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Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025581.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Valuation and Risks NORTH AMERICA INSIGHT ~~ Alternative Asset Managers: We value the stocks using a sum of the parts valuation and discounted cash flow as well as price/earnings and price/cash earnings multiples. Our DCF (COE of 12+15%, free cash flo...

They say that you can read a person’s feelings on his face. But if so, either
document TEXT-001-HOUSE_OVERSIGHT_027849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Night Flight They say that you can read a person’s feelings on his face. But if so, either I’m a very good actor – the opposite of what anyone who has worked closely with me would tell you – or the journalists clustered in front of me weren’t very good face-readers. They said th...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...

Fwd: Plane management
email TEXT-001-HOUSE_OVERSIGHT_026455.txt Oct 2, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 10/3/2017 12:26:10 PM To: Melanie SpineIla __________________________________ Subject: Fwd: Plane management does this mean that under their brilliant structure you will have a profit and pay tax for using your plane??! . call me re...

Donald J. Trump 9 of 42
document IMAGES-004-HOUSE_OVERSIGHT_016707.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Donald J. Trump 9 of 42 Part 2; Filer's Employment Assets and Income Description attached schedule Value Income Type Income Amount Reference # ; 078 1 TRUMP MARKS ISTANBUL II LLC NIA [342 None (or less than $1,001) royalties $100,001 - $1,000,000 Value reported re...

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...

Owner last Name Owner First Name Parcel Address Suite Mailing Address Suite City State Zip
document TEXT-001-HOUSE_OVERSIGHT_016698.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

mailing Owner last Name Owner First Name Parcel Address Suite Mailing Address Suite City State Zip EXTOR E & MARY J EXTOR MARY J WETENHALL ROBERT C & MYERS STEPHEN E KREHBIEL F A II & KATHLEEN K COHEN JACQUES & EL VEDADO LLC BRUNNER FRED M SHALEK BERDONNA WEINGARTEN SCHUSTER GER...

Filer's Name Page Number
document IMAGES-001-HOUSE_OVERSIGHT_010636.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Page Number Donald J. Trump 20 of 51 Part 2: Filer's Employment Assets and Income attached schedule Income Type. Income Amount (Part 2 - EXHIBIT A) Reference # TRUMP MARKS ASIA LLC $500,001 - $1,000,000 3 None (or less than $201) Underlying Assets: residential real...

Recommended tactical asset allocation
document IMAGES-008-HOUSE_OVERSIGHT_025252.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recommended tactical asset allocation Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight TooToo ToT Cash USD | Equities total oi EUR US Eurozone | GBP g UK | JPY a = Japan | u P CHF Switzerland |...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients:; Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf Global Asset Allocation The J.P. Morgan V...

further rate cuts and lowered the deposit rate to
document IMAGES-003-HOUSE_OVERSIGHT_014605.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

further rate cuts and lowered the deposit rate to -0.40%. Second, it increased the size of its asset purchase program from €60 billion to €80 billion per month, effectively buying more Eurozone bonds each year than are actually issued (see Exhibit 90). Finally, it continued to li...

A sale to an IDGT results in greater value for heirs than if the asset were held
document IMAGES-006-HOUSE_OVERSIGHT_022357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A sale to an IDGT results in greater value for heirs than if the asset were held outright Cash flow example: Scenario 1 Scenario 2: Sell asset to IDGT Hold asset Grantor Cost of taxes Asset held/sold to trust* $64,285,714 $64,285,714 Coverage 5,000,000 5,000,000 Gift tax on co...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients: Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf J.P Morgan Global Asset Allocation The J....

$20c455136b0", "classification": "image", "dimensions": {"height":144,"width":978},"filesiz
document IMAGES-009-HOUSE_OVERSIGHT_028452.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

$20c455136b0", "classification": "image", "dimensions": {"height":144,"width":978},"filesiz e":0,"identifier":"6d0c9a96-5a31-46e2-a203 £20c455136b0", "imageIdentifier"™:"f589f0963b351d47bf2ab6ea96a46d9d2","type"™:"image"}, "Vid oResourceRef-1":{"URL":"https://vp.nyt.com/video/hl...

Text 001 House Oversight 028440
document TEXT-001-HOUSE_OVERSIGHT_028440.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

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