Talk-Private_Equity.pdf

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1、ForEducationalandDiscussionPurposesOnlyPrivateequity:PracticesandapplicationMay2012ForEducationalandDiscussionPurposesOnlyAgendaIntroductiontoJ.P.MorganOverviewofprivateequityValuationmethodologiesImportanceofactiveassetmanagementincreatinginvestmentvalu

2、eCasestudiesConclusions1ForEducationalandDiscussionPurposesOnlyJPMorganChase&Co–aleadingglobalfinancialservicesfirmwithassetsofUSD2.3trillionandoperationsinmorethan60countries1NYSE:JPM(mktcapUSD~127bn)2Treasury&RetailAssetInvestmentCommercialSecurityCardSe

3、rvicesFinancialManagementBankBankingServicesServicesInvestmentEquity&bondTreasuryCardmemberCommercialHomefinanceManagementunderwritingservicesservicesmortgagesConsumer&PrivateLoanInvestorCorporateSmallBankingsyndicationsservicesfinancebusinessCor

4、porateInstitutionalTradeAuto&lendingtrustservicesservicesEducationfinanceMarketCashmakingmanagementInsuranceStrategicEquipmentAdvisoryleasing1Asof2011YE2Asof18May2012Close2ForEducationalandDiscussionPurposesOnlyJ.P.MorganAssetManagement:USD~1.3trilli

5、onAUMacrossseveralproductplatformsGlobalRealMulti-AssetAssetsClassSolutionsAlternativesU.S.EquityInt’l.&GlobalEquityFixedIncomeUSD57.0bnUSD49.2bnUSD77.4bnUSD143.9bnUSD162.7bnUSD320.8bnCore,value-addedDiversifiedportfoliosHedgefundoffunds:Fundamental,Glo

6、bal:CoreLongdurationandopportunisticrealcoreandspecializedresearchdrivenandconcentratedStablevalueMulti-productportfolioestatestrategiesabsolutereturnequitystrategiesCore,Core-plus,constructionInternational:andsectorspecificOECD&AsianHedgefunds:Value

7、,CoreEnhancedindex,StrategicandstrategiesInfrastructuresinglestrategyandGrowthcore,coreplus,tacticalassetCustomizedInsuranceandmulti-strategyvalueandgrowthCommercialallocationBehavioralHighyield;mortgage-backedPrivateequity:managementEmergingmarkets:d

8、istresseddebtTargetdatesecuritiesventurecapital,CoreandInternationalandDCstrategiesQuantitativecorporatefinance,concentratedemergingmarketsBlendedpublicandmanagementBundledDBandseniorloansa