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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
ing foundation Gates Foundation Governance Trustees and Co-Chairs • Bill Gates, trustee and co•chair • Melinda Gates, trustee and co-chair • Warren Buffett, trustee • Bill Gates Sr., co-chair Grant-making Areas of Focus Bill & Melinda Gates Foundation (foundation, but organized as trust) Grant-ma
• Melinda Gates, trustee and co-chair • Warren Buffett, trustee • Bill Gates Sr., co-chair Grant-maki
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
IO: Tony Werley Works with The Gates & J.P. Morgan Charitable Giving Fund Board of Directors Investment Committee Committee Members Voting • Warren Buffett George Kaiser Non-voting • Ted Forstmann - Lee Cooperman • Mike Cembalest David Rubenstein - Mary Erdoes S.O. Investment Committee The Gates
nt Committee Committee Members Voting • Warren Buffett George Kaiser Non-voting • Ted Forstmann - Le
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
Investment Committee Committee Archan Basu The Gates & J.P. Morgan Chartable Giving Fund Donor 00: Tony Werley Committee Members Voting • Warren Buffett • George Kaiser Non-voting • Ted Forstmann • Lee Cooperman • Mike Cembalest • David Rubenstein • Mary Erdoes The Gates & J.P. Morgan Chartable G
Tony Werley Committee Members Voting • Warren Buffett • George Kaiser Non-voting • Ted Forstmann •
HICKOX,CHARLES C TESTA'S RESTAURANT JP MORGAN CHASE BANK NA OCEAN GRAND RESORTS MAHONEY,DANIEL
B BAKER,ANTHONY BORMAN,GINA CHASE,PAUL J BOSSIDY,B H U S TRUST INC
CHURCH MOUSE,THE MOENS,LAWRENCE BUFFETT,JAMES MYERS,STEPHEN E OCONNELL,LIND
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
grant-making trustees are Bill Gates, Melinda Gates, Bill Gates, Sr., and Warren Board currently consists of 12 trustees, majority of whom must be Buffett. Bill and Melinda are the only trustees of independent. the investment trust. Grant-making areas Global Development Program, Global Health Progr
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
grant-making trustees are Bill Gates, Melinda Gates, Bill Gates, Sr., and Warren Board currently consists of 12 trustees, majority of whom must be Buffett. Bill and Melinda are the only trustees of independent. the investment trust. Grant-making areas Global Development Program, Global Health Progr
Ql eps 17c and revenues $877M (reduces revenue view citing pricing power) * Molycorp files 10 million share secondary offering for holders through JP Morgan & Morgan Stanley * Focus Media (FMCN) swings to Q1 profit on broad top line growth & wider gross margins (beats estimates) * Bullish sentiment decr
RVrM> Lockheed Martin set to cut more jobs FT<http://www.ft.com/intl/cms/s/0/39bdbfa4- 865a-11e0-9d5c-00144feabdc0.html4axzzlN6KCxTSJ> Key role for Buffett over Energy Future Holdings fate FT<http://www.ft.com/intl/cms/s/0/74bc1ba2-6630-11e0-9e2c-00144feabdc0.htmlfaxzzlNMDPivFB> Giant mainland operator
& Alonqa r..." ...• • -.1181S-Nranallit .7.stalsa• •..p I J. EPSTEIN FOUNDATION 44 PAY I ORDER Of i rAne r. g"C4 4 /1 F ire $48-33 FOR JPMor avraz Foe Me A its /MR 1/ iota- $ Too° *4 C 1 0 2 • • 1-23/210 DOLLARS 1000208 Y_GML00004994- EFTA_00119064 EFTA01265703 J. EPSTEIN FOUNDA
pany ginned last year by the investor Wa ren E. Buffett's Berkshire Mathews Inc.. to train commercial-je
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