EFTA01386155.pdf

AGP LP 519 Alpha Group Capital Paul Barrett Alkeon Overview FIRM Alkeon is an SEC Registered Investment Adviser with approximately $6.5 Billion (Sept. 2017) of AUM in its global growth equity strategies. INVESTMENTS Deep-research, fundamentally-driven approach to investing Focus on long investments in high quality equities globally: shod investments in low quality businesses TEAM Highly experienced portfolio management team, led by Takis Sparaggis who has been managing hedge fund strategies since 1994 ALPHA Key objective is to generate profits on both the long and short side of the portfolio over a full investment cycle.' Flagship strategy has provided double alpha (January 2001 to September 2017):" • Long portfolio cumulative return has exceeded the MSCI World index by 177.6 percentage points • Short portfolio cumulative return has exceeded the MSCI World index by 91.6 percentage points" GLOBAL Focus Globally focused investment team: offices in New York. Boston, and Hong Kong • Typically 4 to 6 yeas. •• Please also see page II of this presentation. For complete disclaimer, please see last poges of presentation. Source: Morgan Stanley (Morgan Stanley performance attribution data is not avoilcble prior to January 2001). Private & Page 3 ALKEON CAPITAL MANAGEMENT Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087724 CONFIDENTIAL SDNY_GM_00233908 EFTA01386155