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Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Discl osures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from invest...

Morgan Stanley | researcs NORTH AMERICA INSIGHT 2
document IMAGES-008-HOUSE_OVERSIGHT_025551.txt Jan 30, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | researcs NORTH AMERICA INSIGHT 2 January 30, 2018 05:01 AM GMT Alternative Asset Managers Can Alts Unlock Value with C-Corp Conversions ° We think APO could unlock the most value by converting to a C-corp with 26% in our upside case vs. -14% in our downside c...

Eye on the Market | april 9, 2012 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025246.txt Apr 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | april 9, 2012 J.P Morgan Q&A on the USA, with a watchful eye on the risk of giant man-eating plants; Spain Now that P/E multiples have risen off the bottom, what’s the outlook for P/E multiples and earnings from here? The return on the S&P this year has bee...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025225.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 While we’re waiting: large cap growth...

Eye on the Market | August 4, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025230.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | August 4, 2011 J.P Morgan Today the Delaware, with the caption “America’s structural resilience, fortitude and ingenuity will carry the economy and financial markets in 2011 —and beyond”. Our job is not to point to where we would like the financial markets t...

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]...

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...

User Name: DAVID SCHOEN
document TEXT-001-HOUSE_OVERSIGHT_016509.txt Feb 28, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…anticipated by reformers. The reforms had no impact in most of the jurisdictions."). 189 Jennifer L. Truman & Rachel E. Morgan, Bureau Justice Statistics, U.S. Dep't of Justice, Criminal Victimization, 2015, at 2 tbl.1 (2016), https://www.bjs.gov/content/pub/pdf/cv15.pdf (reporti...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025555.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Executive Summary Will the Alts simplify their structure and convert to C-corporations from partnerships? What would this mean for valuations? We think the Tax Cuts and Jobs Act could accelerate cost-benefit analyses and decision- making by management...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026825.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deutsche Asset & Wealth Management Francis J. Kelly Head, Government & Public Affairs, Deutsche Bank—North and Latin America Global Coordinator—Public Affairs Frank Kelly is Global Coordinator for Public Affairs as well as Head of Government & Public Affairs for North and Latin...

J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: us.gio@jpmorgan.com To: Undisclosed recipients:;; Subject: J.P. Morgan Eye on the Market 2/27/2012: Dire Straits Sent: 2/27/2012 5:50:08 PM Attachments: 02-27-2012 - EOTM - Dire Straits.pdf Eye on the Market, February 27, 2012 [the attached PDF is much easier to read this...

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

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View J.P. Morgan jan.loeys@jpmorgan.com 09 November 2012 contracts and stock options listed on the Stock Exchange of Hong Kong Limited. An updated list can be found on HKEx website: http:/(www-hkex.com.hk. Japan...

Blanche Lark Christerson
document TEXT-001-HOUSE_OVERSIGHT_019440.txt Sep 30, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2014-01 01/29/14 And the beat goes on… Last fall’s 16-day government shutdown ended with legislation that President Obama signed in the wee hours of October 17 th . Under that legislation, a...

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

…ral market commentary. Opinions expressed herein are those of Michael Cembalest and may differ from those of other J.P. Morgan employees and affiliates. This information in no way constitutes J.P. Morgan research and should not be treated as such. Further, the views expressed her...