HOUSE_OVERSIGHT_014318.jpg
1.77 MB
Extraction Summary
0
People
15
Organizations
0
Locations
1
Events
3
Relationships
1
Quotes
Document Information
Type:
Financial conference summary report
File Size:
1.77 MB
Summary
This document is a Bank of America Merrill Lynch report dated November 17, 2016, summarizing key takeaways from the '2016 Future of Financials Conference'. It analyzes investor sentiment regarding brokers and asset managers, particularly focusing on the outlook for capital markets and fixed income after an election. The document contains no information about Jeffrey Epstein or any related individuals; its 'HOUSE_OVERSIGHT' identifier suggests it was collected as part of a larger set of documents for a congressional committee.
Organizations (15)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Author of the research report.
|
|
| GS |
Broker firm (likely Goldman Sachs) that presented at the conference.
|
|
| MS |
Broker firm (likely Morgan Stanley) that hosted 1-1 meetings with investors.
|
|
| IVZ |
Asset manager (Invesco Ltd.) that presented or engaged in fireside chats.
|
|
| EV |
Asset manager (Eaton Vance Corp.) that presented or engaged in fireside chats.
|
|
| LM |
Asset manager (Legg Mason, Inc.) that presented or engaged in fireside chats.
|
|
| AB |
Asset manager (AllianceBernstein Holding L.P.) that presented or engaged in fireside chats.
|
|
| AMG |
Asset manager (Affiliated Managers Group, Inc.) that hosted 1-1 meetings with investors.
|
|
| APAM |
Asset manager (Artisan Partners Asset Management Inc.) that hosted 1-1 meetings with investors.
|
|
| BLK |
Asset manager (BlackRock, Inc.) that hosted 1-1 meetings with investors.
|
|
| CNS |
Asset manager (Cohen & Steers, Inc.) that hosted 1-1 meetings with investors.
|
|
| OMAM |
Asset manager (OM Asset Management plc) that hosted 1-1 meetings with investors.
|
|
| VRTS |
Asset manager (Virtus Investment Partners, Inc.) that hosted 1-1 meetings with investors.
|
|
| DOL |
Mentioned as a topic of discussion (likely Department of Labor), regarding its outlook.
|
|
| HOUSE_OVERSIGHT |
Appears as a document identifier, likely referring to the U.S. House Committee on Oversight and Reform, suggesting th...
|
Timeline (1 events)
2016-11-17
The '2016 Future of Financials Conference' was held, where brokers and asset managers presented to and met with investors. The audience was polled about their outlook on capital markets and fixed income following the recent election.
Not specified
Relationships (3)
GS
→
Presented to
→
Investors
GS presented at the 2016 Future of Financials Conference.
MS
→
Met with
→
Investors
MS hosted 1-1 meetings with investors at the conference.
Asset Managers (IVZ, EV, LM, AB, etc.)
→
Presented to / Met with
→
Investors
Asset management firms either presented, engaged in fireside chats, or hosted 1-1 meetings with investors at the conference.
Key Quotes (1)
"Based on the backdrop and the election outcome, what is your outlook for the capital markets over the next 1-2 years"Source
HOUSE_OVERSIGHT_014318.jpg
Quote #1
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein document