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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...

Exhibit 85: Moody’s Liquidity Stress Index and
document IMAGES-003-HOUSE_OVERSIGHT_014603.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…= 2017 2018 2019 2020 2021 2022 = 2023 or later Data as of December 31, 2016. Source: Investment Strategy Group, JP Morgan. experiencing liquidity problems or are at risk of breaching financial covenants. As seen in Exhibit 85, Moody’s composite Liquidity Stress Index (LSI)...

You are invited to participate in an exclusive conference call
document IMAGES-011-HOUSE_OVERSIGHT_030838.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he road ahead Thursday, November 8, 2012 at 4:00 p.m. Eastern Time Hosted by John Duffy, Chief Executive Officer, J.P. Morgan U.S. Private Bank Featuring Peter Scher, Head of Corporate Responsibility, JPMorgan Chase & Co. As the new political landscape begins to take shape, j...

IF Institute of International Finance
document IMAGES-011-HOUSE_OVERSIGHT_031164.txt 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...

[a] I like the idea of extending the holding period for short term capital gains to 3-5 years, and c
document IMAGES-010-HOUSE_OVERSIGHT_030008.txt 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...

[email protected]
document IMAGES-011-HOUSE_OVERSIGHT_030847.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

nikolaos.panigirtzoglou@jpmorgan.com J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 seamus.macgorain@jpmorgan.com J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 matthew.m.lehmann@jpmorgan.com J.P. Morgan Securities plc Leo Evans (44-20) 7742-2...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025556.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH For Ares, we believe conversion makes sense, given the company is largely a play on fee related earnings from draw down funds, separately managed accounts, and their relationship with ARCC, the publicly traded business development company. Earnings from...

helped cushion portfolio returns when markets declined. We won’t know until the data comes in, but w
document IMAGES-008-HOUSE_OVERSIGHT_025227.txt 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...

Re: I look forward to hearing from you
email TEXT-001-HOUSE_OVERSIGHT_026162.txt Aug 25, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Stanley Rosenberg Sent: 8/25/2017 10:13:23 AM To: jeffrey E. [[email protected]] Subject: Re: I look forward to hearing from you Importance: High I am free today after 8 o'clock a. m. EST until 3 p.") Sent from my iPhone On 25 Aug 2017, at 09.49, jeffrey E. <jeevacation...

Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005)
document TEXT-001-HOUSE_OVERSIGHT_017830.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n Feed v. Nat’l Commercial Bank, No. 92 Civ. (S.D.N.Y.) (NCB terminated July 24, 1995); docket Nat’l Commercial Bank v. Morgan Stanley Asset Mgmt., Inc., No. 94 Civ. 3167 (S.D.N.Y.) (closed Feb. 17, 1998). It contends that its consent to personal jurisdiction in one case does not...

Why Invest in Indexes?
document IMAGES-001-HOUSE_OVERSIGHT_011097.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Why Invest in Indexes? The last section showed that index funds offer easy trackability over market hours. What are the other pros and cons? On sound microeconomic principle, professional asset management will add value over index results before deduction of fees. Otherwise th...

You are invited to participate in an exclusive conference call
document IMAGES-011-HOUSE_OVERSIGHT_031127.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he road ahead Thursday, November 8, 2012 at 4:00 p.m. Eastern Time Hosted by John Duffy, Chief Executive Officer, J.P. Morgan U.S. Private Bank Featuring Peter Scher, Head of Corporate Responsibility, JPMorgan Chase & Co. As the new political landscape begins to take shape, j...

Chart 76: Biggest risks to investing in a tech-based lending companies
document IMAGES-002-HOUSE_OVERSIGHT_014366.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 76: Biggest risks to investing in a tech-based lending companies 40% 32% 32% 29% 30% 20% 10% 0% No sustainable Untested credit Fragile funding model Uncertain regulatory competitive advantage model/risk backdrop management Source: BofA Merrill Lynch Global Research = P...

Re: Slowing economy could increase pressure on Big Tech - Axios
email IMAGES-012-HOUSE_OVERSIGHT_033395.txt Dec 4, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: J [[email protected]] Sent: 12/4/2018 3:41:44 PM To: Kathy Ruernm|er Subject: Re: Slowing economy could increase pressure on Big Tech - Axios easy and beneficial for you.. I will try to negotiate am automkoatic reset if.. such and such and so and so. On Tue, Dec 4,...

meetings planned for Washington this week could provide a glimpse of what steps policy makers and
document IMAGES-009-HOUSE_OVERSIGHT_028410.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

meetings planned for Washington this week could provide a glimpse of what steps policy makers and regulators could take to rein in the tech giants.","type":"text"}],"identifier":"_anf-container- 2","layout":"ComponentLayout-1","role":"container","type":"container"},{"identifier":...