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OAK (Oaktree)

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Oaktree
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HOUSE_OVERSIGHT_025564.jpg

A page from a Morgan Stanley equity research report dated around January 2018, analyzing valuation methodologies for alternative asset managers (Alts). It specifically details a 'Bond Yield Approach' for valuing fee-related earnings, referencing Apollo Global Management (APO), Ares, Blackstone, and others. The document bears a House Oversight Bates stamp, suggesting it was part of the investigation into financial ties to Epstein, likely due to the inclusion of Apollo Global Management (Leon Black).

Financial research report
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_025563.jpg

This document is page 13 of a Morgan Stanley Research report titled 'North America Insight' focusing on Alternative Assets (Alts). It analyzes redemption rates, management fee structures, and compares various publicly traded alternative asset managers including Hamilton Lane (HLNE), Partners Group (PGHN), and Apollo (APO). The document bears a House Oversight Committee Bates stamp (HOUSE_OVERSIGHT_025563), likely included in the investigation due to the financial analysis of firms like Apollo Global Management, which had historical ties to Epstein.

Financial research report
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_025555.jpg

This is a Morgan Stanley research report executive summary analyzing the potential for Alternative Asset Managers (Alts) like Ares, Apollo, and Blackstone to convert from partnerships to C-corporations following the Tax Cuts and Jobs Act. The document specifically highlights Ares Management (ARES) as a likely first mover and includes a scorecard rating various firms on their likelihood to convert. While the document does not mention Jeffrey Epstein, it bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it was part of a document production for a Congressional investigation, possibly related to Apollo Global Management.

Financial research report / executive summary
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_025582.jpg

This document appears to be a page from a Morgan Stanley research report containing investment analysis for Oaktree Capital (OAK) and several legal disclosures regarding Morgan Stanley's role as a financial advisor in various corporate mergers and acquisitions involving Banco Popular, Unilever, and Jack in the Box. The document bears a 'HOUSE_OVERSIGHT' bates stamp, indicating it was produced as part of a congressional investigation, likely related to financial records subpoenas, though Jeffrey Epstein is not explicitly named on this specific page. The text focuses on valuation metrics and conflict of interest disclosures.

Financial research report / disclosure statement
2025-11-19
Analysis Source
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