BU Name or Client/Project Name INVESTOR LANDSCAPE AND BUYING POWER

- SHIFT IN INVESTMENT PARADIGMS

The 15 Institutional Investors That Matter

Key Long Only Institutions

Key Long Only Institutions

Pre-
Key European MS Senior Sales marketing
Institution Domicile Decision Maker Brief Description Coverage Aptitude
Key Long Only Institutions

Nigel Bolton /
Global IM with multiple equity portfolios globally encompassing Tyrrell Young / Phil
PMs based on PP
multiple investment styles Griffith
sector

Global IM incorporating 3 independently-managed

Analysts based organisations: Cap Research, Cap Intl. and Cap World.
Tyrrell Young P
on sector Fundamentally-driven, analyst-led and value-oriented. Large,
concentrated investments

Canadian government pension plan. Independently-managed

Norm Jackson Laura Adams P
versus a multi-asset benchmark. Large, concentrated positions

Global IM with multiple equity portfolios; analyst-led investment Becci McKinley-

(1)
Greg Bennett decisions focused on value and potential catalysts for price Rowe (UK) / Linda P
appreciation Borman (US)
Roger Guy; Global AM with approximately $27Bn in assets under
Stephen Smith;
Guillaume management, running both traditional and alternative/ absolute PP
Jonny Haycock
Rambourg return investment strategies

Singapore Government investment arm. London branch runs

James Manson-
Jason Triplitt large public and private equity portfolios capable of making PP
Bahr
large, concentrated investments
Norwegian SWF. Large passive index funds complemented by
Ola Stavem actively managed portfolios. Strategic as well as economic Frederick Magni PP
investments
Global IM; research-focused but with no single investment
(1)
Matt Strzepka style. Deal participation aggregated from multiple portfolio John Carroll P
managers

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1. Capital Markets co-ordinator 13
BU Name or Client/Project Name INVESTOR LANDSCAPE AND BUYING POWER
- SHIFT IN INVESTMENT PARADIGMS

The 15 Institutional Investors That Matter (cont’d)

Key Hedge Funds

Key Hedge Funds

Pre-
Key European MS Senior Sales marketing
Institution Domicile Decision Maker Brief Description Coverage Aptitude

Key Hedge Funds

Global multi-strategy hedge fund with strong value

Erland PPP
bias; long lock-up capital allows for concentrated, Dan Lewis
Karlsson
lower-liquidity positions

European-focused multi-strategy hedge fund Jack Clein /

Philippe Jabre investing across capital structure. Long/ short Michael PPP
equity is a key strategy O'Byrne

Multi-strategy hedge fund with "cross-capital

James Caird Tim Leslie structure" investment platform. Fast decision- Phil Griffith PPP
making process, focused on aftermarket liquidity

European-focused long-short equity fund.

Talal PP
Research-focused, with large, concentrated Tyrrell Young
Shakerchi
thematic investments

Greg Coffey/
Global multi-strategy hedge fund with multiple PPP
Paul Findley/ Stephen Smith
manager-led equity funds
Julian Rifat(1)

Global multi-strategy hedge fund. Value-biased with

Victoria PPP
Michael Cohen detailed fundamential and technical analysis. Large
Gardiner
investments (including PE)

Value-oriented event-driven long/ short hedge fund

John Paulson / PP
investing across all asset classes; highly Dan Lewis
Mina Gerowin
concentrated portfolio of value investments

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1. Capital Markets co-ordinator 14