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Sample and methodology
document IMAGES-009-HOUSE_OVERSIGHT_026726.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…a structured questionnaire to ensure quantitative as well as qualitative analytics were collected - Analysis capturing investment preferences as well as actual investment allocations with a bias toward actual allocations over stated preferences - Results interpreted by NMG's st...

Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ens@bam
document IMAGES-002-HOUSE_OVERSIGHT_014424.txt Mar 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ially exporter shares (though reduced odds of TPP implementation is unlikely to change drastically). Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in FX markets...

Certain of the key terms of the offering, which are subject to and qualified in their entirety by re
document IMAGES-007-HOUSE_OVERSIGHT_024460.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…yman Islands exempted company, the general partner of KUE (the “General Partner’). Securities Offered: Up to 1,000,000 investment units (the “Units"), each comprised of one Common Limited Partner Unit (“Common LP Unit") in KUE and one Class A ordinary share (“Class A Share") of...

Technology + Infrastructure + Education Investments
document IMAGES-006-HOUSE_OVERSIGHT_021025.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Technology + Infrastructure + Education Investments Drove ~90% of Labor Productivity Growth for Past ~30 Years Sources of USA Average Labor Productivity Growth, 1977-2000 = Technology Investment i Infrastructure & Other Investment 1 Education (Labor Quality) 1 Other (Total...

14.5. Management of KUE and the General Partner; Voting Rights
document IMAGES-008-HOUSE_OVERSIGHT_024551.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…(e) to reflect the admission of any additional Limited Partner and otherwise to reflect such admission or an additional investment by a Limited Partner on the books and records of KUE pursuant to the General Partner's power of attorney; (f) to take such actions as may be necessar...

SCOTT ROTHSTEIN, individually
document TEXT-001-HOUSE_OVERSIGHT_017488.txt Jun 14, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…. The Ponzi scheme was running very low on 3 capital. My co-conspirators and I needed to find a 4 new feeder fund, new investment sources. We had a 5 couple of very large, significantly wealthy potential 6 investors out there. I was looking for something that 7 would have been v...

USDJPY testing 110. Buy Japan upside
email TEXT-001-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… net sold $52b1n of JP equities ytd. -DXJ skew remains flat. 2m 25d Put /Call skew at 19%tile over the past year. Japan Investment Strategy, Japan Econ Outlook and Japan Macro Watch attached DXJ 2m 25d Put/Call over the past year. Hi: L3928 Ratib : DX] 1.40 • (1.) Debt Ivol (25...

confidence, we would know how much correction was enough. That’s a reason to
document IMAGES-001-HOUSE_OVERSIGHT_011109.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… that its defining equations, written mostly over half a century ago, leave out capital. Change in capital shows as net investment, but capital itself stays outside. Flows are considered sufficient for description. Piketty, a good economic historian, tells us that this did not...

7/22/2016 In the shadow of quantitative easing, party like it is 1788 - FT.com
document IMAGES-007-HOUSE_OVERSIGHT_023567.txt Nov 27, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eement fails. So then, in this world, what would be the “risk-free rate” that institutional investors can use in their investment analyses? These problems are getting to the point where they not only threaten life in Europe as we know it, but our very careers. America and Canada...

Paul Desmarais Sr., 86. The Canadian billionaire, who turned an
document IMAGES-002-HOUSE_OVERSIGHT_013297.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…77. He followed the path of his father, Gustave Levy, becoming a partner at Goldman Sachs, until departing to co-found investment funds, including Harmony Capital Management LP, a New York-based fund of private-equity funds. Died Oct. 18 of cancer. Tom Foley, 84. He was a Demo...

Inference: International Review of Science
document TEXT-001-HOUSE_OVERSIGHT_022445.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Review of Science. I'm happy to be part of it and I enjoy it very much.” Philip Pilkington Research analyst working in investment management and focusing on macroeconomic research. “I read some of the articles online. Very good.” CP Rajendran Indian geologist. “I just opened the...

Cross-asset implications of repatriation
document IMAGES-007-HOUSE_OVERSIGHT_023080.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…believe repatriation could put upward pressure on bank funding costs as firms reduce their holdings in these short-term investments. According to Crane Data on offshore money fund holdings, our rates team cites that $161bn of offshore funds are held in commercial paper and CDs, o...

businessman with business interests in China. There is an unsubstantiated
document IMAGES-006-HOUSE_OVERSIGHT_020649.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

190 businessman with business interests in China. There is an unsubstantiated rumor that the investment was subsidized by $1 million from the Ministry of Propaganda. e Duowei is another online source that was for years an independent Chinese- language media. It was purchased...

OGE Form 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016735.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…000 * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority. HOUSE_OVERSIGHT_016735

OGE Form 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016723.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…UND * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority. — _ — om 7 CRM LONG/SHORT OPPORTUNITIES FUND HOUSE_OVERSIGHT_016723