Conference Attendees

Person

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0

Relationships

1

Events

6

Documents

0

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Security Conference attendees

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Connected Entity	Relationship Type	Strength (mentions)	Documents	Actions
person Paul Burdiss	Speaker audience	6	1	View

Date	Event Type	Description	Location	Actions
N/A	N/A	The author attended the 'Forbidden Research conference' where discussions included whether 'democ...	Forbidden Research conference	View
N/A	N/A	The author attended the 'Forbidden Research conference' where political discussions took place, i...	Not specified	View
2016-11-01	N/A	An audience poll was conducted on the fundamentals for multifamily lending in 2017. 48% expressed...	2016 Future of Financials C...	View
2016-11-01	N/A	Alleged sexual misconduct incident involving a selfie at a formal banquet.	Conference (Unspecified)	View
2007-03-29	N/A	Big wireless conference where satellite tracking services and GPS shoes were displayed.	Orlando	View
2007-03-01	N/A	Wireless conference where satellite tracking services and GPS shoes were displayed.	Orlando	View

No documents found for this entity.

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As Recipient

37

Total

37

Cosby Allegations

From: Jay Leno

To: Conference Attendees

Commentary on believing women regarding Cosby allegations.

Conference speech

N/A

Communication Source

Political discussion

From: Conference attendees/s...

To: Conference Attendees

At the Forbidden Research conference, a discussion group questioned if 'democracy still works' and expressed disagreement with Trump. One speaker accused the media of stifling criticism of Trump, while another wanted to remove men and Elon Musk from government.

Meeting

N/A

Communication Source

Political discussion

From: Conference attendees/s...

To: Conference Attendees

At the Forbidden Research conference, a discussion group questioned if 'democracy still works' and expressed disagreement with Trump. One speaker accused the media of stifling criticism of Trump, while another wanted to remove men and Elon Musk from government.

Meeting

N/A

Communication Source

Nuclear Proliferation

From: Prince Turki al Faisal

To: Conference Attendees

Suggested that if Iran develops a nuclear weapon, Saudi Arabia might feel pressure to develop one.

Conference speech/statement

N/A

Communication Source

Cosby Allegations

From: Jay Leno

To: Conference Attendees

Commentary on believing women regarding Cosby allegations.

Conference speech

N/A

Communication Source

Global Nationalist Vision

From: Steve Bannon

To: Conference Attendees

Speech delivered via Skype to the Human Dignity Institute.

Speech/call

N/A

Communication Source

Marcus consumer lending effort and post-election outlook

From: Goldman Sachs Management

To: Conference Attendees

A summary of a presentation by Goldman Sachs management focusing on their new consumer lending platform 'Marcus', its potential (pre-tax ROA's of 3-4%, high teens ROE), and their views on post-election regulation and market activity.

Presentation

2016-11-17

Communication Source

Invesco (IVZ) outlook

From: Loren Starr

To: Conference Attendees

A summary of a presentation by Loren Starr, CFO of Invesco, discussing the company's optimistic outlook for organic growth, cost savings, and buybacks.

Presentation

2016-11-17

Communication Source

AB Company Outlook and Performance

From: Peter Kraus

To: Conference Attendees

Peter Kraus presented on behalf of AB, discussing expectations for organic growth, investment performance, and the potential impacts of DOL regulations and tax changes.

Presentation

2016-11-17

Communication Source

CBF Growth in CRE

From: Chris Marshall

To: Conference Attendees

Chris Marshall acknowledged frothiness in multi-family lending but stated there is still room for CBF to grow as peers pull back, noting management remains selective and has implemented a 25-30% concentration limit.

Meeting

2016-11-17

Communication Source

Financial regulation, CCAR, M&A, and activist investors

From: Panelists, including M...

To: Conference Attendees

Panelists discussed the nature of CCAR as a product of regulatory attitude rather than legislation. Mr. Cohen specifically commented on the lack of transparency in the tests and the role of regulation as a major obstacle to M&A and activist investor influence in the banking sector.

Panel discussion

2016-11-17

Communication Source

USB Corporate Strategy and Outlook

From: management

To: Conference Attendees

Management commentary on regulatory costs, a 13.5-16.5% ROE target, risk management expenses, and M&A strategy.

Presentation

2016-11-17

Communication Source

KKR Financial Overview and Strategy

From: Bill Janetschek

To: Conference Attendees

Bill Janetschek presented KKR's financial strategy, highlighting the strength of its balance sheet, growth opportunities in infrastructure, its dividend policy, and risk management.

Presentation

2016-11-17

Communication Source

Associated Bancorp (ASB) Financial Outlook

From: Associated Bancorp

To: Conference Attendees

Summary of Associated Bancorp's management presentation at the 2016 Future of Financials Conference, covering topics like their Midwest market, CRE and energy portfolios, and M&A strategy.

Conference presentation summary

2016-11-17

Communication Source

Corporate financial strategy and outlook

From: EWBC and First Hawaiia...

To: Conference Attendees

Summary of presentations by EWBC and First Hawaiian Bank at the 2016 Future of Financials Conference, covering topics like capital deployment, dividend policy, and economic outlook.

Conference presentation summary

2016-11-17

Communication Source

Understanding the Changing Fixed Income Markets

From: Unknown

To: Conference Attendees

A panel discussion on the evolution of the fixed income market structure, focusing on electronic trading and regulatory constructs.

Panel discussion

2016-11-17

Communication Source

USB Innovation and Growth

From: Davis

To: Conference Attendees

Davis commented on the importance of funding innovation for long-term benefits and expressed optimism about the P2P initiative with Zelle.

Statement

2016-11-17

Communication Source

USB's financial outlook, strategy, and market conditions

From: USB management

To: Conference Attendees

USB management discussed their strategy regarding continued investments in regulatory costs, maintaining their 13.5-16.5% ROE target, sustaining compliance expenses, funding innovation projects like the P2P initiative with Zelle, and their approach to potential M&A opportunities.

Conference presentation/meeting

2016-11-17

Communication Source

AB Company Outlook and Performance

From: Peter Kraus

To: Conference Attendees

Peter Kraus presented on behalf of AB, discussing expectations for organic growth, investment performance, and the potential impacts of DOL regulations and tax changes.

Presentation

2016-11-17

Communication Source

Citigroup 4Q Outlook and Tax Impact

From: Jamie Forese and John ...

To: Conference Attendees

Jamie Forese and John Gerspach noted they expect a seasonal decline in Markets revenue in 4Q but that it should be up YoY. They also commented on the potential impact of lower tax rates on the company's DTA.

Meeting

2016-11-17

Communication Source

Carlyle Group (CG) Outlook

From: Glenn Youngkin

To: Conference Attendees

Summary of a presentation by Glenn Youngkin at the 2016 Future of Financials Conference, covering economic outlook, investor sentiment, and company strategy.

Presentation

2016-11-17

Communication Source

Into The Era of Cyberspace

From: Unnamed NASA Engineer

To: Conference Attendees

Poem featured in the conference introduction.

Poem

1993-01-01

Communication Source

The Coming Technological Singularity: How to Survive the ...

From: Vernor Vinge

To: Conference Attendees

Speech predicting the creation of superhuman intelligence within thirty years.

Conference speech

0030-03-01

Communication Source

American Express Company (AXP) outlook

From: Jeff Campbell

To: Conference Attendees

Mr. Campbell presented a fairly upbeat outlook on billings, loan and revenue growth for AXP, but expressed caution on near-term Discount rate pressures and FX headwinds.

Presentation

0017-01-01

Communication Source

Regions Financial Growth Strategy and Outlook

From: Regions Financial Mana...

To: Conference Attendees

This document summarizes remarks made by Regions Financial management at the 2016 Future of Financials Conference, detailing their strategy for growth in consumer, mortgage, and card lending, and their optimistic outlook following the US election.

Conference presentation

0017-01-01

Communication Source

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