J.P. Morgan U.S. FTM 15 Jun 26 Global Data Watch; ESE and More

Research evidence excerpt

J.P. Morgan U.S. FTM 15 Jun 26 Global Data Watch; ESE and More

Ken Goldman AC North America Equity Research

(1-212) 622-0359 15 June 2026 J P M O R G A N

ken.goldman@jpmorgan.com

Rates Outlook: Navigating Key Drivers, J.P. Morgan Speakers: Jay Barry, Head of Global Rates Strategy,

Moderators: Samantha Azzarello, Head of Content Strategy, on Thursday, June 18 @ 9:00am ET / 14:00

UK

Natural Resources Conference: Energy, Utilities, Power, Renewables & Mining Preview Call:

Thoughts Themes & Positioning, J.P. Morgan Speakers: Arun Jayaram – U.S. Exploration & Production,

Integrated Oils and Oilfield Services & Equipment Equity Analyst, Mark Strouse – Clean Energy, Power

Infrastructure, and Sustainable Investing Equity Analyst, Jeremy Tonet – Head of North America Power,

utilities, Midstream, LNG and Nuclear, Bill Peterson – Metals & Mining Equity Analyst, Brendan Henrici – US

Energy Sector Specialist, on Thursday, June 18 @ 11:30am ET / 16:30 UK

Trends In Net Lease – Discussion w/ JLL’s Coler Yoakam, J.P. Morgan Speakers: Anthony Paolone,

CFA, REITs & Real Estate Services Equity Analyst, External Speakers: Coler Yoakam, Single-Tenant Net

Lease Leader, on Thursday, June 18 @ 1:00pm ET / 18:00 UK

Fireside Chat with Guidewire (GWRE) Management, J.P. Morgan Speakers: Alexei Gogolev, Head of

Vertical SaaS and HealthTech Research, External Speakers: Jeff Cooper – CFO, Alex Hughes – IR, on

Thursday, June 25 @ 1:00pm ET / 18:00 UK

Chemicals: Specialty, Commodity, Agricultural, and Packaging Summer Outlook, Conference Call,

J.P. Morgan Speakers: Jeff Zekauskas, Chemicals: Specialty, Commodity, Agricultural, and Packaging

Equity Analyst, on Monday, July 13 @ 12:00pm ET / 17:00 UK

2026 Americas Upcoming Calls & Replays: Latest Schedule