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Extraction Summary

1
People
35
Organizations
1
Locations
1
Events
2
Relationships
0
Quotes

Document Information

Type: Investment rating report
File Size:
Summary

This document is a Bank of America Merrill Lynch investment rating report from the '2016 Future of Financials Conference' held on November 17, 2016. It details the firm's coverage of US brokers, asset managers, and exchanges, assigning 'Buy', 'Neutral', 'Underperform', or 'RSTR' (restricted) ratings to various companies. Analyst Michael Carrier, CFA is credited with covering all listed entities, which include notable firms such as Apollo Global Management, The Blackstone Group, and Goldman Sachs. The document itself contains no direct mentions of Jeffrey Epstein.

People (1)

Name Role Context
Michael Carrier, CFA Analyst
Listed as the financial analyst for all companies covered in the Bank of America Merrill Lynch report.

Organizations (35)

Name Type Context
Bank of America Merrill Lynch
Affiliated Mgrs.
AllianceBernstein
BlackRock, Inc.
Charles Schwab Corp.
CME Group
Cohen & Steers
Goldman Sachs
Houlihan Lokey
Intercontinental Exchange
Invesco
KKR & Co.
Legg Mason
Morgan Stanley
Oaktree Capital Group
Old Mutual Asset Management
TD Ameritrade
Apollo Global Management
Ares Management
E*TRADE Financial
Franklin Resources
Janus Capital
Nasdaq Inc
Och-Ziff
T. Rowe Price
The Blackstone Group
The Carlyle Group
WisdomTree
Artisan Partners
CBOE Holdings
Eaton Vance
Federated Inv.
Virtus Investment Partners
Waddell & Reed
Bats Global Markets, Inc.

Timeline (1 events)

17 November 2016
2016 Future of Financials Conference, for which this document was likely prepared.
View

Locations (1)

Location Context
US
The report is titled 'US - Brokers, Asset Managers, & Exchanges Coverage Cluster', indicating the geographic focus of...

Relationships (2)

Michael Carrier, CFA → Employee / Analyst → Bank of America Merrill Lynch
Michael Carrier, CFA is listed as the Analyst for Bank of America Merrill Lynch in the document.
Michael Carrier, CFA → Analyst Coverage → Various financial companies
Michael Carrier is listed as the analyst covering all companies mentioned in the table, including Apollo Global Management, The Blackstone Group, and Morgan Stanley.

Full Extracted Text

Complete text extracted from the document (1,943 characters)

US - Brokers, Asset Managers, & Exchanges Coverage Cluster
Investment rating
Company
BofA Merrill Lynch ticker
Bloomberg symbol
Analyst
BUY
Affiliated Mgrs.
AMG
AMG US
Michael Carrier, CFA
AllianceBernstein
AB
AB US
Michael Carrier, CFA
BlackRock, Inc.
BLK
BLK US
Michael Carrier, CFA
Charles Schwab Corp.
SCHW
SCHW US
Michael Carrier, CFA
CME Group
CME
CME US
Michael Carrier, CFA
Cohen & Steers
CNS
CNS US
Michael Carrier, CFA
Goldman Sachs
GS
GS US
Michael Carrier, CFA
Houlihan Lokey
HLI
HLI US
Michael Carrier, CFA
Intercontinental Exchange
ICE
ICE US
Michael Carrier, CFA
Invesco
IVZ
IVZ US
Michael Carrier, CFA
KKR & Co.
KKR
KKR US
Michael Carrier, CFA
Legg Mason
LM
LM US
Michael Carrier, CFA
Morgan Stanley
MS
MS US
Michael Carrier, CFA
Oaktree Capital Group
OAK
OAK US
Michael Carrier, CFA
Old Mutual Asset Management
OMAM
OMAM US
Michael Carrier, CFA
TD Ameritrade
AMTD
AMTD US
Michael Carrier, CFA
NEUTRAL
Apollo Global Management
APO
APO US
Michael Carrier, CFA
Ares Management
ARES
ARES US
Michael Carrier, CFA
E*TRADE Financial
ETFC
ETFC US
Michael Carrier, CFA
Franklin Resources
BEN
BEN US
Michael Carrier, CFA
Janus Capital
JNS
JNS US
Michael Carrier, CFA
Nasdaq Inc
NDAQ
NDAQ US
Michael Carrier, CFA
Och-Ziff
OZM
OZM US
Michael Carrier, CFA
T. Rowe Price
TROW
TROW US
Michael Carrier, CFA
The Blackstone Group
BX
BX US
Michael Carrier, CFA
The Carlyle Group
CG
CG US
Michael Carrier, CFA
WisdomTree
WETF
WETF US
Michael Carrier, CFA
UNDERPERFORM
Artisan Partners
APAM
APAM US
Michael Carrier, CFA
CBOE Holdings
CBOE
CBOE US
Michael Carrier, CFA
Eaton Vance
EV
EV US
Michael Carrier, CFA
Federated Inv.
FII
FII US
Michael Carrier, CFA
Virtus Investment Partners
VRTS
VRTS US
Michael Carrier, CFA
Waddell & Reed
WDR
WDR US
Michael Carrier, CFA
RSTR
Bats Global Markets, Inc.
BATS
BATS US
Michael Carrier, CFA
76
2016 Future of Financials Conference | 17 November 2016
Bank of America Merrill Lynch
HOUSE_OVERSIGHT_014390
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