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interest tax shield later in this report). Deleveraging balance sheets may also be spurred
document IMAGES-007-HOUSE_OVERSIGHT_023078.txt Jan 17, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

interest tax shield later in this report). Deleveraging balance sheets may also be spurred by a continued environmwnt of rising interest. Leverage for S&P non-Financials has steadily been ticking up over the last few years, and, if we exclude the cash-rich Technology sector, lev...

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up
document IMAGES-002-HOUSE_OVERSIGHT_014425.txt Feb 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up ‘4 135.0 we 125.0 10 115.0 O84 105.0 us 95.0 0.4 85.0 0.2 15.0 Nov-14 Feb-15 May-15 Aug-15 Nov-15 Feb-16 May-16 Aug-16 Nov-16 se USDJPY(RHS) —_USDJPY carry / 3m implied vol (RHS) US-Japan 10yr real yie...

Securities Act of 1933
document IMAGES-007-HOUSE_OVERSIGHT_024096.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

XI. CERTAIN LEGAL & REGULATORY CONSIDERATIONS Securities Act of 1933 The Limited Partner Interests described herein will not be registered under the Securities Act in reliance upon the exemptions for transactions not involving a public offering. Each investor will be required to...

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)

IN RE TERRORIST ATTACKS ON SEPTEMBER 11, 2001 Cite as 349 F.Supp.2d 765 (S.D.N.Y. 2005) 765 tain general jurisdiction over them, all claims asserted against those individual defendants are dismissed for lack of personal jurisdiction. 3. Plaintiffs Are Entitled to Jurisdictional...

due to adverse political, economic or other developments. These risks are magnified for investments
document IMAGES-004-HOUSE_OVERSIGHT_016803.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

due to adverse political, economic or other developments. These risks are magnified for investments made in emerging markets. Investments in a certain industry or sector may pose additional risk due to lack of diversification and sector concentration. There are special risks asso...

Top 10 US Ideas Quarterly
document IMAGES-003-HOUSE_OVERSIGHT_014623.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Our Top 10 US Ideas are based on our view that these companies could have the most significant market and business related catalysts over the next three months. The list reflects primarily a bottoms-up approach, with calendar-specific events noted for m...

e Consumer Financial Protection Bureau (CFPB): Established by the Dodd-Frank Wall Street Reform and
document IMAGES-007-HOUSE_OVERSIGHT_024120.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

e Consumer Financial Protection Bureau (CFPB): Established by the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank), the CFPB is a federal regulator charged with regulating consumer protection for financial products and services. Other regulatory bod...

Jeffrey Epstein: 1953-1969
document TEXT-001-HOUSE_OVERSIGHT_022058.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CHAPTER 20 Jeffrey Epstein: 1953-1969 Jeffrey Epstein's mother, Paula, was the daughter of Max and Lena Stolofsky, who arrived in the United States as Lithua- nian refugees. Relatives on that side of the family who remained in the old country would all perish in the course of Ad...

Portfolio Company Leverage
document IMAGES-007-HOUSE_OVERSIGHT_024076.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Portfolio Company Leverage To the extent that any investment is made in a portfolio company with a leveraged capital structure, such investment will be subject to increased exposure to adverse economic factors such as a significant rise in interest rates, a severe downturn in th...