Epstein File EFTA00959362: Holder and Berman (DS9)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00959362: Holder and Berman (DS9)

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This document discusses insurance policy structures and indexed deferred fixed annuities (IDF), explaining how end-investors become policy holders with tax-deferred or tax-free investment growth. The excerpt names hedge fund managers including Neuberger Berman, Millennium Management, York Capital Management, and GoldenTree Asset Management as examples of firms utilizing IDF vehicles. No specific dates or financial amounts are identified in the available text.

👤 Named in This Document

Eric Holder Geoffrey Berman

🔑 Evidence Keywords

asset

📋 Key Excerpts3

PersonKeyword

Excerpt 1

As a result, the end-investor will become a policy **holder**, and the gains on their policy's investment would grow either tax-deferred (annuity) or without

Excerpt 2

The investor/policy **holder** instructs the insurance company to invest their premium into the Boothbay IDF.

Excerpt 3

Examples of hedge fund managers who now have an IDF vehicle include: Millennium Management, Neuberger **Berman**, York Capital Management, GoldenTree Asset