HOUSE_OVERSIGHT_025583.jpg
2.47 MB
Extraction Summary
1
People
28
Organizations
9
Locations
1
Events
4
Relationships
2
Quotes
Document Information
Type:
Financial research disclosure (page 33 of larger report)
File Size:
2.47 MB
Summary
This document is a disclosure section (page 33) from a Morgan Stanley Research report, bearing a 'HOUSE_OVERSIGHT_025583' Bates stamp, likely obtained during a congressional investigation. It details regulatory disclosures regarding Morgan Stanley's financial relationships with various major asset management firms as of December 29, 2017, including Apollo Global Management, BlackRock, and Blackstone. The document certifies the views of analyst Michael J. Cyprys and lists companies for which Morgan Stanley has provided investment banking services, managed offerings, or holds significant equity.
People (1)
| Name | Role | Context |
|---|---|---|
| Michael J. Cyprys | Analyst |
Certifies views in the report, CFA, CPA.
|
Organizations (28)
Timeline (1 events)
2017-12-29
Date of record for Morgan Stanley beneficial ownership of 1% or more of common equity securities in subject companies.
New York, NY
Morgan Stanley
Apollo Global Management
BlackRock
Blackstone Group
Goldman Sachs
Locations (9)
Relationships (4)
Morgan Stanley owned 1% or more of equity; managed offerings; received compensation for investment banking.
Morgan Stanley owned 1% or more of equity; managed offerings; received compensation for investment banking.
Morgan Stanley owned 1% or more of equity; received compensation for investment banking.
Morgan Stanley owned 1% or more of equity; managed offerings; received compensation for investment banking.
Key Quotes (2)
"As of December 29, 2017, Morgan Stanley beneficially owned 1% or more of a class of common equity securities of the following companies covered in Morgan Stanley Research: Apollo Global Management LLC... The Blackstone Group L.P...."Source
HOUSE_OVERSIGHT_025583.jpg
Quote #1
"The following analysts hereby certify that their views about the companies and their securities discussed in this report are accurately expressed...: Michael J. Cyprys, CFA, CPA."Source
HOUSE_OVERSIGHT_025583.jpg
Quote #2
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