Bank of America Merrill Lynch
PersonRelationship Network
Event Timeline
| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
person
James Barty
|
Employment |
10
Very Strong
|
3 | |
|
person
Ronan Carr
|
Employment |
9
Strong
|
3 | |
|
person
Amanda Ens
|
Employee |
8
Strong
|
4 | |
|
person
Ajay Kapur
|
Employment |
8
Strong
|
2 | |
|
person
Savita Subramanian
|
Employment |
8
Strong
|
3 | |
|
person
Michael Carrier, CFA
|
Employee |
7
|
2 | |
|
person
Erika Najarian
|
Employee |
7
|
2 | |
|
person
Ebrahim H. Poonawala
|
Employee |
7
|
2 | |
|
person
Benjamin Bowler
|
Employment |
7
|
3 | |
|
person
Paul V. Morris
|
Employment |
7
|
1 | |
|
person
Masashi Kubota
|
Analyst for |
7
|
1 | |
|
person
Futoshi Sasaki
|
Analyst for |
7
|
1 | |
|
person
Mikio Hirakawa
|
Analyst for |
7
|
1 | |
|
person
Kenji Abe
|
Employment |
7
|
1 | |
|
person
James Barty
|
Employee |
7
|
2 | |
|
person
Michael Hartnett
|
Professional |
7
|
2 | |
|
person
Michael Hartnett
|
Employment |
7
|
1 | |
|
person
Kevin Crain
|
Employee |
6
|
1 | |
|
person
Amanda Ens
|
Recipient of communication |
6
|
1 | |
|
person
Citigroup Inc.
|
Analyst subject |
6
|
1 | |
|
person
Kenneth Bruce
|
Employee |
6
|
1 | |
|
person
Izumi Devalier
|
Employee |
6
|
2 | |
|
person
KKR & Co
|
Analyst subject |
6
|
1 | |
|
organization
FSB
|
Analyst subject |
6
|
1 | |
|
organization
FHN
|
Analyst subject |
6
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| N/A | N/A | Bank of America Merrill Lynch forecasts that the Nikkei 225 index will recover to 20,000. | Japan | View |
| 2017-06-20 | N/A | Report Publication Date | N/A | View |
| 2017-06-20 | N/A | Publication of Global Equity Volatility Insights report | Global | View |
| 2017-06-06 | N/A | Publication of Global Equity Volatility Insights | Global/US | View |
| 2017-01-29 | N/A | Publication of Equity Strategy Focus Point report. | N/A | View |
| 2017-01-01 | N/A | Bank of America Merrill Lynch soliciting votes from clients/recipients for the '2017 Institutiona... | Japan (focus of survey) | View |
| 2017-01-01 | N/A | Bank of America Merrill Lynch forecasts an increase in Japan's core inflation and wage growth. | Japan | View |
| 2016-12-01 | N/A | Publication of European Equity Strategy report | N/A | View |
| 2016-11-30 | N/A | Publication of Global Cross Asset Strategy Report | Global | View |
| 2016-11-30 | N/A | Release of Global Cross Asset Strategy – Year Ahead report | Global | View |
| 2016-11-30 | N/A | Publication of Global Cross Asset Strategy – Year Ahead report | Global | View |
| 2016-11-18 | N/A | Publication of the Japan Economics Viewpoint report. | N/A | View |
| 2016-11-18 | N/A | Publication of the 'Japan Investment Strategy' report by Bank of America Merrill Lynch. | N/A | View |
| 2016-11-18 | N/A | Publication of the 'Japan Economics Viewpoint' report by Bank of America Merrill Lynch. | N/A | View |
| 2016-11-17 | N/A | Bank of America Merrill Lynch hosted its 'Future of Financials' conference, which featured over 9... | Not specified | View |
| 2016-11-17 | N/A | Bank of America Merrill Lynch's '2016 Future of Financials Conference', where the information in ... | Unknown | View |
| 2016-11-17 | N/A | 2016 Future of Financials Conference, where the information in this report was likely presented. | Unknown | View |
| 2016-11-17 | N/A | The '2016 Future of Financials Conference' where this analysis was presented. | Unknown | View |
| 2016-11-17 | N/A | The '2016 Future of Financials Conference' where public asset managers (ARES, BX, CG, KKR) presen... | Not specified | View |
| 2016-11-17 | N/A | The '2016 Future of Financials Conference' was held, which is the likely source of the informatio... | Unknown | View |
| 2016-11-17 | N/A | 2016 Future of Financials Conference where the information in the document was likely presented. | N/A | View |
| 2016-11-17 | N/A | Bank of America Merrill Lynch's '2016 Future of Financials Conference', where this analysis of SN... | Unknown | View |
| 2016-11-17 | N/A | Bank of America Merrill Lynch's '2016 Future of Financials Conference', where this presentation s... | N/A | View |
| 2016-11-17 | N/A | Bank of America Merrill Lynch's '2016 Future of Financials Conference', where this information wa... | Unknown | View |
| 2016-11-17 | N/A | 2016 Future of Financials Conference, where this document was likely presented. | Unknown | View |
| Date | Type | From | To | Amount | Description | Actions |
|---|---|---|---|---|---|---|
| N/A | Paid | Bank of America M... | Synovus Financial... | $40.00 | Price objective set by Bank of America Merrill ... | View |
| N/A | Paid | Bank of America M... | East West Bancorp... | $50.00 | Price objective set by Bank of America Merrill ... | View |
| N/A | Paid | Bank of America M... | Eaton Vance (EV) | $35.00 | Price objective set by Bank of America Merrill ... | View |
| N/A | Paid | Bank of America M... | FCB Financial Hol... | $44.00 | Price objective set by Bank of America Merrill ... | View |
| N/A | Paid | Bank of America M... | Fifth Third Bank ... | $26.00 | Price objective (PO) set by Bank of America Mer... | View |
| N/A | Paid | Bank of America M... | Cullen/Frost Bank... | $74.00 | Price objective (PO) set by Bank of America Mer... | View |
| N/A | Paid | Bank of America M... | Signature Bank (S... | $160.00 | Price Objective (PO) set by Bank of America Mer... | View |
| N/A | Paid | Bank of America M... | SunTrust Banks, I... | $53.00 | Price Objective (PO) set by Bank of America Mer... | View |
| N/A | Paid | Bank of America M... | SVB Financial Gro... | $165.00 | Price objective set by Bank of America Merrill ... | View |
| 2017-06-20 | Paid | Bank of America M... | local and regiona... | $0.00 | Recommendation: Buying TPX calls funded by NKY ... | View |
| 2017-06-20 | Paid | Bank of America M... | local and regiona... | $0.00 | Recommendation: Buy Jul-17 19,500 puts vs sell ... | View |
| 2017-06-20 | Paid | Bank of America M... | local and regiona... | $0.00 | Recommendation: Buying TPX calls funded by NKY ... | View |
| 2017-06-20 | Paid | Bank of America M... | local and regiona... | $0.00 | Recommendation: Buy Jul-17 19,500 puts vs sell ... | View |
| 2016-11-30 | Paid | Bank of America M... | Clients/Portfolio | $0.00 | Trading strategy: Short EUR/SEK. | View |
| 2016-11-30 | Paid | Bank of America M... | Market | $0.00 | Closing ('taking off') Kospi forward vol position. | View |
| 2016-11-30 | Paid | Bank of America M... | Market | $0.00 | Strategic financial move mentioned in text: 'We... | View |
| 2016-11-30 | Paid | Bank of America M... | Clients/Portfolio | $0.00 | Trading recommendation: Add a CNH put (expresse... | View |
| 2016-11-30 | Paid | Bank of America M... | Clients/Portfolio | $0.00 | Trading strategy: Long RUB/ZAR. | View |
| 2016-11-30 | Paid | Bank of America M... | Market | $0.00 | Purchase of 3000-2850 Eurostoxx put spread | View |
| 2016-11-30 | Paid | Bank of America M... | Market | $0.00 | Holding calendar put spread in Eurostoxx at 250... | View |
| 2016-11-30 | Paid | Bank of America M... | Market | $0.00 | Closing (taking off) Kospi forward vol position | View |
| 2016-11-17 | Paid | Bank of America M... | IBERIABANK Corp (... | $85.00 | Price objective based on a three-factor valuati... | View |
| 2016-11-17 | Paid | Bank of America M... | Huntington Bancsh... | $13.00 | Price Objective (PO) based on a three-factor va... | View |
| 2016-11-17 | Paid | Bank of America M... | Hancock Holding (... | $41.00 | Price objective based on a three-factor valuati... | View |
| 2016-11-17 | Paid | Bank of America M... | Great Western Ban... | $42.00 | Price objective based on a three-factor valuati... | View |
2017 Institutional Investor (All-Japan) Survey
An automated email from Bank of America Merrill Lynch regarding the '2017 Institutional Investor (All-Japan) Survey', encouraging the recipient to vote and providing a link to a research report. The recipient is listed as 'Alishikoh Khan', but the recipient link contains the email address 'amanda.ens@baml.com'.
What would get you more interested in investing in KKR st...
A poll of investors showed that 50% wanted a market pullback for better deployment/returns, 33% wanted attractive returns and book value growth, and 17% wanted stronger fee related earnings.
Request for mailed price charts
Call 1-800-MERRILL to have price charts mailed.
2017 Institutional Investor (All-Japan) Survey (inferred ...
An automated email inviting the recipient to vote in the '2017 Institutional Investor (All-Japan) Survey'. It includes standard disclaimers regarding research reports and provides contact numbers for various regions.
Implicitly: 2017 Institutional Investor (All-Japan) Surve...
An automated email distributing a research report (Publication: 1316045-11686430.pdf) and soliciting a vote in the '2017 Institutional Investor (All-Japan) Survey'. It contains contact numbers for various regions and standard legal disclaimers.
Global Cross Asset Strategy – Year Ahead
Analysis of equity markets advising to add long Nikkei to EM Asia positions.
Global Cross Asset Strategy – Year Ahead
Market analysis advising long positions in Nikkei and EM Asia equities.
Global Cross Asset Strategy – Year Ahead
Investment strategy report regarding market trends following the Trump election.
Ready for ignition
A referenced report from November 18, 2016, related to the bullish equities scenario.
Price Charts
Price charts for the securities referenced in the research report are available at http://pricecharts.baml.com.
Price Charts
Price charts for securities can be mailed by calling 1-800-MERRILL.
Impact of DOL's fiduciary rule
Investors were asked "Will the DOL's fiduciary rule cause meaningful changes to the brokerage industry?". 83% of investors believe it will cause significant changes.
2016 Future of Financials Conference: Management and clie...
A summary of the 2016 Future of Financials conference, noting a bullish outlook for the financial sector into 2017 due to post-election sentiment, potential for deregulation, and rising interest rates.
2016 Future of Financials Conference
A research report summarizing the bullish tone and key takeaways from the 2016 Future of Financials Conference, with an optimistic outlook for 2017.
2016 Future of Financials Conference: Management and clie...
A summary of the 2016 Future of Financials conference, noting a bullish outlook for the financial sector into 2017 due to post-election sentiment, potential for deregulation, and rising interest rates.
Investor sentiment on equity and real estate markets
A poll was conducted during the '2016 Future of Financials Conference' asking attendees about their market expectations. The first question was 'What is your expectation for equity market returns over the next year?', with a 51% majority expecting +0-10% returns. The second question was 'Where do you think we are in the overall Real Estate cycle?', with a 57% majority believing we are in the 'middle innings'.
Analysis of Texas Capital Bancshares (TCBI) and SNV
The document summarizes an upbeat business outlook from TCBI management and reports on investor polls regarding SNV's partnerships and drivers for investing in TCBI.
Interest in investing in KKR stock
Investors were asked what would increase their interest in KKR stock. 50% cited a market pullback, 33% cited attractive returns/book value growth, and 17% cited stronger fee-related earnings.
View on the current state of the equity market structure
A survey of investors resulted in a chart showing their views: 27% find it adequate, 5% see a need for transparency improvement, 32% for liquidity improvement, 23% for misaligned incentives improvement, and 14% believe it needs a full revamp.
Interest in investing in KKR stock
A survey asked what would make investors more interested in KKR stock. The top responses were a market pullback (50%), attractive returns/book value growth (33%), and stronger fee related earnings (17%).
Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue
Financial analysis of USD/JPY exchange rates following the US election.
Japan Macro Watch
Research report on USD/JPY currency pair and market outlook following US elections.
Liquid Insight Trump’s effect on MXN
Financial research report regarding the Mexican Peso and the 2016 US Election.
$/¥'s eventual surge: Buy Nikkei
A referenced report from September 6, 2016, related to buying the Nikkei index.
Global Equity Volatility Insights
Market research report regarding US, Europe, and Asia equity volatility strategies.
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