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document IMAGES-003-HOUSE_OVERSIGHT_014617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…poses and does not constitute a recommendation to buy, sell, hold or directly invest in the company or its securities. Investment Strategy Group. The Investment Strategy Group (ISG} is focused on asset allocation strategy formation and market analysis for Private Wealth Managem...

 60 Years of Investigative Satire
document TEXT-001-HOUSE_OVERSIGHT_015032.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ly went for the idea. This by-now traditional five-day extravaganza for three hundred guests was hosted by Wall Street investment banker Herbert Allen, President and CEO of Allen & Company. There were moguls all over the campground, overflowing with the country’s most influenti...

Images 007 House Oversight 024007
document IMAGES-007-HOUSE_OVERSIGHT_024007.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… ON THE PRIOR RETURNS SET FORTH HEREIN IN MAKING A DECISION WHETHER OR NOT TO PURCHASE THE INTERESTS OFFERED HEREBY. AN INVESTMENT IN THE FUND DOES NOT REPRESENT AN INTEREST IN ANY INDICATED INVESTMENT OR ANY INVESTMENT PORTFOLIO OF ANY RELATED OR OTHER INVESTMENT FUND, INCLUDING...

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research,
document IMAGES-009-HOUSE_OVERSIGHT_026906.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research, Haver. Endnotes: (1) Kate Davidson and Sarah Chaney, “Fed Chair Powell Sees ‘Remarkably Positive Set of Economic Circumstances,” The Wall Street Journal, October 3, 2018. (2) St...

Notes from Aspen Strategy Group
document TEXT-001-HOUSE_OVERSIGHT_025797.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Broaden participation in governance. Anti corruption laws and asset recovery programs. 4. Integration. Trade and investment. Trade liberal ization. Good regulatory practices (like Dodd Frank?) Problem in Egypt is that there is no one to talk to. Bob Zoellick (just reti...

Without much fanfare but with typical political controversy, the House and Senate successfully recon
document TEXT-001-HOUSE_OVERSIGHT_029438.txt Jan 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…on for married taxpayers ($500,000 others)P 4 Requires three-year holding period to attain long-term capital gains rate Investment Surtax 3.8% tax on “net investment income” Unchanged – continues to apply OBSERVATIONS – INDIVIDUAL TAXES Under the Act, there will be winners and lo...

Fwd: My Thoughts on Currencies
email TEXT-001-HOUSE_OVERSIGHT_026637.txt Nov 29, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…1) Free trade is in theory good for economic growth. But there are other policies (such as well-directed R&D, efficient investment, an effective educational system) that are also extremely important for long-term growth, but have been ignored in the past 15 years because of the g...

General Investment Related Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014497.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

General Investment Related Disclosures: Taiwan Readers: Neither the information nor any opinion expressed herein constitutes an offer or a solicitation of an offer to transact in any securities or other financial instrument. No part of this report may be used or reproduced or qu...

February 16, 2017
document TEXT-001-HOUSE_OVERSIGHT_026668.txt Feb 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…cation). 2 Performance figures reported herein are shown unaudited, net of fees/allocations and expenses; include the reinvestment of dividends, capital gains, and other earnings; and may be subject to adjustment. 3 S&P 500 negative-return analysis calculated using Bloomberg clos...

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_016699.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…50,000,000 rent Underlying Assets: commercial real estate Location: New York, NY See attached schedule 008 Caribuslness Investments, S.R.L. NIA 025 None (or less than $1 ,001) Underlying Assets: land (sold) Location: Dominican Republic See attached schedule land sales $1 ,000,001...

Re: interesting
email TEXT-001-HOUSE_OVERSIGHT_029042.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…r their English edition. I have some experience working in New York — I was working for PricewaterhouseCoopers auditing investment banks, one of which was Goldman Sachs. And considering this conference is on poverty, I'm curious — from your point of view especially, your experien...

Re: interesting
email TEXT-001-HOUSE_OVERSIGHT_029063.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…r their English edition. I have some experience working in New York — I was working for PricewaterhouseCoopers auditing investment banks, one of which was Goldman Sachs. And considering this conference is on poverty, I'm curious — from your point of view especially, your experien...

Mission Inn Hotel and Spa
document TEXT-001-HOUSE_OVERSIGHT_017526.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

INTELLECTUAL JAZZ DAVID AGUS DAN ARIELY KEITH BLACK DAVID BLAINE MIKE BLOCK ADAM B LY SCOTT BOLTON DAVID BROOKS MARK CUBAN ANTONIO DAMASIO JACK DANGERMOND DAVE GALLO FRANK GEHRY MATT GROENING HERBIE HANCOCK DANNY HILLIS BJARKE INGELS QUINCY JONES MARY JORDAN JON KAMEN JEFFREY KA...

New Leaf’s investment strategy is differentiated in the venture capital industry in terms of its
document IMAGES-007-HOUSE_OVERSIGHT_024042.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

V. NEW LEAF VENTURE PARTNERS INVESTMENT STRATEGY New Leaf’s investment strategy is differentiated in the venture capital industry in terms of its sector focus, specific approaches within each sector, and the depth of experience and long-term track record that supports each eleme...

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)

…ll be participating in the 2013 Dialog Retreat (all are references): Veronica Allende Serra — Founding Partner, Pacific Investments. Chm, Portal de Documentos. Boards: Allied Advanced Technologies, Wow! Nutrition, Mercado Libre, ISmart Foundation. Susan Athey -- Professor of Econ...