IVZ
OrganizationRelationship Network
| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
person
Loren Starr
|
Employee |
7
|
1 | |
|
person
Bank of America Merrill Lynch
|
Analyst subject |
5
|
1 | |
|
person
Bank of America Merrill Lynch
|
Analyst coverage |
5
|
1 |
HOUSE_OVERSIGHT_025580.jpg
A Morgan Stanley Research 'North America Insight' document (Exhibit 50) containing a comparative financial sheet for Brokers & Asset Managers dated January 26, 2018. The spreadsheet lists financial metrics such as stock price, market cap, AUM (Assets Under Management), and earnings projections (2017-2019) for major financial firms including BlackRock, Apollo Global Management, and Blackstone. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating its inclusion in a congressional investigation.
HOUSE_OVERSIGHT_014384.jpg
This document is page 70 of a Bank of America Merrill Lynch report from the '2016 Future of Financials Conference,' dated November 17, 2016. It presents a financial analysis, including valuation methodologies, price objectives, and risk assessments for Invesco (IVZ), JPMorgan Chase & Co. (JPM), Key Corp (KEY), and KKR & Co. (KKR). The document is stamped with the identifier 'HOUSE_OVERSIGHT_014384' but its content is purely financial and does not mention Jeffrey Epstein or any related individuals.
HOUSE_OVERSIGHT_014351.jpg
This document from a 2016 conference summarizes investor sentiment on what would increase interest in IVZ (Invesco) stock, with consistent organic growth being the top factor. It also details IVZ's business outlook, including its confidence in achieving 3-5% organic growth, its fixed income exposure, and its position regarding regulatory changes. Additionally, it provides a brief on a presentation by Eaton Vance (EV) executives regarding their performance and the potential impact of tax and regulatory changes.
HOUSE_OVERSIGHT_014350.jpg
This document is a page from a Bank of America Merrill Lynch financial research report dated November 17, 2016, summarizing presentations from its 'Future of Financials Conference'. The report analyzes investor sentiment towards Goldman Sachs (GS) stock and details the company's new 'Marcus' consumer lending venture. It also provides key takeaways from a presentation by Loren Starr, CFO of Invesco (IVZ), regarding its growth outlook. The document contains no information related to Jeffrey Epstein.
HOUSE_OVERSIGHT_014318.jpg
This document is a Bank of America Merrill Lynch report dated November 17, 2016, summarizing key takeaways from the '2016 Future of Financials Conference'. It analyzes investor sentiment regarding brokers and asset managers, particularly focusing on the outlook for capital markets and fixed income after an election. The document contains no information about Jeffrey Epstein or any related individuals; its 'HOUSE_OVERSIGHT' identifier suggests it was collected as part of a larger set of documents for a congressional committee.
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