Financial Institutions Group

JPMPB – Henrik Lundqvist – Text Alternative Script

Side note:

Legal disclosures appear.

Text on screen:

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

Logo:

J.P.Morgan.

Text on screen:

Henrik Lundqvist - In conversation with J.P. Morgan.

Side note:

Light background music plays.

On screen:

A short montage shows iconic New York City locations, including an aerial view of Midtown, the 34th Street Penn Station subway platform, and Madison Square Garden. Then inside Madison Square Garden, a large sign reads: "New York Rangers" and "Chase." Kids ice-skate on the Garden's hockey rink as a man with short black hair, Andy Goldberg, walks through the stadium bleachers with professional ice hockey player Hendrik Lundqvist.

Text on screen:

Andy Goldberg, J.P. Morgan.

Andy:

Henrik, thanks so much for being here today.              

Henrik:

Thank you.                  

Andy:

I wanted to just start off by asking you what today is all about? 

Text on screen:

Henrik Lundqvist, New York Rangers.

Henrik:

Today, we are at Madison Square Garden—J.P. Morgan, Henrik Lundqvist Foundation, and New York Cares. We have great volunteers here who put together some nice packages for families. And after some work, we’re going to have some fun and go out on the ice and skate.

On screen:

A montage shows kids wearing "Henrik Lundqvist Youth Ambassador" sweatshirts working together to prepare care packages.

Logo:

Henrik Lundqvist Foundation.

On screen:

Andy speaks with Henrik.

Andy:

The Henrik Lundqvist Foundation, it’s built a lot of momentum; you should be really proud of it.

Henrik:

Thank you.

Andy:

But what’s your goal with that?

Henrik:

Coming here to New York 15 years ago from Sweden, I wanted to create something on my own, an opportunity to help people here in New York but also maybe help some people back in Sweden. The focus is education and health. 

On screen:

A montage shows Henrik smiling and talking with a group of young volunteers, who are making bead necklaces. Then Henrik poses for a photo with some of the volunteers.

Andy:

I’m curious if there are any key experiences that helped shape your desire to do that?

Henrik:

The first one was the strongest one. Being I think 18, 19 years old, I turned pro in Sweden. And we went to one of the Ronald McDonald Houses to meet with a family. And a few weeks later, I got a mail in the post, the kid’s mom explaining what an impact that afternoon had on their family.

On screen:

A photo montage show Henrik: posing with a group of nurses, meeting smiling young Ranger fans in wheelchairs, and releasing balloons at an activity with kids and their parents.

Henrik:

When you see where the resources are going and the change you can make with the support from the people around you, I think it’s a really cool feeling.

On screen:

In a pediatric center, Henrik visits the healthcare staff, sits with a young chemotherapy patient, and meets with and hugs young hockey fans. Next, a close-up of Andy and Henrik.

Andy:

We’ve had the privilege of working together with you as a firm. Can you talk a little bit about your relationship with J.P. Morgan? 

Henrik:

You know, running a charity organization, it’s extremely important to us to have the right firm, the right people helping us, supporting us. So to have smart people around you to support you and want the same thing as you want, it’s very important.

On screen:

A montage shows Henrik shaking hands with JPMorgan Chase & Co. volunteers, talking, laughing, and taking photos with fans, and giving autographs to kids.

Andy:

Tell me a little bit about the Young Ambassadors Program. It’s so cool that you’re laying out a path for young people to get involved and learn what it’s like to give back. 

Henrik:

When you do all these types of charity work, you realize the impact that young kids can have. It’s a great opportunity for them to see what’s out there and what type of difference they can make.

On screen:

A montage shows kids in the "Young Ambassadors Program" talking with Henrik, assembling gift packages, and gathering together at the Madison Square Garden ice rink. Then, a close-up of Andy and Henrik.

Andy:

What do you see the next 5 or even 10 years looking like with the foundation? I assume you’re going to continue to pursue it. 

Henrik:

Hockey’s been my life since I was five, six years old. You know in 5, 10 years, I’m pretty confident that I won’t be playing hockey, and it’ll be a totally different life, different approach for me and more time to do other things. And HLF is definitely one area where I feel like I can put even more energy and focus.

On screen:

A photo montage shows Henrik talking and shaking hands with high-spirited young fans, helping two little girls skate on the ice, and standing in the Madison Square Garden rink with dozens of Henrik Lundqvist Foundation volunteers. Then, a close-up of Andy and Henrik.

Andy:

You’ve been in the league for 15 years. One of the best goalies. So what’s that like in the locker room? Are you a mentor to these younger guys who come into the league, in sports, in life, in business?

Henrik:

You need to be open-minded to learn new things, being able to adjust to what’s in front of you.

On screen:

Young men, women, children and parents enjoy ice skating with Henrik.

Henrik:

And when things go bad or tough things happen, I just try to go back to basics, work really hard. Try to spend a little extra time, extra focus to feel good about yourself, go into the next game, feel a little bit better.

On screen:

Close-up of Andy and Henrik.

Andy:

Well thanks so much for the time today, really appreciate it.

Henrik:

Thank you.

On screen:

Andy and Henrik shake hands.

Above the Madison Square Garden hockey rink, the enormous Rangers scoreboard reads: "Pass the Puck Volunteer Day. Presented by Chase.

Logo:

J.P.Morgan.

Side note:

Legal disclosures appear.

Text on screen:

IMPORTANT INFORMATION

Key Risks

This material is for information purposes only, and may inform you of certain products and services offered by J.P. Morgan’s wealth management businesses, part of JPMorgan Chase & Co. (“JPM”). Please read all Important Information.

General Risks & Considerations

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan representative.

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As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

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Morgan Bank Luxembourg S.A., London Branch is subject to limited regulation by the Financial Conduct Authority and the Prudential Regulation Authority. Details about the extent of our regulation by the Financial Conduct Authority and the Prudential Regulation Authority are available from us on request. In the event of Brexit, in the United Kingdom, J.P. Morgan Bank Luxembourg S.A., London Branch is authorized by the Prudential Regulation Authority, subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. In Spain, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Sucursal en España, with registered office at Paseo de la Castellana, 31, 28046 Madrid, Spain. J.P. Morgan Bank Luxembourg S.A., Sucursal en España is registered under number 1516 within the administrative registry of the Bank of Spain and supervised by the Spanish Securities Market Commission (CNMV). In Germany, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Frankfurt Branch, registered office at Taunustor 1 (TaunusTurm), 60310 Frankfurt, Germany, jointly supervised by the Commission de Surveillance du Secteur Financier (CSSF) and the European Central Bank (ECB), and in certain areas also supervised by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin). In Italy, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Milan Branch, registered office at Via Catena Adalberto 4, Milan 20121, Italy and regulated by Bank of Italy and the Commissione Nazionale per le Società e la Borsa (CONSOB). In the Netherlands, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Amsterdam Branch, with registered office at World Trade Centre, Tower B, Strawinskylaan 1135, 1077 XX, Amsterdam, The Netherlands. J.P. Morgan Bank Luxembourg S.A., Amsterdam Branch is authorized and regulated by the Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF in Luxembourg; J.P. Morgan Bank Luxembourg S.A., Amsterdam Branch is also authorized and supervised by De Nederlandsche Bank (DNB) and the Autoriteit Financiële Markten (AFM) in the Netherlands. Registered with the Kamer van Koophandel as a branch of J.P. Morgan Bank Luxembourg S.A. under registration number 71651845. In Denmark, this material is distributed by J.P. Morgan Bank Luxembourg, Copenhagen Br, filial af J.P. Morgan Bank Luxembourg S.A. with registered office at Kalvebod Brygge 39-41, 1560 København V, Denmark. J.P. Morgan Bank Luxembourg, Copenhagen Br, filial af J.P. Morgan Bank Luxembourg S.A. is authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. J.P. Morgan Bank Luxembourg, Copenhagen Br, filial af J.P. Morgan Bank Luxembourg S.A. is also subject to the supervision of Finanstilsynet (Danish FSA) and registered with Finanstilsynet as a branch of J.P. Morgan Bank Luxembourg S.A. under code 29009. In Sweden, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Stockholm Bankfilial, with registered office at Hamngatan 15, Stockholm, 11147, Sweden. J.P. Morgan Bank Luxembourg S.A., Stockholm Bankfilial is authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. J.P. Morgan Bank Luxembourg S.A., Stockholm Bankfilial is also subject to the supervision of Finansinspektionen (Swedish FSA). Registered with Finansinspektionen as a branch of J.P. Morgan Bank Luxembourg S.A. In France, this material is distributed by JPMorgan Chase Bank, N.A. (“JPMCB”), Paris branch, which is regulated by the French banking authorities Autorité de Contrôle Prudentiel et de Résolution and Autorité des Marchés Financiers. In Switzerland, this material is distributed by J.P. Morgan (Suisse) SA, which is regulated in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA).

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END

On screen:

A photo of the rainbow flag with text on screen. Then, in a conference room displaying abstract art, a man with short brown hair and wearing a business suit, Matthew Schaab.

Text on screen:

In Your Community. Matthew Schaab, Managing Director. J.P. Morgan Private Bank.

The views expressed herein are those of Matthew Schaab. These views are as of this date and may differ from those of other J.P. Morgan employees and affiliates. The views are also subject to change and there is no guarantee that they will materialize.

Mr. Schaab:

Hi!   My name is Matt Schaab. I’m a Managing Director at J.P. Morgan Private Bank, and a proud member of the firm’s LGBT+ Executive Council. Diversity and inclusion have long been a core part of who we are as a firm. It’s smart business, and it’s the right thing to do. In celebration of LBGT Pride month, and in particular the 50th anniversary of Stonewall, we are proud to present Prism, an exhibition of LGBT artists in the JPMorgan Chase collection. One of the featured artists is Kyle Meyer, whose work with the Eswatini (formerly Swaziland) incorporates digital photography and traditional weaving craft. His intricate portraits give a voice to the silenced members of the LGBT+ community.

On screen:

A huge piece of artwork is displayed in a corporate building. The piece is an abstract portrait of a man, in a large head-wrap. The artwork is rendered with red fabric, interwoven with a wall-sized photograph.

Text on screen:

Kyle Meyer. American Born, 1985. "Unidentified 135." 2018.

Mr. Schaab:

To learn more about our firm’s diversity and inclusion initiatives, connect with me and check our website.

Logo:

J.P. Morgan Private Bank.

Text on screen:

For more information, please visit: http://www.jpmorgan.com/diversity.

“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC.  JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT PRODUCTS
• NOT FDIC INSURED
 • NO BANK GUARANTEE
• MAY LOSE VALUE

Copyright 2019 JPMorgan Chase & Co. All rights reserved.

END

Text on screen:

The views expressed herein are those of William Sinclair at the 2019 Sohn Conference held on May 6, 2019.  These views are as of this date and may differ from those of other J.P. Morgan employees and affiliates.  The views are also subject to change and there is no guarantee that they will materialize.

On screen:

Outside Manhattan's Lincoln Center for the Performing Arts, a dark-haired executive, William Sinclair.

William Sinclair:

Hi! I’m William Sinclair and I am the head of the Financial Institutions Group at J.P. Morgan Private Bank. I’m really pleased to be attending the Sohn Investment conference today with some of my partners from J.P. Morgan — where Wall Street unites to end childhood cancer.

On screen:

In a spacious outdoor plaza, people walk past a large sign reading "Lincoln Center." Then, a close-up of William.

William:

We work with a number of the managers presenting today at the conference. The Financial Institutions Group has over 100 professionals and oversees over $50 billion dollars in client assets with a specialization in advising Hedge Fund principles and financial services executives on their personal wealth management. I’d like to congratulate the Sohn Foundation for 24 years of running this very successful conference. J.P. Morgan Private Bank is proud to support the Foundation’s mission and focus on pediatric cancer research and care. If you do not already work with us today and would like to learn more about how we can help you, please visit our website. I look forward to connecting with you.

Text on screen:

J.P.Morgan.

"J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. 

Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC.

 JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. 

 - INVESTMENT PRODUCTS
 - NOT FDIC INSURED
 - NO BANK GUARANTEE
 - MAY LOSE VALUE

Copyright 2019 JPMorgan Chase & Co.
All rights reserved.

END