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Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025587.txt Jan 29, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH INDUSTRY COVERAGE: Brokers & Asset Managers COMPANY (TICKER) Michael J. Cyprys, CFA, CPA Apollo Global Management LLC (APO.N) Ares Management, L.P. (ARES.N) BlackRock Inc. (BLK.N) Charles Schwab Corp (SCHW.N) E*Trade Financial Corp (ETFC.O) Franklin...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026578.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View J.P. Morgan [email protected] 09 November 2012 Disclosures Analyst Certification: The research analyst(s) denoted by an “AC” on the cover of this report certifies (or, where multiple research analysts...

e Federal Bureau of Investigation (FBI)
document IMAGES-007-HOUSE_OVERSIGHT_024121.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

e Federal Bureau of Investigation (FBI) e Department of Homeland Security, Immigration and Customs Enforcement (ICE) e Department of Homeland Security, Customs and Border Protection (CBP) e Internal Revenue Service Criminal Investigation (IRS-Cl) Zl. What are examples of other...

Filer's Name Page Number
document IMAGES-001-HOUSE_OVERSIGHT_010636.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Page Number Donald J. Trump 20 of 51 Part 2: Filer's Employment Assets and Income attached schedule Income Type. Income Amount (Part 2 - EXHIBIT A) Reference # TRUMP MARKS ASIA LLC $500,001 - $1,000,000 3 None (or less than $201) Underlying Assets: residential real...

Recommended tactical asset allocation
document IMAGES-008-HOUSE_OVERSIGHT_025252.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recommended tactical asset allocation Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight TooToo ToT Cash USD | Equities total oi EUR US Eurozone | GBP g UK | JPY a = Japan | u P CHF Switzerland |...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients:; Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf Global Asset Allocation The J.P. Morgan V...

further rate cuts and lowered the deposit rate to
document IMAGES-003-HOUSE_OVERSIGHT_014605.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

further rate cuts and lowered the deposit rate to -0.40%. Second, it increased the size of its asset purchase program from €60 billion to €80 billion per month, effectively buying more Eurozone bonds each year than are actually issued (see Exhibit 90). Finally, it continued to li...

A sale to an IDGT results in greater value for heirs than if the asset were held
document IMAGES-006-HOUSE_OVERSIGHT_022357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

A sale to an IDGT results in greater value for heirs than if the asset were held outright Cash flow example: Scenario 1 Scenario 2: Sell asset to IDGT Hold asset Grantor Cost of taxes Asset held/sold to trust* $64,285,714 $64,285,714 Coverage 5,000,000 5,000,000 Gift tax on co...

The J.P. Morgan View: Local forces are dominating
email IMAGES-011-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: US GIO [[email protected]] Sent: 3/29/2013 8:48:11 PM To: Undisclosed recipients: Subject: The J.P. Morgan View: Local forces are dominating Attachments: imagel.gif; image2.gif; JPM_The J.P. Morgan View_2013-03-28 1084792.pdf J.P Morgan Global Asset Allocation The J....

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document IMAGES-009-HOUSE_OVERSIGHT_028452.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

$20c455136b0", "classification": "image", "dimensions": {"height":144,"width":978},"filesiz e":0,"identifier":"6d0c9a96-5a31-46e2-a203 £20c455136b0", "imageIdentifier"™:"f589f0963b351d47bf2ab6ea96a46d9d2","type"™:"image"}, "Vid oResourceRef-1":{"URL":"https://vp.nyt.com/video/hl...

Text 001 House Oversight 028440
document TEXT-001-HOUSE_OVERSIGHT_028440.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

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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)

income segment) have not changed despite the headlines surrounding a softening in the multifamily space. * Hiring bankers, even as team hiring on pause: On the hiring front, management noted that although it does not expect to hire teams heading into year-end, it is continuing t...

Images 007 House Oversight 024007
document IMAGES-007-HOUSE_OVERSIGHT_024007.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PROSPECTIVE INVESTORS ARE CAUTIONED NOT TO RELY ON THE PRIOR RETURNS SET FORTH HEREIN IN MAKING A DECISION WHETHER OR NOT TO PURCHASE THE INTERESTS OFFERED HEREBY. AN INVESTMENT IN THE FUND DOES NOT REPRESENT AN INTEREST IN ANY INDICATED INVESTMENT OR ANY INVESTMENT PORTFOLIO OF...

Regulatory Changes
document IMAGES-007-HOUSE_OVERSIGHT_024082.txt Jun 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Regulatory Changes On June 22, 2011, to implement provisions of Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rules implementing new exemptions from the registration requirements o...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025555.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Executive Summary Will the Alts simplify their structure and convert to C-corporations from partnerships? What would this mean for valuations? We think the Tax Cuts and Jobs Act could accelerate cost-benefit analyses and decision- making by management...