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JP Morgan Investment Banking Presentation Examples

Tl;dr: [3/4/5]] examples of presentations prepared by JP Morgan for their clients in real transactions. Learn how investment bankers do their job by seeing real examples of the PowerPoints they create.

Legal notice for banks : Information is publicly sourced in EDGAR through SC 13E3 and protected by Securities Exchange Act, 17 U.S.C. § 78ll (1) (D).

This is part of a collection of 67 free M&A presentations from the top 20 banks (based on ranking, and also the quality of presentation for you to learn from).

Why the heck should you care? Investment banks (historically) attracted the best and the brightest.

• Slide structure/design : Learn how complicated concepts are structured and designed in PowerPoint
• Analysis approach : See exactly how complex financial methods are presented
• Strategy and communication : M&A deals are not (normally, other than many Duff and Phelps decks) cookie cutter. There’s a host of topics that need to be dealt with
• Morbid interest : I used to do this for a living, but it’s still interesting to see how PPT are made… but then maybe it’s just me and so FML 😉

Who this will help:

• You want to work in banking : There’s a lot of applicants. Knowing the job helps you answer questions
• You work in banking : Even if you’re an MD, you need to know how the best are structuring their thoughts/analysis
• You write presentations : You can’t buy learnings like this. You can learn from the slides
• You have a curious mind : Good for you

About JP Morgan

Top tier firm.

Investment Banking Presentation Examples (PDF)

Navistar international corp, amerigas partners lp, reynolds american inc, all the slides (images).

If you don’t want to flick through the PDF, you can scroll through images from the investment banking presentations.

Want to learn more about investment banking presentations?

Want easy access to knowledge?

• Basic : Want to get a convenient file of all the 67 presentations? Get it here
• Premium : If you would love to learn more, you can buy an Excel with 374 presentations. Get it here
• Pro : For uber-nerds, you can buy a complete index of 3,490 rows of filings back to 2001. Get it here

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Comments (2)

Kindly requesting for this presentation deck. Thank you very much.

Lucas- you can get a file here; https://www.alexanderjarvis.com/investment-bank-presentations-basic-list/

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• Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List Accessible Text

Record-Setting 218 J.P. Morgan Wealth Management Advisors Make  Forbes’  Best-in-State Wealth Advisors List

Sixteen j.p. morgan advisors make the selective america’s top wealth advisors list.

New York, NY, April 3, 2024 – Over 200 J.P. Morgan Wealth Management  advisors were recognized on  Forbes’  2024 Best-in-State Wealth Advisors ranking. That’s more than double last year’s record.

“Our advisors continue raising the bar,” said Phil Sieg, head of J.P. Morgan Advisors. “I’m grateful to work alongside these industry leaders and see them recognized for growing their business and putting their clients first every day.”

“Whether this is their first time being recognized or they’ve previously earned this achievement, these individuals consistently deliver exceptional service,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “I’m incredibly proud of our advisors across the country who go above and beyond to help our clients achieve their financial goals.”

In total, 218 J.P. Morgan advisors made the Forbes  2024 Best-in-State Wealth Advisors list. Sixteen of these advisors were also named America’s Top Wealth Advisors for ranking in the top 250 of financial advisors in the United States. Thirteen are being recognized in the top 250 by  Forbes for at least a second year in a row. 

• Colleen O’Callaghan, Wealth Partner – New York, NY 
• Sal Tiano, Wealth Partner – Jupiter, FL
• Phil Scott, Wealth Partner – Bellevue, WA
• Elaine Meyers, Wealth Partner – San Francisco, CA
• Matthew Babrick, Wealth Partner – Los Angeles, CA
• Glenn Degenaars, Wealth Partner – New York, NY
• Brett Langbert, Wealth Partner – Palm Beach Gardens, FL
• Jason Babb, Wealth Partner – New York, NY
• Greg Onken, Wealth Partner – San Francisco, CA
• Andrew Vahab, Wealth Partner – Boca Raton, FL
• Rick Gordan, Wealth Partner – San Francisco, CA
• Hugh Beecher, Wealth Partner – San Francisco, CA
• Jordan Mayer, Wealth Partner – New York, NY
• Jay Canell, Wealth Partner – New York, NY
• Neil Canell, Wealth Partner – New York, NY
• Catherine Evans, Wealth Partner – San Francisco, CA

Forbes  recognized the following advisors as Best-in-State Wealth Advisors:

• Kevin Guinan, Private Client Advisor – Scottsdale
• Leslie Little, Private Client Advisor – Scottsdale
• Jaime Lutz, Private Client Advisor – Scottsdale
• Michael Lyons, Private Client Advisor – Sun City
• Michael Ridley, Private Client Advisor – Scottsdale
• Tequilla Swan, Private Client Advisor – Scottsdale
• Christian Ach, Wealth Advisor – San Francisco
• John Barnes, Wealth Partner – Los Angeles
• Brett Berry, Wealth Partner – Menlo Park
• Dan Bessey, Wealth Partner – Los Angeles
• Andrea Borgioli, Wealth Partner – Santa Barbara
• Brian Brocious, Wealth Partner – San Francisco
• Barbara Bruser, Wealth Partner – Los Angeles
• Christopher Chase, Wealth Partner – San Francisco
• Brian Chinn, Wealth Partner – San Francisco
• Sanah Chung, Wealth Partner – Los Angeles
• Bradley Cooperman, Private Client Advisor – Del Mar
• Drew Corradini, Wealth Partner – San Francisco
• Drew Curto, Wealth Advisor – Los Angeles
• Anthony Custodio, Wealth Partner – Palo Alto
• Tom Egan, Wealth Partner – San Francisco
• Douglas Feliciano, Wealth Partner – Walnut Creek
• Doug Fiek, Wealth Partner – San Francisco
• Maureen Flanagan, Wealth Partner – Newport Beach
• James Fletcher, Wealth Partner – Newport Beach
• Jerrad Forman, Private Client Advisor – Santa Clara
• Matthew Fournier, Wealth Partner – Los Angeles
• Vito Gioiello, Wealth Partner – Santa Barbara
• Tracey Gluck, Wealth Partner – Los Angeles
• Ami Ibarra, Private Client Advisor – Dublin
• Kyle Kazmer, Wealth Partner – Los Angeles
• Christopher Kelly, Private Client Advisor – Newport Beach
• Joshua Kuo, Private Client Advisor – Santa Clara
• Joseph P. Lally, Wealth Partner – Los Angeles
• Trung Lam, Private Client Advisor – Santa Clara
• Jeff Loventhal, Private Client Advisor – Oakland
• Kevin Lynn, Wealth Partner – Newport Beach
• John McNamee, Wealth Partner – Los Angeles
• Ronald Munman, Wealth Partner – Los Angeles
• Aaron Nichols, Wealth Partner – Palo Alto
• Michelle Piper, Private Client Advisor – Dublin
• Devon Porpora, Wealth Partner – San Francisco
• Erik Ralston, Wealth Partner – San Francisco
• Theresa Rutledge, Wealth Partner – Palo Alto
• Crystal Shi, Private Client Advisor – Santa Clara
• Steven Soja, Wealth Partner – San Francisco
• Justin Tipp, Wealth Partner – San Diego
• Gregory Webster, Wealth Partner – Los Angeles
• Keith Webster, Wealth Partner – Los Angeles
• Daniel White, Wealth Partner – Los Angeles
• Sergio Akselrad, Wealth Partner – Miami
• Christopher Andrews, Wealth Partner – Palm Beach Gardens
• Louise Armour, Wealth Partner – Palm Beach Gardens
• Robert Burns, Wealth Partner – Palm Beach Gardens
• Anthony Caravetta, Private Client Advisor – Miami
• Edward Collins, Private Client Advisor – Orlando
• Jay Couturier, Private Client Advisor – Merritt Island
• Mark Donohue, Wealth Partner – Palm Beach Gardens
• Ethan Emma, Wealth Partner – Palm Beach Gardens
• Phillip Gilbert, Wealth Partner – Jupiter
• Justin Girard, Wealth Advisor – Palm Beach Gardens
• Devin Hill, Wealth Advisor – Miami
• Louie Kontos, Private Client Advisor – Boca Raton
• Neil Koricanac, Wealth Advisor – Palm Beach
• David Li, Wealth Partner – Palm Beach Gardens
• Diana Menaker, Private Client Advisor – Miami
• Maureen Raihle, Wealth Partner – Palm Beach
• Kurt Sylvia, Wealth Partner – Palm Beach Gardens
• John Ver Bockel, Wealth Partner – Palm Beach

• Andrew Firstman, Wealth Partner – Atlanta
• Brian Jenkins, Wealth Partner – Atlanta
• Mike Podkulski, Wealth Partner – Atlanta
• Chris Rezek Sr., Wealth Partner – Atlanta
• Michael Brady, Private Client Advisor – Lake Forest
• Eric Eugene, Private Client Advisor – Glenview
• Kate Evans, Private Client Advisor – Wheaton
• Alan Feutz, Private Client Advisor – Arlington Heights
• Joel Grachan, Private Client Advisor – Chicago
• Mazin Habib, Private Client Advisor – Park Ridge
• Shawn Marks, Private Client Advisor – Park Ridge
• Andrew Miarka, Private Client Advisor – Glenview
• Joshua Miller, Wealth Partner – Chicago
• Jeff Myers, Private Client Advisor – Winnetka
• Brandon Perry, Private Client Advisor – Saint Charles
• Benjamin Pogofsky, Wealth Advisor – Chicago
• Jacob Pottschmidt, Wealth Advisor – Chicago
• Daniel Resnick, Wealth Partner – Chicago
• Kenneth Scott, Private Client Advisor – Chicago
• Mark Sessa, Private Client Advisor – Arlington Heights
• Jim Simpson, Private Client Advisor – Wheaton
• Andrew Stevenson, Private Client Advisor – Park Ridge
• Jason Appe, Private Client Advisor – Mandeville

Massachusetts

• Frank Botta, Wealth Partner – Boston
• Patrick Corbett, Wealth Partner – Boston
• Ross Dolgoff, Wealth Advisor – Boston
• Jamie Fagan, Wealth Partner – Boston
• Bill Graham, Wealth Partner – Boston
• Sam Hodgson, Wealth Partner – Boston
• Bruce Ledoux, Wealth Partner – Boston
• Robert Mason, Wealth Partner – Boston
• John McPhee, Wealth Partner – Boston
• Neil Mehra, Wealth Advisor – Boston
• James Minchello, Wealth Partner – Boston
• Derek Mohamed, Wealth Partner – Wellesley Hills
• Brian Nagle, Wealth Partner – Boston
• Peter Noonan, Wealth Partner – Boston
• Max Peckler, Wealth Partner – Boston
• James Taylor, Wealth Partner – Boston
• Jeffrey Titus, Wealth Partner – Boston
• Brian Turner, Wealth Advisor – Boston
• Jonathan Saffiedine, Private Client Advisor – Plymouth
• Jeff Smaka, Private Client Advisor – Troy
• Murali Balasubramanian, Wealth Partner – Morristown
• Daniel Roh, Private Client Advisor – Paramus
• Michael Taggart, Wealth Partner – Morristown
• Jon Bull, Wealth Partner – Santa Fe
• Patrick Amato, Wealth Partner – New York
• Michael Azayev, Private Client Advisor – Brooklyn
• Abe Borenstein, Wealth Partner – New York
• Michael Briese, Private Client Advisor – New York
• Steve Condos, Wealth Partner – New York
• Robert DeMarco, Private Client Advisor – New York
• James Dempsey, Wealth Partner – Garden City
• Osher Douek, Private Client Advisor – Brooklyn
• George Fuchs, Wealth Partner – New York
• Stephen Gold, Wealth Partner – West Harrison
• Steven Grill, Wealth Partner – New York
• Adam Grossman, Wealth Partner – New York
• Bill Grous, Wealth Partner – New York
• David Guthrie, Wealth Partner – New York
• Brian Hafley, Private Client Advisor – New York
• Timothy Hanson, Private Client Advisor – West Harrison
• Adam Hirsch, Wealth Partner – New York
• Paul Ippolito, Private Client Advisor – West Harrison
• Kit Jackson, Wealth Partner – New York
• Ches Kasow, Private Client Advisor – Brooklyn
• Russell Loesch, Private Client Advisor – New York
• Radhika Mehta, Wealth Partner – New York
• Madelyn Miller, Wealth Partner – New York
• Joseph Minaudo, Private Client Advisor – New York
• John Mizrahi, Private Client Advisor – New York
• David Munoz, Wealth Partner – West Harrison
• Natalya Muravchik, Wealth Advisor – West Harrison
• Gary Ottomanelli, Private Client Advisor – New York
• Arthur Pensato, Wealth Partner – New York
• Thomas Pescherine, Wealth Advisor – New York
• Ray Powers, Wealth Partner – New York
• Charles Radcliffe, Wealth Advisor – New York
• John Rasulo, Wealth Partner – New York
• Steve Roitman, Private Client Advisor – Brooklyn
• David Schulman, Wealth Partner – New York
• Christopher Scibilia, Private Client Advisor – New York
• Hiral Shah, Private Client Advisor – West Harrison
• Peter Sikora, Private Client Advisor – West Harrison
• John Slattery, Wealth Partner – West Harrison
• William Slayne, Wealth Partner – New York
• Stephen Stabile, Wealth Partner – New York
• David Starker, Wealth Partner – New York
• Brian Terner, Private Client Advisor – New York
• James Tilley, Private Client Advisor – New York
• Chris VanVynck, Private Client Advisor – New York
• James Venetos, Wealth Partner – New York
• Tad Waldbauer, Wealth Partner – New York
• Liz Weikes, Wealth Partner – New York
• Ed Wentzheimer, Wealth Partner – New York
• Christopher Wimpfheimer, Wealth Partner – New York
• Igor Yurovskiy, Private Client Advisor – Rochester
• Mote Zawalunow, Private Client Advisor – New York
• Brian Roloson, Private Client Advisor – Columbus
• Steven Stofflet, Private Client Advisor – Columbus
• Cherie Turnwald, Private Client Advisor – Lima

Oregon 

• Rebecca DeCesaro, Wealth Partner – Portland
• Jeffrey Greene, Wealth Partner – Portland
• Ryan Jones, Wealth Partner – Portland
• Clarke Leaverton, Wealth Partner – Portland
• Lucas Newman, Wealth Partner – Portland
• Spencer Strahan, Wealth Advisor – Portland
• Jeffrey Yandle, Wealth Partner – Portland
• Faisal Afzaal, Private Client Advisor – Sugar Land
• Sherre Barber, Private Client Advisor – Dallas
• Andrew Bishara, Private Client Advisor – Sugar Land
• Justin Burns, Wealth Partner – Dallas
• Gus Fernandez, Private Client Advisor – Dallas
• Lisa Forsythe, Private Client Advisor – Houston
• Bill Harris, Private Client Advisor – Sugar Land
• Ron Hinson, Private Client Advisor – Houston
• Jason Holland, Wealth Partner – Dallas
• Tito Medina, Private Client Advisor – Fort Worth
• Kevin Pasha, Private Client Advisor – Houston
• Max Pearl, Wealth Partner – Dallas
• Zeenath Selvakumar, Private Client Advisor – Houston
• Christopher Sheets, Wealth Partner – Houston
• Ryan Stewart, Wealth Partner – Dallas
• Clint Swinney, Private Client Advisor – Fort Worth
• Evan Troop, Wealth Partner – Dallas
• Emil Anderson, Private Client Advisor – Seattle
• Barney Cohen, Wealth Partner – Seattle
• Michael Hershey, Wealth Partner – Bellevue

Washington, D.C.

• Rick Schultz, Wealth Partner – Washington, D.C.
• James Hayes, Private Client Advisor – Green Bay
• Kevin Lenci, Private Client Advisor – Oak Creek

J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients. These initiatives include its concierge service for J.P. Morgan Advisors which offers personal, on-demand assistance to help advisors better serve clients, and the Client Relationship Succession Program which provides advisors a unique opportunity to grow their business while helping tenured advisors build a path toward retirement.

JPMorgan Chase & Co. acquired First Republic last year, folding its wealth management business under J.P. Morgan Wealth Management.

The ranking was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,400 advisors and $900+ billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,700 Chase branches throughout the U.S., or in one of our offices. For more information, go to   www.jpmorgan.com/wealth   and follow  J.P. Morgan Wealth Management   on LinkedIn.

Forbes/SHOOK Top Wealth Advisors (04/03/24, data as of 06/30/23); (04/04/23, data as of 6/30/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:  jpmorgan.com/award-disclosures

Forbes/SHOOK Top Wealth Advisors Best-In State (04/03/24, data as of 06/30/23); (04/04/23, data as of 6/30/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here:  jpmorgan.com/award-disclosures 

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through  J.P. Morgan Securities LLC  (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

© 2024 JPMorgan Chase & Co.

Media Contact Jami Tanner [email protected]

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U.S. Department of the Treasury

U.s. department of the treasury releases report on managing artificial intelligence-specific cybersecurity risks in the financial sector.

WASHINGTON – Today, the U.S. Department of the Treasury released a report on  Managing Artificial Intelligence-Specific Cybersecurity Risks in the Financial Services Sector. The report was written at the direction of Presidential Executive Order 14110 on the Safe, Secure, and Trustworthy Development and Use of Artificial Intelligence. Treasury’s Office of Cybersecurity and Critical Infrastructure Protection (OCCIP) led the development of the report. OCCIP executes the Treasury Department’s Sector Risk Management Agency responsibilities for the financial services sector.

“Artificial intelligence is redefining cybersecurity and fraud in the financial services sector, and the Biden Administration is committed to working with financial institutions to utilize emerging technologies while safeguarding against threats to operational resiliency and financial stability,” said Under Secretary for Domestic Finance Nellie Liang. “Treasury’s AI report builds on our successful public-private partnership for secure cloud adoption and lays out a clear vision for how financial institutions can safely map out their business lines and disrupt rapidly evolving AI-driven fraud.”

In the report, Treasury identifies significant opportunities and challenges that AI presents to the security and resiliency of the financial services sector. The report outlines a series of next steps to address immediate AI-related operational risk, cybersecurity, and fraud challenges: 

• Addressing the growing capability gap. There is a widening gap between large and small financial institutions when it comes to in-house AI systems. Large institutions are developing their own AI systems, while smaller institutions may be unable to do so because they lack the internal data resources required to train large models. Additionally, financial institutions that have already migrated to the cloud may have an advantage when it comes to leveraging AI systems in a safe and secure manner.
• Narrowing the fraud data divide.  As more firms deploy AI, a gap exists in the data available to financial institutions for training models. This gap is significant in the area of fraud prevention, where there is insufficient data sharing among firms. As financial institutions work with their internal data to develop these models, large institutions hold a significant advantage because they have far more historical data. Smaller institutions generally lack sufficient internal data and expertise to build their own anti-fraud AI models.
• Regulatory coordination.  Financial institutions and regulators are collaborating on how best to resolve oversight concerns together in a rapidly changing AI environment. However, there are concerns about regulatory fragmentation, as different financial-sector regulators at the state and federal levels, and internationally, consider regulations for AI.
• Expanding the NIST AI Risk Management Framework.  The National Institute of Standards and Technology (NIST) AI Risk Management Framework could be expanded and tailored to include more applicable content on AI governance and risk management related to the financial services sector.
• Best practices for data supply chain mapping and “nutrition labels.”  Rapid advancements in generative AI have exposed the importance of carefully monitoring data supply chains to ensure that models are using accurate and reliable data, and that privacy and safety are considered. In addition, financial institutions should know where their data is and how it is being used. The financial sector would benefit from the development of best practices for data supply chain mapping. Additionally, the sector would benefit from a standardized description, similar to the food “nutrition label,” for vendor-provided AI systems and data providers. These “nutrition labels” would clearly identify what data was used to train the model, where the data originated, and how any data submitted to the model is being used.
• Explainability for black box AI solutions.  Explainability of advanced machine learning models, particularly generative AI, continues to be a challenge for many financial institutions. The sector would benefit from additional research and development on explainability solutions for black-box systems like generative AI, considering the data used to train the models and the outputs and robust testing and auditing of these models. In the absence of these solutions, the financial sector should adopt best practices for using generative AI systems that lack explainability.
• Gaps in human capital.  The rapid pace of AI development has exposed a substantial AI workforce talent gap for those skilled in both creating and maintaining AI models and AI users. A set of best practices for less-skilled practitioners on how to use AI systems safely would help manage this talent gap. In addition, a technical competency gap exists in teams managing AI risks, such as in legal and compliance fields. Role-specific AI training for employees outside of information technology can help educate these critical teams.
• A need for a common AI lexicon.  There is a lack of consistency across the sector in defining what “artificial intelligence” is. Financial institutions, regulators, and consumers would all benefit greatly from a common AI-specific lexicon.
• Untangling digital identity solutions.  Robust digital identity solutions can help financial institutions combat fraud and strengthen cybersecurity. However, these solutions differ in their technology, governance, and security, and offer varying levels of assurance. An emerging set of international, industry, and national digital identity technical standards is underway.
• International coordination.  The path forward for regulation of AI in financial services remains an open question internationally. Treasury will continue to engage with foreign counterparts on the risks and benefits of AI in financial services.

As part of Treasury’s research for this report, Treasury conducted in-depth interviews with 42 financial services sector and technology related companies. Financial firms of all sizes, from global systemically important financial institutions to local banks and credit unions, provided input on how AI is used within their organizations. Additional stakeholders included major technology companies and data providers, financial sector trade associations, cybersecurity and anti-fraud service providers, and regulatory agencies. Treasury’s report provides an extensive overview of current AI use cases for cybersecurity and fraud prevention, as well as best practices and recommendations for AI use and adoption. The report does not impose any requirements and does not endorse or discourage the use of AI within the financial sector. 

In the coming months, Treasury will work with the private sector, other federal agencies, federal and state financial sector regulators, and international partners on key initiatives to address the challenges surrounding AI in the financial sector. While this report focuses on operational risk, cybersecurity, and fraud issues, Treasury will continue to examine a range of AI-related matters, including the impact of AI on consumers and marginalized communities.

Read Treasury’s AI Report here.