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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...

Times Square Tower
document TEXT-001-HOUSE_OVERSIGHT_024003.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 Control No. 257 NEW LEAF VENTURES III, L.P. – $375 MILLION LIMITED PARTNER INTERESTS – CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM APRIL, 2014 NEW LEAF VENT...

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_016699.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) U.S. Office of Government Ethics· 5 C.F.R. art 2634 Form A roved: 0MB No. (3209-0001) Annual 2018 Janua 20, 2017 Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Last Name First Name MI Position Trump Do...

CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...

OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_010617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) U.S. Office of Government Ethics· 5 C.F.R. art 2634 Form A roved: OMB No. (3209-0001) Janua 20, 2017 Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Last Name First Name MI Position Trump Donald J Presi...

Internet/e-Commerce
document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Internet/e-Commerce 1Q Internet Sector Preview Earnings Preview Equity | 06 April 2017 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] 1Q Preview; Expectations building on a strong 2H Our early sector preview highlights o...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...

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...

Power, Fortune and Survival in the Age of Networks
document TEXT-001-HOUSE_OVERSIGHT_018232.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…erved a purpose and sent a message. If there was an emotion it conveyed, a feeling that it tickled in the way Bernini’s Apollo and Daphne might inspire terror or joy or faith, it was meant to be awe. Stewart Brand, one of the supporters of the clock and an early member of the New...

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...

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...

Breaking Down Democracy
document TEXT-001-HOUSE_OVERSIGHT_019233.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

June 2017 Breaking Down Democracy: Goals, Strategies, and Methods of Modern Authoritarians by Arch Puddington CONTENTS Executive Summary 1 Introduction: Modern Authoritarians: Origins, Anatomy, Outlook 5 Chapters 1. Validating Autocracy through the Ballot 10 2. Propaganda at Hom...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

[DECEMBER DRAFT--- 287 pages] THE SNOWDEN AFFAIR A Spy Story in Six Parts By Edward Jay Epstein CONTENTS PROLOGUE On the Snowden Trail: Hong Kong 2014...