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Chart 81: What do you expect to be the main driver of success for robo advisors?
document IMAGES-002-HOUSE_OVERSIGHT_014369.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…llowing a year which has witnessed increased investor anxiety around multifamily loan growth and heightened scrutiny by banking regulators of multifamily loan portfolios, particularly at banks with a high concentration of multifamily loans. Our panelists included John Jardine, Co...

« Marketing expense expected to ramp in 2017, which can weigh on earnings
document IMAGES-003-HOUSE_OVERSIGHT_014911.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he core business and, relative to the overall small-cap sector, GRUB has more attractive margins and growth potential. Bankof America Merrill Lynch Internet/e-Commerce | 06 April2017 25 HOUSE_OVERSIGHT_014911

Company referenced Ticker Price
document IMAGES-003-HOUSE_OVERSIGHT_014938.txt Apr 5, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Company referenced Ticker Price Alphabet A GOOGL 848.91 Alphabet C GOOG 831.41 Amazon.com AMZN 909.28 Bankrate RATE 975 Care.com CRCM 11.68 eBay EBAY 33.81 Expedia EXPE 124.97 Facebook FB 141.85 Fitbit FIT 571 GrubHub GRUB 33.27 LendingTree TREE 117.8 Match Group MTCH 16.45 Netfl...

Table 6: Summary of open trades as of 5-Jun-17
document IMAGES-007-HOUSE_OVERSIGHT_023598.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…resents current valuation of trades initiated on the “Open Date”. 24 Global Equity Volatility Insights | 06 June 2017 BankofAmerica Merrill Lynch HOUSE_OVERSIGHT_023598

Table 1: Current cross asset trades
document IMAGES-002-HOUSE_OVERSIGHT_014433.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…B/ZAR (positive on oil, cautious on S African politics). ¢ Short EUR/SEK, strong Swedish growth, limiting room for Riksbank easing. Current trade recommendations 2 Global Cross Asset Strategy - Year Ahead | 30 November 2016 BankofAmerica <2” Merrill Lynch HOUSE_OVERSIGHT_014...

EMEA - Telecoms Coverage Cluster
document IMAGES-007-HOUSE_OVERSIGHT_023604.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ulan, CFA RVW United Internet AG UDIRF UTDI GY Frederic Boulan, CFA 30 Global Equity Volatility Insights | 06 June 2017 Bankof America > Merrill Lynch HOUSE_OVERSIGHT_023604

OGE Fonn 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016722.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…her Assets and Income _ quired information. Page Number 24 of 42 [JP MORGAN CHASE - CHECKING AND SAVINGS CAPITAL ONE BANK - CHECKING AND SAVINGS 9S EE ~ ee nee | interest} dicciaiinanaisicaad SIGNATURE BANK - CHECKING $100,001 - $250,000 $1,001 - $2,500 BANK UNITED, NA- MONE...

Abbreviations Glossary
document IMAGES-003-HOUSE_OVERSIGHT_014613.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Abbreviations Glossary ACA: Affordable Care Act BEA: Bureau of Economic Analysis BIS: Bank for International Settlements BLS: Bureau of Labor Statistics BOE: Bank of England BOJ: Bank of Japan CAGR: compound annual growth rate CDS: credit default swap CFO: chief financial o...

Related BofAML research on US tax reform
document IMAGES-007-HOUSE_OVERSIGHT_023090.txt Jan 18, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…4 January 2017 Homebuilders and Building Products: State of the union 12 December 2016 Financials / Real Estate: 2017 Banks Year Ahead: T-R-U-M-P: Find out what it means for “E” (20% potential upside) 10 January 2017 US Banks Chart of the Week: Muni exposure will mute benefit...

Eye on the Market | August 4, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025230.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… the unique objectives of each client and is serviced through distinct legal entities licensed for specific activities. Bank, trust and investment management services are provided by J.P. Morgan Chase Bank, N.A, and its affiliates. Securities are offered through J.P. Morgan Secur...

Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030850.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

… to hedge via CDS rather than sell bonds. European credit continued to underperformed US credit. The fact that Cypriot banks debt is only 1.3% of total liabilities was a key factor in the decision to bail-in depositors. Yet events surrounding the banking sector restructuring als...

is the China-US Joint Research Center for Ecosystem and Environmental Change at the
document IMAGES-006-HOUSE_OVERSIGHT_020584.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

125 is the China-US Joint Research Center for Ecosystem and Environmental Change at the University of Tennessee, Knoxville.“ Launched in 2006, researchers from the University of Tennessee and the DOE-funded Oak Ridge National Laboratory partnered with the Chinese Academy of Scie...

EvENING OF AuGusT 22, 2012 1:30 p.m. the Third Place: Healthcare Everywhere
document IMAGES-004-HOUSE_OVERSIGHT_017525.txt Aug 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Dinner Cruise 12:15 p.m. Bactiguard Tsawed tse Ceasata. Tae SS DiaGenic osted by Captain Lars Sjégren, _ . EVP, Danske Bank Sweden Serendipity Innovations 11:00 a.m. Panel: Successful Cross-Border Collaborations AMonniwe. ox Aves 24. 2042 Moderator: Dr. William A. Haseltine, THe...

PROPOSAL: Poetry in America for Middle and High School Teachers
document TEXT-001-HOUSE_OVERSIGHT_023435.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

PROPOSAL: Poetry in America for Middle and High School Teachers A. NATURE OF THE REQUEST Poetry in America, a collaboration between Elisa New and Programs in Professional Education (PPE) at the Harvard Graduate School of Education (HGSE), will produce courses for national and in...