Chris Marshall

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Connected Entity	Relationship Type	Strength (mentions)	Documents	Actions
organization CBF	Employee	5	1	View

Date	Event Type	Description	Location	Actions
2016-11-17	N/A	Bank of America Merrill Lynch's '2016 Future of Financials Conference', where executives from CBF...	Unknown	View

HOUSE_OVERSIGHT_014329.jpg

This document is a page from a Bank of America Merrill Lynch report on the 2016 Future of Financials Conference. It details investor sentiment on CBF's M&A positioning, showing a preference for it to be an acquirer, and discusses Citigroup's performance, including revenue outlook, the potential impact of lower tax rates on its DTA, and its strategic goal to improve its market share in Equities.

Financial research report page

2025-11-19

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CBF Growth in CRE

From: Chris Marshall

To: Conference Attendees

Chris Marshall acknowledged frothiness in multi-family lending but stated there is still room for CBF to grow as peers pull back, noting management remains selective and has implemented a 25-30% concentration limit.

Meeting

2016-11-17

Communication Source

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