Event Details
November 17, 2016
Description
The '2016 Future of Financials Conference' was held, where this information was likely presented.
Participants (2)
| Name | Type | Mentions | |
|---|---|---|---|
| Bank of America Merrill Lynch | person | 0 | View Entity |
| Bank of America Merrill Lynch | organization | 878 | View Entity |
Source Documents (3)
HOUSE_OVERSIGHT_014320.jpg
This document is a slide from a Bank of America Merrill Lynch presentation at the '2016 Future of Financials Conference' dated November 17, 2016. It presents survey data on investor expectations for 2017 M&A activity and opinions on new pricing models in the asset management sector. Although bearing a 'HOUSE_OVERSIGHT' Bates stamp, suggesting its inclusion in an investigation's evidence file, the document's content is purely financial analysis and contains no explicit mention of Jeffrey Epstein or any related individuals or activities.
HOUSE_OVERSIGHT_014377.jpg
This document is a slide from a Bank of America Merrill Lynch '2016 Future of Financials Conference' held on November 17, 2016. It presents a table of Price Objective (PO) changes for numerous financial firms, listing their stock ticker, rating, current price, old PO, and new PO. The document contains no direct mentions of Jeffrey Epstein, his associates, or related activities; its relevance may stem from being part of the 'HOUSE_OVERSIGHT_014377' document collection related to an investigation into financial institutions.
HOUSE_OVERSIGHT_014368.jpg
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.
Related Events
Events with shared participants
2016 Future of Financials Conference, where this presentation slide was shown.
0017-01-01
The document is a page from materials presented at the '2016 Future of Financials Conference'.
2016-11-17
The '2016 Future of Financials Conference' was held, during which this presentation was given. The presentation included polling an audience of investors on their outlook for financial markets.
2016-11-17
The 2016 Future of Financials Conference, where this information was likely presented.
0017-01-01
The '2016 Future of Financials Conference' was held, from which this analysis was likely produced.
0017-01-01 • Unknown
2016 Future of Financials Conference, where this presentation slide was likely presented.
2016-11-17 • Unknown
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
Bank of America Merrill Lynch's '2016 Future of Financials Conference', where the information in this document was likely presented.
2016-11-17 • Unknown
2016 Future of Financials Conference, where the information in this report was likely presented.
2016-11-17 • Unknown
The '2016 Future of Financials Conference' where this analysis was presented.
2016-11-17 • Unknown
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