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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...

J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight:
email TEXT-001-HOUSE_OVERSIGHT_031126.txt Nov 8, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: us.gio@jpmorgan.com To: Undisclosed recipients:;; Subject: J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead" Sent: 11/6/2012 10:24:50 PM We are pleased to invite you to an exclusive J.P. Morgan Private Bank...

Eye on the Market, July 25, 2011
email TEXT-001-HOUSE_OVERSIGHT_025215.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: us.gio@jpmorgan.com To: Undisclosed recipients:; Subject: Eye on the Market, July 25, 2011 Sent: 7/25/2011 4:33:45 PM Attachments: 07-25-11 - EOTM - White Castle.pdf Eye on the Market, July 25, 2011 (the attached PDF document is much easier to read) Topics: US debt ceili...

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...

After Words
email TEXT-001-HOUSE_OVERSIGHT_029558.txt Oct 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Katherine Keating Sent: 10/31/2011 8:21:27 AM To: Katherine Keating Subject: After Words Dear Friends, I wanted to share with you the forward to my father's new book 'After Words'. He truly is an inspiration and so is his writing. The book, which is a compilation of his spe...

Important information
document IMAGES-006-HOUSE_OVERSIGHT_022358.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Important information IRS Circular 230 Disclosure: JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connec...

This is a little unorthodox, but here is the text of an internal note that I just sent to our integr
document TEXT-001-HOUSE_OVERSIGHT_025229.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ative of the true run-rate of the US economy. The same goes for the global economy, which as shown in the chart from JP Morgan Securities, has been the beneficiary of a lot of stimulus that is now fading, for a variety of economic and political reasons. Great corporate profits ar...

In Stanley [the] Court held that in certain circumstances possession of a moving picture
document IMAGES-004-HOUSE_OVERSIGHT_017189.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

4.2.12 WC: 191694 In Stanley [the] Court held that in certain circumstances possession of a moving picture film is constitutionally protected even though by contemporary standards the film is obscene. We do not consider this irrelevant. The Court then went on to consider the st...

Filer's Name Page Number
document IMAGES-001-HOUSE_OVERSIGHT_010640.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Page Number | Donald J. Trump 24 of 51 Part 2: Filer's Employment Assets and Income Description EIF {attached schedule Value — Income Type Income Amount | (Part 2 - EXHIBIT A) | Reference # | 126 N/K/A DTW VENTURE LLC N/A 1093 $1,000,001 - $5,000,000 rent $50,001 -...

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...

The J.P. Morgan View
document IMAGES-011-HOUSE_OVERSIGHT_030848.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

J.P Morgan The J.P. Morgan View Local forces are dominating e Asset allocation — Local risks and opportunities trump global forces in driving investment opportunities. Cross-market correlations to remain much lower than in recent years. e Economics — US activity data are comi...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026826.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deutsche Asset & Wealth Management Eric D.K. Melby Principal, The Scowcroft Group A founding Principal of The Scowcroft Group, Eric D. K. Melby has extensive experience in telecommunications, energy and investment support. He also advises clients on market entry and geopolitica...

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...