HOUSE_OVERSIGHT_014391.jpg
Extraction Summary
3
People
42
Organizations
1
Locations
1
Events
3
Relationships
0
Quotes
Document Information
Type:
Financial services coverage report
File Size:
Summary
This document is a Bank of America Merrill Lynch financial services coverage report from its '2016 Future of Financials Conference' on November 17, 2016. It lists US financial companies, their stock tickers, investment ratings (e.g., Buy, Neutral, Underperform), and the assigned BofA analyst. The document, identified as HOUSE_OVERSIGHT_014391, does not contain any direct mentions of Jeffrey Epstein, his associates, or related entities.
People (3)
| Name | Role | Context |
|---|---|---|
| Kenneth Bruce | Analyst |
Listed as the BofA Merrill Lynch analyst for numerous financial services companies, including Apollo Commercial Real ...
|
| Derek Hewett | Analyst |
Listed as the BofA Merrill Lynch analyst for several financial services companies, including Compass Diversified Hold...
|
| Mihir Bhatia | Analyst |
Listed as the BofA Merrill Lynch analyst for MGIC Investment Corp., Radian Group Inc, and Essent Group.
|
Organizations (42)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch | ||
| Apollo Commercial Real Estate Finance | ||
| Ares Commercial Real Estate Corp. | ||
| Blackstone Mortgage Trust Inc | ||
| Compass Diversified Holdings | ||
| Ladder Capital Corp. | ||
| MGIC Investment Corp. | ||
| New Residential Investment | ||
| Radian Group Inc | ||
| Starwood Property Trust, Inc. | ||
| TCP Capital Corp. | ||
| TPG Specialty Lending, Inc. | ||
| AGNC Investment Corp | ||
| Ally Financial Inc. | ||
| Amer Express | ||
| Annaly Capital | ||
| CIT Group Inc. | ||
| Discover Financial Services | ||
| Golub Capital BDC, Inc. | ||
| MasterCard Inc | ||
| PayPal | ||
| PennyMac Financial Services, Inc. | ||
| Synchrony Financial | ||
| Visa Inc. | ||
| Apollo Investment Corporation | ||
| Capital One | ||
| Credit Acceptance Corp. | ||
| Essent Group | ||
| Goldman Sachs BDC, Inc. | ||
| OneMain Holdings, Inc. | ||
| PennyMac Mortgage Investment Trust | ||
| Santander Consumer USA Inc. | ||
| American Capital, Ltd. | ||
| Ares Capital Corporation | ||
| AG Mortgage Investment Trust, Inc. | ||
| ARMOUR Residential REIT, Inc | ||
| CYS Investments, Inc | ||
| Ellington Financial LLC | ||
| Hannon Armstrong | ||
| Invesco Mortgage Capital, Inc. | ||
| Two Harbors Investment Corp. | ||
| Western Asset Mortgage Corp |
Timeline (1 events)
2016-11-17
Bank of America Merrill Lynch's '2016 Future of Financials Conference', as noted in the document's footer.
Locations (1)
| Location | Context |
|---|---|
|
Inferred from the document title 'US - Specialty Financial Services Coverage Cluster'.
|
Relationships (3)
Listed as the analyst for the company in the document.
Listed as the analyst for the company in the document.
Listed as the analyst for the company in the document.
Full Extracted Text
Complete text extracted from the document (2,292 characters)
US - Specialty Financial Services Coverage Cluster
Investment rating
Company
BofA Merrill Lynch ticker
Bloomberg symbol
Analyst
Company
BofA Merrill Lynch ticker
Bloomberg symbol
Analyst
BUY
Apollo Commercial Real Estate Finance
ARI
ARI US
Kenneth Bruce
Ares Commercial Real Estate Corp.
ACRE
ACRE US
Kenneth Bruce
Blackstone Mortgage Trust Inc
BXMT
BXMT US
Kenneth Bruce
Compass Diversified Holdings
CODI
CODI US
Derek Hewett
Ladder Capital Corp.
LADR
LADR US
Kenneth Bruce
MGIC Investment Corp.
MTG
MTG US
Mihir Bhatia
New Residential Investment
NRZ
NRZ US
Kenneth Bruce
Radian Group Inc
RDN
RDN US
Mihir Bhatia
Starwood Property Trust, Inc.
STWD
STWD US
Kenneth Bruce
TCP Capital Corp.
TCPC
TCPC US
Derek Hewett
TPG Specialty Lending, Inc.
TSLX
TSLX US
Derek Hewett
Apollo Commercial Real Estate Finance
ARI
ARI US
Kenneth Bruce
Ares Commercial Real Estate Corp.
ACRE
ACRE US
Kenneth Bruce
Blackstone Mortgage Trust Inc
BXMT
BXMT US
Kenneth Bruce
Compass Diversified Holdings
CODI
CODI US
Derek Hewett
Ladder Capital Corp.
LADR
LADR US
Kenneth Bruce
MGIC Investment Corp.
MTG
MTG US
Mihir Bhatia
New Residential Investment
NRZ
NRZ US
Kenneth Bruce
Radian Group Inc
RDN
RDN US
Mihir Bhatia
Starwood Property Trust, Inc.
STWD
STWD US
Kenneth Bruce
TCP Capital Corp.
TCPC
TCPC US
Derek Hewett
TPG Specialty Lending, Inc.
TSLX
TSLX US
Derek Hewett
NEUTRAL
AGNC Investment Corp
AGNC
AGNC US
Kenneth Bruce
Ally Financial Inc.
ALLY
ALLY US
Kenneth Bruce
Amer Express
AXP
AXP US
Kenneth Bruce
Annaly Capital
NLY
NLY US
Kenneth Bruce
CIT Group Inc.
CIT
CIT US
Derek Hewett
Discover Financial Services
DFS
DFS US
Kenneth Bruce
Golub Capital BDC, Inc.
GBDC
GBDC US
Derek Hewett
MasterCard Inc
MA
MA US
Kenneth Bruce
PayPal
PYPL
PYPL US
Kenneth Bruce
PennyMac Financial Services, Inc.
PFSI
PFSI US
Kenneth Bruce
Synchrony Financial
SYF
SYF US
Kenneth Bruce
Visa Inc.
V
V US
Kenneth Bruce
AGNC Investment Corp
AGNC
AGNC US
Kenneth Bruce
Ally Financial Inc.
ALLY
ALLY US
Kenneth Bruce
Amer Express
AXP
AXP US
Kenneth Bruce
Annaly Capital
NLY
NLY US
Kenneth Bruce
CIT Group Inc.
CIT
CIT US
Derek Hewett
Discover Financial Services
DFS
DFS US
Kenneth Bruce
Golub Capital BDC, Inc.
GBDC
GBDC US
Derek Hewett
MasterCard Inc
MA
MA US
Kenneth Bruce
PayPal
PYPL
PYPL US
Kenneth Bruce
PennyMac Financial Services, Inc.
PFSI
PFSI US
Kenneth Bruce
Synchrony Financial
SYF
SYF US
Kenneth Bruce
Visa Inc.
V
V US
Kenneth Bruce
UNDERPERFORM
Apollo Investment Corporation
AINV
AINV US
Derek Hewett
Capital One
COF
COF US
Kenneth Bruce
Credit Acceptance Corp.
CACC
CACC US
Kenneth Bruce
Essent Group
ESNT
ESNT US
Mihir Bhatia
Goldman Sachs BDC, Inc.
GSBD
GSBD US
Derek Hewett
OneMain Holdings, Inc.
OMF
OMF US
Kenneth Bruce
PennyMac Mortgage Investment Trust
PMT
PMT US
Kenneth Bruce
Santander Consumer USA Inc.
SC
SC US
Kenneth Bruce
Apollo Investment Corporation
AINV
AINV US
Derek Hewett
Capital One
COF
COF US
Kenneth Bruce
Credit Acceptance Corp.
CACC
CACC US
Kenneth Bruce
Essent Group
ESNT
ESNT US
Mihir Bhatia
Goldman Sachs BDC, Inc.
GSBD
GSBD US
Derek Hewett
OneMain Holdings, Inc.
OMF
OMF US
Kenneth Bruce
PennyMac Mortgage Investment Trust
PMT
PMT US
Kenneth Bruce
Santander Consumer USA Inc.
SC
SC US
Kenneth Bruce
RSTR
American Capital, Ltd.
ACAS
ACAS US
Derek Hewett
Ares Capital Corporation
ARCC
ARCC US
Derek Hewett
American Capital, Ltd.
ACAS
ACAS US
Derek Hewett
Ares Capital Corporation
ARCC
ARCC US
Derek Hewett
RVW
AG Mortgage Investment Trust, Inc.
MITT
MITT US
Kenneth Bruce
ARMOUR Residential REIT, Inc
ARR
ARR US
Kenneth Bruce
CYS Investments, Inc
CYS
CYS US
Kenneth Bruce
Ellington Financial LLC
EFC
EFC US
Kenneth Bruce
Hannon Armstrong
HASI
HASI US
Kenneth Bruce
Invesco Mortgage Capital, Inc.
IVR
IVR US
Kenneth Bruce
Two Harbors Investment Corp.
TWO
TWO US
Kenneth Bruce
Western Asset Mortgage Corp
WMC
WMC US
Kenneth Bruce
AG Mortgage Investment Trust, Inc.
MITT
MITT US
Kenneth Bruce
ARMOUR Residential REIT, Inc
ARR
ARR US
Kenneth Bruce
CYS Investments, Inc
CYS
CYS US
Kenneth Bruce
Ellington Financial LLC
EFC
EFC US
Kenneth Bruce
Hannon Armstrong
HASI
HASI US
Kenneth Bruce
Invesco Mortgage Capital, Inc.
IVR
IVR US
Kenneth Bruce
Two Harbors Investment Corp.
TWO
TWO US
Kenneth Bruce
Western Asset Mortgage Corp
WMC
WMC US
Kenneth Bruce
Bank of America Merrill Lynch
2016 Future of Financials Conference | 17 November 2016
77
HOUSE_OVERSIGHT_014391
2016 Future of Financials Conference | 17 November 2016
77
HOUSE_OVERSIGHT_014391
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