Epstein File EFTA00748357: Endowment, Solicitation and Session (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00748357: Endowment, Solicitation and Session (DS9)

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This document contains financial solicitation disclaimers and references to investment discussions, including an internal Monday investment session with Deutsche Bank representative Gilles Moec. It discusses endowment fund management, comparing exposure levels to Yale Endowment and addressing recession-related pressures on endowments. No case-specific information is present in the excerpts.

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solicitation session endowment Deutsche Bank

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Excerpt 1

This material is not intended as an offer or **solicitation** for the purchase or sale of any financial instrument.

Excerpt 2

The way out for Europe, from a true believer in European Federalism We invited Gilles Moec from Deutsche Bank to come our internal Monday investment **session**

Excerpt 3

migrating so quickly from endowments to individuals that we penned a cautionary note to clients in 2006 entitled, "The Difference between You and the Yale **Endowment**