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Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.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...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...

Fwd: Larry Summers - Foreign Affairs - The Fusion of Civilizations
email TEXT-001-HOUSE_OVERSIGHT_026840.txt May 4, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ople around the world now have the same aspirations as the Western middle classes: they want their children to get good educations, land good jobs, and live happy, productive lives as members of stable, peaceful communities. Instead of feeling depressed, the West should be celebr...

Knowledge-Based Education vs. Process-Based Education 77
document IMAGES-007-HOUSE_OVERSIGHT_023823.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Knowledge-Based Education vs. Process-Based Education 77 half the students answered correctly that that came from the Declaration of Independence. Another question said, “Imagine that you landed in Philadelphia in the summer of 1776. Describe an important event that is happening...

KLC’s mission is to provide a quality education to children from birth to college. KLC was formed fr
document IMAGES-008-HOUSE_OVERSIGHT_024515.txt Dec 31, 2005 House Oversight Committee — Epstein Estate Records (Nov 2025)

11. THE OPERATING COMPANY (“KLC OPCO”) KLC’s mission is to provide a quality education to children from birth to college. KLC was formed from the combination of KLC and AER which occurred in May 2003 and the subsequent acquisition of KinderCare in January of 2005. Based in Portl...

12, headquartered in McLean, Virginia, is a curriculum company and management company for
document IMAGES-008-HOUSE_OVERSIGHT_024539.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. «712 is the largest operator of K-12 virtual schools in the world, &12’s mission is to enable delivery of world-class education for students in grades K-12, consisting of comprehensive online and offline curriculum that supports numerous applications. 12 has invested more than...

Knowledge-Based Education vs. Process-Based Education 79
document IMAGES-007-HOUSE_OVERSIGHT_023825.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Knowledge-Based Education vs. Process-Based Education 79 idea that one needs background knowledge in order to read, which is both true and a product of various works in cognitive science. Hirsch was made to look like a fool so often that he resorted to hir- ing a cognitive scie...

Business Expansion Portfolio and Prospectus
document IMAGES-010-HOUSE_OVERSIGHT_029481.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…se Treatment Referrals Individual & Group Counseling Referrals Male/Female Specific Support Groups Relapse Prevention Education Substance Abuse Education & Prevention Educational/Vocational Counseling Family Education Parenting Skills and education Children's Services Refer...

Willamette University College of Law in 1986 and her B.S. in Finance-Law, magna cum laude, from
document IMAGES-008-HOUSE_OVERSIGHT_024587.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tern University in 1893 and earned his MBA from Harvard Business School in 1997. Sharon Bergen, Senior Vice President, Education and Training Ms. Bergen joined KLC in 1997 and has held several progressively responsible positions in the Education and Training Department uniil he...

will.i.am, a multi-faceted entertainer and creative innovator
document IMAGES-004-HOUSE_OVERSIGHT_017561.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s first prime time TV special “i.am FIRST: Science is Rock and Roll” to get young people excited about math and science education, as well as technology and science-related careers. Earlier this year he starred as a Coach on the hit reality TV show, “The Voice” UK edition on BBC...

Technology + Infrastructure + Education Investments
document IMAGES-006-HOUSE_OVERSIGHT_021025.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Technology + Infrastructure + Education Investments Drove ~90% of Labor Productivity Growth for Past ~30 Years Sources of USA Average Labor Productivity Growth, 1977-2000 = Technology Investment i Infrastructure & Other Investment 1 Education (Labor Quality) 1 Other (Total...

higher-than-expected International investments. The biggest downside risk is lower
document IMAGES-003-HOUSE_OVERSIGHT_014942.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

higher-than-expected International investments. The biggest downside risk is lower revenue if Tinder experiences a decline in popularity or public perception. Netflix, Inc. (NFLX) Our $154 price objective is based on a peak penetration sum-of-the-parts analysis which discounts...

(GE Fanten 29H Cuter 301-4)
document IMAGES-004-HOUSE_OVERSIGHT_016765.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

(GE Fanten 29H Cuter 301-4) Instructions for Part 2 i This is a public form, Do not include account numbers, street addresses, or family member names, See instructions for required ENT Reference # 297 TRUMP INTERNATIONAL GOLF LINKS ~ SCOTLAND Owned by: Ownershi a9 4 298 Tr...