Electron Capital Partners, LLC
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This document is page 25 of a confidential white paper by Electron Capital Partners, LLC, titled 'Appendix 2: Global Utility Sector Background.' It provides a historical overview of the utility sector, discussing regulation, deregulation, and investment strategies like long/short investing. The document is specifically marked 'For exclusive of Jeffrey Epstein' and bears a House Oversight Bates stamp.
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This is page 24 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC. The text outlines the firm's investment research methodology regarding utility companies, specifically focusing on capital expenditure (capex) flexibility, operating expenditure (opex) cuts, and asset divestiture to predict dividend cuts and credit rating changes. The document is explicitly watermarked for the exclusive use of Jeffrey Epstein.
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This document is page 21 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, explicitly watermarked for the exclusive use of Jeffrey Epstein. It outlines the firm's investment strategy in the global utility sector, highlighting low inter-regional correlations as a 'greatest gift' for generating alpha. The document bears a House Oversight Committee Bates stamp, indicating it was obtained during a congressional investigation.
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This document is Appendix 1 of a 'Global Utility White Paper' produced by Electron Capital Partners, LLC. It details the firm's investment team, led by Portfolio Manager Jos Shaver (formerly of SAC Capital), their global research process, and a 7-year performance track record. The document is explicitly marked 'For exclusive of Jeffrey Epstein' in the footer, indicating he was being pitched as an investor or was an existing client receiving confidential reports.
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This document is page 17 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. It analyzes historical trends in the utility sector, citing Warren Buffett's investments and market behavior during the dotcom bust, while also drawing parallels to Japan's economic history. The document is part of a larger collection obtained by the House Oversight Committee.
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Page 16 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. The document analyzes market trends, specifically the performance of global utilities following underweighting periods, drawing comparisons to the dotcom bust and the Japanese market to highlight a potential 'massive alpha opportunity.' It utilizes data from Bank of America Merrill Lynch and Bloomberg.
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This document is page 15 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. It analyzes the underperformance of the Utilities sector compared to other global sectors between 2009 and 2012, citing factors like the Fukushima disaster, US shale gas production, and European political interference. The report argues that the sector is poised for a sharp outperformance rally due to market rotation.
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This is page 14 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. The document analyzes investment opportunities in the global utility sector circa 2013, highlighting rebounding capital expenditure in Europe and Asia, the impact of the shale gas boom, and 'alpha opportunities' following a period of market underperformance. It lists specific utility companies and infrastructure projects across the US, Europe, and China as potential beneficiaries.
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A confidential white paper page from Electron Capital Partners, LLC, analyzing US versus UK coal power margins and the future of the US natural gas market. The document, produced circa late 2012/early 2013, argues that natural gas prices have a floor and discusses structural demand changes like LNG exports and industrial resurgence. The footer explicitly marks the document 'For exclusive of Jeffrey Epstein,' indicating a business relationship where Epstein received proprietary financial research.
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This document is page 12 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked 'For exclusive of Jeffrey Epstein'. It analyzes structural changes in the global utility sector, focusing on government intervention in Latin American markets (Brazil, Argentina, Chile) and global power price dynamics driven by US shale gas production versus European coal markets. The document discusses market conditions circa 2013-2014, referencing the 2012 bankruptcy of Dynegy and current carbon pricing trends.
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This document is page 10 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC exclusively for Jeffrey Epstein. It outlines structural changes in the European utility market (including regulation, nuclear phase-outs, and gas prices) and analyzes the Asian utility sector, highlighting investment opportunities ('alpha') driven by regulatory environments and structural changes in countries like China, Korea, and India. The document bears the Bates stamp HOUSE_OVERSIGHT_024211.
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A confidential financial white paper page titled 'Global Utility White Paper' authored by Electron Capital Partners, LLC. The document analyzes the European Utilities market, arguing it is undervalued and poised for recovery due to factors like carbon pricing and ECB monetary policy. The document is explicitly watermarked 'For exclusive of Jeffrey Epstein,' indicating a direct business relationship where Epstein received proprietary investment research from this firm.
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This document is page 8 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically watermarked for the exclusive use of Jeffrey Epstein. The document, dated around February 2013, analyzes the US utility market, arguing for opportunities in non-regulated power generation assets due to natural gas prices. It lists various structural changes in the US market, such as coal retirements, Obama's climate initiatives, and the shale gas boom, that create long/short investment opportunities.
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This is page 7 of a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. The document analyzes US utility markets, predicting they will be the least attractive for alpha generation over the next two years due to valuation concerns and flat earnings. It includes a chart sourced from Bloomberg (dated March 4, 2013) showing utility underperformance following Quantitative Easing (QE) announcements.
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This is page 6 of a confidential financial white paper produced by Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. The document analyzes the global utility sector, arguing that it is substantially underweight in investment portfolios but showing signs of increased hedge fund exposure starting in 2012. It cites data from Bank of America Merrill Lynch and Goldman Sachs to support the thesis that utilities are currently under-owned relative to other sectors.
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This document is page 5 of a confidential white paper from Electron Capital Partners, LLC, prepared exclusively for Jeffrey Epstein. It outlines an investment thesis for the 'Electron Global Fund,' focusing on the global utility sector. The text argues that structural changes and market cycles have created an advantageous environment for long/short investing in utilities, noting that the sector is currently underweight in the market.
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Page 4 of a confidential white paper from Electron Capital Partners, LLC, specifically marked for the exclusive use of Jeffrey Epstein. The document outlines investment strategies in the global utility sector, arguing for the sector's alpha opportunities following periods of underperformance and its diversification benefits. It references specific companies like Exelon and NRG, and compares Electron's performance metrics against indices like MSCI and HFRI.
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This document is page 3 of a confidential Executive Summary for a 'Global Utility White Paper' produced by Electron Capital Partners, LLC. It outlines the firm's investment strategy in the utility sector and pitches the 'Electron Global Fund' to Jeffrey Epstein, whose name appears exclusively in the footer watermark. The document details market conditions, specifically regarding natural gas prices and structural changes in the utility sector, to justify a long/short investment approach.
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This document is the Table of Contents (page 2) for a confidential 'Global Utility White Paper' produced by Electron Capital Partners, LLC. The document outlines investment strategies in the global utility sector, including long/short investing, structural changes, and alpha opportunities across various regions (US, Europe, Asia, Latam). The page features a specific watermark at the bottom left stating 'For exclusive of Jeffrey Epstein,' indicating he was the intended recipient of this confidential financial research materials.
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