Event Details

November 17, 2016

Description

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

Participants (2)

Name Type Mentions
Mr. Burdiss person 4 View Entity
Bank of America Merrill Lynch person 0 View Entity

Source Documents (5)

HOUSE_OVERSIGHT_014383.jpg

Financial Conference Presentation Slide
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This document is a single page from a Bank of America Merrill Lynch presentation for the '2016 Future of Financials Conference' held on November 17, 2016. It provides financial analysis and stock price objectives for several banking and financial corporations, including Goldman Sachs, Great Western Bancorp, and others. The document contains no mention of Jeffrey Epstein or any related individuals; its content is strictly financial analysis. The Bates stamp 'HOUSE_OVERSIGHT_014383' in the footer is the only element suggesting it was part of a larger collection of documents submitted to a congressional investigation.

HOUSE_OVERSIGHT_014388.jpg

Financial Research Report / Conference Document
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This document is page 74 of a financial analysis report by Bank of America Merrill Lynch, dated November 17, 2016, for the '2016 Future of Financials Conference'. It provides valuation frameworks, price objectives, and risk analyses for four banking institutions: PNC, U.S. Bancorp, UMB Financial, and Wells Fargo. The document contains no mention of Jeffrey Epstein; its 'Epstein-related' nature likely stems from its inclusion in a larger collection of documents, indicated by the 'HOUSE_OVERSIGHT_014388' label.

HOUSE_OVERSIGHT_014380.jpg

Financial analysis report
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This document is a financial analysis report from a Bank of America Merrill Lynch conference on November 17, 2016, providing valuations and price objectives for Citigroup, Citizens Financial Group, Comerica, and Commerce Bancshares. The document itself contains no information or mentions of Jeffrey Epstein, his associates, or related entities. Its only potential connection to a larger investigation is the Bates number 'HOUSE_OVERSIGHT_014380' in the footer, suggesting it was submitted as evidence to a congressional committee.

HOUSE_OVERSIGHT_014348.jpg

financial conference brief
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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.

HOUSE_OVERSIGHT_014387.jpg

Financial analysis report from a conference presentation
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This document is a financial analysis report from a Bank of America Merrill Lynch conference on November 17, 2016. It details the valuation methodologies and price objectives for Texas Capital Bancshares ($74), The Blackstone Group ($29), and The Carlyle Group ($18). The document contains no direct references to Jeffrey Epstein or related individuals; its inclusion in an 'Epstein-related' collection is likely due to the 'HOUSE_OVERSIGHT_014387' Bates number, indicating it was part of a larger set of documents produced for a congressional investigation.

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

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

2016-11-17 • Unknown

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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

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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
2
Source Documents
5
Extracted
2025-11-19 13:42

Additional Data

Source
HOUSE_OVERSIGHT_014348.jpg
Date String
2016-11-17

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