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Extraction Summary
1
People
7
Organizations
1
Locations
2
Events
5
Relationships
4
Quotes
Document Information
Type:
Financial research report from a bank of america merrill lynch conference, identified by the footer 'house oversight 014359' as likely being part of a collection submitted to a government committee.
File Size:
Summary
This document is a page from a Bank of America Merrill Lynch report summarizing a presentation at its '2016 Future of Financials Conference'. The presentation, given by American Express CFO Jeff Campbell, covers AXP's financial outlook, investor sentiment, and the strategic implications of selling its Costco portfolio to Citi. Despite being labeled as 'Epstein-related', this specific document contains no information about or mentions of Jeffrey Epstein or any associated individuals.
People (1)
| Name | Role | Context |
|---|---|---|
| Jeff Campbell | Chief Financial Officer |
Presented on behalf of American Express Company (AXP) at the 2016 Future of Financials Conference.
|
Organizations (7)
| Name | Type | Context |
|---|---|---|
| American Express Company (AXP) | ||
| Marshall Wace | ||
| KKR | ||
| Citi | ||
| Costco | ||
| Bank of America Merrill Lynch | ||
| House Oversight Committee (inferred from footer) |
Timeline (2 events)
2004-2014
A period of healthy growth for an unnamed firm, possibly Marshall Wace or KKR.
Not specified
November 17, 2016
Bank of America Merrill Lynch hosted its '2016 Future of Financials Conference'.
Not specified
Locations (1)
| Location | Context |
|---|---|
|
Mentioned in a chart option 'Accelerating global growth' for American Express.
|
Relationships (5)
Presenting from American Express Company was Mr. Jeff Campbell, Chief Financial Officer.
AXP acknowledged the sale of the Costco portfolio to Citi...
...the loss of the Costco portfolio...
...advantages from combining the two firms.
Presenting from American Express Company... Source: BofA Merrill Lynch Global Research
Key Quotes (4)
"AXP did express caution on near-term Discount rate pressures and FX headwinds."Source
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Quote #1
"When asked what would be a key factor to increase / initiate a position in AXP, 53% of the audience said they would like to see better visibility in AXP's core growth."Source
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Quote #2
"AXP acknowledged the sale of the Costco portfolio to Citi has added complexity to reporting results..."Source
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Quote #3
"AXP also said that accelerating revenue growth is a key area of focus for management."Source
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Quote #4
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