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Peter Kraus

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Date Event Type Description Location Actions
2016-11-17 N/A 2016 Future of Financials Conference hosted by Bank of America Merrill Lynch. Unknown View
2016-11-17 N/A 2016 Future of Financials Conference, where Peter Kraus of AB presented. Not specified View
2016-11-17 N/A Bank of America Merrill Lynch's '2016 Future of Financials Conference'. Unknown View
0017-01-01 N/A Bank of America Merrill Lynch's '2016 Future of Financials Conference' where asset managers like ... Unknown View
0017-01-01 N/A 2016 Future of Financials Conference, where executives from asset management firms presented thei... Not specified View

HOUSE_OVERSIGHT_014355.jpg

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.

Financial conference summary report
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_014354.jpg

This document is a page from a Bank of America Merrill Lynch report summarizing presentations from the '2016 Future of Financials Conference' held on November 17, 2016. It includes a financial analysis and 'Buy' recommendation for AllianceBernstein (AB), notes from a presentation by AB's CEO Peter Kraus, and the results of an investor poll. While the document's content is purely financial and does not mention Jeffrey Epstein, the Bates number 'HOUSE_OVERSIGHT_014354' indicates it was produced as evidence for a U.S. House of Representatives investigation, which is the likely source of its 'Epstein-related' designation.

Financial conference report
2025-11-19
Analysis Source
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AB Company Outlook and Performance

From: Peter Kraus
To: Conference Attendees

Peter Kraus presented on behalf of AB, discussing expectations for organic growth, investment performance, and the potential impacts of DOL regulations and tax changes.

Presentation
2016-11-17
Communication Source

AB Company Outlook and Performance

From: Peter Kraus
To: Conference Attendees

Peter Kraus presented on behalf of AB, discussing expectations for organic growth, investment performance, and the potential impacts of DOL regulations and tax changes.

Presentation
2016-11-17
Communication Source

AB (AllianceBernstein) Company Outlook

From: Peter Kraus
To: Attendees of the 2016 ...

Peter Kraus of AB presented on the company's outlook, expecting above-average organic growth, and discussed industry pricing and the impact of DOL regulations.

Presentation
0017-01-01
Communication Source

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