Connecting senior management from top Asian

Connecting senior management from top Asian

September 26–28, 2005
New York
Connecting senior
management from top Asian
corporates to the most
important U.S. investors
th
10 Annual Asia Pacific
New York Equity Conference
September 26—28, 2005
9th Annual:
• Held October 4–6, 2004
• New York Palace Hotel,
New York
• Only major Asia Pacific
Conference in U.S.A.
• Mix of corporate and
analyst presentations plus
one-on-one meetings
• Over 750 institutional
investors
• Over 2,100 one-on one
meetings
• Over 80 Corporate and
Analyst Presentations
Ralph Parks (Chairman, Asia Pacific, JPMorgan) introducing
Jamie Dimon (President & COO, JPMorgan Chase)
1
forum for meeting
“Excellent
research analysts.
”
Quote from Global Investor
Bhavin Shah, Head of Global
Technology Research, JPMorgan
Abhijit Chakrabortti, Global Equities
Strategist, JPMorgan
• Exposure to senior
management including
CEOs, CFOs and IR leaders
from top Asia Pacific
corporates
• Opportunity to meet global
investors new to Asia
Pacific
• Direct access to core U.S.
investor base
• Investors with investment
expertise across a range of
products: ADRs,
Derivatives, Index
• Investors include firms from
North America and Europe
• Networking opportunities
with global investors and
corporate representatives
from the region
• Access to JPMorgan senior
management, investment
bankers and research
analysts
2
organization was excellent
“The
and it was the best conference
we have attended. Well done!
”
Quote from Head of IR of Australian Corporate
Mark Cox (Head of Asia Pacific Sales, New York, JPMorgan)
• Established venue
• Cost effective
• Access to existing
shareholders
• Ability to meet new
investors
• JPMorgan logistical
planning and presentation
support
• Media briefing
opportunities with the most
influential international and
regional publications
3
A Selection of Investors 2004
• Alliance Capital
• Citigroup Asset Management
• GE Asset Management
• American Century
• Credit Agricole Asset
Management
• GIC
• AMP
• Barclays Global Investors
• Credit Suisse Asset Management
• Batterymarch
• Deutsche Asset Management
• Goldman Sachs Asset
Management
• Bernstein Investment
Management
• Discovery Capital Management
• Grantham Mayo Van Otterloo
• Dresdner RCM
• Highbridge Capital Management
• Brandes Investment
• Emerging Markets Management
• Invesco
• Capital International
• Farallon Capital Management
• Jennison Associates
• Capital Research and
Management
• Federated
• JPM Fleming Asset Management
• Fidelity
• Kingdon Capital Management
• Caxton
• Fortis Investments
• Lazard Asset Management
• Citadel
• Gartmore Global Investments
• Marathon Asset Management
• GLS Capital Management
• Marvin & Palmer Associates
For the fundamentally driven investor,
“meeting
company management forms a
key part of equity research and analysis.
Your conference is an excellent forum
for such research.
Quote from Investor
”
• Massachusetts Financial
Services
• Maverick
• Merrill Lynch Investment
Management
• Moore Capital
• Morgan Stanley Asset
Management
• Morley Fund Management
• Oaktree Capital Management
• Oppenheimer & Co
• Pequot Capital
• Pictet Asset Management
• Pioneer Investment Management
• Principal Global Investors
• Putnam Investments
• Sloane Robinson Investment
Management
• Templeton Fund Management
• The Rohatyn Group
• TIAA-CREF
• Wellington
4
Full List of Investors 2004
•
Acharne Capital
•
Bank Internasional Indonesia
•
Caton Associates
•
Adapa Partners
•
Banyan Fund Management
•
Cavalry Asset Management
•
Advent Capital
•
Basso Capital
•
Cazenove Fund Management
•
AIG
•
Batterymarch
•
CDP Capital
•
AIM Investments
•
Beagle Partners
•
Cheyne Capital
•
Alkeon Capital
•
Bernstein Investment Management
•
Chilton
•
Alliance Capital
•
Bernstein Investment Research
•
•
Amaranth
•
Bessent Capital
China Development Financial
Holding Corp.
•
American Capitol
•
Black Arrow
•
Christensen
Black Diamond Advisors
•
Citadel
Blackrock Financial Management
•
Citigate
Citigroup Asset Management
•
•
Andor Capital
•
•
•
Angelo, Gordon & Co
•
Blue Ridge Capital
•
•
Apis Capital Advisors
•
Boston Company
•
Clay Finlay
•
Archer Capital
•
Boston Investor Services
•
Coatue Capital
BPI Global Asset Management
•
Cobalt
Brainerd Communicators
•
Coffin Group
Bridger Capital
•
Columbia Management Advisors
•
Columbia Wanger Asset
Management
•
Cramer Berkowtiz Partners
•
Credit Suisse Asset Management
•
Crestwood Capital
•
Cumberland
•
DAC Fonds
•
David L Babson & Company
•
Dawson-Herman
•
DE Shaw
•
Deltec Asset Management
•
Delwar Capital Management
•
Deutsche Asset Management
•
Discovery Capital Management
•
Dodge & Cox
•
Dresdner RCM
•
Driehaus Capital Management
•
Duncan-Hurst Capital Management
•
Dupont
•
Duquesne
•
Eastern Advisors
•
Emerging Markets Management
•
Emerging Sovereign
•
•
•
5
American Century
Argonaut
Arnhold & S. Bleichroeder
Arrow Investments
•
•
•
•
Artemis Capital
•
Brookside Capital Management
•
Artha Capital
•
Buena Vista Fund Management
•
Artha Capital Advisors
•
Camelot
•
Artisan Partners
•
Canada Life
•
ASB Advisors
•
Canon USA
•
Atkinson & Co
•
Cantillo
•
Atlantic Investment Management
•
Cantillon
•
Australian Financial Services
•
Canyon Capital Advisors
•
Avenue Capital Group
•
Capital International
•
Axiom International Investors
•
Capital Research and Management
•
Engemann
• Indus Capital Partners
• Maverick
•
Epoch Investment Partners
• ING Investment Management
• Maverick Capital
•
Euromobiliare
• Intrepid Capital Management
• McLean Budden
•
Evergreen Investments
• Invesco
• Mehra Capital
•
Fallcreek Management
• Invus Group
•
Farallon Capital Management
• Iron Bound Capital
• Merrill Lynch Investment
Management
•
FC International Enterprises
• J & W Seligman & Company
• Millennium Partners
•
Federated
• Janus Capital Corporation
• Millgate Capital
•
Fidelity
• Jardine Matheson
• Miura Global Capital
•
Fiduciary Trust
• Jennison Associates
• Moody's Investors Service
•
First NY
• JGoldman & Co
• Moore Capital
•
Fleet Specialist
• JM Cohen & Co.
• Morgan Stanley Asset Management
•
Foreign & Colonial Management
• John A. Levin & Co.
• Morse Williams & Co. Inc
•
Forest Investment Management
• John McStay
• MTN Group
•
Fred Alger Management
• Joho Capital
• Mussey Tuttle Asia Partners
•
Fulcrum Global Partners
• JPM Fleming Asset Management
• National City Bank of Cleveland
•
Gabelli Asset Management
• Julius Baer Investment Management
• Neon Capital Management
•
Galleon
• Kaintuck Capital
• Neuberger Berman
•
Gavea Investimentos
• Karma Capital
• Newgate Management
•
GE Asset Management
• Karthala Investments
• Newport Pacific
•
General American Investors
• Kaufmann
• Nextra SGR
•
General Motors Investment
Management
• KiCap Management
• Nicholas-Applegate Capital
Management
•
George Weiss
• Knott Partners
•
GFBK
• KSA Capital
•
GIC
• LaBranche & Co.
•
Gilder, Gagnon, Howe & Co.
• Lazard Asset Management
•
Global Environment Fund
• Lehman Brothers
•
GLS Capital Management
• Level Global
•
Goldman Sachs Asset Management
• Lexington Associates
•
Goldman Sachs Prop Desk
• Liberty Square
•
Grantham Mayo Van Otterloo
• Loews
•
Greylock Capital Management
• Lone Pine Capital
•
Halo Group
• Lord Abbett
•
Hansberger Global Investors
• L-R Global Partners
•
Harding Loevener
• Mackay Shields
•
HBK Investments
• Marathon Asset Management
•
Highbridge Capital Management
• Marsico Capital Management
•
Himalaya Capital
• Marvin & Palmer Associates
•
Impala Asset Management
• Massachusetts Financial Services
• Kingdon Capital Management
• North Fork Bank
• North Sound Capital
• Northwestern Mutual
• Oaktree Capital Management
• Ohio Public Employees Deferred
Compensation Program
• Omega Advisors
• Ontario Teachers Pension Plan
• Oppenheimer & Co
• Oppenheimer Capital
• Oppenheimer Funds
• Orient Overseas International
• Ospraie Funds
• OSS Capital
• Pacific Sun Investment Management
• Pantera Global
• Perry Capital
6
•
Philadelphia International Advisors
•
Standard Pacific Capital
•
Tupelo Capital Management
•
Philips Pension Fund
•
Stanlib Asset Management
•
TVG
•
Pier Capital
•
Stark Investments
•
U.S. Trust Company of New York
•
Pinnacle Associates
•
State of New Jersey
•
•
Pioneer Investment Management
•
State of Wisconsin Investment Board
United Nations Joint Staff Pension
Fund
•
Pioneerview International
•
State Street Global Advisors
•
US Trust Company
State Teachers Retirement System of
Ohio
•
Valquest Capital Management
•
Van Eck
•
•
•
Pollack Asset Management
•
Polygon Investments
•
Stratix Asset
•
Vector Capital Management
•
Porter Felleman
•
Strong Capital Management
Incorporated
•
Viking
•
Vontobel
•
Sunova Capital
•
WAFRA
•
Taylor-Rafferty
•
Walter Scott & Partners
•
Templeton Fund Management
•
Wasatch Advisors
•
The Baupost Group
•
Weiser
•
The Rohatyn Group
•
Wellington
•
Thompson Siegel & Walmsley
•
WestLB
•
Thornburg Investment Management
•
Wexford Capital
•
TIAA-CREF
•
WGA
•
Tiedemann Investment Group
•
William Blair & Co.
•
Tiger
•
William Capital Associates
•
Tocqueville
•
Williams, Jones & Associates
•
Torrey Pines Capital
•
Wooster Capital Management
•
Tracer Capital
•
Zesiger
•
Trafelet & Co
•
Ziff Brothers
•
Trans-Tasman Business Circle
•
Traxis Partners
•
Treetop Capital Management
Sandell Asset Management
•
TriBeCa Investments
Seabridge
•
Trident Global
Seasons Capital
•
Trilogy Advisors
Sg Cowan
•
Trivium
•
Sierra Global Management
•
Trust Company of the West
•
Skagenfondene
•
Tudor
•
Smith Management
•
Sofaer Capital Mangement
•
Soros Fund Management
•
Spinner Asset
•
SpruceGrove Investment
Management
•
•
•
•
Primecap Management
Prince Street Capital
Principal Global Investors
Putnam Investments
•
QVT
•
Ram Partners
•
Raphael
•
•
•
Reliance Capital Management
RH Capital
RHG Capital
•
Rockefeller & Co.
•
Royal Capital Management
•
RS Investments
•
SAC Capital
•
Sage Asset Management
•
Sagitta Asset Management
•
Salomon Brothers Asset
Management
•
•
•
•
7
Polaris Capital Mgmt
Participating Corporates 2004
Australia
•
Amcor Ltd
•
AMP Ltd
•
BHP Billiton Ltd
•
Centennial Coal Company Ltd
•
Coca-Cola Amatil
•
Promina Group Ltd
•
St. George Bank Ltd
•
Telecom Corporation of New Zealand
•
Wesfarmers Ltd
•
Woolworths Ltd
good conference, well organized
“Very
with excellent 1-on-1 access.
”
Quote from Global Investor
China/Hong Kong
•
ASM Pacific Technology
•
Bank of China
•
Cheung Kong Infrastructure Holdings
Ltd
•
China Merchant Holdings
(International) Co Ltd
•
China Resources Power
•
China Travel International
Investment H.K. Ltd
•
Citic Pacific
•
City Telecom (HK) Ltd
•
Clear Media Ltd
•
Esprit Holdings Ltd
•
Hong Kong Land Ltd
•
Hutchison Whampoa
•
Li & Fung Ltd
India
Indonesia
•
Lifestyle International Holdings Ltd
• Ballarpur Industries Ltd
• Bank Rakyat Indonesia
•
MTR Corporation Ltd
• Cognizant Technology Solutions
• HM Sampoerna
•
Noble Group Ltd
• Gujarat Ambuja Cements Ltd
• PT Bank Central Asia Tbk
•
Sa Sa International Holdings Ltd
• Hindalco Industries Ltd
• PT Bank Mandiri (Persero) Tbk
•
Shui On Group
• PT Indosat Tbk
•
SINA Corporation
• Housing Development Finance
Corporation (HDFC)
•
Sinopec Corporation
• State Bank of India
•
SMIC
• Tata Power
•
Solomon Systech (International) Ltd
•
Star Group Ltd
•
Tom Group Ltd
• PT Telekomunikasi Indonesia Tbk
8
you for all the arrangements you
“Thank
made for a very well-run conference.
”
Quote from CFO of Singapore Corporate
9
Japan
Korea
Malaysia
•
AIFUL Corp
•
CJ Internet
•
ASTRO All Asia Networks plc
•
Casio Computer Co Ltd
•
Hana Bank
•
Dreamgate Bhd
•
eAccess Ltd.
•
Hanjin Shipping
•
Khazanah Nasional Bhd
•
Hitachi Data Systems Corporation
•
Industrial Bank of Korea
•
Malakoff Bhd
•
JFE Holdings, Inc.
•
KT&G
•
MK Land Holdings Bhd
•
Konica Minolta Holdings
•
Kyobo Life Insurance
•
Tanjong Plc
•
Nippon Yusen
•
LG Electronics
•
Top Glove Corporation Bhd
•
Nidec Corporation
•
LG Household & Health Care
•
WTK Holdings Bhd
•
NOK Corporation
•
LG Telecom
•
Oki Data
•
Samsung Electronics
•
OKI Electricity Industry Co. Ltd.
•
SK Telecom
•
Omron Corporation
•
Rakuten Inc.
•
Tokyo Seimitsu Co., Ltd.
Philippines
•
Philippine Long Distance Telephone
Co.
Singapore
Taiwan
Thailand
•
Ascendas-MGM Funds Management
Ltd
•
Chi Mei Optoelectronics Corp
•
Advanced Info Service
•
Delta Electronics Inc.
•
BEC World Public Co Ltd
•
DBS Group Holdings Ltd
•
First Financial Holdings Co
•
Electricity Generating Public Co Ltd
•
Neptune Orient Lines Ltd
•
Media Tek Inc.
•
Kiatnakin Finance & Securities
•
Singapore Exchange Ltd
•
Mega Financial Holding Co.
•
Land & Houses Pcl
•
Singapore Telecom
•
Merry Electronics Co. Ltd.
•
National Finance Pcl
•
Premier Image Technology
Corporation
•
PTT Exploration & Production Pcl.
•
PTT Pcl.
•
Taiwan Cellular Corporation
•
Siam Cement Pcl.
•
Taiwan Semiconductor
Manufacturing Co
•
Thai Military Bank Pcl
Special Guests for 2004:
Global Emerging Markets
Participating Corporates 2004
Latin America
Emerging Europe
•
America Movil
• OTP Bank
•
Banco Itau
•
Bradesco
South Africa
•
Cemig
• Edcon
•
Eletrobras
• Goldfields
•
Endesa—Chile
• Harmony
•
Enersis—SA
• Kumba Resrouces
•
GFNorte
• Liberty Life
•
Mercantil
• MTN
•
Tele Norte
• Mvelaphanda Resources
•
Telemar
• Sappi
•
Grupo Televisa
• Sasol
•
Tenaris SA
• Standard Bank
•
Tele Norte Leste Participacoes (TNE)
• Telekom SA
•
Telesystem International Wireless
•
Votorantim Celulose e Papel (VCP)
JPMorgan GEM Strategy with Adrian Mowat (Asia Pacific Equity Strategist), Deanne Gordan (Latin American
Equity Strategist) and Pedro Martins (South African Equity Strategist)
10
JPMorgan offices in Asia Pacific
Hong Kong serves as the regional head office for JPMorgan’s
Asia Pacific market, which includes China, Japan, Australia,
India, Singapore and 10 other countries.
The firm has close to 7,000 employees in 24 offices throughout
the region, with about 1,700 of them in Hong Kong. JPMorgan
has a long history in the region, having opened its first office in
Australia in 1872.
Contacts
Bruce Salzer
Investor Relations, Asia Pacific
Tel: (852) 2800 7312
Email: [email protected]
Rebecca Michele
Investor Relations, Australia
Tel: (61-2) 9220 7961
Email: [email protected]
Tomohide Maki
Investor Relations, Japan
Tel: (81-3) 5545 8770
Email: [email protected]
Mark Cox
Asia Pacific Equity Sales, New York
Tel: (1) 212 622 2534
Email: [email protected]
Xen Gladstone
Asia Pacific Equity Sales, Asia Pacific
Tel: (852) 2800 8586
Email: [email protected]
Laura Atherley
Asia Pacific Equity Sales, U.K./Europe
Tel: (44) 207 742 8441
Email: [email protected]
David Shirt
Japan Equity Sales
Tel: (81-3) 5545 8714
Email: [email protected]
Peter Wade
Australia Equity Sales
Tel: (61-2) 9220 7958
Email: [email protected]
Isaac Rosenblum
Asia Pacific Equity Research
Tel: (852) 2800 8583
Email: [email protected]