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Without much fanfare but with typical political controversy, the House and Senate successfully recon
document TEXT-001-HOUSE_OVERSIGHT_029438.txt Jan 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s up to $10,000 per year to be used for elementary and high school tuition and specifically allows funds to be used for private and religious schools. A provision that would have also 7 TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW allowed funds to be used for home schooling wa...

On today's financial market developments
email TEXT-001-HOUSE_OVERSIGHT_031156.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…et update.pdf This is a little unorthodox, but here is the text of an internal note that I just sent to our integrated Private Bank client coverage teams a few moments ago. Mary thought it would be a good idea to share this with our clients given the events of the day. “Here i...

This is a little unorthodox, but here is the text of an internal note that I just sent to our integr
document TEXT-001-HOUSE_OVERSIGHT_025229.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… 4, 2011 Today This is a little unorthodox, but here is the text of an internal note that I just sent to our integrated Private Bank client coverage teams a few moments ago. Mary thought it would be a good idea to share this with our clients given the events of the day. “Here is...

encouraging investment over consumption and plowback over dividends
document IMAGES-001-HOUSE_OVERSIGHT_010942.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…umption and plowback over dividends, particularly in the last half century, have led to dangerous overinvestment in the private sector. The empty eyesores and bulldozer bills of 2008 are symptoms of pro- investment policies founded in many countries after World War II. They did n...

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Refining the reflation rotation 2017 is likely to have a number of cross currents as themes. Recovery (we look a modest acceleration in both growth and inflation) and Rotation go hand in hand. On the basis of our central forecasts for growth, inflation and rates and given the mo...

For the last several decades the healthcare venture capital industry has been the predominant
document IMAGES-007-HOUSE_OVERSIGHT_024040.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…). This legislation was signed into law in the U.S. in April, 2012 and it changed the regulations governing how certain private companies can interact with investors in advance of an IPO. Under the new regulations, emerging growth companies can file their IPO draft registration s...

Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Asset Allocation The J.P. Morgan View 28 March 2013 Jan Loeys (1-212) 834-5874 [email protected] Local issues must be monitored and understood, though, to decide how to allocate capital and risk. Just to review a few, Japanese policy makers continue to present a con...

H (Distributed + Liquid Public) to Paid-in Capital: Calculated based on (1) called capital of a
document IMAGES-007-HOUSE_OVERSIGHT_024110.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…m the sale of an underlying investment or group of investments. . Unrealized Value, Unrealized/(Public) or Unrealized/(Private): All private investments are fair value as determined in good faith by the General Partner. Fair value is based on the best information available and i...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_016413.txt Jan 15, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

… town to serve higher-income people in town." HOUSE OVERSIGHT 016418 Paul V. Morris Managing Director —The Morris Group Private Banking and Investment Group Bank of America Merrill Lynch One Bryant Park, 28th Floor This message, and any attachments, is for the intended recipient(...

From: Jeffrey Epstein [[email protected]]
email TEXT-001-HOUSE_OVERSIGHT_028648.txt Feb 14, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…scientists and scrambled a few computers. What sanctions have not done is weakened the power of the ayatollahs or their private army, the Revolutionary Guards. Both seem as secure as ever, HOUSE OVERSIGHT 028651 while (relatively) moderate civilian politicians are reduced to feud...

From: Jeffrey Epstein [[email protected]]
email TEXT-001-HOUSE_OVERSIGHT_018197.txt Feb 14, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…scientists and scrambled a few computers. What sanctions have not done is weakened the power of the ayatollahs or their private army, the Revolutionary Guards. Both seem as secure as ever, HOUSE OVERSIGHT 018200 while (relatively) moderate civilian politicians are reduced to feud...

iQmethod™ Measures Definitions
document IMAGES-003-HOUSE_OVERSIGHT_014883.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

iQmethod™ Measures Definitions Business Performance Numerator Denominator Return On Capital Employed NOPAT = (EBIT + Interest Income) * (1 - Tax Rate) + Goodwill Amortization Total Assets — Current Liabilities + ST Debt + Accumulated Goodwill Amortization Return On Equity Net...

103 Minn. L. Rev. 844, *867
document IMAGES-004-HOUSE_OVERSIGHT_016522.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…en primarily quasi-judicial or administrative. 7* For those reasons, in many states those officials coexisted alongside private prosecutors with whom they shared some similarities. Early public prosecutors were paid by the case or the conviction ” and pursued cases from private c...