Financial Conference Summary Report - HOUSE_OVERSIGHT_014355

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3

People

5

Organizations

2

Locations

1

Events

3

Relationships

1

Quotes

Document Information

Type: Financial conference summary report

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Summary

This document is page 41 of a Bank of America Merrill Lynch report summarizing takeaways from its '2016 Future of Financials Conference' held on November 17, 2016. It details presentations and analysis of Ares Management and The Blackstone Group, discussing fee structures, investor sentiment, and market outlooks. The document, marked 'HOUSE_OVERSIGHT_014355', makes no mention of Jeffrey Epstein or any directly related individuals or entities.

People (3)

Name	Role	Context
Peter Kraus	Commentator (for organization 'AB')	Commented on fees/pricing in the US retail market, arguing for new fee structures similar to those in Europe.
Michael Arougheti	Co-founder and President	Presented on behalf of Ares Management, expressing a positive outlook on the firm's growth prospects.
Jonathan Gray	Global Head of Real Estate	Presented on behalf of The Blackstone Group, expressing a positive outlook for the U.S. market.

Organizations (5)

Name	Type	Context
AB
Ares Management (ARES)
The Blackstone Group (BX)
Bank of America Merrill Lynch (BofA Merrill Lynch)
U.S. House of Representatives Committee on Oversight (implied by Bates stamp)

Timeline (1 events)

17 November 2016

Bank of America Merrill Lynch's '2016 Future of Financials Conference' where asset managers like Ares and Blackstone presented their outlooks.

Unknown

Peter Kraus Michael Arougheti Jonathan Gray Ares Management The Blackstone Group Bank of America Merrill Lynch

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Locations (2)

Location	Context
U.S.	Mentioned as a retail market where certain fee structures are not available, in contrast to Europe. Also mentioned as...
Europe	Mentioned as a region where a fee structure of a low beta fee and a higher performance fee exists.

Relationships (3)

Michael Arougheti → Employee/Executive → Ares Management

Listed as Co-founder and President of Ares Management.

Jonathan Gray → Employee/Executive → The Blackstone Group

Listed as Global Head of Real Estate for Blackstone.

Peter Kraus → Representative → AB

The document states that 'AB elaborated' on fees and that Peter Kraus commented on the topic.

Key Quotes (1)

"What would get you more interested in investing in ARES stock?"

Source

HOUSE_OVERSIGHT_014355.jpg

Quote #1