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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...

Chart 42: How do you view SNV’s partnerships with online lenders (SoFi/GreenSky)?
document IMAGES-002-HOUSE_OVERSIGHT_014343.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 42: How do you view SNV’s partnerships with online lenders (SoFi/GreenSky)? 70% 60% 50% 40% 30% 20% 10% 0% Positively. Creates another Cautiously. Unsure how these Indifferent. The exposure is avenue for loan growth loans will perform duringa —_ relatively small so does n...

dependent on what happens with deposit costs. SNV’s current sensitivity analysis
document IMAGES-002-HOUSE_OVERSIGHT_014342.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

dependent on what happens with deposit costs. SNV’s current sensitivity analysis assumes a 50-60% deposit beta. = SNV keenly focused on credit. Chief Credit Officer Kevin Howard noted expectations for net charge-offs to naturally tick up as recoveries become less of a benefit an...

¢ S&P Global (NYSE: SPGI), a provider or markets data and analytics, has agreed to
document IMAGES-006-HOUSE_OVERSIGHT_021103.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nalytics, has agreed to set to acquire Panjiva, a New York-based provider of supply chain data. WWW. panjiva.com ¢ The Adecco Group, a Swiss human resources services firm, has acquired Vettery, a New York-based recruiting startup, for just over $100 million, according to TechCr...

Images 007 House Oversight 024006
document IMAGES-007-HOUSE_OVERSIGHT_024006.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

DIRECTORS OR AFFILIATES. THE DISTRIBUTION OF THIS MEMORANDUM AND THE OFFER AND SALE OF THE INTERESTS IN CERTAIN JURISDICTIONS MAY BE RESTRICTED BY LAW. FOR INFORMATION REQUIRED BY THE SECURITIES LAWS OF CERTAIN U.S. STATES AND CERTAIN JURISDICTIONS OUTSIDE OF THE U.S., PLEASE SEE...

Mission Inn Hotel and Spa
document TEXT-001-HOUSE_OVERSIGHT_017526.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

INTELLECTUAL JAZZ DAVID AGUS DAN ARIELY KEITH BLACK DAVID BLAINE MIKE BLOCK ADAM B LY SCOTT BOLTON DAVID BROOKS MARK CUBAN ANTONIO DAMASIO JACK DANGERMOND DAVE GALLO FRANK GEHRY MATT GROENING HERBIE HANCOCK DANNY HILLIS BJARKE INGELS QUINCY JONES MARY JORDAN JON KAMEN JEFFREY KA...

Part 2: Filer's Employment Assets and Income
document IMAGES-004-HOUSE_OVERSIGHT_016712.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name : Donald J. Trump Part 2: Filer's Employment Assets and Income : Description EIF jattached schedule Value Income Type Income Amount (Part 2 - EXHIBIT A) Reference # TRUMP MARKS PHILIPPINES LLC Value reported reflects bank account holding only. Licensee(s): CENTURY...

Blanche Lark Christerson
document TEXT-001-HOUSE_OVERSIGHT_019440.txt Sep 30, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Blanche Lark Christerson Managing Director, Senior Wealth Planning Strategist Tax Topics 2014-01 01/29/14 And the beat goes on… Last fall’s 16-day government shutdown ended with legislation that President Obama signed in the wee hours of October 17 th . Under that legislation, a...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026826.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deutsche Asset & Wealth Management Eric D.K. Melby Principal, The Scowcroft Group A founding Principal of The Scowcroft Group, Eric D. K. Melby has extensive experience in telecommunications, energy and investment support. He also advises clients on market entry and geopolitica...

organic and M&A driven growth opportunities during the next downturn. That said
document IMAGES-002-HOUSE_OVERSIGHT_014338.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

organic and M&A driven growth opportunities during the next downturn. That said, management noted that it was very likely that potential pro-growth measures taken by the incoming Trump administration could push out any downturn, as in the short run the economy would witness stron...

Table 17: Examples of management contracts
document IMAGES-003-HOUSE_OVERSIGHT_016165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 17: Examples of management contracts Company _ Contracts Dallah Dallah has had two types of hospital contracts. One, which just involves management expertise, was worth SAR4.5m over five years and 10% of the hospitals income. The other was worth SAR89m over five years but...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclaimer This document has been prepared by UBS AG, its subsidiary or affiliate ("UBS"). The information is intended as a general market commentary and provided solely for marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss...

We recently met with Apollo's management
document TEXT-001-HOUSE_OVERSIGHT_026634.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 We recently met with Apollo's management We recently met with Apollo Co-Founder Josh Harris and CFO Martin Kelly, who were optimistic about the growth opportunities for the firm and the recurring fee outlook, although they expect meaningful upside in DE (distributable earning...