HOUSE_OVERSIGHT_014456.jpg
Extraction Summary
14
People
12
Organizations
0
Locations
3
Events
2
Relationships
3
Quotes
Document Information
Type:
Financial research report (disclaimer/disclosure page)
File Size:
Summary
This document is page 25 of a 'Global Cross Asset Strategy - Year Ahead' report dated November 30, 2016, produced by Bank of America Merrill Lynch. It contains standard options risk warnings, analyst certifications listing numerous BofA employees, and special disclosures regarding BofA's advisory roles in Italian banking acquisitions (Anima Holding/Pioneer and Mediobanca/Banca Esperia). The document bears the Bates stamp HOUSE_OVERSIGHT_014456, indicating it was produced as part of a US House Oversight Committee investigation.
People (14)
| Name | Role | Context |
|---|---|---|
| James Barty | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Abhinandan Deb | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Barnaby Martin | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Benjamin Bowler | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Claudio Piron | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| David Hauner, CFA | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Hans Mikkelsen | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Ian Gordon | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Ioannis Angelakis | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Kamal Sharma | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Mark Capleton | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Ritesh Samadhiya, CFA | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Shusuke Yamada, CFA | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
| Shyam S.Rajan | Analyst |
Certifying analyst for Bank of America Merrill Lynch report
|
Organizations (12)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch | ||
| FINRA | ||
| OCC (Options Clearing Corporation) | ||
| Anima Holding SpA | ||
| Poste Italiane SpA | ||
| Cassa Depositi e Prestiti SpA | ||
| Pioneer Global Asset Management SpA | ||
| Unicredit SpA | ||
| Mediobanca SPA | ||
| Banca Esperia | ||
| Mediolanum Group | ||
| House Oversight Committee (implied by Bates stamp) |
Timeline (3 events)
2016-11-10
Announcement of acquisition bid for Pioneer Global Asset Management SpA
Italy (implied by entities)
2016-11-17
Announcement of acquisition of 50% of Banca Esperia
Italy (implied by entities)
Mediobanca SPA
Mediolanum Group
2016-11-30
Publication of Global Cross Asset Strategy - Year Ahead report
Global
Bank of America Merrill Lynch Analysts
Relationships (2)
BofA Merrill Lynch is currently acting as Financial Adviser to Anima Holding SpA
BofA Merrill Lynch is currently acting as Financial Advisor to Mediobanca SPA
Key Quotes (3)
"Unlike owning or shorting a stock, employing any listed options strategy is by definition governed by a finite duration."Source
HOUSE_OVERSIGHT_014456.jpg
Quote #1
"The most severe risks associated with general options trading are total loss of capital invested and delivery/assignment risk... all of which can occur in a short period."Source
HOUSE_OVERSIGHT_014456.jpg
Quote #2
"We... hereby certify that the views each of us has expressed in this research report accurately reflect each of our respective personal views about the subject securities and issuers."Source
HOUSE_OVERSIGHT_014456.jpg
Quote #3
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