Marketing Today: Name that client! Kevin Duggan Equity Derivative Trading and Strategy Ontario Teachers’ Pension Plan August 19th, 2005

Overview  Marketing : External Relationships  Broker marketing to us  Our marketing to the world  Marketing : Internal Relationships  Marketing to other PMs internally  Marketing to senior management and the Board

Client : Traditional  Research  Generic  Custom  Delivery

Client : Traditional

 Research  Generic  Custom  Delivery  Relationship Management Trend

Relationship Manager TAA Public Equities Fixed Income Private Capital Currency and Commodities Alternative Investments Relationship Manager

Client : Traditional  Research  Generic  Custom  Delivery  Relationship Management Trend  Investor seminars  Other  OTC developments in Europe

Client : The Street  Why bother?  Pricing methodology  Investment philosophy  ART relationships  Road shows  End user surveys

Client : Internal Peers  Public Equities  Private Capital  TAA  Investment Planning Committee

Agency Traders Futures, Options, Non Standard Equity, Index Products Equity Derivatives Trading Advisors Management of Joint Portfolios Client : Internal Peers

Client : Senior Management

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