HOUSE_OVERSIGHT_014320.jpg

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Extraction Summary

3
People
3
Organizations
0
Locations
1
Events
0
Relationships
2
Quotes

Document Information

Type: Financial conference presentation slide / report page, with a bates stamp indicating it is evidence in a government investigation.
File Size: 1.21 MB
Summary

This document is a slide from a Bank of America Merrill Lynch presentation at the '2016 Future of Financials Conference' dated November 17, 2016. It presents survey data on investor expectations for 2017 M&A activity and opinions on new pricing models in the asset management sector. Although bearing a 'HOUSE_OVERSIGHT' Bates stamp, suggesting its inclusion in an investigation's evidence file, the document's content is purely financial analysis and contains no explicit mention of Jeffrey Epstein or any related individuals or activities.

People (3)

Name Role Context
investors Survey Respondents
A group of unnamed investors were surveyed by BofA Merrill Lynch Global Research about their outlook on asset managem...
respondents Survey Respondents
Unnamed individuals who responded to a survey about asset management pricing. 67% thought changing the pricing struct...
active managers Financial Professionals
Mentioned in the context of their underperformance and the scrutiny around their fees, which is driving discussions a...

Organizations (3)

Name Type Context
Bank of America Merrill Lynch
The organization that hosted the conference and produced the research report, as indicated by the logo and source att...
BofA Merrill Lynch Global Research
The specific division within Bank of America Merrill Lynch that conducted the research and created the charts.
HOUSE_OVERSIGHT
The Bates stamp 'HOUSE_OVERSIGHT_014320' indicates this document was produced as evidence for a U.S. House of Represe...

Timeline (1 events)

2016-11-17
The '2016 Future of Financials Conference' was held, where this information was likely presented.
Not specified

Key Quotes (2)

"We found a majority of respondents thought it would make sense to change the pricing structure and it could make active more competitive vs passive (67%)."
Source
HOUSE_OVERSIGHT_014320.jpg
Quote #1
"Nobody sees lower M&A activity in 2017 vs 2016."
Source
HOUSE_OVERSIGHT_014320.jpg
Quote #2

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