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2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…vestor attendance was up an impressive 66% YoY. The tone from management and investors was uniformly bullish, with more generalists attending than we have seen in previous years. Revenue & regulatory upside + positioning = raising POs We are raising our price objectives across mo...

Assume the following additional facts
document IMAGES-007-HOUSE_OVERSIGHT_022567.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Assume the following additional facts: Under its company policy for a government transaction of this size, Company A requires both finance and compliance approval. The finance officer is concerned that the discounts to Distributor are significantly larger than what they have app...

By E-Mail and First Class Mail
document TEXT-001-HOUSE_OVERSIGHT_031670.txt May 22, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ton & Burling LLP One CityCenter 850 Tenth Street, NW Washington, DC 20001-4956 May 22, 2017 Re: Subpoena to Lieutenant General Michael T. Flynn (Ret.) Dear Chairman Burr and Vice Chairman Warner: We write in response to the Senate Select Committee on Intelligence's subpoena date...

Another relatively recent variance from the treatment of DREs as “tax nothings” can be found in
document IMAGES-009-HOUSE_OVERSIGHT_026589.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…location of partner-level tax basis arising from partnership-level debt. Under these complex rules, partnership debt is generally allocated to the partner or partners, if any, that bear the ultimate “economic risk of loss” for the debt. For example, where a partnership debt is gu...

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

…l was first blinded by French musket shot and then bled to death. It was a poetic end. He had been, like so many of the Generals who would tumble before Napoleon in coming years, absolutely blind to forces perfectly clear and visible and usable to the revolutionary upstart. Napol...

OG Frome 2Be fh larch 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016750.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OG Frome 2Be fh larch 2014) Instructions for Part 2 | | Note: This is.a public form, Do not include account mumbers, street addresses, or farnily member names. See instructions for required information, | | Page Number AiO of 46 = Reference | = -= = a =e = = = | 63 HUDSON WEST...

Proskauer Rose LLP (“Proskauer Rose”) acts as counsel to the Fund, the General Partner and
document IMAGES-007-HOUSE_OVERSIGHT_024099.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

XII. ADDITIONAL INFORMATION Legal Counsel Proskauer Rose LLP (“Proskauer Rose”) acts as counsel to the Fund, the General Partner and the Management Company in connection with the organization of the Fund and the offering of Limited Partner Interests therein. Proskauer Rose also...

LLC, a Delaware limited liability company (¢"KUE LLC”)
document IMAGES-007-HOUSE_OVERSIGHT_024461.txt Sep 30, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ding profits participation limited partner units of KUE, “Profits Participation LP Units") and approximately 40% of the General Partner in the form of Class A Shares. The General Pariner will be the sole general partner of KUE and will hold approximately 1,000 General Partner Un...

effective rate greater than 90% of the maximum U.S. corporate income tax rate is not taxable to a
document IMAGES-007-HOUSE_OVERSIGHT_024089.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd the foregoing summary of the U.S. federal income taxation of U.S. Partners indirectly owning an interest in a CFC is general in nature. The General Partner cannot provide any assurance that the Fund’s portfolio companies will not be CFCs. The CFC rules, however, generally shou...

Recourse to the Fund’s Assets
document IMAGES-007-HOUSE_OVERSIGHT_024079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… becomes subject to a liability, parties seeking to have the liability satisfied may have recourse to the Fund’s assets generally and will not be limited to any particular assets, such as the asset representing the investment giving rise to the liability. Accordingly, investors c...

Breaking Down Democracy
document TEXT-001-HOUSE_OVERSIGHT_019233.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e to sudden shocks and individually prone to collapse. However, the past quarter-century has shown that dictatorship in general will not disappear on its own. Authoritarian systems will seek not just to survive, but to weaken and defeat democracy around the world. 4 Freedom House...

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)

…plan assets be diversified and that such investment complies with the other requirements applicable to ERISA Plans. The General Partner intends to conduct the operations of the Fund so that it will be an appropriate investment for ERISA Plans. In particular, the General Partner w...

ways to reassure your partner while protecting your own needs and boundaries
document IMAGES-005-HOUSE_OVERSIGHT_018642.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ways to reassure your partner while protecting your own needs and boundaries. The most stable relationship formation for dealing with jealousy and competitive urges appears to be monogamy. To be sure, I think people have plenty of other reasons for choosing monogamy. But the rel...

or any other board or committee formed to assist or advise the
document IMAGES-007-HOUSE_OVERSIGHT_024066.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

or any other board or committee formed to assist or advise the General Partner, each Limited Partner that designated a member of the Advisory Board, and each partner, member, stockholder, director, officer, manager, trustee, employee, agent and affiliate of any of the foregoing s...

LF Units and the GP Units will be reduced by the Profits
document IMAGES-007-HOUSE_OVERSIGHT_024462.txt Mar 31, 2007 House Oversight Committee — Epstein Estate Records (Nov 2025)

…laware limited liability company ("KUH LLC”) controlled by the Principals, will hold 900 Class B ordinary shares of the General Partner (the "Class B Shares"). The Class B Shares held by the Principals and their affiliates will not be transferable, except to (i) the Principals; (...