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charged to a Partner without regard to whether the General Partner made either of the elections
document IMAGES-007-HOUSE_OVERSIGHT_024086.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Partners are given the opportunity to (or if all Limited Partners are otherwise required to) hold their proportionate shares of such portfolio investment directly or indirectly through an alternative investment vehicle treated as a corporation for U.S. federal income tax purposes...

Rockefeller & Co. is privately owned and focused
document IMAGES-001-HOUSE_OVERSIGHT_012056.txt Sep 30, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

11/14/2017 Rockefeller & Co. is privately owned and focused on the diverse investment and financial needs of our sophisticated clientele. From our beginnings as the Rockefeller family office, we are today a full-service, independent asset management and wealth advisory firm, wit...

RE: Plane management
email TEXT-001-HOUSE_OVERSIGHT_026216.txt Oct 2, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Barry J. Cohe Sent: 10/2/2017 8:23:25 PM To: jeffrey E. [[email protected]] Subject: RE: Plane management Importance: High Ah yes. From: jeffrey E. [mailto:[email protected]] Sent: Monday, October 02, 2017 4:23 PM To: Barry J. Cohen Subject: Re: Plane management new...

Equistone Partners Europe will retain a stake along with company management
document IMAGES-006-HOUSE_OVERSIGHT_021102.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… It could list on the Frankfurt exchange as early as March 19. Deutsche Bank is planning to offer 25% of existing DWS shares for an expected 1.5 billion to €2 billion ($1.85 billion to $2.47 billion). http://axios.link/KNnd ¢ Opes Acquisition, a Mexico-based blank check company...

What Can We Do About [t? 277
document IMAGES-007-HOUSE_OVERSIGHT_023957.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

What Can We Do About [t? 277 Here are some curricula that have been proposed that would meet stu- dent’s interests head on, that would be able to teach them to be good at a variety of skills (including all 12 cognitive processes), and that would make the students employable as w...

Investment Gold man
document IMAGES-009-HOUSE_OVERSIGHT_026968.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. Mutual fund and ETF investment returns and the principal value of your investment will fluctuate. As a result, your shares when redeemed may be worth more or less than their original cost. The performance data for ETFs does not reflect a deduction for commissions that would red...

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012050.txt Oct 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg Viking Global to Back Rockefeller Wealth Firm Led by Fleming By Jennifer Surane and Simone Foxman October 4, 2017, 6:12 AM PDT Updated on October 4, 2017, 9:48 AM PDT — Ex-Morgan Stanley execut...

New Leaf team five years ago and has made significant contributions to the NLV-II portfolio
document IMAGES-007-HOUSE_OVERSIGHT_024013.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

New Leaf team five years ago and has made significant contributions to the NLV-II portfolio. Jim Niedel MD PhD has worked with the team continuously for over twelve years and will continue to be a senior member of the NLV investment team for NLV-III, but will change his status to...

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...

Full Services Overview
document IMAGES-010-HOUSE_OVERSIGHT_029330.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

RAFANELLI Full Services Overview AUCTIONS AUDIO / VISUAL BRAND BUILDING BUDGET PLANNING CAMPAIGN LAUNCHES CATERING CONSULTATION COMMITTEE MANAGEMENT CONCEPTING CONTENT DEVELOPMENT DECOR DESIGN & SELECTION ENTERTAINMENT EVENING PROGRAM FAVORS REGISTRATION RENTALS SPECIAL...

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research,
document IMAGES-009-HOUSE_OVERSIGHT_026906.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research, Haver. Endnotes: (1) Kate Davidson and Sarah Chaney, “Fed Chair Powell Sees ‘Remarkably Positive Set of Economic Circumstances,” The Wall Street Journal, October 3, 2018. (2) St...

Organizational Expenses: The Fund will bear expenses relating to the organization of the
document IMAGES-007-HOUSE_OVERSIGHT_024062.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Organizational Expenses: The Fund will bear expenses relating to the organization of the Fund and its affiliates and the offering of the Limited Partner Interests, including legal, accounting, travel, meeting, printing and other administrative expenses, up to an aggregate of $1,2...