EFTA00656947.pdf
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From: US GIO <us.giogjpmorgan.com>
To: Undisclosed recipients:;
Subject: The Opportunity in Private Equity - Conference Call & Webinar - October 13, 2011,
11:00am ET (WEBCAST REPLAY AVAILABLE)
Date: Tue, 11 Oct 2011 23:03:26 +0000
Attachments: The_Opportunity _in_Private_Equity_U.S._ONLY_Client_Call_Invite_2011.10.13_UPDAT
ED.pdf
As clients continue to seek smart ways to potentially enhance returns and manage risk in their portfolios,
private equity can be a long-term complement to a traditional public equity allocation. Private equity managers
often take a controlling interest in an entity, providing them with the flexibility to adjust capital structure,
restructure operations, and develop new products, while being insulated from concerns around quarterly
earnings.
This flexibility has enabled private equity to outperform public equity over timer. At J.P. Morgan, we strive to
select private equity managers that we believe can outperform public equities significantly enough to
compensate clients for a portion of their equity invested with a long-term lens. When searching for compelling
opportunities for that portion of a portfolio earmarked for long-term investments, expanding the universe to
include non-public companies may make private equity an attractive choice for many clients.
Please join us for an overview of private equity, an update on the broader private equity market and a deeper
dive into the asset class in the context of your overall investment portfolio.
Featuring
David Frame, Managing Director of J.P. Morgan Securities LLC and Head of the J.P. Morgan Private Bank's
Alternative Investments Group
Mr. Frame is a Managing Director of J.P. Morgan Securities LLC and Head of the J.P. Morgan Private Bank's
Alternative Investments Group, which oversees over $50 billion in alternative investment assets across hedge
funds, real estate and private equity. Mr. Frame also sits on the Private Bank Investment Team, which is
responsible for making strategic investment decisions for Private Banking clients.
Prior to his current role, Mr. Frame served as head of the hedge fund due diligence and marketing teams within
the Private Bank Alternative Investments Group and also spent 16 years in the Investment Bank on the
Institutional Equity Trading desks in New York and London selling U.S. institutional equities to financial services
firms and hedge funds. Before joining J.P. Morgan, Mr. Frame worked at CBS television and J. Walter Thompson
advertising agency. He received a B.A. from Middlebury College in 1991. Mr. Frame resides in New Canaan,
Connecticut.
Date: Thursday, October leh, 2011
Time: 11:00am ET
Call-in Numbers:
Within the U.S.: 866-256-4684
Outside the U.S.: +1-706-634-5299
EFTA00656947
Passcode: PRIVATE EQUITY
To view the slides associated with this presentation, please copy and paste the following URL into your
internet browser:
https://jpmorganconferencecall.webex.com
Passcode: "privateequity" (no spaces)
- Please try to dial-in / log-in no later than 10 minutes prior to the start of the call to allow for operator assisted
access.
- In order to access the presentation discussed during the call, please use the Webinar URL provided above.
- An audio and webcast replay will be made available - details are below.
The Conference Call and Webinar will be replayed through December 31st, 2011
Audio Replay:
Within the U.S.: 855-859-2056
Outside the U.S.: +1-404-537-3406
Passcode: 16729298
Webinar Replay:
A link to a replay of the webinar will be available 24-28 hours after the live event.
Invitation
The attached invitation includes instructions for the Webinar.
This invitation is confidential and intended solely for the use of J.P. Morgan professionals and the
clients/prospects to whom it has been delivered. It is not to be reproduced or distributed to any other person
except to the client's professional advisors.
Source:
1 Thomson Venture Economics, Bloomberg
Bank products and services are offered by WMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC, member NYSE, FINM and
SIPC.1.P. Morgan Private Bank" is the marketing name for the private banking business conducted by WMorgan Chase & Co. and
its subsidiaries worldwide. This document is not intended as an offer or solicitation for the purchase or sale of any financial instrument.
Investment Products: -Not FDIC Insured -No Bank Guarantee -May Lose Value
This email is confidential and subject to important disclaimers and conditions including on offers for the
purchase or sale of securities, accuracy and completeness of information, viruses, confidentiality, legal privilege,
and legal entity disclaimers, available at http://www.jpmorgan.com/pages/disclosures/email.
EFTA00656948
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| Filename | EFTA00656947.pdf |
| File Size | 148.4 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 4,827 characters |
| Indexed | 2026-02-11T23:20:41.492029 |