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of Betterment), Randy Sternke (Vice President, Business Development at Alkanza), and Vaughn Bowman (Director, Managed Solutions Channel Management at BofAML). Each firm discussed the unique aspects of their individual business models and where they see the robo industry headed in the future. ¢ Broverman
Page: HOUSE_OVERSIGHT_014367 →his report and should understand fering must be based solely on existing public information on such ion with such offering, and not on this report. Insurance Corporation and are not volve numerous risks, including, es, securities and other financial ‘0 obtain. Investors should note that and, in some cases, investors m
Page: HOUSE_OVERSIGHT_014395 →Investment Strategy
rs should seek on existing public information on such Insurance Corporation and are not ases, securities and other financial
. That should be the edge you have at looking across the range of asset classes compared to single asset class investors. We would like to thank our BofAML colleagues who have supported our product this year by providing many such ideas and trust they will continue to do so through 2017. Bankof America
Page: HOUSE_OVERSIGHT_014434 →be based solely on existing public information on such Insurance Corporation and are not volve numerous risks, including, oth
calendar-specific events noted for most stocks. We constructed our list by canvassing BofAML Fundamental Equity Research analysts in order to find 10 BofAML-covered stocks which we think will significantly outperform or underperform peers during the quarter. We considered only Buy-rated names for outperfo
Page: HOUSE_OVERSIGHT_014623 →Entities connected to both Insurance Corporation and BofAML

Donald Trump
PERSON
Merrill Lynch Global Wealth Management
ORGANIZATION
Bank of America
ORGANIZATION
Merrill Lynch
ORGANIZATIONMerrill Lynch International Bank Limited
ORGANIZATION
Bank of America Corporation
ORGANIZATIONMerrill Lynch Canada Inc
ORGANIZATION
Michael Bloomberg
PERSONOtoritas Jasa Keuangan
ORGANIZATIONthe Investment Industry Regulatory Organization of Canada
ORGANIZATIONMerchant Bank
ORGANIZATION
United Kingdom
LOCATION
Frankfurt
LOCATIONPierce, Fenner & Smith Incorporated
ORGANIZATION
BANA Australia
ORGANIZATIONBaFin
ORGANIZATIONMerrill Lynch KSA Company
ORGANIZATION
the Financial Services Agency
ORGANIZATION
Seoul
LOCATIONMerrill Lynch International
ORGANIZATION