Time for a Turnaround Searching for Solutions to the Fiscal Challenges Facing New York State JPMorgan Chase & Co. 277 Park Avenue 17th Floor Tuesday, September 29, 2009 9:30 a.m. – 12:00 p.m. Attendee List Quenia Abreu, President & CEO, New York Women's Chamber of Commerce Kenneth Adams, President & CEO, The Business Council of New York State, Inc. Michelle A. Adams, Executive Director, Association for a Better New York Joanne Addas, Senior Director, Tax Counsel, Capital One Bank Gerald Adolph, Senior Partner, Booz and Company Pat Ahaesy, President, National Association of Women Business Owners - NYC Stephen R. Aiello, Senior Counselor, Public Affairs New York, Hill & Knowlton, Inc. Paul R. Alter, Greenberg Traurig, LLP Eric Altman, Senior Advisor, JP Morgan Securities Inc. Richard T. Anderson, President, New York Building Congress Richard Aquino, Vice President & General Manager, URS Corporation Charles Bendit, Principal, Taconic Investment Partners, LLC Stephen Berger, Chairman, Odyssey Investment Partners, LLC Phil Berman, Director, CIO Advisory Practice, PricewaterhouseCoopers, LLP Justin Bernbach, Managing Director, State & Community Affairs, American Airlines Abraham Biderman, Chairman, Eagle Advisors LLP Darren Bloch, Vice President, External Relations, Empire State Development Corp. Les Bluestone, President, Blue Sea Development, Inc. Adam M. Blumenthal, Managing Partner, Blue Wolf Capital Management Charles Brecher, Executive Vice President & Research Director, Citizens Budget Commission B. Seth Bryant, Partner-In-Charge, Adorno & Yoss Shawn J. Bunt, Vice President, Government Relations, JPMorgan Chase & Co. Tonio Burgos, President, Tonio Burgos & Associates, Inc. Kevin Burke, Chairman, President & CEO, Con Edison Avery Byrd, Chairman & CEO, Toussaint Capital Partners, LLC Kevin Cacace, President, Yonkers Chamber of Commerce Ricardi Calixte, Director, Neighborhood Economic Development, Queens Economic Development Corporation John Caroselli, Executive Vice President Customer & Markets, National Grid Richard A. Catalano, Partner, KPMG LLP
John Catsimatidis, Chairman & CEO, Red Apple Group, Inc. Vishaan P. Chakrabarti, Vice President, The Related Companies, L.P. Joseph Chan, President, Downtown Brooklyn Partnership James Chanos, President, Kynikos Associates Herman Charbonneau, Senior Vice President & Manager, Roosevelt & Cross, Inc. Patrick W. Condren, Executive Director, 86th Street Bay Ridge BID Scott Corwin, Vice President, Booz and Company Anthony R. Coscia, Partner, Windels Marx Lane & Mittendorf, LLP Tommy Craig, Senior Vice President, Hines Matthew T. Crosson, President, Long Island Association Linda D'Onofrio, Partner, Blank Rome, LLP Dick Dadey, Executive Director, Citizens Union Foundation Nancy DeParis, Vice President, Tri-State Government Affairs, The Bank of New York Mellon Corporation Jamie Dimon, Chairman, President & CEO, JPMorgan Chase & Co. Brendan P. Dougher, NY Metro Region Managing Partner, PricewaterhouseCoopers, LLP Garry Douglas, President & CEO, Plattsburgh North Country Chamber of Commerce Jonathan Drapkin, President & CEO, Pattern for Progress Chloe Drew, Executive Director, CUP The Council of Urban Professionals Douglas Durst, Co-President, Durst Organization Inc. Karen M. Elinski, Vice President, Government Relations, TIAA-CREF Mike Elmendorf, New York State Director, National Federation of Independent Business Nelson Eusebio, Executive Director, National Supermarket Association Darcy M. Fauci, Deputy Executive, Broome County Coalition Alan H. Fishman, Chairman, Ladder Capital Finance LLC Bill Flynn, Vice President, Government Relations, National Grid Patrick J. Foye, Partner, Rivkin Radler LLP Jeff H. Galloway, Partner, Hughes Hubbard & Reed LLP Kenneth D. Gibbs, President, Municipal Securities Group, Jefferies & Company Kenneth B. Gilman Edward J. Goldberg, Senior Vice President, Government & Consumer Affairs, Macy's East Jeffrey Goodell, Director, Government Affairs, JetBlue Airways Corporation Marcia Gordan, President & CEO, Business Council of Westchester Barry Gosin, Chief Executive Officer, Newmark Knight Frank Maria Gotsch, President & CEO, New York City Investment Fund Jonathan N. Grayer, Former Chairman & CEO, Kaplan, Inc. Lawrence T. Gresser, Partner, Cohen & Gresser, LLP Mary A. Griffin, Vice President, Citigroup Inc. H. Dale Hemmerdinger, President, Atco Properties & Management, Inc. Jennifer Hensley, Senior Advisor, Empire State Development Corp. James Heyliger, President, Association of Minority Enterprises of New York Kent Hiteshaw, Managing Director, JPMorgan Securities Brian Horey, President, Aurelian Management William Hubbard, President, Center Development Corporation Carl Hum, President & CEO, Brooklyn Chamber of Commerce Steven Hurst, Managing Director, New York Public Service Practice, Accenture Glenn H. Hutchins, Co-CEO, Silver Lake
Andres F. Irlando, Senior Vice President, Verizon Communications, Inc. Jordan Isenstadt, Deputy Director, Association for a Better New York Jameel W. Johnson, Director, Office of Government Relations, The NASDAQ OMX Group Erik W. Kahn, Partner, Bryan Cave LLP Catherine Keating, Chief Executive Officer, Private Bank, US, JPMorgan Chase & Co. Eugene Keilin, Principal, Keilin & Co., LLC Carol Kellermann, President, Citizens Budget Commission Robert Kinney, Managing Director, Wells Fargo Securities Radford W. Klotz, Partner, Brown Brothers Harriman & Co. Jay Kriegal, Senior Advisor, The Related Companies, L.P. Adore Kurtz, President, Development Corporation in Clinton County David J. Lamendola, Director, Government Affairs, Verizon Communications, Inc. Nancy D. Lancia, Managing Director, State Government Affairs, Securities Industry and Financial Market Association Cathy Landau-Painter, Principal, State Government Affairs, KPMG LLP Stephen D. Lemson, Vice President, State Government Affairs, American Express Company Susan Lerner, Executive Director, Common Cause/NY David Levy, Principal, Global Health Care Leader, PricewaterhouseCoopers LLP William M. Lewis, Co-Chairman, Investment Banking, Lazard Freres & Co. LLC Martin Linzer, Managing Director, Corporate Tax, Deutsche Bank Americas Joseph Lipari, Partner, Roberts & Holland LLP James L. Lipscomb, Executive Vice President & General Counsel, MetLife, Inc. Stanley S. Litow, President, IBM Foundation Nick Lugo, President, Bronx Chamber of Commerce Betsy Lynam, Deputy Research Director, Citizens Budget Commission Bill McCarthy, Partner, Bolton - St. John's, LLC Margaret McGovern, Regional Director, HSBC Bank USA Edmund J. McMahon, Jr., Director, Empire Center for NYS Policy; Senior Fellow, Manhattan Institute for Policy Research Ilene Margolin, Senior Vice President, Corporate Affairs, EmblemHealth Services LLC Donald B. Marron, Chairman & CEO, Lightyear Capital Robert Megna, Budget Director, State of New York Asheet Mehta, Director, McKinsey & Company, Inc. Armando E. Mejia-Gallardo, District Director, State Government Affairs, Altria Client Services, Inc. Anish Melwani, Principal, McKinsey & Company, Inc. Henry Miller, Chief Operating Officer, Goodman Media International, Inc. John Miller, Project Leader, The Boston Consulting Group Joyce L. Miller, Principal, Tier One Public Strategies Rick Miranda, President & CEO, Brooklyn Hispanic Chamber of Commerce Calvin Mitchell, III, Executive Vice President, Federal Reserve Bank of New York Sanjay Mody, Senior Advisor to the Chairman, The Port Authority of NY/NJ Joel H. Moser, Partner, Fulbright & Jaworski L.L.P. Daniel C. Murphy, President, New York State Hospitality & Tourism Association Steve Nislick, Chief Executive Officer, Edison Properties, Inc. Jim Normile, Partner, Winston & Strawn LLP Michael J. O'Brien, Corporate Partner, Wilmer Cutler Pickering Hale and Dorr LLP Manfred Ohrenstein, Senior Partner, Ohrenstein & Brown, LLP
James Orphanides, Chairman Emeritus, First American Title Insurance Company of New York Basil A. Paterson, Partner, Meyer, Suozzi, English & Klein, P.C. Hon. David Paterson, Governor, State of New York Jeffrey Piluso, Principal, A.T. Kearney, Inc. Seth Pinsky, President, New York City Economic Development Corporation Alfredo Placeres, President, New York State Federation of Hispanic Chamber of Commerce Nancy Ploeger, President, Manhattan Chamber of Commerce Ron Rabkin, Managing Director, State Taxes, The Bank of New York Mellon Corporation Hon. Richard Ravitch, Lieutenant Governor, State of New York Robert M. Richards, Executive Director, Jamaica Chamber of Commerce Peter Riguardi, President, New York Operations, Jones Lang LaSalle Brenda Rivera, Senior Manager for Communications, Medicaid CHOICES Iasha Rivers, Director for Consumer and Public Affairs, Macy's East Lisa Rosenblum, Senior Vice President, Government Affairs & Education, Cablevision Systems Corporation Carol Rosenthal, Partner, Fried Frank Harris Shriver & Jacobson, LLP Howard J. Rubenstein, President, Rubenstein Associates, Inc. Rafael Salaberrios, President, Bronx Overall Economic Development Corporation Deborah M. Sale, Executive Vice President for External Affairs, Hospital for Special Surgery Brian Sampson, Executive Director, Unshackle Upstate Peter L. Scher, Executive Vice President, Global Government Relations & Public Policy, JPMorgan Chase & Co. Michael J. Schozer, President, Assured Guaranty, Corp. Theodore Schweitzer, Managing Director, Tishman Speyer Suzanne Shank, Chief Executive Officer, Siebert Brandford Shank & Company, LLC James Sherin, Vice President & Director of Government Affairs, Retail Council of New York State Richard L. Sigal, Partner, Hawkins Delafields & Wood LLP Robert Simpson, President & CEO, Metropolitan Development Association of Syracuse and Central New York James H. Singer, Partner and New York Office Leader, A.T. Kearney, Inc. Michael P. Smith, President, New York State Bankers Association Richard J. Smith, CEO, Enexus Energy Corporation Michael Solomon, Managing Director, Janney Montgomery Scott Inc. Joseph E. Spinnato, President & CEO, Hotel Association of New York City Inc. Steven Spinola, President, The Real Estate Board of New York Ronald Stack, Managing Director, Wells Fargo Securities Justin S. Steinberg, Vice President, Steinberg Asset Management LLC Margaret Stover, Director, Health Industries Advisory Practice, PricewaterhouseCoopers LLP Betsey Swan, President, League of Women Voters of New York State Kenneth R. Theobalds, Vice President, Government Affairs, Entergy Nuclear Northeast Sonia Toledo, Managing Director, Bank of America Merrill Lynch Alair A. Townsend, Vice Chair, Buffalo Fiscal Stability Authority W. James Tozer, Jr., Managing Director & President, Vectra Management Group Abigail Trenk, President, Air Pegasus Heliport, Inc. Rebecca Truelove, Senior Manager, State and Local Tax Group, Ernst & Young LLP Lloyd Trufelman, President & CEO, Trylon SMR Michael Tucker, President & CEO, President, DeVito/Verdi Center for Economic Growth
Cynthia King Vance Ellis Verdi, President, Devito/Verdi Claudia Wagner, Founder, Law Offices of Claudia Wagner Edward C. Wallace, Partner, Greenberg Traurig, LLP Christopher Ward, Executive Director, The Port Authority of NY/NJ Robert B. Ward, Deputy Director, The Nelson A. Rockefeller Institute of Government Christopher A. Wearing, Managing Partner, New York Office, Accenture Ronald G. Weiner, President, Perelson Weiner, LLP Charles Weinstein, Managing Partner, Eisner LLP Michael A. Weiss, Executive Director, Metrotech Area BID Scott Wexler, Executive Director, Empire State Restaurant and Tavern Association Rory P. Whelan, Regional Vice President, Government Relations-Northeast, Time Warner Cable Inc. Jeff Williams, Deputy Director, Division of Public Policy, New York Farm Bureau, Inc. Lloyd Williams, President & CEO, The Greater Harlem Chamber of Commerce Robert Wolf, Chairman & CEO, UBS Group Americas, UBS Randy Wolken, President, MACNY, The Manufacturers Association Thomas E. Workman, President & CEO, Life Insurance Council of New York Jeff Wray, Partner & Managing Director, The Boston Consulting Group Kathryn Wylde, President & CEO, Partnership for New York City Joni Yoswein, President, Yoswein, New York, Inc. Emily Youssouf, Consultant, Partnership for New York City Strauss Zelnick, Chief Executive Officer, ZelnickMedia Corporation Howard Zucker, Partner, Hawkins Delafields & Woods LLP