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assume $4.7/share in value for the core business based Verizon's pending acquisition
document IMAGES-003-HOUSE_OVERSIGHT_014945.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… of us has expressed in this research report accurately reflect each of our respective personal views about the subject securities and issuers. We also certify that no part of our respective compensation was, is, or will be, directly or indirectly, related to the specific recomme...

Job” offers a sweeping synthesis, going as far back as the Reagan administration and as far afield a
document IMAGES-011-HOUSE_OVERSIGHT_031987.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…hing on their customers. An elaborate house of cards had been constructed in which bad consumer loans were bundled into securities, which, were certified as sound by rating agencies paid by the banks and then insured via credit-default swaps. One risky bet was stacked on top of a...

Fwd: Fw: [Perl-Cousins] Fw: Nobody knows nobody in Chicago
email IMAGES-011-HOUSE_OVERSIGHT_031011.txt Jun 14, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

… in Chicago Steven Munro Elkman Client Advisor Managing Director Deutsche Bank Alex. Brown A Division of Deutsche Bank Securities, Inc. 280 Park Avenue, 3 East New York, NY 10017 phone fax This communication may contain confidential and/or privileged information. If you are not...

Securities Trading. Likewise
document SECURITIES TRADING. LIKEWISE House Oversight Committee — Epstein Estate Records (Nov 2025)

THE UNITS HAVE NOT BEEN AND WILL NOT BE REGISTERED

Securities
document securities House Oversight Committee — Epstein Estate Records (Nov 2025)

give rise to substantial risk and are not available to or suitable for all investors. We have described some of the risks associated with certain

Grade Securities
document grade securities House Oversight Committee — Epstein Estate Records (Nov 2025)

give rise to substantial risk and are not available to or suitable for all investors. We have described some of the risks associated with certain investments

of direct payments for tuition and medical expenses are subject to GST but for this special exclusio
document IMAGES-006-HOUSE_OVERSIGHT_022364.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…stment partnership is one in which substantially all of the entity’s assets are investment-type assets, such as certain securities, real estate, interests in partnerships, commodities, cash or cash equivalents, or derivative contracts related to those assets. Tighten up conserva...

On today's financial market developments
email IMAGES-011-HOUSE_OVERSIGHT_031156.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… handicap. Similarly, we should not start buying anything just because we think Qe3 is coming in the US (in the form of securities purchases, a permanently controlled long bond, etc). [4] When we began this year, I made the following decision: we would risk underperforming if th...

Securities Laws
document SECURITIES LAWS House Oversight Committee — Epstein Estate Records (Nov 2025)

AND WITHOUT LIMITING THE GENERALITY OF THE FOREGOING: (I) SUCH

Unauthorized redistribution of this report is prohibited. This report is intended for amanda.ens@bam
document IMAGES-003-HOUSE_OVERSIGHT_014622.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t be replaced. If there are any changes to the list during the quarter we will publish the change in a research report. Securities are intended to stay on the list for one quarter, though some may be chosen for the next quarter’s list. We will publish performance quarterly Table...

Died Jan. 2 of a heart attack on his first day of retirement
document IMAGES-002-HOUSE_OVERSIGHT_013276.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…an. 16. Robert Citron, 87. He was the treasurer of Orange County, California, in 1994, when his bad bets on derivative securities lost about $1.7 billion, causing what was then the biggest U.S. municipal bankruptcy. Died Jan. 16. Pauline Phillips, 94. To millions of U.S. newspa...

7/22/2016 In the shadow of quantitative easing, party like it is 1788 - FT.com
document IMAGES-007-HOUSE_OVERSIGHT_023568.txt Jul 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ves or capital the institutions have on hand. At the same time, the institutions earn less and less income from any new securities purchases. This has happened slowly, and, with the curve bending downwards in working populations, quickly. Someone will have to explain to the pens...

Under Russian Law
document UNDER RUSSIAN LAW House Oversight Committee — Epstein Estate Records (Nov 2025)

THE UNITS ARE SECURITIES OF A FOREIGN ISSUER. NEITHER THE

Top 10 US Ideas Quarterly
document IMAGES-003-HOUSE_OVERSIGHT_014623.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eplaced. If there are any changes to the list during the quarter we will promptly publish a note explaining the change. Securities are intended to stay on the list for one quarter, though some may be chosen again for the next quarter’s list. Bankof America 2 Top 10 US Ideas Quar...