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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
ly tot healthcare lot child ion m -Utica Philanthropic f xpercise L till and Melinda Gate, Foundation Measure Progress A Adjust Strategy The Philanthropy (enteral) P. ‘ioreaii J.P.Morgan Confidential Treatment Requested by JPMorgan Chase S2OMM Collaborative Philanthropy MOM, Potat...•••••1 (01
not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with JPMorgan Chase 41 Co. of any of the matte's addressed herein or for the purpose of avoiding U.S. tax-related penalties. Each recipient of this presentation, and each age
re willing to assume the risks associated with it. JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. Call JPMorgan Distribution Services at 1- 800.480.4
or all investors. The discussion of loans or other extensions of credit in this material is for illustrative purposes only. No commitment to lend by J.P. Morgan should be construed or implied. This material is distributed with the understanding that we are not rendering accounting, legal or tax advice. Estat
gram • United States Program Guiding principles • 1: This is a family foundation driven by the interests and passions of the Gates family. • 2: Philanthropy plays an important but limited role. • 3: Science and technology have great potential to improve lives around the world. • 4: We are funders and
J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead"
.P. Morgan or any of its affiliates. The views and strategies discussed may not be suitable for all investors. In the U.S., securities are offered by J.P. Morgan Securities LLC member FINRA, NYSE, and SIPC. J.P. Morgan Securities LLC, is an affiliate of JPMorgan Chase Bank, N.A. "J.P. Morgan Private Bank" is a
Page: HOUSE_OVERSIGHT_030838 →Securities LLC, is an affiliate of JPMorgan Chase Bank, N.A. "J.P. Morgan Private Bank" is a marketing name for private banking business conducted by J.P. Morgan Chase & Co. and its subsidiaries worldwide. Investment products: Not FDIC insured • No bank guarantee • May lose value J.P.Morgan HOUSE_OVERSIGHT_030838 --- PAG
Page: HOUSE_OVERSIGHT_030838 →sibility for JPMorgan Chase & Co and a member of the firm's Executive Committee. Scher oversees Global Government Relations and Public Policy, Global Philanthropy, the Office of Environmental Affairs, and the firm's Social Finance business, which provides financial services to the impact investing market. He le
Page: HOUSE_OVERSIGHT_030838 →J.P. Morgan exclusive conference call on Thursday, November 8th at 4pm EST: "Post-election insight: The road ahead"
.P. Morgan or any of its affiliates. The views and strategies discussed may not be suitable for all investors. In the U.S., securities are offered by J.P. Morgan Securities LLC member FINRA, NYSE, and SIPC. J.P. Morgan Securities LLC, is an affiliate of JPMorgan Chase Bank, N.A. "J.P. Morgan Private Bank" is a
Page: HOUSE_OVERSIGHT_031127 →Securities LLC, is an affiliate of JPMorgan Chase Bank, N.A. "J.P. Morgan Private Bank" is a marketing name for private banking business conducted by J.P. Morgan Chase & Co. and its subsidiaries worldwide. Investment products: Not FDIC insured • No bank guarantee • May lose value HOUSE_OVERSIGHT_031127 --- PAGE BREAK ---
Page: HOUSE_OVERSIGHT_031127 →sibility for JPMorgan Chase & Co and a member of the firm's Executive Committee. Scher oversees Global Government Relations and Public Policy, Global Philanthropy, the Office of Environmental Affairs, and the firm's Social Finance business, which provides financial services to the impact investing market. He le
Page: HOUSE_OVERSIGHT_031127 →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
athan Horowitz, Philanthropic Advisor Wealth Advisory • Debra Treyz, Senior Wealth Advisor • Janine Racanelli, Senior Wealth Advisor Works with Philanthropy The Gates & J.P. Morgan Charitable Giving Fund Board of Directors Strategic Program Grant and Distribution Committee Committee Memberl Mel
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
Horowitz , Philanthropic Advisor Wealth Advisory • Debra Treyz, Senior Wealth Advisor • Janine Racanelli, Senior Wealth Advisor Works with Im1 Philanthropy The Gates & J.P. Morgan Charitable Giving Fund Board of Directors Strategic Program / S.O. Strategic Program / Grant and Grant and Distributio
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