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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)

…l price points. Meanwhile, 29% noted softening fundamentals that should lead to slower financing activity and worsening credit metrics (see Chart 4). Chart 4: How do you view fundamentals for multifamily lending in 2017? 60% 50% 40% 30% 20% 10% 0% 10% Softening fundamentals shoul...

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

… SUCH MARKET IS EXPECTED TO DEVELOP. EACH PURCHASER WILL BE REQUIRED TO REPRESENT, AMONG OTHER THINGS, THAT IT IS AN “ACCREDITED INVESTOR” WITHIN THE MEANING OF REGULATION D OF THE SECURITIES ACT AND THAT IT IS ACQUIRING THE INTERESTS PURCHASED BY IT FOR INVESTMENT AND NOT WITH A...

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

…ld to take advantage of this revolution.” —VIVEK KULKARNI, CEO of Brickwork India and former IT secretary of Bangalore; credited as the “techno-bureaucrat” who helped make Bangalore an IT destination in India “Tim is the master! I should know. I followed his rags to riches path a...

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

…I learned from the hotel staff, Snowden had actually registered there under his real name and used his own passport and credit card to secure the room. Even more surprising was the date he checked into the Mira Hotel. It was not May 20th but June 1, 2013. Since he checked out 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)

…. • We see higher growth and inflation, notably in Japan. We go long NKY, stay long EM AXJ & selective yield in equity/ credit. • Risk is an overshoot so we stay long USD/ short rates, adding a CNH put and short 10Y real rates. CNH a hedge vs trade risk. Investment strategy Globa...

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

…ds • Event-driven and relative value hedge funds • Natural gas growth gainers • US high yield • Global investment grade credit • EM corporate bonds • Event-driven and relative value hedge funds • Canada • Australia • Developed market government bonds Commodities 5% Real Estate 5%...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…hese levels, our economic and market outlook and risks are unchanged. These keep us medium-term overweight equities and credit, despite the likely volatility as the fiscal cliff is negotiated. Within equities, we stay underweight the US, and move most of the overweight into EM As...

National Pub date: February 19, 2019
document TEXT-001-HOUSE_OVERSIGHT_016804.txt Feb 19, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…erpetuating patterns that we call human beings are now dependent on clothes, cooked food, vitamins, vaccinations, . . . credit cards, smartphones, and the Internet. And—tomorrow if not already today—AI. Wiener foresaw the problems that Turing and the other optimists have largely...

Forward-Looking Statements
document IMAGES-007-HOUSE_OVERSIGHT_024009.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…I, L.P., New Leaf Ventures IL, L.P., NLV-HI, the Management Company or any of their affiliates have any affilation with Credit Suisse nor any its affiliates (collectively, “Credit Suisse”). Credit Suisse has not compiled, reviewed or participated in the preparation of any of the...

Ti v4 Expert Analysis
document IMAGES-010-HOUSE_OVERSIGHT_029312.txt Dec 31, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…IRS cannot levy on the property of one spouse to satisfy an unpaid penalty of the other spouse. Premium Assistance Tax Credit. Beginning in 2014, the Code Sec. 36B premium assis- tance tax credit is scheduled to be available to those qualified individuals and families who are no...

Text 001 House Oversight 028453
document TEXT-001-HOUSE_OVERSIGHT_028453.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…scalable_image"},{"identifier":"_anf-caption-1","inlineTextStyles":[{"range":{"length":35,"start":0},"textStyle":"photo-credit"}],"layout":"default-caption","role":"caption","text":" Eric Thayer for The New York Times ","type":"text"}],"identifier":"_anf-container-1","layout":"im...

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

…RS FUND y None (or less than $1 ,001) $100,001 - $1,000,000 AG DIVERSIFIED INCOME FUND PLUS, LP (flkla AG 4 DIVERSIFIED CREDIT STRATEGIES FUND LP) (ANGELO y None (or less than $1 ,001) $100,001 - $1 ,000,000 GORDON) 5 MIDOCEAN CREDIT OPPORTUNITY FUND LP (MIDOCEAN y $1 ,000,001 -...

Since 2005, the Fund Managers have managed the remaining portfolio of healthcare technology
document IMAGES-007-HOUSE_OVERSIGHT_024056.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Sprout Capital VI, L.P., Sprout Capital VII, L.P., and Sprout Capital IX, L.P. under a Sub-Management Agreement between Credit Suisse and New Leaf Venture Partners, L.L.C. (the “Management Company”). In return for these management services, the Management Company had received a p...

when China’s leadership intervened in the local
document IMAGES-003-HOUSE_OVERSIGHT_014565.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ettlements (BIS) has a series of early warning indicators. One of the more widely followed and reliable measures is the credit-to-GDP gap, measured as the total credit extended to the private nonfinancial sector as a percentage of GDP compared with its long-term trend. As shown i...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Search for carry to trump Euro area jitters over time. * Equities –– Japan remains our main country overweight. * Credit –– We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds in the core. * Currencies –– Cyprus to have...