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UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...

Venture Capital Deals
document IMAGES-006-HOUSE_OVERSIGHT_021100.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

pee ne ee Venture Capital Deals ¢ Moovit, an Israeli maker of a transportation app, has raised $50 million in Series D funding led by Intel Capital, with participation from Sequoia, BMW iVentures, NGP, Sound Ventures, BRM, Gemini, Vaizra, Vintage, and Hanaco. http://axios.link/...

Fwd: Invite to Dialog 2014 (16 months away)
email TEXT-001-HOUSE_OVERSIGHT_013484.txt Nov 28, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…MIT Sloan School of Management. Director, MIT Center for Digital Business. Chair, MIT Sloan Management Review. Author, Race Against the Machine. John Burbank — CEO, Passport Capital. John Burbank — President, Nielsen Strategic Initiatives. Fmr CEO of Online, Nielsen. Fmr CMO, Nie...

11/28/2012 5:28:55 PM
email TEXT-001-HOUSE_OVERSIGHT_017581.txt Nov 28, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Sloan School of Management. Director, MIT Center for Digital Business. Chair, /MIT Sloan Management Review. / Author, /Race Against the Machine/. *John Burbank*— CEO, Passport Capital. *John Burbank*— President, Nielsen Strategic Initiatives. Fmr CEO of Online, Nielsen. Fmr CMO,...

Il Cannabis Science 101
document IMAGES-008-HOUSE_OVERSIGHT_024631.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n emerging growth companies. Ackrell Capital's expertise includes: Private Equity Mergers and Acquisitions Private Placements Corporate Development Cannabis, Consumer, Technology, Digital and Other Emerging Growth Industries Ackrell Capital is based in San Francisco, CA. Ac...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ known to, professionals in other Morgan Stanley business areas, including investment banking personnel. Morgan Stanley Research personnel may participate in company events such as site visits and are generally prohibited from a...

Luciano E. Joublanc
document IMAGES-004-HOUSE_OVERSIGHT_017082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…effrey Joerres Josef Joffe Bjérn Johansson Boris Johnson Chris Johnson David Johnson Erica L. Johnson H. Fisk Johnson Jace Johnson Kevin Johnson Mark Johnson Ray Johnson Robert A. Johnson Simon Johnson Tom Johnstone Anthony Jones David Jones Hannah Jones Agnes Jongerius Conni...

Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Discl osures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from invest...

CHAPTER! Executive Summary
document IMAGES-008-HOUSE_OVERSIGHT_024649.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Gap We share the belief held by many that, ultimately, established companies from analogous indus- tries—alcohol, pharmaceutical, tobacco and consumer products—will enter the cannabis industry through minority investment, by acquisition or otherwise. We have already seen example...

New Leaf Ventures III, L.P. (““NLV-II” or the “Fund”) is being formed by New Leaf Venture
document IMAGES-007-HOUSE_OVERSIGHT_024012.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

I. EXECUTIVE SUMMARY FUND OVERVIEW New Leaf Ventures III, L.P. (““NLV-II” or the “Fund”) is being formed by New Leaf Venture Partners, L.L.C. (“New Leaf” or the “Management Company”), an established and proven leader in health care technology investing. NLV-III will be the seve...

future pay runs out. So do I. The puzzle is how pay could rise while human capital
document IMAGES-001-HOUSE_OVERSIGHT_010954.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

future pay runs out. So do I. The puzzle is how pay could rise while human capital shrinks smoothly to zero. This would not be a puzzle if we were speaking of oil wells whose oil might continue to be pumped out at a steady or even rising rate until the well ran dry. We are puzz...

Capital Markets for
document IMAGES-008-HOUSE_OVERSIGHT_024753.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ng. We share the belief held by many that, ultimately, established companies from analogous indus- tries—alcohol, pharmaceutical, tobacco and consumer products—will enter the cannabis industry © 2017 Ackrell Capital, LLC | Member FINRA/SIPC 117 HOUSE_OVERSIGHT_024753