美股金融业-美国金融服务业：金融服务公司出席会议的问题集锦（更新）

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1、ThisupdatedreportincludesrevisedquestionsforBankofAmerica(BAC).TableofContentsUSFinancialServices2August2018AB824AflacIncorporated(AFL-Nadel)4AllstateCorporation(ALL-Meredith)6AmeripriseFinancial(AMP-Nadel)7ApolloGlobalManagement(APO-Dilts)10ArchCapitalGroup,Ltd.(ACGL-Meredith)12AresMan

2、agement(ARES-Dilts)13Athene(ATH-Nadel)14AxisCapitalHoldings(AXS-Meredith)17BankofAmerica(BAC-Martinez)18BankofNewYorkMellon(BK-Hawken)19BB&TCorp(BBT-Martinez)23BlackRock(BLK-Hawken)25CarlyleGroup(CG-Dilts)28ChicagoBoardOptionsExchange(CBOE-Kramm)30CMEGroup(CME-Kramm)31Citigroup(C-Martin

3、ez)32E*TRADEFinancial(ETFC-Hawken)34ElevateCredit(ELVT-Wasserstrom)36Envestnet(ENV-Kramm)37EvercorePartners(EVR-Hawken)38GoldmanSachs(GS-Hawken)40HartfordFinancialServicesGroup(HIG-Meredith)43HoulihanLokey(HLI-Hawken)44IntactFinancial(IFC-CA,Meredith)46IntercontinentalExchange(ICE-Kramm

4、)47JamesRiverGroupHoldings,Ltd.(JRVR-Meredith)48JPMorgan(JPM-Martinez)49Nasdaq(NDAQ-Kramm)51NorthernTrust(NTRS-Hawken)52OneMainHoldings(OMF-Wasserstrom)55PrincipalFinancial(PFG-Nadel)56USFinancialServices2August2018AB824PrudentialFinancial(PRU-Nadel)58RegionsFinancial(RF-Martinez)61Rein

5、suranceGroupofAmerica(RGA-Nadel)63S&PGlobal(SPGI-Kramm)65TCFFinancial(TCF-Vandervliet)66TravelersCompanies,Inc.(TRV-Meredith)67UnumGroup(UNM-Nadel)68USBancorp(USB-Martinez)70WellsFargo(WFC-Martinez)71WintrustFinancial(WTFC-Vandervliet)72USFinancialServices2August2018AB824AflacIncorporat

6、ed(AFL-Nadel)AflacJapan3rdSectorsalesgrowthin2Q18wasstrongdrivenby47%YoYgrowthinCancerdrivenbythenewproductintroduction.Aspolicy"upgrades"(oldpolicylapses)areaccountedforasnewsales.Canyoubreakoutwhatportionofthe¥20.9bofCancersaleswasrelatedto"upgrades"asopposedtonewCancersales?Shouldwee

7、xpectpolicyupgradestocontinueinto3Q18,andhowmuchshouldthisimpactthebenefitratio?Shouldwethinkaboutamodestpositiveimpacttopre-taxearningscontinuing?Asidefromproductmixshift(to3rdsector)andnewproductupgradesimprovingthebenefitratio,areyouseeingunderlyingimprovementinclaimstrends?