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Re: Jawbone/Mort
email TEXT-001-HOUSE_OVERSIGHT_030950.txt Sep 6, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…losing. The new purchase agreement would have the same closing conditions that applied to the initial closing of the JP Morgan investment. Given the affiliation between Mort, Hedosophia and Apoletto and their collective investment in preferred and common stock, we also want to pr...

TED2017: The future you 4/20/17, 12:07 PM
document IMAGES-003-HOUSE_OVERSIGHT_014956.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

TED2017: The future you 4/20/17, 12:07 PM aclu.org T. Morgan Dixon Health activist T. Morgan Dixon is the co-founder and CEO of GirlTrek, inspiring nearly 100,000 neighborhood walkers. T. Morgan Dixon co-leads GirlTrek, the largest public health nonprofit for African-American...

Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT
document IMAGES-008-HOUSE_OVERSIGHT_025580.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT Brokers & Asset Managers Comps Sheet Exhibit 50: Brokers & Asset Managers Comps Sheet Brokers & Asset Managers 26/Jan/18 EPS As % Dividend Earnings Per Share (EPS) © CAGR (%) Price/Earnings (P/E) EV/ EBITDA of AuM Yield (%) LTM N...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025557.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH On average the group currently trades at 10.8x on 2018e EPS with an average effective tax rate for economic net income (the metric NORTH AMERICA INSIGHT ~~ Exhibit 4: Breakeven P/E multiple expansion of 2.1x required to offset 16% lower earnings in a...

Industrial production Unemployment rates - core vs. periphery
document IMAGES-008-HOUSE_OVERSIGHT_025218.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 85 G% Germany ad Ao, a aa 2007 2008 2009 2010 2011 0% aa ae ; Source: INE, CSO, ISTAT, NSS, Eurostat, Bundesbank, J.P. Morgan Ve7O gf TOG 188 TO 1D ZO aT Securities LLC, J.P. Morgan Private Bank. Periphery =Portugal, Ireland, lialy, Source: J.P. Morgan Private Bank, Bankof Spain...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025568.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH NORTH AMERICA INSIGHT ~~ Deconstructing Our Implied Carry Valuation: What Is the Market Paying? We deconstruct the various pieces of a SOTP for the alts in order to determine our best guess on how much the market is valuing future performance fees. We...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 jan.loeys@jpmorgan.com Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012050.txt Oct 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…leming By Jennifer Surane and Simone Foxman October 4, 2017, 6:12 AM PDT Updated on October 4, 2017, 9:48 AM PDT — Ex-Morgan Stanley executive Greg Fleming to be firm’s CEO — Hedge fund to become majority owner of high-net-worth adviser Greg Fleming, a former top executive at...

Eye on the Market July 25, 2011
document IMAGES-008-HOUSE_OVERSIGHT_025223.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end What the EU gave: an easing of lending...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025578.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Appendix B: Valuation of Alternative Managers - What@in the Price? Exhibit 48: Exhibit 49: Covered Alternative Asset managers NTM Relative P/E Covered Alternative Asset managers NTM Absolute P/E Alts NTM P/E Ratios Relative to...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030851.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View jan.loeys@jpmorgan.com 28 March 2013 senior bank bond holders will lose money and this risk is, in our mind, not yet in the price (Rethinking the capital structure, R. Henriques et al., Mar 27). Foreign Exc...

Jawbone/Mort
email IMAGES-011-HOUSE_OVERSIGHT_030951.txt Sep 5, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…losing. The new purchase agreement would have the same closing conditions that applied to the initial closing of the JP Morgan investment. Given the affiliation between Mort, Hedosophia and Apoletto and their collective investment in preferred and common stock, we also want to p...