Full-text search

Results for “Investment Strategy Group”

Search across the indexed text of every released document.

2,506 documents found

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)

…nd deduction limitation are colloquially known as “PEP and Pease”). These changes, coupled with the new 3.8% tax on net investment income (see below), may mean an unhappy surprise for many taxpayers on April 15, 2014, when they pay their 2013 income tax liability. On the transfer...

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...

e Consumer Financial Protection Bureau (CFPB): Established by the Dodd-Frank Wall Street Reform and
document IMAGES-007-HOUSE_OVERSIGHT_024120.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…administers the federal securities laws (including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act of 1940, the Investment Advisers Act of 1940 and the Trust Indenture Act of 1939), with direct regulatory and oversight responsibilities...

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

… to bottom out, the upcoming leadership change in the country (November 2012 to March 2013), will likely delay a bigger investment program into 1Q13. The latest stimulus program will probably prevent Chinese IP from decelerating even further, but will not lift it meaningfully hig...

But USA Inc.’s Investment in Infrastructure Has Been
document IMAGES-006-HOUSE_OVERSIGHT_021029.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

But USA Inc.’s Investment in Infrastructure Has Been Steadily Declining for Five Decades... USA Inc. (Federal) Investment in Infrastructure as % of GDP, 1950 -2008 1.5% =~ += 22 eee eee en eee a a © Ge ° = n © 2 Bo 10% --f-- 4-22 eee en ne ne ee ne ne ee o = s 2) £ E £ = ow EB...

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)

…ISA Plan for purposes of ERISA. In particular, the General Partner will use reasonable best efforts to either (i) limit investment in the Fund by “benefit plan investors” to a level that would not be considered “significant” under ERISA, or (ii) operate the Fund as a VCOC, or (ii...

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)

…tor. Over the last two decades, the Fund Managers have demonstrated an ability to access high quality biopharmaceutical investments at all stages, by sourcing opportunities through a range of activities that result in differentiated and in many cases proprietary deal flow. Deal f...

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...

Appendix 1: The Team and Our Process
document IMAGES-007-HOUSE_OVERSIGHT_024221.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… allocated outside the US. e Electron Team Electron’s cohesive, long-standing team consists of 8 members, including 5 investment professionals who have worked (with Jos Shaver as Portfolio Manager) at SAC Capital and the original Electron Capital for an average of 6 years. In a...

[email protected]
document IMAGES-009-HOUSE_OVERSIGHT_026830.txt Dec 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ignificantly reforms the provisions of the Internal Revenue Code that were originally added 35 years ago by the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA). The Protecting Americans from Tax Hikes Act of 2015 (the "PATH Act") also includes extensions of a number...

parameters have for a very long time fallen within the range spanned by modern natural-fertility
document IMAGES-001-HOUSE_OVERSIGHT_011165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…es. Figure 5 shows an evolutionary dis- count function from my earlier paper on time preference. In the figure, “age at investment” refers to the age at which a decision is made between an immediate and a delayed benefit. Ages beyond the age at investment are “future ages.” Thus,...

COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024918.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ing to such issuers or debt securities of the issuers. From time to time “Cowen Cross-Asset Research” analysts provide investment recommendations on securities that are the subject of this report. These recommendations are intended only as of the time and date of publication and...

make some inroads into the mainstream German press. China Daily’s advertisement
document IMAGES-006-HOUSE_OVERSIGHT_020623.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…resident Emmanuel Macron have initiated discussions with businesses and the EU Commission on ways to establish stricter investment screening procedures and to push for more reciprocity for European firms in China. In April 2018, the second chamber of the German parliament (repres...