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Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025581.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Valuation and Risks NORTH AMERICA INSIGHT ~~ Alternative Asset Managers: We value the stocks using a sum of the parts valuation and discounted cash flow as well as price/earnings and price/cash earnings multiples. Our DCF (COE of 12+15%, free cash flo...

On September 10, 2018, we announced a commitment by our chief executive officer, Ermest Garcia III,
document IMAGES-007-HOUSE_OVERSIGHT_024369.txt Sep 10, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents ANNEX 100K MILESTONE GIFT On September 10, 2018, we announced a commitment by our chief executive officer, Ermest Garcia III, to contribute 165 shares of Class A common stock to us from his personal shareholdings for every one of our then-existing employees u...

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...

Appendix 2: Global Utility Sector Background
document IMAGES-007-HOUSE_OVERSIGHT_024226.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Appendix 2: Global Utility Sector Background e =History To gain a deeper appreciation of why the global utility sector is attractive for long/short investing, it is helpful to briefly survey the history of the sector and describe the uti...

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...

J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight:
email TEXT-001-HOUSE_OVERSIGHT_031126.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Undisclosed recipients:;; Subject: J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Sent: 11/6/2012 10:24:50 PM We are pleased to invite you to an exclusive J.P. Morgan Private Bank...

You are invited to participate in an exclusive conference call
document IMAGES-011-HOUSE_OVERSIGHT_030838.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

You are invited to participate in an exclusive conference call Post-election insights: The road ahead Thursday, November 8, 2012 at 4:00 p.m. Eastern Time Hosted by John Duffy, Chief Executive Officer, J.P. Morgan U.S. Private Bank Featuring Peter Scher, Head of Corporate Res...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_017635.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

User Name: DAVID SCHOEN Date and Time: Thursday, February 28, 2019 10:27:00 AM EST Job Number: 83852897 Document (1) 1. ARTICLE: Treating Crime Victims Fairly: Integrating Victims into the Federal Rules of Criminal Procedure, 2007 Utah L. Rev. 861 Client/Matter: -None- Search Te...

You are invited to participate in an exclusive conference call
document IMAGES-011-HOUSE_OVERSIGHT_031127.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

You are invited to participate in an exclusive conference call Post-election insights: The road ahead Thursday, November 8, 2012 at 4:00 p.m. Eastern Time Hosted by John Duffy, Chief Executive Officer, J.P. Morgan U.S. Private Bank Featuring Peter Scher, Head of Corporate Res...

In Israel, Time for Peace Offer May Run Out
document TEXT-001-HOUSE_OVERSIGHT_025610.txt Apr 2, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

 3 April, 2011 Article 1. NYT In Israel, Time for Peace Offer May Run Out Ethan Bronner Article 2. Le Monde diplomatique The Arab spring - Follow the money Samir Aita Article 3. Guardian Obama doctrine? If only Michael Boyle Article 4. The Economist American foreign policy - Wh...

Price objective basis & risk
document IMAGES-003-HOUSE_OVERSIGHT_014882.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d to the specific recommendations or view expressed in this research report. US - Large Cap Oils Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY Anadarko Petroleum Corp. APC APC US Doug Leggate Chevron Corp. CVX CVX US Doug Leg...

Chart 3: Decomposition of performance of 1) S&P 500 stocks exposed to fiscal stimulus* and 2) top
document IMAGES-007-HOUSE_OVERSIGHT_023074.txt Aug 21, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s as stimulus beneficiaries in 150 stocks with exposure to the Fiscal Stimulus theme 21 Aug. 2016 Source: FactSet, BofA Merrill Lynch US Equity & US Quant Strategy Potential beneficiaries: See Table 19 at the end of this report for a screen of domestically-oriented companies wit...

2017: a good year for domestic demand
document IMAGES-002-HOUSE_OVERSIGHT_014414.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 2014 2015 2016 2017 2018 mama Private demand meee Public demand mmm Net exports ===Real GDP growth %YoY Source: BofA Merrill Lynch forecasts, CAO 1. Consumer comeback Households have been the noticeable laggard in the current recovery and the main reason why Japan’s economy...