Scott Lydick, CFA

- Investment Specialist for High Net Worth Families, Endowments & Foundations - Leverages J.P. Morgan’s global resources to provide individuals, endowments, and foundations with tailored investment solutions across multiple platforms and asset classes. J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm

Trugent Capital L.P. was an SEC registered hedge fund management company with peak assets of $92 million under management. Trugent specialized in running an equity long short portfolio in the basic materials and industrial sectors with minimal net market exposure. Trugent was a reorganization and subsequent start-up fund by certain individuals from Verity Capital Partners.

- Managed a market neutral equity long / short portfolio representing approximately 30% of gross capital - Developed daily risk analysis reports and helped to monitor fund risk - Helped to launch the fund by marketing, choosing service providers, and creating policies and procedures for trading, accounting, back office and reporting

- Generated fundamentally based equity investment ideas in cyclical industries (paper & forest products, autos / auto parts, airlines, chemicals) within a long / short "pairs" format to isolate alpha and help create a market neutral portfolio. - Analyzed and recommended investment ideas in event driven situations including hostile and friendly mergers, auctions, tender offers, spin-outs, and dutch tenders.