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Investment Soeaian
document IMAGES-008-HOUSE_OVERSIGHT_025694.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ient for the purpose of section 761G of the Corporations Act of Australia. To the extent that Goldman Sachs & Co. LLC (GSCo), Goldman Sachs (Asia) L.L.C. (GSALLC), and/or Goldman Sachs International (GSI) are providing financial services in Australia, GSCo, GSALLC and GSI are exe...

(BN) Leon Black's Tax-Overhaul Dilemma Could Alter Wall Street M
email TEXT-001-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ubject: (BN) Leon Black's Tax-Overhaul Dilemma Could Alter Wall Street M From: Glenn Dubin (DUBIN & COMPANY LP) To: undisclosed-recipients:; BCC: [email protected]; > (BN) Leon Black's Tax-Overhaul Dilemma Could Alter Wall Street M odel Leon Black's Tax-Overhaul Dilemma Could...

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research,
document IMAGES-009-HOUSE_OVERSIGHT_026906.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ecasts is available upon request. Entities Providing Services. This presentation is intended only to facilitate your discussions with the applicable Goldman Sachs entity including, but not limited to, Goldman Sachs & Co. LLC, Goldman Sachs International, Goldman Sachs AG, Goldma...

Blanche Lark Christerson
document TEXT-001-HOUSE_OVERSIGHT_019440.txt Sep 30, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…12 trillion, is over 1500 pages long and funds the government through September 30, 2014 (the end of the current 2014 fiscal year). The Act restored some of the funding cuts otherwise dictated by the “sequester,” which was born of budget legislation (and the debt ceiling crisis)...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026826.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deutsche Asset & Wealth Management Eric D.K. Melby Principal, The Scowcroft Group A founding Principal of The Scowcroft Group, Eric D. K. Melby has extensive experience in telecommunications, energy and investment support. He also advises clients on market entry and geopolitica...

organic and M&A driven growth opportunities during the next downturn. That said
document IMAGES-002-HOUSE_OVERSIGHT_014338.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…BofA Merrill Lynch Global Research Regions Financial (RF), B-2-7, Neutral Regions harnessing consumer to drive growth: Scott Peters, Senior EVP and Consumer Services Group Head, Logan Pichel, Consumer Lending Group Head, and Darren Smith, Treasurer, noted that Regions is utilizi...

Table 17: Examples of management contracts
document IMAGES-003-HOUSE_OVERSIGHT_016165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rticipating. 270 public hospitals in Saudi currently Latest available data (2014) from the Saudi Ministry of Health discloses 270 public hospitals with 40,300 beds. Of these, 47 hospitals are in Riyadh, with 25% of the population, and 13 hospitals are in Jeddah, which holds 14%...

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...

We recently met with Apollo's management
document TEXT-001-HOUSE_OVERSIGHT_026634.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… the potential tax impact to APO and the sector from a tax overhaul, management is keeping a close eye on all potential scenarios (carried interest tax rate, C-corp vs. PTP with lower corp tax, and interest deductibility). While we are raising our PO to $21 and continue to see at...

Images 007 House Oversight 024006
document IMAGES-007-HOUSE_OVERSIGHT_024006.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…THEIR SECRECY. IN ADDITION, EACH PERSON WHO RECEIVES THIS MEMORANDUM AGREES THAT ITS CONTENTS ARE A TRADE SECRET, THE DISCLOSURE OF WHICH IS LIKELY TO CAUSE SUBSTANTIAL AND IRREPARABLE COMPETITIVE HARM TO THE MANAGEMENT COMPANY AND THE FUND. BY ACCEPTANCE HEREOF, EACH RECIPIENT A...

income segment) have not changed despite the headlines surrounding a softening
document IMAGES-002-HOUSE_OVERSIGHT_014340.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… funding costs will likely trend higher, especially as the Fed raises interest rates by 25bp in December. = Regulatory scrutiny on multifamily lending manageable: With regard to the heightened regulatory concerns surrounding CRE multifamily lending (multifamily is 50% of SBNY’s...

Edited by Yelena Maltser • [email protected]
document TEXT-001-HOUSE_OVERSIGHT_019856.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd the price of advice. If the DOL concludes that the regulation does hurt investors or firms, it can propose a rule “rescinding or revising” the regulation. On March 1, 2017, the DOL issued a proposed rule, which will extend the applicability date of its fiduciary rule, includin...

In November 2018, Carvana entered into a sublease agreement with DriveTime for an inspection and rec
document IMAGES-007-HOUSE_OVERSIGHT_024354.txt Dec 31, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents CLEVELAND, OH AREA INSPECTION AND RECONDITIONING CENTER SUBLEASE In November 2018, Carvana entered into a sublease agreement with DriveTime for an inspection and reconditioning center near Cleveland, Ohio. Pursuant to the sublease, Carvana temporarily shared s...