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ow Might One Think About Turning Around USA Inc.?
document IMAGES-006-HOUSE_OVERSIGHT_021063.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd changing tax policies - USA Inc. should examine ways to invest in growth that provides a high return (ROI) via new investment in technology, education, and infrastructure and could stimulate productivity gains and employment growth. — Reducing tax subsidies (like exemptions...

The PATH Act includes certain revenue raising provisions to offset, in part, the tax revenue loss
document IMAGES-009-HOUSE_OVERSIGHT_026832.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ions to the FIRPTA and REIT rules discussed above represent a potentially large expansion of the incentives for foreign investment in U.S. real property interests, especially for foreign pension funds. Sponsors of U.S. real property investment funds and foreign investors with int...

Private Placement Memorandum
document IMAGES-007-HOUSE_OVERSIGHT_024432.txt Sep 27, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

…emorandum Dated September 27, 2006 CONFIDENTIAL $1,000,000,000 KNOWLEDGE UNIVERSE EDUCATION L.P. KUE Management Inc. Investment Units consisting of Common Limited Partner Units of Knowledge Universe Education LP and Class A Ordinary Shares of KUE Management Inc. Knowledge Uni...

Alex Flachsbart gives a presentation on opportunity zones in Athens, Alabama
document IMAGES-003-HOUSE_OVERSIGHT_016416.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Jobs Act, his mind reeled. Here was an uncapped subsidy far more flexible than anything he’d used before. It could draw investment for an array of projects. He imagined funding startups in Huntsville, where NASA’s presence has lured a deep bench of talented engineers, and the ren...

Investment products: Not FDIC insured ¢ No bank guarantee « May lose value
document IMAGES-006-HOUSE_OVERSIGHT_022350.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

May 2012 J.E. CASCADING GRAT & INSTALLMENT SALE ANALYSIS Investment products: Not FDIC insured ¢ No bank guarantee « May lose value Please see important information at the end of this presentation. J.P Morgan HOUSE_OVERSIGHT_022350

Morgan Stanley | ®esearcs NORTH AMERICA INSIGHT
document IMAGES-008-HOUSE_OVERSIGHT_025580.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

….3) 9.3 7.6x 7.2% 0.9 2.2 & T. Rowe Price TROW, EW $119.99 $115 (4.2) 244 29.3 948 0.7 14.4 10.7x 10.9x 3.1 19 a Virtus Investment Partners VRTS EW $131.00 $127 (3.1) 7 0.9 91 0.4 13.9 71x 6.6x 1.0 15 Waddell & Reed Financial WDR UW $22.98 $20 (13.0) 83 19 81 (15.3) 2.9 7.0x 7.9x...

Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024674.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Or >a LA “a Plan on Cannabis Investment Report | December 2017 Certificate of Analysis Sample Type: Total Sample Wt: Potency Test Results Terpene Test Results Full spectrum cannabinoid profiling and analysis utilizing High ‘Screening and profiling for 34 tarpanes found in Gann...

CAPITAL Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024660.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ACKRELL CAPITAL Cannabis Investment Report | December 2017 or dissolving with fats, inhibiting serotonin uptake and increasing dopamine activity in the brain. Sci- entists have yet to develop an extensive and detailed understanding of the mechanisms and effects of many terpenes....

“Tf you had a billion dollars I would think the last thing you should be
document IMAGES-007-HOUSE_OVERSIGHT_022718.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…om your wife or husband, how to minimize your taxes on it. The traditional wealth service structure, an accountant, and investment advisor, a personal lawyer, and an idiot brother-in-law, became hopelessly outdated as amounts exponentially increased. “You can’t spend a billion d...

Port Covington area of Baltimore
document IMAGES-003-HOUSE_OVERSIGHT_016417.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…erprise zone and a brownfield site, connoting additional lucrative tax breaks, and the project attracted a $233 million investment from Goldman Sachs’s urban investment group. Then came the opportunity zone designation. The tax break is only supposed to apply to real estate pur...

Exhibit 100: Average Annual Gold Prices
document IMAGES-003-HOUSE_OVERSIGHT_014610.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…800 5 7 7 7 822 ‘ ™~ 0 1871 1885 1899 1913 1927 1941 1955 1969 1983 1997 2011 Data through December 31, 2016. Source: Investment Strategy Group, Bloomberg. The same could be said of continued outflows from gold exchange-traded funds (ETFs). We estimate that a net 280 tonnes of...

Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024700.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

> = Po cor > Qa LA Cannabis Investment Report | December 2017 An exhaustive review of each jurisdiction's laws is beyond the scope of this report; instead we discuss issues commonly addressed by each category of cannabis laws. Medical Cannabis Laws In 1996, California enact...

CAPITAL Cannabis Investment Report | December 2017
document IMAGES-008-HOUSE_OVERSIGHT_024714.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ACKRELL CAPITAL Cannabis Investment Report | December 2017 1. Verifying with the appropriate state authorities whether the business is duly licensed and registered. 2. Reviewing the license application (and related documentation) submitted by the business for obtaining a state...

The Fund Managers believe a number of macro market factors have aligned to create attractive
document IMAGES-007-HOUSE_OVERSIGHT_024035.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…elieve a number of macro market factors have aligned to create attractive and lasting conditions for NLV-III’s targeted investment strategy in healthcare technology. Each of these market factors individually would have a direct positive impact on the level of risk and the potenti...