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UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...

Invesco is a leading independent global investment
document IMAGES-009-HOUSE_OVERSIGHT_026727.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Invesco Invesco is a leading independent global investment management firm, dedicated to helping investors achieve their financial objectives. With offices globally, capabilities in virtually every asset class and investment style, a disciplined approach to investment management...

Transferability of Interests A Limited Partner may not sell, assign, or transfer any interest
document IMAGES-007-HOUSE_OVERSIGHT_024064.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Transferability of Interests A Limited Partner may not sell, assign, or transfer any interest and Withdrawal: in the Fund or withdraw from the Fund except under certain limited circumstances and with the prior written consent of the General Partner. Borrowings The Fund may borr...

required to contribute the same percentage of its Commitment
document IMAGES-007-HOUSE_OVERSIGHT_024058.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

required to contribute the same percentage of its Commitment as each of the other Limited Partners had been required to contribute prior to such closing plus an additional amount, calculated like interest at the prime rate plus 2% per annum, compounded quarterly, on the amount of...

Supreme Court Rejects Newman Requirement of “Pecuniary or Similarly Valuable” Personal
document IMAGES-005-HOUSE_OVERSIGHT_019857.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Supreme Court Rejects Newman Requirement of “Pecuniary or Similarly Valuable” Personal Benefit for Insider Trading Liability for Tipping Family and Friends (continued trom page 1) as a personal benefit necessary to be held liable for insider trading.? Sa/man will almost certainl...

NLV-III will be managed by the New Leaf team, which currently manages NLV-I, NLV-IL, and
document IMAGES-007-HOUSE_OVERSIGHT_024022.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Il. THE TEAM NLV-III will be managed by the New Leaf team, which currently manages NLV-I, NLV-IL, and provides sub-advisory services managing the remaining healthcare technology investments in the Sprout Funds. The team of six senior partners, five of whom have worked together c...

o BRIDGE | Dedicated Compartmentis a vehicle created by a large European institution and anchor inve
document IMAGES-008-HOUSE_OVERSIGHT_026434.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

o BRIDGE | Dedicated Compartmentis a vehicle created by a large European institution and anchor investor of the first fund with a €250m target amount available for deployment. o BRIDGE II reached first close in December 2016 with €150m of commitments in order to invest in three t...

Exhibit 76: Emerging Market Currency Valuation
document IMAGES-003-HOUSE_OVERSIGHT_014598.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 76: Emerging Market Currency Valuation Despite the recent rally, emerging market currencies remain undervalued against the US dollar. Average Deviation from Fair Value vs. US Dollar (%) 20 4 EM Currencies Overvalued on Average “25 2008 2008 2010 2011 2012 2013-2014 =....

The Fund Managers have been an active investor in the medical device sector across the New
document IMAGES-007-HOUSE_OVERSIGHT_024034.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

MEDICAL DEVICES RETURNS SUMMARY: The Fund Managers have been an active investor in the medical device sector across the New Leaf and Sprout Funds. Combined, the Fund Managers have invested $371 million in 29 medical device companies, and have gross realizations of $394 million a...

Exhibit 96: OPEC 2016 Production Cut Agreement
document IMAGES-003-HOUSE_OVERSIGHT_014608.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 96: OPEC 2016 Production Cut Agreement and Recent Changes If fully implemented, OPEC's proposed cut would reverse production growth from the prior 6 months. Million Barrels/Day 14 m Production Change in 6 Months Leading up to the November 2016 OPEC Meeting 12 m Novembe...

and believed that I was on the side of the angels
document I became an active advocate for an aggressive affirmative action program at Harvard based on non-racial criteria. I participated in numerous campus and faculty meeting debates House Oversight Committee — Epstein Estate Records (Nov 2025)

and believed that I was on the side of the angels