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Trump & Patricia Kluge
email TEXT-001-HOUSE_OVERSIGHT_012684.txt Feb 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…a failed real estate development where Kluge had planned to market luxury "farmettes" with their own grapevines. Leslie Goldman, a Washington-based adviser to Trump, said it would be "premature to speculate" what Trump had planned for the area, but said the land has "significant...

Trump & Patricia Kluge
email IMAGES-002-HOUSE_OVERSIGHT_012684.txt Feb 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… failed real estate develooment where Kluge had planned to market luxury "farmettes" with their own grapevines. Leslie Goldman, a Washington-based adviser to Trump, said it would be "premature to speculate" what Trump had planned for the area, but said the land has "significant...

What matters is return. I don’t have to specify “risk-adjusted” return so long as
document IMAGES-001-HOUSE_OVERSIGHT_011104.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

What matters is return. I don’t have to specify “risk-adjusted” return so long as | describe the collective scale alone. Collective return is implicitly average-risk return. I prioritize it on the reasoning that optimizing employment of people and plant is implicit, and that opti...

Deployment challenges are limiting sovereign
document IMAGES-009-HOUSE_OVERSIGHT_026689.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deployment challenges are limiting sovereign ability to match targets In previous reports, we observed sovereigns’ return gaps, driven by low interest rates and challenging targets for fixed income allocations. We have also noted how appetite for alternatives has grown as sovere...

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)

taxes, and charitable contributions (the exemption phase-out and 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,...

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)

e Consumer Financial Protection Bureau (CFPB): Established by the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank), the CFPB is a federal regulator charged with regulating consumer protection for financial products and services. Other regulatory bod...

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)

ERISA 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 (...

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)

Leadership: NLV_ are leaders in biopharmaceutical investing across all stages and transaction types The New Leaf team is well positioned to continue to play a leadership role in the sector. Over the last two decades, the Fund Managers have demonstrated an ability to access high...