VRTS (Virtus Investment Partners)
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Event Timeline
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 2016-11-17 | N/A | The '2016 Future of Financials Conference' was held, where takeaways from brokers and asset manag... | Not specified | View |
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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.
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A page from a Morgan Stanley research report titled 'North America Insight', dated January 29, 2018. It lists industry coverage for Brokers & Asset Managers, authored by Michael J. Cyprus. The document details stock ratings (Overweight, Equal-weight, Underweight) and prices for major financial firms including Apollo Global Management, BlackRock, and KKR. The document bears the Bates stamp 'HOUSE_OVERSIGHT_025587', indicating it was produced as part of a Congressional oversight investigation.
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This document outlines important disclosures for Morgan Stanley Smith Barney LLC customers and general recipients of Morgan Stanley Research, including conflicts of interest, financial interests in other companies, and the nature of their research products. It details ownership stakes held by BlackRock and T. Rowe Price in Morgan Stanley, disclaims municipal advisory roles, and provides terms of use regarding privacy and data processing. The text also clarifies that the research is not individually tailored investment advice and warns of market risks.
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This document is a disclosure section (page 33) from a Morgan Stanley Research report, bearing a 'HOUSE_OVERSIGHT_025583' Bates stamp, likely obtained during a congressional investigation. It details regulatory disclosures regarding Morgan Stanley's financial relationships with various major asset management firms as of December 29, 2017, including Apollo Global Management, BlackRock, and Blackstone. The document certifies the views of analyst Michael J. Cyprys and lists companies for which Morgan Stanley has provided investment banking services, managed offerings, or holds significant equity.
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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.
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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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