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y given flat call skew and if XLF breaches $26 and this knocks out, at least you get your premium back. Please find our Financials report attached. Future of Financials conference hosted 90 public and private companies at our Future of Financials conference. We are raising our price objectives across most of our name
Page: HOUSE_OVERSIGHT_014312 →best as bond yields rise are Energy, Tech, Materials, Banks, and Diversified Financials. Of these sectors, the laggards this year have been Banks and Diversified Financials. With a PE of 15.9x and a PB of 2.0x, Global valuations are reasonable. Also, Risk is near all-time lows in terms of PE in most regions. Now that mac
Page: HOUSE_OVERSIGHT_014312 →nancials <http://rsch.baml.com/r?q=x37xw=-FUPxMdOaH9Jeplg&e=amanda.ens%40baml.com&h=- 2uTOg> conference hosted 90 public and private =ompanies at our Future of Financials conference. We are raising our price =bjectives across most of our names. Three primary reasons why we think there is upside remaining after the re
eriod since the US presidential election, the three to.-performing S&P sectors and industry groups have all been finance-rela=ed (Banks, Financials, Diversified Financials) Source: Kensho Technologies 3 EFTA_R1_01918401 EFTA02666851 The Flow Show <http://rsch.ba=l.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equi
=XjOWDg> , Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials <http://rsch.baml.com/r?q=x37xwH-FUPxMdOaH9Jeplg&e=amanda.ens%40baml.com&h=-2uTOg> conference hosted 90 public and private companies at our Future o
eriod since the US presidential election, the three top-performing S&P sectors and industry groups have all been finance-related (Banks, Financials, Diversified Financials) Source: Kensho Technologies The Flow Show <http://rsch.baml.com/r?q=lOkdhk4kaufvRbmcQWmwEQ&e=dg.americas_equity_derivatives_sales%40baml.com&h=jy
Entities connected to both Future of Financials and Diversified Financials

Jeffrey Epstein
PERSON
Donald Trump
PERSONPierce, Fenner & Smith Incorporated
ORGANIZATIONAmanda
PERSON
Richard Kahn
PERSON
Nigel Tupper
PERSONErika Najarian
PERSON
Marc Rich
PERSON
Michael Hartnett
PERSONthe Trump Trade
ORGANIZATIONAmanda Ens
PERSON