Epstein Secrets

Thomas Lee, Chief U.S. Equity Strategist Also participating: Alex White, European Policy Strategist; Malcolm Barr, Senior European Economist; • Pavan Wadhwa, Global Head of Interest Rate Strategy, Nikolaos Panigirtzoglou, Global Market Strategist. North America Equity Research 26 June 2012 Portfolio S

ines; • European Redemption Fund (ERF) and progress; • Potential for globally coordinated action by Central banks; Pagan Miadhwa (Global Head of Interest Rate Strategy): European Polley Strategist Alex White See page 3 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business

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 Nikolaos Panigirtzoglou, Global Market Strateg

exander White (tentative), European Policy Strategist; o Nikolaos Panigirtzoglou, Global Market Strategist. Proposed Agenda: Pavan Wadhwa (Head of Interest Rate Strategy): o Greek election: updated probability of an exit; next steps o Spanish bank recap: audit and deposit capital flight update David Mackie (Head of

uities. Hosted by: • Thomas Lee, Chief U.S. Equity Strategist Also participating: • David Mackie. Head of Western Europe Economic Research; • Pavan Wadhwa, Global Head of Interest Rate Strategy; Alexander White (tentative), European Policy Strategist; Nikolaos Panigirtzciglou, Global Market Strategist

lexander White (tentative), European Policy Strategist; Nikolaos Panigirtzciglou, Global Market Strategist. Proposed Agenda: Pavan Wadhwa (Head of Interest Rate Strategy): • Greek election: updated probability of an exit; next steps • Spanish bank recap: audit and deposit capital flight update David Mackie (Head of