December 29, 2017
Date of record for Morgan Stanley beneficial ownership of 1% or more of common equity securities in subject companies.
| Name | Type | Mentions | |
|---|---|---|---|
| Goldman Sachs | person | 2 | View Entity |
| BlackRock | organization | 49 | View Entity |
| Blackstone | organization | 107 | View Entity |
| Morgan Stanley | organization | 137 | View Entity |
| APO | organization | 202 | View Entity |
HOUSE_OVERSIGHT_025583.jpg
This document is a disclosure section (page 33) from a Morgan Stanley Research report, bearing a 'HOUSE_OVERSIGHT_025583' Bates stamp, likely obtained during a congressional investigation. It details regulatory disclosures regarding Morgan Stanley's financial relationships with various major asset management firms as of December 29, 2017, including Apollo Global Management, BlackRock, and Blackstone. The document certifies the views of analyst Michael J. Cyprys and lists companies for which Morgan Stanley has provided investment banking services, managed offerings, or holds significant equity.
Events with shared participants
Blackstone announced the planned launch of an investment fund related to a non-binding MOU with Saudi parties.
2017-06-01
Potential C-Corp Conversion (Downside and Upside cases modeled)
2018-01-01 • N/A
The Blackstone Group L.P. Management Meeting
2017-08-10 • Unknown
Presentation regarding Cryptocurrency and Bitcoin
Date unknown • Unknown
Announcement of Blackstone acquisition of Banco Popular's real estate business
2017-08-08 • Unknown
Announcement of KKR & Co. offer to acquire Unilever's global spreads business
2017-12-15 • Unknown
Multiple court rulings and filings occurred on the Wednesday preceding the newsletter date.
2019-06-26 • Various Courts (New York, Supreme Court)
2008 Financial Crisis
2008-01-01 • United States
Publication or presentation of risk analysis report
2019-05-23 • N/A
Apollo Global Management reports second quarter 2018 results.
2018-06-30 • New York
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