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Extraction Summary
1
People
5
Organizations
1
Locations
2
Events
3
Relationships
3
Quotes
Document Information
Type:
Financial conference report
File Size:
Summary
This document is a page from a Bank of America Merrill Lynch report summarizing presentations from the '2016 Future of Financials Conference' held on November 17, 2016. It includes a financial analysis and 'Buy' recommendation for AllianceBernstein (AB), notes from a presentation by AB's CEO Peter Kraus, and the results of an investor poll. While the document's content is purely financial and does not mention Jeffrey Epstein, the Bates number 'HOUSE_OVERSIGHT_014354' indicates it was produced as evidence for a U.S. House of Representatives investigation, which is the likely source of its 'Epstein-related' designation.
People (1)
| Name | Role | Context |
|---|---|---|
| Peter Kraus | Chairman & CEO |
Presented on behalf of company AB (AllianceBernstein) at the 2016 Future of Financials Conference.
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Organizations (5)
| Name | Type | Context |
|---|---|---|
| LM |
An unnamed company, likely an asset manager, discussed in the context of its corporate tax rate and market positioning.
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| AB (AllianceBernstein) |
An asset management firm, subject of a 'Buy' recommendation and financial analysis. Its stock ticker is (AB).
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| Bank of America Merrill Lynch |
The author of the report and host of the conference.
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| DOL (Department of Labor) |
Mentioned in relation to regulations affecting asset managers.
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| HOUSE_OVERSIGHT |
The Bates number 'HOUSE_OVERSIGHT_014354' indicates the document was produced as evidence for a U.S. House of Represe...
|
Timeline (2 events)
17 November 2016
2016 Future of Financials Conference hosted by Bank of America Merrill Lynch.
Not specified
17 November 2016
An investor poll was conducted during the conference asking for factors that would increase interest in investing in AB stock.
2016 Future of Financials Conference
Investors
Locations (1)
| Location | Context |
|---|---|
|
|
Mentioned in the context of a 'potential U.S. corporate tax rate'.
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Relationships (3)
The text states, 'Presenting from AB was Peter Kraus, Chairman & CEO.'
Bank of America Merrill Lynch
→
provided research and a 'Buy' recommendation on
→
AB (AllianceBernstein)
The document is a BofA Merrill Lynch report that includes a 'Buy' rating for AB.
The footer contains the Bates number 'HOUSE_OVERSIGHT_014354', indicating it was an exhibit for a congressional committee.
Key Quotes (3)
"Presenting from AB was Peter Kraus, Chairman & CEO. Peter expects AB to generate above average organic growth and hopes to accelerate it given its product mix and mostly favorable investment performance."Source
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Quote #1
"When asked what would get you more interested in AB's stock, 55% of investors said they wanted to see consistent positive organic growth..."Source
HOUSE_OVERSIGHT_014354.jpg
Quote #2
"asset managers and distributors need to accept that the industry is living in a new fiduciary world with minimized (potentially no) conflicts of interest which ultimately is a good thing for end clients."Source
HOUSE_OVERSIGHT_014354.jpg
Quote #3
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