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Jerry Wolman, 86. He owned the NFL’s Philadelphia Eagles team
document IMAGES-002-HOUSE_OVERSIGHT_013293.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Aug. 8 of cancer. Lorraine Lodge, 52. She was a convertible bond specialist during a career in New York and London at Merrill Lynch, ING Barings and Nomura Holdings Inc. Died Aug. 8 of ovarian cancer in New York, where she lived. Lee Quo-wei, 95. The former chairman of Hong Ko...

starring in the hit TV show “Glee.” Died July 13 of a drug
document IMAGES-002-HOUSE_OVERSIGHT_013291.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ng in the hit TV show “Glee.” Died July 13 of a drug overdose. Herbert Allison Jr., 69. He was the former president of Merrill Lynch & Co., chairman and CEO of TIAA-CREF, CEO of Fannie Mae and led the U.S. government’s bank bailout program. Died July 14. Neal McCabe, 60. He w...

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026825.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ry sectors. Prior to joining Deutsche Bank, Mr. Kelly held senior executive positions at both Charles Schwab & Co. and Merrill Lynch & Co, Inc. Before joining the private sector, Mr. Kelly served at the U.S. Securities and Exchange Commission as Chief Spokesman as well as the U....

Downside risks are: 1) integration risk from smartwatches and other wearables
document IMAGES-003-HOUSE_OVERSIGHT_014941.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… lead to lower PMC growth, the need to acquire competing sites to maintain growth or market share, and Bankof America Merrill Lynch Internet/e-Commerce | 06 April2017 955 HOUSE_OVERSIGHT_014941

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…al that has lagged badly and seen valuations de-rate. BankofAmerica <2” 2 European Equity Strategy | 01 December 2016 Merrill Lynch HOUSE_OVERSIGHT_014461

Notable trends and dislocations (Europe)
document IMAGES-003-HOUSE_OVERSIGHT_014982.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…orrelation now seems supported likely driven by the unwind of reflation trades (Chart 18). Bankof America <> ariective Merrill Lynch Global Equity Volatility Insights | 20 June 2017 11 HOUSE_OVERSIGHT_014982

Politics — populism in the Eurozone?
document IMAGES-002-HOUSE_OVERSIGHT_014475.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… all nature of French presidential elections. As James ; Bankof America 16 European Equity Strategy | 01 December 2016 Merrill Lynch HOUSE_OVERSIGHT_014475

Saudi Arabia approves 100% foreign ownership rules
document IMAGES-003-HOUSE_OVERSIGHT_016171.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ty building and introduction of modern technology will help arrest wastages, particularly in the food supply chain. OS Merrill Lynch GEMs Paper #26 | 30 June 2016 61 HOUSE_OVERSIGHT_016171

Ristimaki Boulan PO:US$20 PO:US$21 PO:US$21
document IMAGES-007-HOUSE_OVERSIGHT_023607.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…curity is not covered. Chart is current as of May 31,2017 or such later date as indicated. Bankof America <> ariective Merrill Lynch Global Equity Volatility Insights | O06 June 2017 33 HOUSE_OVERSIGHT_023607

Eurozone political calendar 2017
document IMAGES-002-HOUSE_OVERSIGHT_014474.txt Mar 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ministration and that German elections carry less risk than the earlier French presidential elections. Bankof America Merrill Lynch European Equity Strategy |O1 December 2016 15 HOUSE_OVERSIGHT_014474

Managing Director & Global Coordinator, Public Affairs
document IMAGES-009-HOUSE_OVERSIGHT_026824.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e Western Hemisphere. Prior to joining Deutsche Bank, Mr. Kelly held senior positions at both Charles Schwab & Co. and Merrill Lynch & Co, Inc. Before joining the private sector, Mr. Kelly served at the U.S. Securities and Exchange Commission as Chief Spokesman as well as the U...

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012050.txt Oct 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sition, people with knowledge of the decision said at the time. Before joining Morgan Stanley, Fleming was president of Merrill Lynch & Co. C) Replay In addition to wealth and asset management, the new company will create a unit focusing on advising large multinational companie...