Epstein Secrets

LE — CLIENT DRAFT knesanent produce.: Not MK insured . No bank guarantee • May lose value S T. Nentieelayonant lomviun at se entl ult. is pMUYin J. P. Morgan SDNY_GM_00078555 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00001682 EFTA_00189022 EFTA01301134 Conine Cellragswortlt General

lobal leader in investment management and private banking with more than SI 9 trillion in assets under supervision. In addition to being a member of IPMorgan Chase & Co 's Operating and Executive Committees. Ms Erdoes leads the firm's strategic partnership with Highbridge Capital Management and Givea Investimentos. Ms

perts who develop innovative strategies, Mr. McGraw's areas of expertise include tax and fiduciary matters. Mr. McGraw was formerly a group head in I.P. Morgan Private Bank's trust department. which he pained in 1988 after five years leading groups in tax advisory, compliance and fiduciary services within I.P. Morgan's Ta

FTA01301162 Teaniourpoies Team Biographies J. P. Morgan Thomas C. McGraw. Ir. Advice Lab. Tax Advisory Thomas McGraw is a senior member of LP. Morgan Private Bank's Advice Lab. a multidisciplinaryteam of experts who develop innovative strategies, Mr. McGraw's areas of expertise include tax and fiduciary matters.

A01301152 An to update Confidential Treatment Requested by JPMorgan Chase 14 SDNY_GM_00078574 JPM-SDNY-00001701 EFTA_OOI 89041 EFTA01301153 J.P. Morgan's deep expertise and integrated capabilities enable donors globally to define, structure and execute their philanthropic objectives rolosarany THE P

ra.a. A POI IC I C AL A tsa OS FIDUCIARY MANA0ENIEPCI.C4C. Investment Cetera AAAAA %%WI I AAAAA MINI% SILVERLAKE J.P. Morgan ARTISAN FUNDS Calvert ()Skarn booths/mai 'ill Clutha' Gi nlizin- ICI PERRY CAPITAL • IIRO POINT II:..,scar Matthews Asia' I' I NI C 0 1. 1.1 INCJTOM iallOmme

t relationships • Over 160 years of experience underpins J.P. Morgan's fiduciary stewardship of client assets • The philanthropy experts serving J.P. Morgan's clients reflect a 50 year tradition of supporting client's philanthropic endeavors, distributing an average of S100MM annually from a base of $2B

onors with the Gates Foundation • Leverage the Gates Foundation's philanthropic expertise and execution on behalf of broader donor pool • Leverage J.P. Morgan's global reach, infrastructure investment management and individual wealth structuring capabilities • Create a structure for governance of individual

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Morgan Chartable Giving Fund Donor J.P Morgan 11 EFTA_R1_02036120 EFTA02693059 The Gates & J.P. Morgan Charitable Giving Fund will benefit from J.P. Morgan's rich philanthropic history and resources J.P. Morgan The Philanthropy Centre • Diane Whitty, Co-head of the Centre • Jackie Elias, Co-head of the

onors with the Gates Foundation • Leverage the Gates Foundation's philanthropic expertise and execution on behalf of broader donor pool • Leverage J.P. Morgan's global reach, infrastructure investment management and individual wealth structuring capabilities • Create a structure for governance of individual

largest alternative asset managers ▪ Investing in Asia since 1972 and on the ground in Europe for more than 135 years A ARTISAN FUNDS GIFFORD — Calvert - INVESTMENTS FIDUCIARY EAGLE MANAGEMENT. INC. Instslawne Camel NIalthews Asia %%%%%%% f MARI all•If PIMCO Seix Investment Advisors ur•

og ex exposure management flows, roughly in-line with expectations in a fairly challenging backdrop. EV also commented on their recent acquisition of Calvert Investments (~$12B AUM, see note) and is excited about the opportunity in ESG investing. Calvert is a leader in investing in socially responsible comp

h Third, First Bancorp PR, First Hawaiian Inc., First Horizon, Goldman Sachs, Great Western Bancor, Hancock, Huntington Banc, IBERIABANK, Invesco, JP organ Chase, KeyCorp, KKR, Legg Mason, Morgan Stanley, New York Community B, PNG, Regions Bank, Signature Bank, SunTrust Banks, SVB Financial, Synovus, TCF, Texa