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

…’s: (i) absolute total return potential and (ii) attractiveness for investment relative to other stocks within its Coverage Cluster (defined below). There are three investment ratings: 1 - Buy stocks are expected to have a total return of at least 10% and are the most attractive...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026825.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deutsche Asset & Wealth Management Francis J. Kelly Head, Government & Public Affairs, Deutsche Bank—North and Latin America Global Coordinator—Public Affairs Frank Kelly is Global Coordinator for Public Affairs as well as Head of Government & Public Affairs for North and Latin...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… from accepting payment by the company of associated expenses unless pre-approved by authorized members of Research management. Morgan Stanley may make investment decisions that are inconsistent with the recommendations or views in this report. To our readers based in Taiwan or...

Eye on the Market, July 25, 2011
email TEXT-001-HOUSE_OVERSIGHT_025215.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…th stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twenty five years ago, I had a friend with a peculiar way of responding to seeing things he didn’t like on TV: he would throw White Castle hamburgers at the screen. I always tho...

Edward & Cassell v. Dershowitz CACE 15-000072 (05)
email TEXT-001-HOUSE_OVERSIGHT_015590.txt Jan 12, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n this case. BACKGROUND & EXECUTIVE SUMMARY Dershowitz was first presented with Roberts’s heinous and false allegations against him when her lawyers, Bradley J. Edwards (“Edwards”) and Paul G. Cassell (“Cassell”), filed certain now-stricken allegations in the action styled Jane D...

”Thinking About the Environment and Technology”
document TEXT-001-HOUSE_OVERSIGHT_031354.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…please contact the Nobel Charitable Trust at [email protected] The Nobel Charitable Trust 1 Vision ”We envisage a world in which alternative, renewable and sustainable energy sources will be freely accessible to all members of society. A world in which solutions have...

however, the IRS reached the opposite result on facts similar to those in Rothstein. That is, the
document IMAGES-009-HOUSE_OVERSIGHT_026590.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

however, the IRS reached the opposite result on facts similar to those in Rothstein. That is, the IRS held that the acquisition of the trust's property by the grantor in exchange for a note could not be a sale because the grantor was both the maker and owner of the note. As a res...

designed to get taxpayers through a particularly difficult period — such as the expiring extender de
document IMAGES-006-HOUSE_OVERSIGHT_022326.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

designed to get taxpayers through a particularly difficult period — such as the expiring extender dealing with mortgage forgiveness. Enacted at the end of 2007 in response to turmoil in the housing market, this provision was designed to help borrowers who were underwater with the...

Will Cohen Cooperate? Tenuous Finances May Provide Crucial Clues
email TEXT-001-HOUSE_OVERSIGHT_020437.txt Apr 27, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ial Clues 2018-04-27 08:00:00.2 GMT By Shahien Nasiripour and Caleb Melby (Bloomberg) -- In the two weeks since federal agents seized the files of Michael Cohen, President Donald Trump's personal attorney and fixer, a question has hovered: Will Cohen cooperate with investigators?...

Images 007 House Oversight 024008
document IMAGES-007-HOUSE_OVERSIGHT_024008.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… IN ADVERSE TAX CONSEQUENCES TO INVESTORS THAT ARE U.S. PERSONS. THIS MEMORANDUM CONTAINS A SUMMARY OF THE PARTNERSHIP AGREEMENT AND CERTAIN OTHER DOCUMENTS REFERRED TO HEREIN. HOWEVER, THE SUMMARIES IN THIS MEMORANDUM DO NOT PURPORT TO BE COMPLETE AND ARE SUBJECT TO AND QUALIFI...

TAL Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024812.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…iously, Mr. Coxon was a corporate finance attorney in Silicon Valley focused on venture capital fund formation, early stage company financings, mergers and acquisitions and related areas of tax and securities law. He has advised dozens of VC firms on fund and management-level str...

applied to paper rights such as the mortgage rather than to physical or human
document IMAGES-001-HOUSE_OVERSIGHT_011143.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

applied to paper rights such as the mortgage rather than to physical or human capital itself. Depreciation of those assets is not as simple as with the mortgage. Cash flow F and discount rate r are typically variables rather than constants. Depreciation theory avoids that compl...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclaimer This document has been prepared by UBS AG, its subsidiary or affiliate ("UBS"). The information is intended as a general market commentary and provided solely for marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…’s: (i) absolute total return potential and (ii) attractiveness for investment relative to other stocks within its Coverage Cluster (defined below). There are three investment ratings: 1 - Buy stocks are expected to have a total return of at least 10% and are the most attractive...

In re Terrorist Attacks on September 11, 2001, 392 F.Supp.2d 539 (2005)
document IMAGES-004-HOUSE_OVERSIGHT_017928.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e RO and IRO” and other sponsors of terror. (Burnett Compl. § 235.) If given the opportunity to replead its allegations against Success, the Plaintiffs would allege that, in 1998, Success Foundation entered into a contract to act as an agent for Defendant Taibah, which has since...