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To: Brad Wechsler < >, Melanie Spinella < x
email TEXT-001-HOUSE_OVERSIGHT_023208.txt Oct 26, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…? current and future involvement . notifications etc. . new dynasty trust ? 19. tax plan and dislosures gaming. foreign apollo and phaidon related. 20. investments rationalize incl trading accouints . 21. bank loans . rates ? ? terms etc. consolidate, plane boat houses. disclosur...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025583.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… owned 1% or more of a class of common eauity securities of the following companies covered in Morgan Stanley Research: Apollo Global Management LLC, Ares Management, L.P, BlackRock Inc., Franklin Resources Inc., Goldman Sachs Group Inc, Invesco, KKR & CO. L.P., Oaktree Capital G...

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

 We recently met with Apollo's management We recently met with Apollo Co-Founder Josh Harris and CFO Martin Kelly, who were optimistic about the growth opportunities for the firm and the recurring fee outlook, although they expect meaningful upside in DE (distributable earning...

(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)

…sed a question whose answer will determine how profitable the new U.S. tax regime could make Wall Street firms like his Apollo Global Management LLC. Publicly traded partnerships, such as Apollo, are taxed differently than corporations. So should Apollo take advantage of the over...

(BN) Leon Black’s Tax- Overhaul Dilemma Could Alter Wall Street M
email IMAGES-007-HOUSE_OVERSIGHT_023564.txt Dec 27, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sed a question whose answer will determine how profitable the new U.S. tax regime could make Wall Street firms like his Apollo Global Management LLC. Publicly traded partnerships, such as Apollo, are taxed differently than corporations. So should Apollo take advantage of the ove...

ulysses 2.0
email IMAGES-007-HOUSE_OVERSIGHT_023303.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…le or no input ,correction or advice from tom. herarely if ever asked questions. expenses ie airplane was done in house apollo. (1031 exchange blown etc) at this time as I recall you got quite annoyed, and agressive and initiated the" talking out of the both sides of your mouth "...

The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r would like to be an astronaut when she grows up. Last year she had an extreme challenge to deal with. The phrase from Apollo 13 “Failure is not an option” sort of became our motto. I got the idea of contacting the commander of Apollo 13, Jim Lovell. It didn’t take much to find...

2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…rier, CFA Old Mutual Asset Management OMAM OMAM US Michael Carrier, CFA TD Ameritrade AMTD AMTD US Michael Carrier, CFA Apollo Global Management APO APO US Michael Carrier, CFA Ares Management ARES ARES US Michael Carrier, CFA E*TRADE Financial ETFC ETFC US Michael Carrier, CFA F...

ulysses 2.0
email IMAGES-007-HOUSE_OVERSIGHT_023278.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…le or no input ,correction or advice from tom. herarely if ever asked questions. expenses ie airplane was done in house apollo. (1031 exchange blown etc) at this time as I recall you got quite annoyed, and agressive and initiated the" talking out of the both sides of your mouth "...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025556.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d benefit as a first mover and if the stock price reacts favorably, we could see other alternative peers follow suit. Apollo in our view may stand to benefit the most from conver- sion with the best risk reward skew in our analysis using a SOTP framework. Why? Similar to ARES,...

Fwd: moving forward
email IMAGES-007-HOUSE_OVERSIGHT_023214.txt Dec 4, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…? current and future involvement . notifications etc. . new dynasty trust ? 19. tax plan and dislosures gaming. foreign apollo and phaidon related . 20. investments rationalize incl trading accouints .21. bank loans . rates ? ? terms etc. consolidate. plane boat houses. disclosur...