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Growth of the US for both returns and protection
document IMAGES-009-HOUSE_OVERSIGHT_026696.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Growth of the US for both returns and protection The attractiveness of the US has been driven by interest rate rises (with expectations for further raises this year) and bond yields lagging in other developed markets (figure 8). There is also market confidence of a ‘pro-business’...

Presentation Premise
document IMAGES-006-HOUSE_OVERSIGHT_020845.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Presentation Premise For America to remain the great country it has been for the past 235 years, it must determine the best ways to honor the government’s fundamental mission derived from the Constitution: ...to form a more perfect union, establish justice, insure domestic tran...

Fareed Zakaria: Trump sells America short
email IMAGES-010-HOUSE_OVERSIGHT_029849.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sultan Bin Sulayern Sent: 9/18/2015 5:26:12 AM To: Jeffrey Epstein [[email protected]] Subject: Fareed Zakaria: Trump sells America short Importance: — High Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By...

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

From: Alain Forget Sent: 11/18/2016 11:18:14 AM To: jeffrey E. [[email protected]] Subject: Re: interesting Importance: High no,interesting to figure out where it is heading... .the funny side it was at the vatican On Nov 18, 2016, at 12:14 PM, jeffrey E. <[email protected]...

Options Risk Statement
document IMAGES-007-HOUSE_OVERSIGHT_023603.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Options Risk Statement Potential Risk at Expiry & Options Limited Duration Risk Unlike owning or shorting a stock, employing any listed options strategy is by definition governed by a finite duration. The most severe risks associated with general options trading are total loss...

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

From: Alain Forget Sent: 11/18/2016 11:30:28 AM To: jeffrey E. [[email protected]] Subject: Re: interesting Importance: High i do not believe in a global tea party. but it is most interesting to see how those ideas will materialize and to witch exdend Ill be most interested t...

Refiners: What’s going on with Refining in 2017: potential benefits in a Trump
document IMAGES-007-HOUSE_OVERSIGHT_023091.txt Jan 5, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Energy: Refiners: What’s going on with Refining in 2017: potential benefits in a Trump administration 05 January 2017 Industrials / Materials: Industrials/Multi-Industry: DEM#217: The Year Ahead; Resetting for higher US growth and inflation 09 January 2017 Engineering & Constr...

thresholds in one or more transactions: {i} 15% of the Principals’ original KUE holdings to any sing
document IMAGES-008-HOUSE_OVERSIGHT_024560.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

thresholds in one or more transactions: {i} 15% of the Principals’ original KUE holdings to any single buyer (or affiliates of that buyer) or (ii) 33% of the Principals’ original KUE holdings in the aggregate. 14.20. Drag-Along Right A "Drag-Along Transfer’ means a sale or othe...

Tax reform screens
document IMAGES-007-HOUSE_OVERSIGHT_023087.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Tax reform screens Lower US corporate tax rate: potential beneficiaries Below we provide a screen of domestically-oriented S&P 500 companies (<10% foreign sales exposure} with a high (>35%) median 5-year effective tax rate which could potentially benefit most from a lower US co...

Investment in the Units involves a substantial degree of risk and should be regarded as speculative.
document IMAGES-008-HOUSE_OVERSIGHT_024477.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…etitive and involves a high degree of uncertainty. The Company will be competing for acquisitions with other companies, private equity firms, as well as individuals and others, which often results in increased acquisition prices. There can be no assurance that the Company will be...

Cross-asset preferences
document IMAGES-007-HOUSE_OVERSIGHT_024139.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Recent downgrades Portfolio weights Commodities 3% Liquidity Real Estate 10% 5% High Grade q Bonds 6% Hedge Funds / Private Equity 10% Inv Grade \ Corporates Equities USA | Bonds 10% \ 9% a High Yield Bonds 6% Emerging . Markets Bonds Equities 6% Europe 20% Equities Other...

capital raising, legal & compliance functions as well as the sound governance and ESG management acr
document IMAGES-008-HOUSE_OVERSIGHT_026432.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s enabled Edmond de Rothschild to build a strong franchise within infrastructure investments, complementing its overall Private Equity offering. Edmond de Rothschild has also acted as anchor investor for these funds, demonstrating its strong alignment of interest with these inves...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025579.txt Jan 12, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

… 2017) Alternative Asset Managers and Credit Strategy: Interest Deductibility at Risk: Game Changer for High Yield and Private Equity? (9 Nov 2017) Alternative Asset Managers: C-Corp Conversion: To convert or not to convert, that is the question (6 Nov 2017) Asset Managers & Br...

of direct payments for tuition and medical expenses are subject to GST but for this special exclusio
document IMAGES-006-HOUSE_OVERSIGHT_022364.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nly. Tax “carried” (profits) interests as ordinary income. In exchange for their services on behalf of hedge funds and private equity funds, managers of these entities are often compensated with what are called “carried interests,” or profits from the entity. Because these profi...

ONE DOLLAR -- '�-=-----o..� vv.virginislandsdailynevvs.com
document TEXT-001-HOUSE_OVERSIGHT_021718.txt Jul 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… approval by the CeDters for Medicare and Medicaid Services with a target effective date of Aug. 1, 2013, physicians in private practice enrolled ·as VI. Medicaid PrograJ)l eirrolled providers will be eligible to receive reimbursement from the U.S. VIrgin IslandS Medicaid program...