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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...

Power, Fortune and Survival in the Age of Networks
document TEXT-001-HOUSE_OVERSIGHT_018232.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…erved a purpose and sent a message. If there was an emotion it conveyed, a feeling that it tickled in the way Bernini’s Apollo and Daphne might inspire terror or joy or faith, it was meant to be awe. Stewart Brand, one of the supporters of the clock and an early member of the New...

Certain ERISA Under the Employee Retirement Income Security Act of 1974, as
document IMAGES-007-HOUSE_OVERSIGHT_024067.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

company. Certain ERISA Under the Employee Retirement Income Security Act of 1974, as Considerations: amended (“ERISA”), fiduciaries of prospective investors that are retirement plans subject to ERISA (“ERISA Plans”) must determine that an investment in the Fund is prudent, that...

Thank you for reviewing this publication
document IMAGES-003-HOUSE_OVERSIGHT_014617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Thank you for reviewing this publication which is intended to discuss general market activity, industry or sector trends, or other broad-based economic, market or political conditions. It should not be construed as research. Any reference to a specific company or security is for...

New Leaf team five years ago and has made significant contributions to the NLV-II portfolio
document IMAGES-007-HOUSE_OVERSIGHT_024013.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

New Leaf team five years ago and has made significant contributions to the NLV-II portfolio. Jim Niedel MD PhD has worked with the team continuously for over twelve years and will continue to be a senior member of the NLV investment team for NLV-III, but will change his status to...

Re: Edmond de Rothschild Infrastructure Expertise
email TEXT-001-HOUSE_OVERSIGHT_026069.txt Feb 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: 2/8/2017 10:23:46 PM To: jeffrey E. [[email protected]] Subject: Re: Edmond de Rothschild Infrastructure Expertise Importance: High Pension funds are now interested to match the maturities ? Ariane de Rothschild On 8 Feb 2017, at 23:22, jeffrey E. <jeevacation@gma...

Emerging market central banks have pioneered
document IMAGES-009-HOUSE_OVERSIGHT_026721.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Emerging market central banks have pioneered investment tranches to generate greater returns and developed markets are exploring their ability to follow suit In last year’s report we identified that emerging market reserve managers were developing an investment tranche, to diver...

The PATH Act includes certain revenue raising provisions to offset, in part, the tax revenue loss
document IMAGES-009-HOUSE_OVERSIGHT_026832.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The PATH Act includes certain revenue raising provisions to offset, in part, the tax revenue loss anticipated to result of the above-described tax reform provisions of the Act. Such revenue raisers include (among other technical changes) the following provisions: A. Increase in...

US - Multi-Industrials/Engineering and Construction Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014643.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Multi-Industrials/Engineering and Construction Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY 3M Company MMM MMM US Andrew Obin AECOM ACM ACM US Anna Kaminskaya, CFA Allegion ALLE ALLE US Andrew Obin AMETEK Inc AME AME US A...

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

… responsible for the design of the fuel gauging system on the command module where the astronauts were housed. In 1972, Apollo 17, the eleventh manned mission, was the sixth and final lunar landing in the Apollo program. “We were on an extremely tight schedule, and my team worked...

Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014429.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...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation 09 November 2012 The J.P. Morgan View Do US elections change anything? � Asset allocation –– The equity market has priced out the Romney win scenario, but from these levels, our economic and market outlook and risks are unchanged. These keep us medium-ter...

(BN) Leon Black’s Tax- Overhaul Dilemma Could Alter Wall Street M
email IMAGES-007-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sed a question whose answer will determine how profitable the new U.S. tax regime could make Wall Street firms like his Apollo Global Management LLC. Publicly traded partnerships, such as Apollo, are taxed differently than corporations. So should Apollo take advantage of the ove...

allowed funds to be used for home schooling was dropped at the last minute and is not in the final
document IMAGES-010-HOUSE_OVERSIGHT_029445.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW allowed funds to be used for home schooling was dropped at the last minute and is not in the final legislation. e Charitable gifts. A charitable contribution deduction is limited to a certain percentage of the individual’s adjuste...