Epstein Secrets

| Apollo (APO) Overweight a) »D D D ~dD Oaktree (OAK) Overweight »D &B e »D Q KKR (KKR) Equal-weight ¢ © a) a Q Carlyle (CG) Overweight O a 2) 6 im ) Blackstone (BX) Overweight »D & D D mY Source: Company Data, Morgan Stanley Research estimates HOUSE_OVERSIGHT_025555 --- PAGE BREAK --- Morgan Stanley | RE

Financial Holdings Inc., Oaktree Capital Group, LLC, OM Asset Management Plc, Partners Group, T. Rowe Price Group, Inc., TD Ameritrade Holding Corp., The Blackstone Group L.P, The Carlyle Group L.P, Virtus Investment Partners, Waddell & Reed Financial Inc, WisdomTree Investments, Inc.. Within the last 12 months,

7, Morgan Stanley beneficially owned 1% or more of a class of common eauity securities of the following companies covered in Morgan Stanley Research: Apollo Global Management LLC, Ares Management, L.P, BlackRock Inc., Franklin Resources Inc., Goldman Sachs Group Inc, Invesco, KKR & CO. L.P., Oaktree Capital Group

t year to raise $150 million for the so-called acceleration class, and so far has attracted about $90 million. Half of the fresh capital came from Blackstone, whose Blackstone Strategic Alliance Fund 2 supplied $100 million of seed money for the firm's July 2011 launch. Along with the new contributions,

ll, Lighthouse's assets under management have jumped by about $1 billion in the past 12 months. The gains apparently haven't been enough to satisfy Apollo Global, which owns a stake in parent company HFA Holdings of Syd- ney. Apollo now wants to exit the position, Reuters reported on Jan. 8. Lighthouse, fou

res to the average $39.4M a year, KKR's =enry Kravis invested his company's funds, and $15.1M per year from Leon =lack at Apollo Global (NYSE:APO). Blackstone =NYSE:BX <http://seekingalpha.com/symbol/BX> ) =oesn't break the figure out. As for pay, =lackstone's Steve Schwarzman led the way with $425M in 201

81.8M per year. This =ompares to the average $39.4M a year, KKR's =enry Kravis invested his company's funds, and $15.1M per year from Leon =lack at Apollo Global (NYSE:APO). Blackstone =NYSE:BX <http://seekingalpha.com/symbol/BX> ) =oesn't break the figure out. As for pay, =lackstone's Steve Schwarzman led t