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Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years?
document IMAGES-002-HOUSE_OVERSIGHT_014368.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years? 60% 50% 40% 30% 20% 10% 0% Assets will surpass $1T Assets will hit $500B then level Assets will hit $500B then out decline Source: BofA Merrill Lynch Global Research ¢ Bas...

reverse. Fading high 106’s could be a short-term profit-taking view, or area to enter
document IMAGES-002-HOUSE_OVERSIGHT_014426.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

reverse. Fading high 106’s could be a short-term profit-taking view, or area to enter countertrend short. A final thrust toward July highs of 107.49 is possible and an alternative profit-taking level. A pullback to 105.50 or 104.30 could certainly be bought for the broader uptren...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2017-02-23\III
document TEXT-001-HOUSE_OVERSIGHT_027165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…acintosh HD\root\Users\jee\Library\Messages\Archive\2017-02-23\III on 2017-02-24 at 09.54.58.ichat Service: iMessage Start Time: 02/19/17 12:59:45 PM (509230785) End Time: 02/23/17 08:45:23 PM (509604323) Last Message ID: 1557 Chat Room: Participants: jee, Presentity IDs: e:jeeit...

image", "role":"photo", "type": "scalable image"}, {"identifier":" anf-caption
document IMAGES-009-HOUSE_OVERSIGHT_028456.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ole":"photo", "type": "scalable image"}, {"identifier":" anf-caption- 2","inlineTextStyles": [{"range":{"length":48,"start":0},"textstyle": "photo- credit"}],"layout":"default-caption", "role":"caption", "text":" Philip Fong/Agence France-Presse 4€" Getty Images ","type":"text"}...

¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail
document IMAGES-002-HOUSE_OVERSIGHT_014355.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail market. Peter Kraus commented that there is a very strong philosophical argument for the regulators to approve new fee structures which would allow investors to pay alow beta fee and a higher pe...

Convention Centers and Trade Shows
document IMAGES-005-HOUSE_OVERSIGHT_018769.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…th Annual Hunters Convention Power-Gen International Conference 2015 G2E: Global Gaming Expo 2015 ISSA / INTERCLEAN North America 2015 Western Veterinary Conference 2016 ABC Kids Expo 2015 Live Design International 2015 International Vision Expo West 2015 Waste Expo 2016...

Re: rather long and a few typos
email IMAGES-008-HOUSE_OVERSIGHT_024624.txt May 15, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ganizations at the intersection of Bancroft and Telegraph Avenues would be "strictly enforced." shouldnt you write an artile 55 years later. on campus speech today. . On Tue, May 14, 2019 at 8:17 PM paul krassner wrote: REMEMBERING CAVALIER MAGAZINE LAUNCHING A MAGAZINE My fr...

Higher yields leading to bank, insurance outperformance
document IMAGES-002-HOUSE_OVERSIGHT_014427.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…as been the best performer since the US election on the back of a steeper US Treasury curve and higher rates. Michael Hartnett observes “violent rotation out of deflation to inflation plays”, including a move from REITs to US banks. This should apply to Japan, where banks and ins...

Chart 39: How do you view fundamentals for multifamily lending in 2017?
document IMAGES-002-HOUSE_OVERSIGHT_014341.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 39: How do you view fundamentals for multifamily lending in 2017? 30% 27% 27% 27% 29% 20% 15% 10% 7% 5% 0% 13% Softening Softening Softening | Someconcern, but No concern fundamentals fundamentals fundamentals only in certain should leadto shouldleadto = shouldleadto _—...

Chart 81: What do you expect to be the main driver of success for robo advisors?
document IMAGES-002-HOUSE_OVERSIGHT_014369.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 81: What do you expect to be the main driver of success for robo advisors? 50% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% A low and An efficient | Advanced portfolio Department of Access toa transparent cost technology and construction that — Labor fiduciary human in volatil...

Global equity markets - Key points
document IMAGES-008-HOUSE_OVERSIGHT_025260.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…lobal equities. However, due to the recession in several countries the earnings dynamics remains weak. In addition, uncertainty as to when and under what conditions Spain will sign a memorandum of understanding keeps us from taking a more positive stance. ¢ We have an overweight...

Awards Equity derivatives
document IMAGES-003-HOUSE_OVERSIGHT_014720.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ended recipient(s) only, may contain information that is privileged, confidential and/or proprietary and subject to important terms and conditions available at http://www.bankofamerica.com/emaildisclaimer. If you are not the intended recipient, please delete this message. HOUSE...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_012685.txt Mar 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…o: Subject: Attachments: Stephanie______________ 3/4/2011 11:15:40 PM Peggy Siegal• RE: Oscar diary Oscar story.doc Importance: High [email protected] Jeffrey, Peggy's story is attached to the e-mail. I have included the story in the body of the e-mail as well. Thanks, Stepha...