11 Silver Squelchers & Their Interesting Associates
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NATIONAL LIFE STORIES CITY LIVES Hermann Abs Interviewed By
NATIONAL LIFE STORIES CITY LIVES Hermann Abs Interviewed by Cathy Courtney C409/040 © The British Library Board http://sounds.bl.uk This interview and transcript is accessible via http://sounds.bl.uk. © The British Library Board. Please refer to the Oral History curators at the British Library prior to any publication or broadcast from this document. Oral History The British Library 96 Euston Road London NW1 2DB United Kingdom +44 (0)20 7412 7404 [email protected] Every effort is made to ensure the accuracy of this transcript, however no transcript is an exact translation of the spoken word, and this document is intended to be a guide to the original recording, not replace it. Should you find any errors please inform the Oral History curators. © The British Library Board http://sounds.bl.uk BRITISH LIBRARY NATIONAL LIFE STORIES INTERVIEW SUMMARY SHEET _______________________________________________________________ Ref. No.: C409/040 Playback Nos: F529-F530 _______________________________________________________________ Collection title: City Lives _______________________________________________________________ Interviewee's surname: Abs Title: Mr Interviewee's forenames: Hermann Date of birth: 15 October 1901 Sex: Male _______________________________________________________________ Dates of recording: 11 July 1990 Location of interview: Deutsche Bank AG, Germany Name of interviewer: Cathy Courtney Type of recorder: Marantz CP430 Total no. of tapes: 2 Speed: - Type of tape: cassette Noise reduction: dbx Mono or stereo: stereo Original or copy: Original _______________________________________________________________ Additional material: None _______________________________________________________________ Copyright/Clearance: Full clearance _______________________________________________________________ http://sounds.bl.uk HermannAbs C409/040/01 F529A Page 1 F529 Side A n" July 1990. Herr Abs •office at the Deutsche Bank in Frankfurt. Your background. did you comefrom a bankingfamily? I did not come from a banker family. -
JP Morgan Chase Sofya Frantslikh Pace University
Pace University DigitalCommons@Pace Honors College Theses Pforzheimer Honors College 3-14-2005 Mergers and Acquisitions, Featured Case Study: JP Morgan Chase Sofya Frantslikh Pace University Follow this and additional works at: http://digitalcommons.pace.edu/honorscollege_theses Part of the Corporate Finance Commons Recommended Citation Frantslikh, Sofya, "Mergers and Acquisitions, Featured Case Study: JP Morgan Chase" (2005). Honors College Theses. Paper 7. http://digitalcommons.pace.edu/honorscollege_theses/7 This Article is brought to you for free and open access by the Pforzheimer Honors College at DigitalCommons@Pace. It has been accepted for inclusion in Honors College Theses by an authorized administrator of DigitalCommons@Pace. For more information, please contact [email protected]. Thesis Mergers and Acquisitions Featured Case Study: JP Morgan Chase By: Sofya Frantslikh 1 Dedicated to: My grandmother, who made it her life time calling to educate people and in this way, make their world better, and especially mine. 2 Table of Contents 1) Abstract . .p.4 2) Introduction . .p.5 3) Mergers and Acquisitions Overview . p.6 4) Case In Point: JP Morgan Chase . .p.24 5) Conclusion . .p.40 6) Appendix (graphs, stats, etc.) . .p.43 7) References . .p.71 8) Annual Reports for 2002, 2003 of JP Morgan Chase* *The annual reports can be found at http://www.shareholder.com/jpmorganchase/annual.cfm) 3 Abstract Mergers and acquisitions have become the most frequently used methods of growth for companies in the twenty first century. They present a company with a potentially larger market share and open it u p to a more diversified market. A merger is considered to be successful, if it increases the acquiring firm’s value; m ost mergers have actually been known to benefit both competition and consumers by allowing firms to operate more efficiently. -
JP Morgan Investment Management Inc. | Client Relationship Summary
J.P. MORGAN INVESTMENT MANAGEMENT INC. JULY 9, 2021 Client Relationship Summary The best relationships are built on trust and transparency. That’s why, at J.P. Morgan Investment Management Inc. (“JPMIM”, “our”, “we”, or “us”), we want you to fully understand the ways you can invest with us. This Form CRS gives you important information about our wrap fee programs, short-term fixed income and private equity separately managed accounts (“SMAs”). We are registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for retail investors (“you”) to understand the differences. Free and simple tools are available for you to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. WHAT INVESTMENT SERVICES AND ADVICE CAN YOU PROVIDE ME? We have minimum account requirements, and for Private Equity SMAs, Wrap Fee and Other Similar Managed Account Programs clients must generally satisfy certain investor sophistication requirements. We offer investment advisory services to retail investors through SMAs More detailed information about our services is available at available within wrap fee and other similar managed account programs. www.jpmorgan.com/form-crs-adv. These programs are offered by certain financial institutions, including our affiliates ("Sponsors"). Depending on the SMA strategy, these accounts invest in individual securities (such as stocks and bonds), exchange-traded funds CONVERSATION STARTERS (“ETFs”) and/or mutual funds. Throughout this Client Relationship Summary we’ve included When we act as your discretionary investment manager, you give us “Conversation Starters.” These are questions that the SEC thinks you authority to make investment and trading decisions for your account without should consider asking your financial professional. -
Download Testimony
Testimony of Ina R. Drew Former Head of the Chief Investment Office, JPMorgan Chase & Co. Before the U.S. Senate Permanent Subcommittee on Investigations Washington, D.C. March 15, 2013 Good morning, Chairman Levin, Ranking Member McCain, and members of the Subcommittee. Thank you for the opportunity to meet and discuss with you my perspective on the losses incurred last year in JPMorgan Chase’s synthetic credit portfolio, one of many portfolios managed by the Company’s Chief Investment Office (CIO) when I was the head of that office. I am greatly saddened by the entire episode, which has caused financial and reputational harm to JPMorgan Chase and a large number of people with whom I was honored to work, and I deeply regret that the losses occurred on my watch. I am also saddened that the losses led to my departure from the Company, to which I had devoted 30 years of my life. Before I address the synthetic credit portfolio, I believe it would be useful for the Subcommittee to know about my background and career and about the range of asset-liability management activities of the CIO at JPMorgan Chase. My background and career at JPMorgan Chase After attending public schools, I graduated from The Johns Hopkins University, as part of only the fourth class that admitted women, with a degree in international studies. I went on to earn a master’s in international affairs from Columbia University. I have been a member of the Board of Trustees of The Johns Hopkins University for the past twelve years. -
JP Morgan Library
Page 1 of 3 Susan Burgess From: Readingroom Readingroom [[email protected]] Sent: Tuesday, April 10, 2007 4:41 PM To: Susan Burgess Cc: Christine Nelson; Maria Molestina; Sylvie Merian Subject: visiting to research holdings re: Theodore Vail & AT&T Hi, Susan, Just to confirm your appointments for Wed. April 18 all day and for Thurs. Apr. 19 in the morning. 1. Here is some general information on using the RR: In order to consult materials in the Reading Room, you will need to fill out an application form, provide a letter of reference from a professional colleague, bring a valid form of photo identification such as a driver's license or passport, and make appointments in advance. We suggest at least two to three weeks' advance notice, as we do get booked up. Please note that we cannot accept an emailed letter of reference as we need a signature, but we can accept it by fax (the fax number is below). The Reading Room is open by appointment only, Monday to Friday, 9:30 AM to 4:00 PM,and is closed on weekends and holidays. You can fill out the application form at your first appointment. Please note that the Reading Room will be closed to readers on the following Mondays and holidays in 2007: April 30, May 21 and 28, June 25, July 4 and 30, Sept. 3, Oct. 8, Nov. 12, Nov. 22-23, Dec. 24- 25. After we have confirmed your appointments, we will send you the security information you will need to access this building. -
JPEL Company Summary
J.P. Morgan Private Equity Limited (“JPEL”) 30 September 2010 Quarter End Review Professional Investors Only – Not For Public Distribution Objective JPEL JPEL’s core strategy is to purchase private equity fund interests in the secondary market. Company Summary Launched 30 June 2005 US$ Zero Dividend Zero Dividend Fund Level – Investment Strategy1,2 Equity Preference Preference JPEL Share Share 2013 Share 2015 Warrants Infrastructure Net Asset Value (“NAV”) 3% Special per share US$ 1.29 60.15p 56.50p N/A Situations No. of shares in issue 367.88 mm 63.37 mm 69.42 mm 58.08 mm 23% Currency of Quotation US$ £ Sterling £ Sterling US$ Ticker JPEL JPEZ JPZZ JPWW Buyout 53% Sedol B07V0H2 B07V0R2 B00DDT8 B60XDY5 Venture ISIN GB00B07V0H27 GB00B07V0R25 GG00B00DDT81 GG00B60XDY53 Capital 13% ABN Amro Cazenove Cazenove ABN Amro Real Estate Cazenove Collins Stewart Collins Stewart Cazenove 8% Market Makers HSBC Bank HSBC Bank HSBC Bank HSBC Bank Winterflood Winterflood Fund Level – Investment Type1 All figures as at 30 September 2010. Funded Primary Primary 6% Company Description 10% J.P. Morgan Private Equity Limited (“JPEL” or the “Company”) is a global private equity Co-Investment Secondary 72% fund listed on the London Stock Exchange. JPEL’s core strategy is to purchase private 12% equity fund interests in the secondary market. JPEL pursues the following strategies to seek to meet its investment objectives •Acquires secondary portfolios of direct investments and siggynificantly invested partnership investments to accelerate NAV development. • Opportunistically invests in buyout, venture capital, and other special situations funds and investments throughout the world based on attractive transaction values, advantageous market conditions, and compelling risk- adjusted return potential. -
Chase Acquiring Wepay to Fully Integrate Payments Into Software Used by Millions of Small Businesses | Business Wire
Chase acquiring WePay to fully integrate payments into software used by millions of small businesses Chase will now provide software partners developer-friendly platform integration, instant client onboarding, and access to Chase’s network of 4 million small business clients October 17, 2017 05:01 PM Eastern Daylight Time NEW YORK--(BUSINESS WIRE)--JPMorgan Chase & Co. (NYSE: JPM) announced today its plan to acquire WePay to make it easy for business app makers and independent software vendors (ISVs) to seamlessly integrate payments into the software commonly used by small businesses. Chase and WePay will ease payment friction for both software providers and merchants: Software providers will be able to provide instant onboarding to small business clients no matter how they take payments - in store, online, or on-the-go, with the backing and fraud protection of Chase. Chase and WePay will allow merchants to accept payments instantly and get paid faster so they never lose a sale Software platforms will be able to easily become payment facilitators or third party payment processors A Silicon Valley-based financial technology firm founded in 2008, WePay delivers payments-as-a-service APIs for simple onboarding and activation of payments, without impacting the user experience designed by developers. “With WePay, Chase is taking the work out of payments for both our business clients and the software providers who serve them,” said Matt Kane, CEO of Chase Merchant Services. "We are powering payments for growth, so businesses can accept payments instantly, get paid faster, and never lose a sale. And we’ll give ISVs a payment facilitator-like experience without the overhead or increased fraud risk.” Software-enabled payments are growing at four times the industry average, but embedding payment acceptance still remains a pain point for many software providers. -
Edward Sturgis of Yarmouth, Massachusetts 1613-1695
EDWARD STURGIS OF YARMOUTH, MASSACHUSETTS 1613-1695 AND HIS DESCENDANTS ROGER FAXTON STURGIS, EDITOR PRINTED FOR PRIVATE CIRCULATION AT THE $tanbope preee BOSTON, MASSACHUSETTS 1914 (PlPase paste in your copy of Book) ADDENDA AND ERRATA. EDWARD STURGIS AND HIS DESCENDANTS. RocrnR FAXTON STURGIS, Editor. p. 22 In thinl line of third paragraph strike out "name m1kn0wn" brackets and substitute "Wendall." p. 22 In reference to Samuel Sturgis (D) strike 011t all after the date 1751 the third paragraph and substitute the following: - ''Fora third wife he marrh•d Abigail Otis a11d had a s011 J (E) born Ot:tuber l':I, 17::i7 aml a daughter l,ncretia CE) l November 11, 1758 (B. '.r. R. 2-275). Administration was grar upon his estate April 25, 1762, he being described as "of llarm:ta gentleman," to .Joseph Otis (his brother-in-law) and to his wi< .Abigail (B. 1'. C. vol. 10, p. 101). His estate was insolve11t am mention is made of children." p. 22 Strike out the reference to Prince Stnrgis (DJ aml sul.JstitutP following paragraph: - " Prince Sturgis (D), the fourth son, married October 12. 1 ElizalJelh Fayerweather and died at Dorchester, Massaeh11se 1779. There was one daughter of this marriage, ElizalJeth lJaptized February 7, 1740 and married December 2fl, liGl, Art Savage. They had five children. The eldest, Faith or Fidt married lkv. Hichard Munkhouse. Tlle others dir,d unmarrirc pp. 22 & 23. Strike out the reference to f-;anrnel (E) beginning at the foo µage 22 and substitute the following: - " Samnel (E), the other so11, married Lydia Crocker, daugl of Cornelius a11d Lydia (.J enkius) Crocker, aml had one child Sn (F) born November 8, 17G0 (4 B. -
Diplomatic Despatches from a Son to His Mother
DIPLOMATIC DESPATCHES FROM A SON TO HIS MOTHER John Mason DIPLOMATIC DESPATCHES FROM A SON TO HIS MOTHER John Mason With a foreword by the Rt Hon. Sir Ninian Stephen KG, AK National Library of Australia Canberra 1998 Published by the National Library of Australia Canberra ACT 2600 Australia © John Mason and the National Library of Australia 1998 National Library of Australia Cataloguing-in-Publication entry Mason, John, Sir, 1927- . Diplomatic despatches: from a son to his mother. ISBN 0 642 10797 1. 1. Mason, John, Sir, 1927- —Correspondence. 2. Soldiers—Great Britain— Correspondence. 3. Diplomats—Great Britain—Correspondence. 4. Korean War, 1950-1953—Personal narratives, British. 5. Diplomatic and consular service, British. 6. Diplomatic and consular service, British—Australia. I. National Library of Australia. II. Title. 327.41092 Editor: Julie Stokes Designer: Beverly Swifte Proofreader: Tony Twining Printed by Lamb Printers, Perth FOREWORD Autobiographies all too often conceal the true essence of their authors, instead depicting them as they see themselves or, perhaps worse, as they would wish to be seen. Collected letters are sometimes little better, concealing from the addressee, and consequently from other readers, as much or more than they reveal. John Mason's remarkable work is neither autobiography nor conventional collection of letters. From it there emerges a fascinating portrait of a man's development from 17-year-old soldier at the end of the Second World War to senior diplomat of some 40 years later; insights, too, into many of the events of the troubled second half of this century. The letters collected here are those John Mason wrote regularly, for over 40 years, to his mother and, after her death, to his sister; recounting his remarkable and very varied career over those years. -
F in an Cial Tech N O Lo
February 2018 Financial Technology MARKET UPDATE M&AMARLIN & ASSOCIATES INVESTMENT BANKING AND STRATEGIC ADVISORY TO THE FINANCIAL TECHNOLOGY AND INFORMATION SERVICES INDUSTRIES New York Washington, D.C. Toronto Financial Technology Financial www.MarlinLLC.com © Marlin & Associates Holdings LLC, All Right Reserved DEAR CLIENTS AND FRIENDS, One $20 Billion Deal – and Four Big-Money Fintech bets in 2018. Our February M&A Update Dear Clients and Friends, Our latest Fintech m&a report can be found below. It highlights m&a trends and transactions in the seven segments of the Fintech world that we follow and sometimes lead. Please see below for our February Fintech Market Update. Clearly, the big deal this month is Blackstone (together with Canada Pension Fund and Singapore’s GIC) buying 55% of Thomson Reuters’ financial information business (commonly referred to as “Reuters”, even though the original Newswire business is not part of the transaction.) At around US$20 billion (including debt), this is Blackstone Group’s largest deal since the financial crisis, and it’s the biggest deal EVER in Fintech. So what does it mean? We see Blackstone and its partners making four big-money bets: This is a bet on FinTech outsourcing. For 30+ years people have been predicting that financial services firms, which spend billions on internal development, would soon outsource the majority of this effort to 3rd parties such as Reuters. But it has been slow in coming. This is a bet that the FinTech world is changing – driven by increasingly complex regulatory requirements, competitive pressures, and the requirement to meet customer needs with expensive data feeds and mobile-enabled enterprise applications using secure reliable AI, Big Data Analytics, biometrics, cloud, neural networks, SaaS, social media integration and more. -
The International School of Geneva and the United World Colleges in the Early Years of the International Baccalaureate
The International School of Geneva and the United World Colleges in the early years of the International Baccalaureate Contents Acknowledgments ............................................................................................. 3 Ecolint and the Origins of the International Baccalaureate Philip Thomas ..................................................................................................... 4 The early Atlantic College and the Birth of the International Baccalaureate David Sutcliffe ................................................................................................... 20 United World Colleges and the International Baccalaureate Andrew Maclehose .............................................................................................. 39 Future Challenge David Sutcliffe ................................................................................................... 47 Biographies of Authors..................................................................................... 60 1 Acknowledgments We, former members of staff of the International School of Geneva and of Atlantic College in the early pioneering days of the IB, have decided to write our memories of the role of these two schools in the realisation of what, for many, was an admirable but almost utopian dream. In part we have done so because these achievements are vital features of each school’s history, in part as a tribute to the numerous gifted colleagues whose dedicated professionalism and untiring enthusiasm ensured success. Many of -
Wilfried Loth Building Europe
Wilfried Loth Building Europe Wilfried Loth Building Europe A History of European Unification Translated by Robert F. Hogg An electronic version of this book is freely available, thanks to the support of libra- ries working with Knowledge Unlatched. KU is a collaborative initiative designed to make high quality books Open Access. More information about the initiative can be found at www.knowledgeunlatched.org This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivs 4.0 License. For details go to http://creativecommons.org/licenses/by-nc-nd/4.0/. ISBN 978-3-11-042777-6 e-ISBN (PDF) 978-3-11-042481-2 e-ISBN (EPUB) 978-3-11-042488-1 Library of Congress Cataloging-in-Publication Data A CIP catalog record for this book has been applied for at the Library of Congress. Bibliographic information published by the Deutsche Nationalbibliothek The Deutsche Nationalbibliothek lists this publication in the Deutsche Nationalbibliografie; detailed bibliographic data are available in the Internet at http://dnb.dnb.de. © 2015 Walter de Gruyter GmbH, Berlin/Boston Cover image rights: ©UE/Christian Lambiotte Typesetting: Michael Peschke, Berlin Printing: CPI books GmbH, Leck ♾ Printed on acid free paper Printed in Germany www.degruyter.com Table of Contents Abbreviations vii Prologue: Churchill’s Congress 1 Four Driving Forces 1 The Struggle for the Congress 8 Negotiations and Decisions 13 A Milestone 18 1 Foundation Years, 1948–1957 20 The Struggle over the Council of Europe 20 The Emergence of the Coal and Steel Community