Event Details
November 17, 2016
Description
Bank of America Merrill Lynch held its '2016 Future of Financials Conference'.
Participants (14)
| Name | Type | Mentions | |
|---|---|---|---|
| Bank of America Merrill Lynch | person | 0 | View Entity |
| Panel participants | person | 3 | View Entity |
| Jamil Nazarali | person | 4 | View Entity |
| Anthony Barchetto | person | 3 | View Entity |
| Lisa Bleier | person | 4 | View Entity |
| Eric Stockland | person | 4 | View Entity |
| Pankil Patel | person | 4 | View Entity |
| Kevin Crain | person | 4 | View Entity |
| Unnamed panelists | person | 2 | View Entity |
| Eli Broverman | person | 4 | View Entity |
| Randy Sternke | person | 4 | View Entity |
| Vaughn Bowman | person | 10 | View Entity |
| local and regional investors | person | 66 | View Entity |
| Michael Hadley | person | 10 | View Entity |
Source Documents (3)
HOUSE_OVERSIGHT_014367.jpg
This document from a 2016 conference summarizes panel discussions on the future of the payments industry and robo-advisors. A survey indicates a belief that the payments industry will be controlled by large incumbent institutions enabled by innovative tech companies (59%). The document also covers the growth drivers for robo-advisors, such as a lack of quality advice for small investors and a desire for transparency, with market size predictions for the sector to surpass $1 trillion in assets.
HOUSE_OVERSIGHT_014363.jpg
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.
HOUSE_OVERSIGHT_014362.jpg
This document presents survey results on the challenges and risks associated with new financial clearing rules. The primary challenges identified are the rising cost of collateral (50%) and the complexity of infrastructure and country rules (45%). The biggest perceived risks in the clearing mandate are collateral concentration issues (33%) and cybersecurity (27%).
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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.
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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' 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.
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