BofA Merrill Lynch Global Research
OrganizationRelationship Network
Event Timeline
| Connected Entity | Relationship Type |
Strength
(mentions)
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Documents | Actions |
|---|---|---|---|---|
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person
Blackstone
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Financial |
5
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1 | |
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person
BofA Merrill Lynch investment banking
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Separated by information barrier |
5
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1 | |
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person
Amanda Ens
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Employee |
1
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1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| 2016-11-18 | N/A | Publication of the 'Japan Investment Strategy' report by Bank of America Merrill Lynch. | N/A | View |
| 2016-11-17 | N/A | 2016 Future of Financials Conference hosted by Bank of America Merrill Lynch. | Unknown | View |
| 2016-11-17 | N/A | Bank of America Merrill Lynch's '2016 Future of Financials Conference', where this information ab... | Unknown | View |
| 2016-11-17 | N/A | The '2016 Future of Financials Conference' where the commentary for this report was gathered. | N/A | View |
| 2016-06-30 | N/A | Publication of GEMs Paper #26 by Merrill Lynch regarding Saudi PIF restructuring. | N/A | View |
| 2016-06-30 | N/A | Publication of GEMs Paper #26 analyzing the Saudi National Transformation Plan. | N/A | View |
| 2016-06-30 | N/A | Publication of GEMs Paper #26 | N/A | View |
| 2016-06-30 | N/A | Publication of GEMs Paper #26 by Merrill Lynch | N/A | View |
| 2015-12-07 | N/A | Anticipated opening of BofA account. | Bank of America | View |
| 2008-01-01 | N/A | Financial crisis/meltdown | USA | View |
| 0017-01-01 | N/A | Publication of a report detailing changes to Price Objectives (PO) for 38 financial firms. | N/A | View |
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This document provides an economic forecast for Japan in 2017, anticipating a recovery in domestic demand. It identifies US policy uncertainty, particularly from the Trump presidency, as the biggest risk factor, which could lead to protectionism and a stronger yen, potentially reducing Japan's growth. A chart compares Bank of America Merrill Lynch's more optimistic GDP and inflation forecasts against the consensus.
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This document is a standard financial disclosure page from a Bank of America Merrill Lynch report, dated November 17, 2016, associated with the '2016 Future of Financials Conference'. The page details the company's global affiliates, regulatory bodies, and general disclaimers about its research reports. Despite the 'HOUSE_OVERSIGHT' Bates stamp, the content of this specific page contains no information, names, or details related to Jeffrey Epstein, his associates, or his known activities.
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This document is page 62 from a Bank of America Merrill Lynch presentation for the '2016 Future of Financials Conference' held on November 17, 2016. It contains a chart showing that 89% of survey respondents prefer to conduct business with a few established liquidity provider platforms, while 11% prefer more options. The document itself makes no mention of Jeffrey Epstein, but its footer marking 'HOUSE_OVERSIGHT_014376' suggests it was produced as evidence for a U.S. House of Representatives Oversight Committee investigation.
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This document is a slide from the Bank of America Merrill Lynch '2016 Future of Financials Conference' held on November 17, 2016. It analyzes asset managers' views on technology adoption, the expected growth of the fixed income ETF market, and concerns about market liquidity and risk, featuring commentary from speakers Mr. Callahan, Mr. Brown, and Mr. Olesky. Despite the prompt's framing, this document contains no discernible information, names, or events related to Jeffrey Epstein.
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This document is page 60 of a Bank of America Merrill Lynch report from its '2016 Future of Financials Conference' held on November 17, 2016. The page summarizes discussions on M&A strategy and the 'electronification' of fixed income markets, featuring panelists from Tradeweb and BofAML. The document ID 'HOUSE_OVERSIGHT_014374' indicates it was part of evidence submitted to the House Oversight Committee, though this specific page contains no direct mention of Jeffrey Epstein or related individuals.
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This document is a slide from a Bank of America Merrill Lynch financial conference held on November 17, 2016. It discusses the outlook for financial regulation following the 2016 GOP election, analyzes the CCAR stress tests, and presents opinions from panelist Mr. Cohen that regulation is the primary obstacle to bank M&A and activist investor influence. Despite the user's prompt, the document contains no information whatsoever related to Jeffrey Epstein or his associates; its content is strictly focused on the financial services industry.
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This document is a page from a Bank of America Merrill Lynch report on its '2016 Future of Financials Conference,' dated November 17, 2016. The page includes survey charts on 'big data' adoption and a summary of a panel on M&A and financial regulation, mentioning panelists Rodgin Cohen, Richard Kim, and Ed Hill. The document contains no information, names, or events related to Jeffrey Epstein.
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This document is a single page from a Bank of America Merrill Lynch report on its "2016 Future of Financials Conference" held on November 17, 2016. The page summarizes a panel discussion on the use of big data in financial firms, including a poll showing that 96% of firms were not fully effective in its use. The document contains no information related to Jeffrey Epstein, his associates, or his activities; its only potential connection is the Bates stamp 'HOUSE_OVERSIGHT_014371', suggesting it was part of a larger set of documents produced for a congressional investigation.
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This document is page 56 of a Bank of America Merrill Lynch report on its '2016 Future of Financials Conference' held on November 17, 2016. It summarizes panel discussions on the outlook for multifamily lending in 2017 and the impact of big data on the financial services industry. The document contains no information related to Jeffrey Epstein or his associates.
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This document is page 55 of a Bank of America Merrill Lynch report from the '2016 Future of Financials Conference' held on November 17, 2016. It features a chart on the expected drivers of success for robo-advisors and summarizes a panel discussion on the multifamily real estate market. Panelists John Jardine, David Brickman, and Alan Fishman concluded that the market was on 'solid footing' with risks mainly confined to high-end markets like New York and San Francisco.
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This document, from a BofA Merrill Lynch report, presents survey data on the future of robo-advisor platforms. A majority of investors (51%) believe robo-advisor assets will surpass $1 trillion in the next 3-5 years, and they expect passive asset managers (40%) and large broker firms (28%) to be the primary beneficiaries of this trend. A low and transparent cost structure is seen as the main driver for the success of robo-advisors.
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This document from a 2016 conference summarizes panel discussions on the future of the payments industry and robo-advisors. A survey indicates a belief that the payments industry will be controlled by large incumbent institutions enabled by innovative tech companies (59%). The document also covers the growth drivers for robo-advisors, such as a lack of quality advice for small investors and a desire for transparency, with market size predictions for the sector to surpass $1 trillion in assets.
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This document is page 52 from a Bank of America Merrill Lynch report on its '2016 Future of Financials Conference'. It summarizes panel discussions on investment risks in tech-based lending and payments companies, featuring insights from panelists Jonathan Lear (Earthport) and Bruce Parker (Modopayments). The document, which carries the Bates number 'HOUSE_OVERSIGHT_014366', appears to be entirely focused on financial industry analysis and contains no information related to Jeffrey Epstein.
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This document is page 51 of a Bank of America Merrill Lynch report summarizing the '2016 Future of Financials Conference'. It discusses industry uncertainty about the Fiduciary Rule under the incoming Trump administration and summarizes a panel on tech-based lending with executives from Avant, SoFi, and Bank of America. Despite the prompt's framing, this page contains no mention of Jeffrey Epstein or any related individuals or activities.
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This document presents two charts from a BofA Merrill Lynch report, surveying the expected impact of the Department of Labor's (DOL) fiduciary rule on the brokerage and asset management industries. Overwhelming majorities (83% and 91% respectively) believe the rule will cause multiple meaningful changes, including pricing pressure and a shift from active to passive investing. The text also notes that the incoming Trump administration's stance on the rule is unknown, but a delay is considered the most likely action, drawing a parallel to a similar situation between the Bush and Obama administrations.
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This document summarizes panel discussions from the 2016 Future of Financials Conference. The first section covers equity market structure, with a survey indicating 74% of investors feel it needs revamping, citing issues with liquidity and incentives. The second section discusses the Department of Labor's fiduciary rule, noting that 83% of investors expect it to cause significant changes to the brokerage industry.
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This document presents survey results on the challenges and risks associated with new financial clearing rules. The primary challenges identified are the rising cost of collateral (50%) and the complexity of infrastructure and country rules (45%). The biggest perceived risks in the clearing mandate are collateral concentration issues (33%) and cybersecurity (27%).
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This document from a 2016 Bank of America Merrill Lynch conference presents survey data on blockchain technology in financial services. The charts indicate that most attendees were moderately knowledgeable, saw a significant opportunity for its application, and believed broad adoption would take 3-5 years or more. The page also summarizes a panel discussion on clearing rules, identifying rising costs and complexity as the main challenges of the Uncleared Margin Rule (UMR).
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This document is a page from the 2016 Future of Financials Conference report by Bank of America Merrill Lynch, summarizing takeaways from a panel on blockchain. The panel, including executives from R3 and Axoni, discussed blockchain's potential to create $60-80bn in annual cost savings for financial institutions. According to a poll and panelist views, trade finance is seen as the most likely area for initial success, and implementation could occur sooner than many investors expect.
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This document is a page from a Bank of America Merrill Lynch report summarizing a presentation at its '2016 Future of Financials Conference'. The presentation, given by American Express CFO Jeff Campbell, covers AXP's financial outlook, investor sentiment, and the strategic implications of selling its Costco portfolio to Citi. Despite being labeled as 'Epstein-related', this specific document contains no information about or mentions of Jeffrey Epstein or any associated individuals.
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This document is a summary of a presentation by Legg Mason (LM) executives at the 2016 Future of Financials Conference, as reported by Bank of America Merrill Lynch. LM's Chairman & CEO, Joe Sullivan, expressed optimism about the company's outlook, citing favorable performance and a strong institutional pipeline. A poll of investors showed that strong organic growth (82%) is the primary factor that would increase their interest in LM stock, far outweighing other considerations.
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This document is a Bank of America Merrill Lynch financial research note from the '2016 Future of Financials Conference' dated November 17, 2016. It analyzes the company 'EV' (likely Eaton Vance), detailing its Q4 assets under management ($336.4B), its recent acquisition of Calvert Investments, and its market position with NextShares ETMFs. The note also discusses the potential impacts of the DOL Fiduciary Rule and changes in corporate tax rates on the company's earnings. NOTE: The document provided is a financial analysis and is not related to Jeffrey Epstein.
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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.
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This document is a slide from a Bank of America Merrill Lynch 'Future of Financials Conference' on November 17, 2016. It displays polling data regarding investor sentiment towards Zions Bancorporation (ZION) and includes key takeaways from a presentation by Goldman Sachs executives Harvey Schwartz and Harit Talwar. Despite the prompt, the document contains no information, names, or events related to Jeffrey Epstein.
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This document is a brief from the 2016 Future of Financials Conference, discussing the outlook for Zions Bancorporation (ZION). It notes that while ZION's energy portfolio is performing as expected, stress in oilfield services remains a concern, though most investors are only modestly influenced by it. The brief also covers the modest benefit of a steepening yield curve and the positive but immaterial view on potential changes to the CCAR stress test.
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