Company Overview Patrick Liu Qiong Wang


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Company Overview Patrick Liu Qiong Wang

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