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Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research,
document IMAGES-009-HOUSE_OVERSIGHT_026906.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ct to change without notice. These forecasts do not take into account the specific investment objectives, restrictions, tax and financial situation or other needs of any specific client. Actual data will vary and may not be reflected here. These forecasts are subject to high leve...

ished reports, it was Ace Green
document IMAGES-006-HOUSE_OVERSIGHT_022066.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… gift for working the numbers earned him a place in the special-products division, where he worked on extremely complex tax-related problems for a select group of Bear Stearns’s wealthiest clients—an elite within the elite—including Seagram CEO Edgar Bronfman. In the spring of 1...

I had a goal for every class, and when I think back on it, it was far too ambitious. I had to, with
document IMAGES-004-HOUSE_OVERSIGHT_017162.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…etch the mind and teach analytic skills because it was not regarded as a “bread and butter” course like corporations or tax. So I had a lot of flexibility in what I could teach. A few years after I became a full professor, Derek Bok became the Dean of the Law School. We never go...

Organizational Expenses: The Fund will bear expenses relating to the organization of the
document IMAGES-007-HOUSE_OVERSIGHT_024062.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…anizational expenses and placement fees (each as described above); liquidation expenses of the Fund; any sales or other taxes, fees or government charges which may be assessed against the Fund; commissions or brokerage fees or similar charges incurred in connection with the purch...

Bannon: I think one is about responsibility. For Christians, and particularly for those
document IMAGES-010-HOUSE_OVERSIGHT_029056.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tion that was presented about the bailouts of the banks in the West. And look at the [unintelligible] it. Middle-class taxpayers, people that are working-class people, right, people making incomes under $50,000 and $60,000, it was the burden of those taxpayers, right, that baile...

Fwd: Do you know this Guy? You should
email TEXT-001-HOUSE_OVERSIGHT_028487.txt Mar 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Mezvinsky, then a freshman Democrat in Congress, cast the deciding vote that got President Bill Clinton's controversial tax package through the House of Representatives. HOUSE OVERSIGHT 028488 In March 2001, Mezvinsky was indicted and later pleaded guilty to 31 of 69 counts of fe...

Why We Wrote This Report
document IMAGES-006-HOUSE_OVERSIGHT_020846.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Why We Wrote This Report As American citizens / tax payers, we care about the future of our country. As investors, we search for data and insights to help us make better investment decisions. (It’s easier to predict the future with a keen understanding of the past.) We found o...

Fwd: Plane management
email TEXT-001-HOUSE_OVERSIGHT_026455.txt Oct 2, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…_____ Subject: Fwd: Plane management does this mean that under their brilliant structure you will have a profit and pay tax for using your plane??! . call me re other issue please we need to make a decision today ----------Forwarded message---------- From: Barry J. Cohen < Date:...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2019-07-05\larry
document TEXT-001-HOUSE_OVERSIGHT_027777.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…essage: I doubt borrowers get income but not certain. If they did many who struggle w debt service would get a whopping tax bill. I suspect a balance sheet impact but not a deficit impact. Depends on whether it's framed as a give away or recognition of reality. Sender: e:jeeitune...

prescription drug costs during the temporary “gap” from Medicare coverage until their
document IMAGES-007-HOUSE_OVERSIGHT_024072.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…lation rates, industry conditions, competition, technological developments, political and diplomatic events and trends, tax laws and innumerable other factors, none of which will be within the control of the General Partner, can affect substantially and adversely the business and...

To: Melanie Spinella Po
email IMAGES-007-HOUSE_OVERSIGHT_023292.txt Feb 24, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…n various categories , a desire to enter into others. A panoply of loans, notes. purchases, wide range of all types of taxes. , planes. boats homes. . trusts ,grats. a crazy number of bank accts. ( with no oversight ) . law firms, acct firms, 800 page tax returns, foreign firms....

Pay me fifty million d
document IMAGES-006-HOUSE_OVERSIGHT_021966.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… was much more banal. According to them, Epstein most of his time coming Up with creative new ways for the rich” paying taxes. The commission for tax-avoidance deals mber of de: his record of success ally did, at this stage in his ~ spent a Like many cases invol Of court, the t...

I know you have a lot on your mind.but
email IMAGES-007-HOUSE_OVERSIGHT_023245.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…you will be left with a new estate plan a running office. staffed with professionals overseen by Barry. (hallelujah ) a tax plan . and an investment that returns more than any painting you could possible own. _. no agreement - no work. however - I of course will talk to Barry for...

encouraging investment over consumption and plowback over dividends
document IMAGES-001-HOUSE_OVERSIGHT_010942.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…r so because we squelched consumption to no purpose. That means only private sector overinvestment, prompted by unwise tax motives, and only at the collective scale. Government follows different motives, and has somehow followed them to an opposite problem in this country. Our i...

if co zane aaganee
document IMAGES-002-HOUSE_OVERSIGHT_014181.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

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