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II’s address is 1720 W. Rio Salado Parkway, Suite A, Tempe, AZ 85281
document IMAGES-007-HOUSE_OVERSIGHT_024360.txt Feb 27, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents sole beneficiary of the Ernest Irrevocable 2004 Trust III and Mr. Garcia III and his children are the beneficiaries of the Ernest C. Garcia IIT Multi- Generational Trust III. This information is based on the Form 4 filed with the SEC by Mr. Garcia II on Februar...

Images 008 House Oversight 024579
document IMAGES-008-HOUSE_OVERSIGHT_024579.txt Dec 31, 2026 House Oversight Committee — Epstein Estate Records (Nov 2025)

19. APPENDICES INDEX TO THE APPENDICES 19.1. APPENDIX A: DETAILED BIOGRAPHIES KUE MANAGEMENT 148 KUE ADVISORY BOARD 152 KLC MANAGEMENT 153 REAL ESTATE MANAGEMENT TEAM / GREENSTREET REAL ESTATE PARTNERS 155 KSI BOARD OF DIRECTORS 156 k12 MANAGEMENT 157 19.2 APPENDIX B: KLC MD&...

Global economic outlook - Summary
document IMAGES-007-HOUSE_OVERSIGHT_024142.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Global economic outlook - Summary Key questions e Can emerging markets (EM) continue to offset developed market (DM) weakness to buoy global growth? e What are the risks of near-term faltering of the US economic recovery? e When is the European economy likely to return to sus...

Global Sector Positioning
document IMAGES-007-HOUSE_OVERSIGHT_024207.txt Feb 12, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Utility White Paper CONFIDENTIAL Global Sector Positioning Tech Industrials Insurance Pharma Discretionary Materials Energy Banks Staples . Substantially Telecoms underweight Utlites -40 -35 -30 -25 -20 “15 “10 5 +0 +5 +10 +15 +20 225 +30 +35 <= underweight // overwei...

“I told you,” said Epstein
document TEXT-001-HOUSE_OVERSIGHT_022894.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… physiology. Then Ron Baron who has $26 billion under management in his Baron Fund. Then Josh Harris, the co-founder of Apollo Global Management ($164 billion under management) and owner of the New Jersey Devils and the Philadelphia 76ers. What goes on at Epstein’s house con...

“I told you,” said Epstein
document TEXT-001-HOUSE_OVERSIGHT_022863.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… physiology. Then Ron Baron who has $26 billion under management in his Baron Fund. Then Josh Harris, the co-founder of Apollo Global Management ($164 billion under management) and owner of the New Jersey Devils and the Philadelphia 76ers. In some sense, what goes on at Epst...

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012051.txt Nov 14, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg He said a deal to purchase the Miami Marlins baseball team that he was involved in earlier this year was an example of the sort of investment the firm’s clients might be interested in. A private...

Table 17: Examples of management contracts
document IMAGES-003-HOUSE_OVERSIGHT_016165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 17: Examples of management contracts Company _ Contracts Dallah Dallah has had two types of hospital contracts. One, which just involves management expertise, was worth SAR4.5m over five years and 10% of the hospitals income. The other was worth SAR89m over five years but...

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

…d benefit as a first mover and if the stock price reacts favorably, we could see other alternative peers follow suit. Apollo in our view may stand to benefit the most from conver- sion with the best risk reward skew in our analysis using a SOTP framework. Why? Similar to ARES,...

stock index, and there was $1.1 trillion bet on Russell U.S
document IMAGES-007-HOUSE_OVERSIGHT_023565.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…exes. Hamilton Lane shares have about doubled since the initial public offering. Ares Management LP, created by former Apollo executives, is the most likely of its peers to make the jump, according to analysts at Keefe Bruyette & Woods Inc. Much of its revenue comes from manag...

Luciano E. Joublanc
document IMAGES-004-HOUSE_OVERSIGHT_017082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rat Forge Ltd Dallah Al Baraka Holding Co. Commercial League Healthcare Group International Motor Trading Agency WLL Apollo Tyres Ltd Institute for Large Scale Innovation (ILSI) Highbridge Capital Management LLC IBS Group Eczacibasi Holding Skanska AB USA Germany Switzerla...

Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014429.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...