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Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026579.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…lers Association, The Financial Futures Association of Japan, Type II Financial Instruments Firms Association and Japan Investment Advisers Association. Korea: This report may have been edited or contributed to from time to time by affiliates of J.P. Morgan Securities (Far East)...

Event address: 318 Lakeville Road, Lake Success. Event web address: www.ahrc.org/events.0.html
document IMAGES-004-HOUSE_OVERSIGHT_018057.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Event address: 318 Lakeville Road, Lake Success. Event web address: www.ahrc.org/events.0.html. Tags: Fundraiser Golf Social Patron. Mercedes Benz Fashion Week William Tempest Presentation. 8:30am. Spring 2011 collection. Invitation only. Lincoln Center Plaza. New York. (212) 2...

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...

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_010617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…5,000,000 rent Underlying Assets: commercial real estate Location : New York, NY See attached schedule 008 Caribusiness Investments, S.R.L. N/A 025 $1 ,000,001 - $5,000,000 Underlying Assets: land Location: Dominican Republic See attached schedule 010 Country Apartments, LLC NIA...

Investment Soeaian
document IMAGES-008-HOUSE_OVERSIGHT_025694.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Soeaian Management Important Information Division Investment Strategy Group. The Investment Strategy Group (ISG) is part of the Investment Management Division of Goldman Sachs. The Investment Strategy Group (ISG) is focused on asset allocation strategy formation and...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.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...

November 21, 2011
document TEXT-001-HOUSE_OVERSIGHT_030814.txt Nov 21, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…to us, since energy cost and availability is central to how we think about growth, profits, stability and our portfolio investments. As part of this effort, I made a pilgrimage to Manitoba to spend a day with Vaclav Smil. Vaclav is one of the world’s foremost experts on energy, a...

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...

86th year, No. 23811 TUESDAY, DECEMBER 13, 2016 $1
document TEXT-001-HOUSE_OVERSIGHT_014498.txt Dec 13, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

86th year, No. 23811 TUESDAY, DECEMBER 13, 2016 $1 86 A Pulitzer Prize-Winning Newspaper ST. CROIX ST. JOHN ST. THOMAS TORTOLA CELEBRATING THE PEOPLE, CULTURES AND HISTORY OF THE VIRGIN ISLANDS SINCE 1930 Mini Page Pages 28-29 Tax hikes With government piggy bank empty Mapp turn...

Thank you for reviewing this publication
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...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss Bank's Chief Investment Office. The information does not constitute UBS financial research. The statutory regulations regarding independence of financial research are not ap...

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016)
document IMAGES-002-HOUSE_OVERSIGHT_014393.txt Sep 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016) Coverage Universe Count Percent Inv. Banking Relationships* Count Percent Buy 113 46.89% Buy 89 18.76% Hold 66 27.39% Hold 55 83.33% Sell 62 29.13% Sell 40 64.52% Equity Investment Rating Distrib...

Cannabis Industry Segmentation
document IMAGES-008-HOUSE_OVERSIGHT_024667.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…he early 1990s. As the technology industry became more important to the global economy and was better understood by the investment community, however, investment banks and other industry analysts tracked an increasing number of discrete yet related industry segments. In the canna...