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returns, and might be liable for U.S. tax in excess of the amount collected by withholding
document IMAGES-007-HOUSE_OVERSIGHT_024092.txt Jul 1, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

returns, and might be liable for U.S. tax in excess of the amount collected by withholding. Similarly, Non-U.S. Partners could become subject to U.S. federal income tax and tax return filing obligations, as a result of transfers of their Limited Partner Interests at a time when t...

Images 007 House Oversight 024007
document IMAGES-007-HOUSE_OVERSIGHT_024007.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PROSPECTIVE INVESTORS ARE CAUTIONED NOT TO RELY ON THE PRIOR RETURNS SET FORTH HEREIN IN MAKING A DECISION WHETHER OR NOT TO PURCHASE THE INTERESTS OFFERED HEREBY. AN INVESTMENT IN THE FUND DOES NOT REPRESENT AN INTEREST IN ANY INDICATED INVESTMENT OR ANY INVESTMENT PORTFOLIO OF...

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)

effective rate greater than 90% of the maximum U.S. corporate income tax rate is not taxable to a United States Shareholder under the CFC rules if the United States Shareholder so elects. The rules applicable to CFCs are complex, and the foregoing summary of the U.S. federal inc...

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)

company. Certain ERISA Under the Employee Retirement Income Security Act of 1974, as Considerations: amended (“ERISA”), fiduciaries of prospective investors that are retirement plans subject to ERISA (“ERISA Plans”) must determine that an investment in the Fund is prudent, that...

CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ield relative to G4 currencies. Due to structural reasons we remain cautious on the Hungarian forint (HUF). • The South African rand (ZAR) is currently attractively valued, but Investors should be willing and able to tolerate bouts of volatility due to the current strikes and a c...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Paying 5y UK real rates at -254bp. Implied inflation/rates inconsistent. • Long RUB/ZAR (positive on oil, cautious on S African politics). • Short EUR/SEK, strong Swedish growth, limiting room for Riksbank easing. 2 Global Cross Asset Strategy – Year Ahead | 30 November 2016 The...

Crafting those stories has proved alittle trickier. While the development-focused media has expanded
document IMAGES-010-HOUSE_OVERSIGHT_028646.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…th from Tanzania, found new confidence in the fact that alongside her medical degrees she has personal experience as an African mother. Another, who specialises in poverty alleviation in Nairobi's slums, began to harness his own stories about growing up in those slums to buttress...

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

IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT, IN AND FOR PALM BEACH COUNTY, FLORIDA CASE NO.: 502009CA040800XXXXMBAG JEFFREY EPSTEIN, Plaintiff, VS. SCOTT ROTHSTEIN, individually, BRADLEY J. EDWARDS, individually, and L.M., individually, Defendant, NOTICE OF FILING TRA...

secret; no names on their list would be disclosed to my attorneys or myself until I
document IMAGES-008-HOUSE_OVERSIGHT_025542.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

secret; no names on their list would be disclosed to my attorneys or myself until I was already firmly in a jail cell. A list that we would not only be obliged to pay money to, but if any of the women did not accept the $50,000, I would be required to pay an attorney, chosen by t...

generally considered to be representative of U.S. stock market activity. The NASDAQ
document IMAGES-007-HOUSE_OVERSIGHT_024109.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

QO iw} tH Les a generally considered to be representative of U.S. stock market activity. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on the NASDAQ Stock Market. The NASDAQ Biotechnology Index includes securities of NASDAQ-l...

ERISA Plan for purposes of ERISA. In particular, the General Partner will use reasonable best
document IMAGES-007-HOUSE_OVERSIGHT_024095.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ERISA Plan for purposes of ERISA. In particular, the General Partner will use reasonable best efforts to either (i) limit investment in the Fund by “benefit plan investors” to a level that would not be considered “significant” under ERISA, or (ii) operate the Fund as a VCOC, or (...

to Temporary Investments, “PIPES” and other purchases of
document IMAGES-007-HOUSE_OVERSIGHT_024059.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

to Temporary Investments, “PIPES” and other purchases of securities in private placements that are not traded on a Public Securities Market at the time of such investment, “toe-hold” investments (e.g. investments that are intended to lead to a potential private or larger investme...

Re: Edmond de Rothschild Infrastructure Expertise
email TEXT-001-HOUSE_OVERSIGHT_026069.txt Feb 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: 2/8/2017 10:23:46 PM To: jeffrey E. [[email protected]] Subject: Re: Edmond de Rothschild Infrastructure Expertise Importance: High Pension funds are now interested to match the maturities ? Ariane de Rothschild On 8 Feb 2017, at 23:22, jeffrey E. <jeevacation@gma...

ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO, CA 94111 [email protected]
document TEXT-001-HOUSE_OVERSIGHT_024271.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

BLOCKCHAIN CAPITAL, LLC CCP II, LP OCTOBER 2015 ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO, CA 94111 [email protected] 1 TECHNOLOGY THOUGHT-LEADERS ARE CONVINCED Bill Gates: “Bitcoin is be0er than currency…a technological tour de force.” Ben Bernanke “[Virtual Currenc...