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You are invited to participate in a special conference call
Perspectives and opportunities for unconventional times
Wednesday, May 23, 2012 at 11:00 a.m. Eastern Time
Hosted by
Richard Madigan. Chief Investment Officer, J.P. Morgan Private Bank
Featuring
Phil Conway. U.S. Head of Capital Advisory and U.S. Southeast Regional Head
David Frame, Global Head of Alternative Investments
Stephen Jury. Global Head of Currencies and Commodities
Meg McClellan, U.S. Head of Fixed Income
Steven Rees. Head of U.S. Equity Strategy
The first few months of 2012 have revealed very different paths for global markets. As the year
continues to unfold, positioning portfolios to withstand volatility and capitalize on fast-moving
opportunities is increasingly important for our clients.
Join us for an exclusive chance to hear Richard and the team discuss the outlook for world
markets, plus their views on:
• The growth opportunities we're identifying across asset classes
• Where we see value in equities, as well as the search for yield in 2012
• How alternatives are targeting investments not generally available through public markets
• What's next for currencies and commodities
ASK QUESTIONS
We invite you to submit any questions you would like us to address during the call to
privatebankingejpmorgan.com and please copy your J.P. Morgan representative.
VIEW SLIDES AND HEAR THE AUDIO ON YOUR COMPUTER
To register for the webcast and to access the presentation during the call, please go to:
http://mediazone.brighttalk.com/event/JPMorgan/000c076c39-6095-intro?TID=US
LISTEN ONLY
Toll-free: 877.804.2965
Toll: 706.902.2073
Conference ID: 76681365
LISTEN TO THE REPLAY
A replay will be available May 24 - June 30
Toll-free: 855.859.2056
Toll: 404.537.3406
Conference ID: 76681365
To access the presentation following the call, go to:
http://mediazone.brighttalk.com/event/JPMorgan/000c076c39-6095-intro?TID=US
You have been invited to attend a call concerning current market conditions. By accepting this invitation. you understand that the call is
intended for informational purposes only. It is not permissible to forward this information to anyone else. The information contained on the
call is not intended as a solicitation for any product or service offered by 1.P. Morgan or any of its affiliates. The views and strategies discussed
may not be suitable for all investors. "1.P. Morgan Private Bank" is a marketing name for private banking business conducted by 1.P. Morgan
Chase & Co. and its subsidiaries worldwide. In the U.S.. Securities are offered by 1.P. Morgan Securities LLC member FINRA. NYSE, and SIPC. I.P.
Morgan Securities LLC. is an affiliate of JPMorgan Chase Bank. N.A.
Investment products: Not FDIC insurecRNo bank guarantee • May lose valud
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About Richard Madigan
Richard Madigan is Chief Investment Officer and Head of Investment Strategy for the Global Private Bank at J.P.
Morgan. In this role he is responsible for the development of investment strategy, tactical and strategic asset
allocation and portfolio construction for over $800 billion in client assets.
Previously, Mr. Madigan held the title of Chief Investment Officer of the Global Access Portfolios, where he and his
team managed over $16.5 billion in high net worth and institutional assets from client relationships across 35
countries.
Mr. Madigan is the chair of the Private Bank Investment Committee, as well as a senior member of the firm's
International Portfolio Construction Committee and an officer of J.P. Morgan Private Investments, Inc.
Mr. Madigan brings over twenty years of experience in portfolio management and international capital markets to the
firm. His commentaries have appeared in the Financial Times, The New York Times, The Wall Street Journal,
Bloomberg and Reuters. He is a frequent guest speaker on CNBC and has also appeared on CNN and Bloomberg News,
as well as at various industry conferences.
About Phil Conway
Phil Conway is U.S. Head of Capital Advisory and U.S. Southeast Regional Head for J.P. Morgan Private Bank. Mr.
Conway began his career with JPMorgan Chase in 1989 and has held numerous leadership positions within the firm.
These include President of JPMorgan Chase, Houston; Market Manager for the Private Bank in Houston; Market
Manager for the Private Bank in Dallas; Chairman of the Metroplex Community Banks; and Credit Executive for the
Corporate Bank in Texas. Prior to joining JPMorgan Chase, Mr. Conway served as a portfolio manager for Mercantile
National Bank, a founding shareholder of National Bank of Commerce, and as a partner in a private investment firm.
About David Frame
David Frame is Head of J.P. Morgan Private Bank's Alternative Investments Group, overseeing nearly $45 billion in
alternative investment assets across hedge funds, real estate and private equity. Mr. Frame sits on the Private Bank
Investment Team, which is responsible for making strategic investment decisions for 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. He 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.
About Stephen Jury
Stephen Jury is Global Head of Currencies and Commodities for J.P. Morgan Private Bank. Mr. Jury oversees the global
Currencies and Commodities teams in New York, London and Hong Kong. He is responsible for developing currencies
and commodities solutions and investment strategies for the firm's clients worldwide. Mr. Jury has over 27 years of
experience in the currencies and commodities markets. Prior to joining J.P. Morgan, he held roles as Chief Investment
Officer at Tradex Capital Markets, Global Head of Trading at Donaldson, Lufkin & Jenrette, and Chief FX Dealer at
Chemical Bank.
About Meg McClellan
Megan McClellan is U.S. Head of Fixed Income for J.P. Morgan Private Bank, overseeing the development of customized
solutions, including cash trading, derivatives and structures. Under Ms. McClellan's leadership, the Fixed Income
business represents more than $174 billion in total client assets. Ms. McClellan is a member of the Private Bank
Investment Team, serving as an Asset Class Leader for fixed income. She also has a leadership role on the firm's
Opportunistic Investments Committee.
About Steven Rees
Steven Rees is Head of U.S. Equity Strategy for J.P. Morgan Private Bank. As part of the Global Equity team, Mr. Rees
helps develop the Private Bank's global equity views, and identifies and positions stock-specific and thematic
investment opportunities across global equities. Mr. Rees also leads a team of equity strategists in Asia and Europe
that manages investment opportunities for global recommended stock lists. In addition, he assists in the construction
of equity-linked derivatives that capture the firm's highest conviction, and has a leadership role on the Private Bank's
Opportunistic Investments Committee.
J.P. Morgan
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ℹ️ Document Details
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