Event Details
January 01, 2015
Description
Co-filing shareholder resolution: Separation of Chair & CEO
Participants (2)
| Name | Type | Mentions | |
|---|---|---|---|
| Rockefeller & Co. | person | 0 | View Entity |
| Bank of America Merrill Lynch | organization | 878 | View Entity |
Source Documents (1)
HOUSE_OVERSIGHT_012077.jpg
This document is a page from a Rockefeller & Co. report regarding 'Active Stewardship in Financial Services,' marked with a House Oversight Committee stamp (HOUSE_OVERSIGHT_012077). It details the firm's efforts to improve risk management, transparency, and business standards within major US banks (including J.P. Morgan Chase, Wells Fargo, and Bank of America) via shareholder resolutions between 2011 and 2017. While Jeffrey Epstein is not named in the text, the document documents the specific years Rockefeller & Co. pushed J.P. Morgan Chase on 'Business Standards' (2014) and 'Proxy Voting' (2017), likely relevant to investigations into the bank's compliance failures regarding Epstein's accounts.
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'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 this report was likely presented.
0017-01-01 • Unknown
Bank of America Merrill Lynch hosted its '2016 Future of Financials Conference'.
2016-11-17 • Unknown
The '2016 Future of Financials Conference' was held, where this information was likely presented.
2016-11-17 • Not specified
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