Company Overview Patrick Liu Qiong Wang
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Company Overview Patrick Liu Qiong Wang

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Company Overview Patrick Liu Qiong Wang Presentation Transcript

  • 1. Company Overview Patrick Liu Qiong Wang Robert Jones Ryan Griswold
  • 2. Overview
    • Operations – New York Headquarters
    • Assets of $1.3 trillion and operations in more than 50 countries.
    • Serving 8,000 issuer and 16,400 investor clients in more than 100 countries.
      • Investment Banking
      • Asset & Wealth Management
      • Private Equity
      • Treasury & Securities
      • Proprietary Investing & Trading
  • 3. Investment Bank Rankings
    • League Table Rankings Third Quarter 2006
    • Global Syndicated Loans #1 Global Leveraged Loans #1 Global Long-Term Debt #2
    • Global Debt, Equity & Equity-Related #2  Global High Yield Corporate Bonds #2 Global Emerging Markets Corporate Debt #2 Global Announced M&A #3 Global Investment Grade Corporate Bonds #3
    • Global CMBS #3
  • 4. Investment Bank Rankings (Cont.)
      • Recent industry awards
      • Second overall 2006 All-America Fixed Income Research – Institutional Investor
      • Ninth overall in "Best Places to Launch a Career“ – Business Week
      • Fifth Overall and Eight Analyst Received Top-5 Ranking – Wall Street Journal’s
      • Captured 13 first-team spots in 2006 All-Asia (ex-Japan) Research Team poll  - Institutional Investor
      • Second in the U.S. in the survey of Wall Street's Best Brokerage Analysts – Forbes and Starmine
      • Top 50 companies in the UK "Where Women Want to Work" -  The Times
      • Second overall in Interdealer Derivative Survey - Risk
      • Best Equity-Linked House and Best Leveraged Finance House - Euromoney
      • Best in Credit, Best Structured Credit House, Best in Credit Derivatives and Best Trade Ideas in Research in 2006 European Awards - Credit
  • 5. Corporate Leadership
    • Chairman of the board
      • William B. Harrison, Jr
    • Current CEO
      • James Dimon
    • Co-Chief Executive Officer, Investment Bank
      • Steven D Black
      • William T Winters
    • Global Head of Asset & Wealth Management
      • James E Staley
  • 6. Corporate Officers Cont.
    • Chief Executive Officer of Treasury & Securities Services
      • Heidi G. Miller
    • Head of Retail Financial Services
      • Charles W Scharf
    • Chief Executive Officer of Global Mortgage business
      • David Lowman as of 2006
    • Chief Investment Officer
      • Ina R. Drew
    • Chief Risk Officer
      • Don M Wilson
  • 7. Corporate History
    • One of the oldest financial institutions, originated in 1799 as The Manhattan Group
    • Once owned by Arron Burr, the winner the infamous dual with Alexander Hamilton
    • Chase purchased J.P. Morgan in 2001 – $60 Billion worth of stock
    • Recently merged with Bank One as of July 2004
  • 8. Financials
  • 9. Financial snapshot
  • 10. Financial snapshot
  • 11. Stock price snapshot
  • 12. Notable
    • Top of league tables this year (see previous slide)
    • JP Morgan leads Global Syndicated Loans & Global Leveraged Loans
    • Second to Citi for global debt & equity underwriting @ $100B
    • Top 3 in Global Announced M&A, Global Investment Grade Corporate Bonds and Global CMBS
  • 13. Recent News and Developments
    • Acquired Neovest Holdings, Inc., a provider of trading technology and direct market access in 2005
    • Also paid $2.2 billion to settle class-action in regards to Enron
    • Created JV with UK I-Bank Cazenove in 2005, called JPMorgan Cazenove
    • 2005 Announced it will cut ties with private investment arm, JPMorgan Partners.