payments Effective Interest Rates (2.2%) Debt Composition Periodic Large One-Time Charges...

Trump Tells Tech Chiefs He Will Foster Innovation - The Wall Street Journal
email TEXT-002-HOUSE_OVERSIGHT_033207.txt Dec 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: David Fiszel __________________________________________ Sent: 12/15/2016 8:37:33 AM To: Jeffrey Epstein [[email protected]] Subject: Trump Tells Tech Chiefs He Will Foster Innovation - The Wall Street Journal. Importance: High This is pretty cool, Palantir was the only...

Bitcoin’s Recent Performance is Suggestive of Bubble Territory Division
document IMAGES-008-HOUSE_OVERSIGHT_025682.txt Oct 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Management Bitcoin’s Recent Performance is Suggestive of Bubble Territory Division Bitcoin Performance in the Context of ISG Bubble Indicator 100% 5 80% | 60% - 40% | 20% | = A bubble-detection test that measures explosive price behavior based on the S&P 500’s...

Recourse to the Fund’s Assets
document IMAGES-007-HOUSE_OVERSIGHT_024079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recourse to the Fund’s Assets The Fund’s assets, including any investments made by the Fund and any funds held by the Fund, are available to satisfy all liabilities and other obligations of the Fund. If the Fund becomes subject to a liability, parties seeking to have the liabili...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024194.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day First, a few updates: e It looks like sub-2.5% global GDP growth is showing up in the weak outlook provided by some bell-weather cycl...

starring in the hit TV show “Glee.” Died July 13 of a drug
document IMAGES-002-HOUSE_OVERSIGHT_013291.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

starring in the hit TV show “Glee.” Died July 13 of a drug overdose. Herbert Allison Jr., 69. He was the former president of Merrill Lynch & Co., chairman and CEO of TIAA-CREF, CEO of Fannie Mae and led the U.S. government’s bank bailout program. Died July 14. Neal McCabe, 60...

11/14/2017 Rockefeller & Co. :: Contact
document IMAGES-001-HOUSE_OVERSIGHT_012069.txt Nov 14, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

11/14/2017 Rockefeller & Co. :: Contact CAREER OPPORTUNITIES Rockefeller & Co. is a distinctive financial services firm that is privately held and independent. We take great pride in the integrity, depth and vision of our professionals. City * — NEW YORK, NY (4 POSITIONS) CLI...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025582.txt Aug 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH OAK.N Oaktree: We value OAK using a sum-of-the-parts, supported by a DCF, and back into an implied target multiple on next 3 years DE and ENI. Our PT implies a 12.6x multiple on 2019 EPS, reflecting a 7% pre- mium to historical valuation of 11.8x given...

Jakob Kellenberger
document IMAGES-004-HOUSE_OVERSIGHT_017083.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Unni Karunakara Kasiviswanathan Shanmugam Drue Kataoka Piia-Noora Kauppi Yoriko Kawaguchi Chris Kearney William Keegan Carol Keehan Tom Keene Tal Keinan Manish Kejriwal Kairat Kelimbetov Georg Kell Jakob Kellenberger Edmund F. Kelly Gail Kelly Jeff Kelly Kevin Kelly Angeli...