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"U.S. Equity Strategist"
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Corpus: 1990-03-17 – 2025-12-01
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EFTA01149630
Dataset 9
2011-08-08
2p
983w
Subject:
UPDATE: Conf Call on Equity Implications of USA Downgrade : Also joining: Bruce
From:
US GIO
To:
Undisclosed recipients:;
…Economist, Mon 8/8 at 11am ET Date: Mon, 08 Aug 2011 12:39:43 +0000 Attachments: JPM_US_Equity_Strategy_F_2011-08-07_651492[1].pdf; JPM UPDATE Conf Call_o_2011-08-08 651589[1].pdf Inline-Images: image001.gif J.P.Morgan UPDATE: Conf Call on Equity Implications of USA Downgrade • Hosted by: • Thomas Lee, Chief
U.S
.
Equity Strategist
; • Terry Belton, Managing Director and Head of Fixed Income and FX Strategy; and • Bruce Kasman, Managing…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01149630.pdf
EFTA01182054
Dataset 9
2012-11-01
2p
745w
Subject:
Global CC: Pre-election Strategies for Equity and Credit, Friday 11/2, Ilam ET
From:
US GIO
To:
Undisclosed recipients:;
… • Key Senate races to watch; • Fixed income market implications driven by the outcome of the Presidential and Senate races; and • Equity market implications, including both market behavior and sector strategies. Hosted by: • Thomas Lee, CFA Chief
U.S
.
Equity Strategist
and Managing Director Featured Speakers: • Tom Block, founder Tom Block Consults and former Head of Government Relations for J.P. Morgan Chase (bio attached); • Terry Belton, Head of Global Fixed Income and FX and Managing Director. Details and specifics: • Friday…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01182054.pdf
EFTA01458533
Dataset 10
2015-10-08
1p
313w
• Economic & Asset Closs Outlook — The
U.S
. CIO office outlines their near-term and long-term economic and asset class forecasts. •
U.S
. Equity Insights — David Bianco,
U.S
.
Equity Strategist
, cuts his S&P 2015 end target and expects weak 3Q EPS. • CIO Flash: Bond Market Turmoil — Our CIO office warns of near term bond market illiquidity and volatility following the September FOMC meeting. • China Hard Landing - Chief Economists Peter Hooper and Torsten Slok discuss the possibility of an…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458533.pdf
EFTA01840639
Dataset 10
2012-02-02
23p
7,512w
…dated less than 10 days after the most recent month's end). 16. UBS Securities LLC makes a market in the securities and/or ADRs of this company. 18a. The
U.S
.
equity strategist
. a member of his team, or one of their household members has a long common stock position in Rockwell Collins Inc. 18b. The
U.S
.
equity strategist
. a member of his team, or one of their household members has a long common stock position in Textron…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01840639.pdf
EFTA01182056
Dataset 9
2012-11-02
4p
264w
… EFTA01182056 • Key Senate races to watch; • Fixed income market implications driven by the outcome of the Presidential and Senate races; and • Equity market implications, including both market behavior and sector strategies. Hosted by: Thomas Lee, CFA Chief
U.S
.
Equity Strategist
and Managing Director Featured Speakers: Tom Block, founder Toni Block Consults and former Head of Government Relations for IP. Morgan Chase (bio attached); Terry Belton. Head of Global Fixed Income and FX Strategy and Managing Director. EFTA01182057 Details and…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01182056.pdf
EFTA01088109
Dataset 9
2012-05-30
23p
7,720w
…long common stock position in this company. 16. UBS Securities LLC makes a market in the securities and/or ADRs of this company. 18a. The
U.S
.
equity strategist
, a member of his team, or one of their household members has a long common stock position in Rockwell Collins Inc. UBS 20 EFTA01088128 UBS Business Jel Survey 30 May 2012 18b. The
U.S
.
equity strategist
, a member of his team, or one of their household members has a long…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088109.pdf
EFTA01088167
Dataset 9
2012-02-02
23p
7,441w
…dated less than 10 days after the most recent month's end). 16. UBS Securities LLC makes a market in the securities andror ADRs of this company. 18a. The
U.S
.
equity strategist
, a member of his team. or one of their household members has a long common stock position in Rockwell Collins Inc. 18b. The
U.S
.
equity strategist
, a member of his team. or one of their household members has a long common stock position in Textron Inc…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01088167.pdf
EFTA01098922
Dataset 9
2015-10-21
1p
189w
…Director, Chief
U.S
.
Equity Strategist
, Deutsche Bank Securities. Inc. Moderator Freddy Menjivar Director, Investment Solutions Group, Deutsche Asset & Wealth Management Dial-in Dial-in number: (877) 500-9123 information International dial-in number: (973) 796-5004 Conference ID: 57411549 Replay details Replay available following the call
U.S
.: 1-866-247-4222 I International: 01-45-255-0000 Conference ID: 57411549 Invitation is not transferable. Panityk..-to- Pei/mint "Deutsche Bank" moans Deutsche Bank AG and its affiliated companies…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01098922.pdf
EFTA01177600
Dataset 9
2012-06-13
2p
414w
Subject:
J.P. Morgan Conf Call: Exit Euro Crisis Panel : Global Conf Call Update — Part 2 TODAY (i:/,
From:
US GIO
To:
Undisclosed recipients:;
…a bear market is taking root. But how close are markets to capitulation? Several key indicators suggest markets are showing evidence of capitulation—hence, potential for a turning point in markets. Hosted by Thomas Lee Chief
U.S
.
Equity Strategist
Joining the call: Nikolaos Panigirtzoglou - Global Market Strategist Pavan Wadhwa - Global Head of Interest Rate Strategy Wednesday, June 13 @ 11:3Oam ET / 16:30 UK DIAL-IN: 800-857-9651 (US); +1-312-470-7357 (outside US); Passcode: STRATEGY International…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01177600.pdf
EFTA01458534
Dataset 10
2015-10-08
1p
393w
Subject:
RE: Research Intro
From:
Jj Litchford
To:
Jj Litchford; Paul Morris; Stewart Oldfield
…and subsequently, global growth. • Weekly Highlights - Our
U.S
. Wealth Management CIO, Larry Adam, focuses on 3Q performance, Japanese economic indicators, and Eurozone resilience to EM weakness. • Economic & Asset Class Outlook — The
U.S
. CIO office outlines their near-term and long-term economic and asset class forecasts. •
U.S
. Equity Insights - David Bianco,
U.S
.
Equity Strategist
, cuts his S&P 2015 end target and predicts weak 3Q EPS. JJ Litchford Associate Banker Deutsche Bank Trust Company Americas Deutsche…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458534.pdf
EFTA01458535
Dataset 10
1p
434w
…and subsequently, global growth. • Weekly Highlights - Our
U.S
. Wealth Management CIO, Larry Adam, focuses on 3Q performance, Japanese economic indicators, and Eurozone resilience to EM weakness. • Economic & Asset Class Outlook — The
U.S
. CIO office outlines their near-term and long-term economic and asset class forecasts. •
U.S
. Equity Insights - David Bianco,
U.S
.
Equity Strategist
, cuts his S&P 2015 end target and expects weak 3Q EPS. • CIO Flosh: Bond Morket Turmoil — Our CIO office warns of…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458535.pdf
EFTA01181051
Dataset 9
2012-09-05
2p
756w
Subject:
GIO Investment Theme: 4Q Rotation into High Beta
From:
US GIO
To:
Undisclosed recipients:;
…Equity Long/Shod hedge funds were up 2.5% vs. 11% for the S&P 500 and 20% of hedge funds were still down on the year. Similarly, according to a note by JPMS LLC's
Equity Strategist
Tom Lee 32% of actively managed funds were underperforming their benchmarks by 250 bp or more and on average, large cap funds were underperforming by 111 basis points. Already trading desks are starting to see a reversal of flows with investors covering…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181051.pdf
EFTA01809566
Dataset 10
1p
177w
…Equities Mon 10.OOam ET, 6/18 B Join us for an important discussion on the global implications of the Greek election results. The Eurozone crisis is complex and has global implications, and is best analyzed using the view from across markets. Hosted by: B7 BBBBBBBB Thomas Lee, Chief
U.S
.
Equity Strategist
B7 BBBBBBBB Also participating: o BB David Mackie, Head of Western Europe Economic Research; o BB Pavan Wadhwa, Global Head of Interest Rate Strategy; o BB Alexander…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01809566.pdf
EFTA01474955
Dataset 10
2015-10-09
7p
1,076w
Subject:
RE: Research Intro
From:
Melinda Roy <
[email protected]
>
To:
Stewart Oldfield
…and subsequently, global growth. Weekly Highlights — Our
U.S
. Wealth Management CIO, Larry Adam, focuses on 3Q performance, Japanese economic indicators, and Eurozone resilience to EM weakness. Economic & Asset Class Outlook — The
U.S
. CIO office outlines their near-term and long-term economic and asset class forecasts.
U.S
. Equity Insights — David Bianco,
U.S
.
Equity Strategist
, cuts his S&P 2015 end target and expects weak 3Q EPS. CIO Flash: Bond Market Turmoil — Our CIO office warns of…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01474955.pdf
EFTA02699166
Dataset 11
2012-06-18
3p
343w
Subject:
TODAY @ 10am EST - Global CC: Post-Greek Election Implications: Global discussion:
From:
US GIO
To:
Undisclosed recipients:
…Rates, Commodities, Equities Mon 10.00am ET, 6/18 Join us for an important discussion on the global implications of the Greek election results. The Eurozone crisis is complex and has global implications, and is best analyzed using the view from across markets. Hosted by: • Thomas Lee, Chief
U.S
.
Equity Strategist
Also participating: o David Mackie, Head of Western Europe Economic Research; o Pavan Wadhwa, Global Head of Interest Rate Strategy; o Alexander White (tentative), European Policy Strategist; o…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02699166.pdf
EFTA00694174
Dataset 9
2015-10-16
3p
362w
Subject:
Deutsche AWM Call - Why Value? Why Now? w. Lee Cooperman and David Bianco- Oct.
From:
Ariane Dwyer <a>
To:
Daniel Sabba Vahe Stepanian
…Chief
U.S
.
Equity Strategist
, Deutsche Bank Securities, Inc. • Moderated by Freddy Menjivar Director, Investment Solutions Group, Deutsche Asset & Wealth Management Date: Wednesday, October 21st, 2015 Time: 2:00 ET EFTA00694175 Conference call details: Dial-in number: (877) 500-9123 International dial-in number: (973) 796-5004 Conference ID: 57411549 Replay available following the call
U.S
.: 1-866-247-4222 I International: 01-45-255-0000 Conference ID: 57411549 Invitation is not transferable. 'Deutsche Bank' means Deutsche Bank AG…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00694174.pdf
EFTA01147088
Dataset 9
2012-07-30
2p
601w
Subject:
Global Conference Call: Scenarios on US Fiscal Cliff & Asset Strategies : Tues, 8/7, 9amET
From:
US GIO <
[email protected]
>
To:
Undisclosed recipients:;
…each scenario. • Obviously, the global implications are enormous and can really only be properly analyzed from a multi-asset class view. It should be a very useful discussion. • Hosted By: • Thomas J. Lee, Chief
U.S
.
Equity Strategist
• Also participating: • Tom Block, founder Tom Block Consults and former Head of Government Relations for J.P. Morgan Chase(bio attached); • Michael Feroli, Chief
U.S
. Economist: • Srini Ramaswamy. Head of US Liquid Markets Strategy; • John Normand. Head of Global FX Strategy: …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01147088.pdf
EFTA00606080
Dataset 9
2012-06-26
5p
4,081w
…banking union? What impact should the growth hor compact have on EU GDP? What is the timeline and key dates over the next few quarters? Will this affect the risk-off attitude of clients? J.P. Morgan Secunties LLC Hosted By: Economic and Policy Research Thomas Lee, Chief
U.S
.
Equity Strategist
Malcolm Barr Also participating: JPMorgan Chase Bank N.A. London Branch Alex White, European Policy Strategist; Rates Strategy Malcolm Barr, Senior European Economist; Pavan Wadhwa • Pavan Wadhwa, Global…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00606080.pdf
EFTA02444120
Dataset 11
2009-06-10
15p
6,182w
…provided. 7. Within the past 12 months. UBS Securities LLC has received compensation for products and services other than investment banking services from this company/entity. 16. UBS Securities LLC makes a market in the securities and/or ADRs of this company. 18. The
U.S
.
equity strategist
, a member of his team, or one of their household members has a long common stock position in Textron Inc. 22. UBS AG, its affiliates or subsidiaries held other significant financial interests…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02444120.pdf
EFTA02411799
Dataset 11
2010-03-24
22p
7,273w
…USS 19 EFTA_R1_01473312 EFTA02411817 UBS Business Jet Survey 24 Mardi 2010 16. UBS Securities LLC makes a market in the securities and/or ADRs of this company. 18a. The
U.S
.
equity strategist
, a member of his team, or one of their household members has a long common stock position in Rockwell Collins Inc. 18b. The
U.S
.
equity strategist
, a member of his team, or one of their household members has a long common stock position in…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02411799.pdf
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