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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)

… 17 November 2016 Alternative Asset Manager Takeaways Within alternative asset management, four of the public managers, ARES, BX, CG, and KKR presented, while the others did meetings. During the conference we polled the audience on several key topics including the outlook for the...

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

…ate School of Business (Arjay Miller Scholar), and a B.S., summa cum laude, Phi Beta Kappa from Yale University. Mark Charest, Ph.D., (36), Portfolio Manager, joined New Leaf in 2012. Previously, Mark was an Associate and Kauffman Fellow at Panorama Capital (2010-2012) focused on...

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

…dends, Capital Gains $15,001 - $50,000 1 AMG MG PICTET INTL-Z y $1,001-$15,000 2 3 4 5 6 7 DODGE & COX INTL STOCK FD ISHARES MSCI EAFE INDEX FUND ISHARES CORE MSCI EAFE ETF JPMORGAN BETABUILDERS CANADA ETF SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND ARTISAN INTL VALUE FD-...

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

…A None (or less than $1,001) Interest, Capital Gain $2,501 - $5,000 !Page Number I 44 or s1 l 2 3 4 Family Trust 1 * !SHARES MSCI EAFE INDEX FUND DODGE & COX INCOME FD !SHARES INC MSCI JAPAN NEW DODGE & COX !NTL STOCK FD y $15,001 - $50,000 y $1,001 - $15,000 y $1 ,001 - $15,000...

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

…f 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 Group, LLC, The Blackstone Grou...

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

…f $2.21bn/$0.49 vs. the Street at $2.21bn/$0.48 (guidance is $2.17bn-$2.21bn and $0.46-$0.48). Our model assumes 11mn shares repurchased in 1Q (about $350mn of repurchase activity). We have adjusted our GAAP EPS for higher amortization of deferred tax asset. Table 12: eBay Earnin...

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016)
document IMAGES-002-HOUSE_OVERSIGHT_014393.txt Sep 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…affiliates acts as a market maker for the equity securities recommended in the report: AllianceBernstein, Amer Express, Ares Management, Assoc Banc-Corp, Banc of California, Bank Hawaii Corp, BankUnited, BB&T, Blackstone Group, Capital Bank Fin,, Carlyle, Citigroup, Citizens Fina...

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

… often used to avoid the important (Gmail, Facebook, Outlook, etc.). It also summarizes your time use each week and compares your performance to peers. 8. Do not multitask. I’m going to tell you what you already know. Trying to brush your teeth, talk on the phone, and answer e-ma...

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

… tax reform, conversion is at the top of investors@ninds and becomes a key debate/catalyst for the sector. We believe Ares Management L.P. (ARES, Equal-weight) could be the first Alt to convert to a C-corp, potentially sparking other conversions within our coverage. We believe...

86th year, No. 23811 TUESDAY, DECEMBER 13, 2016 $1
document TEXT-001-HOUSE_OVERSIGHT_014498.txt Dec 13, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…S. Circuit Court of Appeals will sit this week in the federal courthouse on St. Thomas. Judges Kent Jordan, Michael Chagares and Thomas Hardiman will hear a range of appellate cases, ranging from a local prisoner challenging his detention as unconstitutional to an estate battle o...

¢ Another topic which AB elaborated on was fees/pricing particularly in the US retail
document IMAGES-002-HOUSE_OVERSIGHT_014355.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… could be much more competitive relative to passive products. Alternative Asset Manager Top Takeaways mice Management (ARES), C-2-7, Neutral Michael Arougheti, Co-founder and President, presented for Ares. Overall, Mr. Arougheti was positive on the firm’s growth prospects, give...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025554.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…k APO could unlock the most value by converting to a C-corp with 26% in our upside case vs. -14% in our downside case. ARES could be the first to convert, but this is largely priced in. These Brokers & Asset Managers firms have more sticky management fee-related earnings @ No...

How Come This Book?
document TEXT-001-HOUSE_OVERSIGHT_010912.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d expenses. If I had, you can believe he would have seen it. I stayed in a single room in the best hotels, ate three squares a day, and paid for anything else myself. I was trying to make the point that I didn’t want to be paid. Neither had my father at Spartan during the war. Th...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025568.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ology, please see our note Alternative Asset Managers: Who@Got Swimsuits? (19 May 2016). We also make adjustments for ARES an OAK. For Ares: a signifi- cant portion of the fee related earnings come from Part 1 BDC fees. These are investment income sharing fees from their manage...

YoY and card penetration reaching 20%. Importantly, management is utilizing online
document IMAGES-002-HOUSE_OVERSIGHT_014339.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

YoY and card penetration reaching 20%. Importantly, management is utilizing online lenders like GreenSky, a nationwide point-of-sale home improvement business, to drive growth as balances having increased to $660mn (1% of loans) from its 2014 inception. Of note, management expect...