Event Details

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.

This document is a page from a Bank of America Merrill Lynch financial research report dated November 17, 2016, summarizing presentations from its 'Future of Financials Conference'. The report analyzes investor sentiment towards Goldman Sachs (GS) stock and details the company's new 'Marcus' consumer lending venture. It also provides key takeaways from a presentation by Loren Starr, CFO of Invesco (IVZ), regarding its growth outlook. The document contains no information related to Jeffrey Epstein.

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.

This document, labeled HOUSE_OVERSIGHT_014343, is a page from a Bank of America Merrill Lynch report dated November 17, 2016, from the 'Future of Financials Conference'. It presents financial analysis and investor sentiment regarding Texas Capital Bancshares (TCBI) and another entity, SNV, with no mention of Jeffrey Epstein or any related topics. The report details TCBI management's upbeat business outlook, expectations for its mortgage business, and its strategy for managing credit provisions in response to oil price fluctuations.

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.