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Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View [email protected] 09 November 2012 necessarily. Last summer, as equity markets rebounded in June and July, Cyclical sectors actually underperformed. The thin grey line in the top chart shows that Cyclic...

The combination of these factors suggest Japanese equities have further to run. We also
document IMAGES-002-HOUSE_OVERSIGHT_014448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The combination of these factors suggest Japanese equities have further to run. We also see the position as being complementary to our EM position since whereas a stronger USD is a drag on EM performance, it is beneficial for the NKY position. Chart 31: Japan equities have outpe...

How a sale to an IDGT works
document IMAGES-006-HOUSE_OVERSIGHT_022352.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

How a sale to an IDGT works G) Sell asset at fair market value to the trust in return for a promissory note bearing interest G) Sell asset to trust for a note at proper AFR* based upon term of loan —==> (EE @) Grantor IDGT @) Receive payments satisfying terms of note ©) Pa...

Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026575.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 09 November 2012 Jan Loeys (1-212) 834-5874 [email protected] that outcome. But avoiding the worst case requires a short-term bargain plus a long-term compromise on a scale not seen in Washington since the Clinton- Congressional...

were underweight at the start of the year too and missed the lows. We recognized we
document IMAGES-002-HOUSE_OVERSIGHT_014464.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

were underweight at the start of the year too and missed the lows. We recognized we were wrong and closed our underweight and while it took us a while but we eventually managed to go overweight in September. The lesson of that is that themes are great, but when the facts change s...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025578.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Appendix B: Valuation of Alternative Managers - What@in the Price? Exhibit 48: Exhibit 49: Covered Alternative Asset managers NTM Relative P/E Covered Alternative Asset managers NTM Absolute P/E Alts NTM P/E Ratios Relative to...

James Barty >> Ajay Singh Kapur, CFA >>
document IMAGES-002-HOUSE_OVERSIGHT_014459.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Research Analysts James Barty >> Ajay Singh Kapur, CFA >> Investment Strategist Equity Strategist MLI (UK) Merrill Lynch (Hong Kong) +44 20 7996 3291 +852 3508 7753 [email protected] [email protected] Ronan Carr, CFA >> Shusuke Yamada, CFA >> European Equity Strateg...

Exhibit 83: Ratio of Municipal Bond Yields to
document IMAGES-003-HOUSE_OVERSIGHT_014602.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 83: Ratio of Municipal Bond Yields to Treasury Yields Current municipal bond yields offer a larger valuation buffer to absorb risks than in the past. Ratio (%) 100 mCurrent mAverage Since 2000 Average Since 1987 95 93 5-Year Ratio 10-Year Ratio Data as of December 3...

including asset class benchmarks used for modeling
document earnings. All returns are pre-tax and are not adjusted for inflation. Additional information about the model portfolio performance calculation House Oversight Committee — Epstein Estate Records (Nov 2025)

including asset class benchmarks used for modeling

or asset classification schema information
document performance may be lower or higher than the performance data quoted. To request the most current or historical performance data House Oversight Committee — Epstein Estate Records (Nov 2025)

or asset classification schema information