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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...

Filer's Name Page Number
document IMAGES-001-HOUSE_OVERSIGHT_010639.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Page Number Donald J. Trump 23 of 51 Part 2: Filer's Employment Assets and Income Description attached schedule Value Income Type Income Amount (Part 2 - EXHIBIT A) Reference # TRUMP VIRGINIA LOT 5 LLC $500,001 - $1,000,000 $50,001 - $100,000 Underlying Assets: vin...

Part 2: Filer's Employment Assets and Income
document IMAGES-004-HOUSE_OVERSIGHT_016709.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer’s Name a Donald J. Trump Part 2: Filer's Employment Assets and Income |Description EIF |attached schedule Income Amount | (Part 2 - BIT A) ; Reference # TRUMP TOWER MANAGING MEMBER INC. WA 1445 $1,001 - $15,000 None (or less than $201) Value reported reflects bank accoun...

Filer’s Name a Pag
document IMAGES-004-HOUSE_OVERSIGHT_016718.txt Jan 1, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer’s Name a Pag Part 2: Filer's Employment Assets and Income Description attached schedule Income Type Income Amount (Part 2 - EXHIBIT A) Reference # 205 4T HOLDINGS TWO LLC N/A [S54] None (or less than $1,007) Value reported reflects bank account holding only. Additional U...

I. Call to Order: The meeting was called to order at 2:00 p.m. by Chairman Timothy Hoffman
document TEXT-001-HOUSE_OVERSIGHT_016554.txt Jul 17, 2008 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ed in a good condition. Code Enforcement Officer Weymer presented the facts of the case and said the violation was discovered from routine patrol in the area but shortly after the notice of repeat violation was sent out, a citizen complaint was received as well. Mr. Weymer sa...

And yet here he is, in his 50,000 square foot mansion, dispensing advice to world leaders and busine
document TEXT-001-HOUSE_OVERSIGHT_022844.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…l head of state, also visiting him.) His subject for the morning is “hyper wealth.” His subject is always some rarefied science or wealth, todays topic is how capital will most likely react to the given global political, economic, and cultural moment. The otherwise baronial dini...

“I told you,” said Epstein
document TEXT-001-HOUSE_OVERSIGHT_022894.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…and cultural moment. The faux-baronial quality of the dining room is disturbed by an ever-present white board, where he scribbles calculations and notes, conducting the world’s most rarified economics class, often attended by many of the world’s finance ministers and foremost eco...

“I told you,” said Epstein
document TEXT-001-HOUSE_OVERSIGHT_022863.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d cultural moment. The baronial quality of the dining room is disturbed only by an ever-present white board, whereon he scribbles calculations and notes, a tool he uses to conduct one of the world’s most rarified economics class, attended often by the world’s finance ministers an...

And yet here he is, in his 50,000 square foot mansion, dispensing advice to world leaders and busine
document TEXT-001-HOUSE_OVERSIGHT_022746.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nomic, and cultural moment. The otherwise baronial dining room is disturbed by an ever-present white board, on which he scribbles calculations and notes, conducting perhaps the world’s most rarified economics class, often to many of the world’s finance ministers and foremost econ...

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

…. 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 Resources Inc. (BEN.N) Hamilton Lane Incorporated (HLNE.O) Invesco (IVZ.N) KKR & CO. L.P. (KKR.N)...