Event Details

January 01, 0017

Description

Bank of America Merrill Lynch hosted the '2016 Future of Financials Conference'.

Participants (5)

Name Type Mentions
Bank of America Merrill Lynch person 0 View Entity
Sandeep Saini person 4 View Entity
Mr. Brickman person 4 View Entity
Jessica Donohue person 4 View Entity
Greg Michaelson person 4 View Entity

Source Documents (5)

HOUSE_OVERSIGHT_014370.jpg

Financial conference report page
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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.

HOUSE_OVERSIGHT_014372.jpg

Financial Conference Report Page
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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.

HOUSE_OVERSIGHT_014363.jpg

report page
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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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Conference Report Summary Page (from a House Oversight Committee collection)
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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.

HOUSE_OVERSIGHT_014369.jpg

Financial Research Report / Conference Summary
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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.

Related Events

Events with shared participants

Bank of America Merrill Lynch hosted its 'Future of Financials' conference, which featured over 90 public and private companies and 700 attendees. Investor attendance was up 66% YoY.

2016-11-17 • Not specified

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Bank of America Merrill Lynch's '2016 Future of Financials Conference', where the information in this document was likely presented.

2016-11-17 • Unknown

View

2016 Future of Financials Conference, where the information in this report was likely presented.

2016-11-17 • Unknown

View

The '2016 Future of Financials Conference' where this analysis was presented.

2016-11-17 • Unknown

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The '2016 Future of Financials Conference' was hosted by Bank of America Merrill Lynch. It had over 90 public and private companies and 700 attendees present. The conference included expert panels on financial innovation topics such as blockchain, big data, and robo advisory.

0017-01-01 • Not specified

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The '2016 Future of Financials Conference' where public asset managers (ARES, BX, CG, KKR) presented and the audience was polled on market outlooks.

2016-11-17 • Not specified

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The '2016 Future of Financials Conference' was held, which is the likely source of the information in this report.

2016-11-17 • Unknown

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2016 Future of Financials Conference, from which this presentation slide originates.

0017-01-01

View

2016 Future of Financials Conference where the information in the document was likely presented.

2016-11-17

View

2016 Future of Financials Conference, where this report was likely presented.

0017-01-01 • Unknown

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Event Metadata

Type
Unknown
Location
Unknown
Significance Score
5/10
Participants
5
Source Documents
5
Extracted
2025-11-19 13:52

Additional Data

Source
HOUSE_OVERSIGHT_014363.jpg
Date String
17 November 2016

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