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Introduction
COUNCIL MEMBERS
Gerson Lehrman Group
+1 212 984 8500
www.glg.it
August 2014
IS TRANSFORMING
THE WAY THE WORLD’S
TOP PROFESSIONALS
SHARE EXPERTISE
AND LEARN.
Who We Serve
3
8 of the 10
largest
Pharmaceutical Companies
27 of
the 50
Leading Mutual Funds
GLG derives its rich experience
from working with the world’s
leading institutions across
all major industries including
investors, corporations,
consultancies, law firms,
and non-profits.
We support 1,000+ clients.
Our extensive experience
allows us to quickly and
effectively address the unique
challenges facing each client.
6 of the
top 10
AmLaw Firms
350+
Private Equity and venture
capital firms of all sizes
across all geographies
500+
research professionals,
the largest dedicated
research staff in our
industry
350+
Hedge Fund clients
9 of the 10
Leading Global Banks
800+
Employees across
21 offices
20+
Legal/Compliance
team and 50+
Engineers supporting
our commitment
to compliance
400,000+
Council Members with 40%
Located outside North America
Fortune
500
Companies in nearly
every sector
A Snapshot of Our World-Class Network
4
210,000+
North America
87,000+
EMEA
70,000+
Asia
10,000+
Latin America
75,000+
Emerging Markets
Austin / Beijing / Boston / Chicago / Dubai / Dublin / Gurgaon / Hong Kong / London / Mumbai / Munich / New York
Paris / San Francisco / Santa Monica / Seoul / Shanghai / Singapore / Sydney / Tokyo / Washington, DC
How We Work with Our Clients
5
1. Clients Have Questions
Clients need to understand a
market, test a strategy, or
generate an idea
2. We Have Experts
400,000+ experts, including
former C-level operating
executives, ex-top-tier
strategy consultants and
thought leaders from around
the world
3. Clients Get Answers
We connect clients to leading
experts and insights to help
them make more informed
business decisions, through:
> Data & analysis
> Meetings
> Phone engagements
DiscoveryInspiration
We work with our clients across several key stages of decision-making
When clients
do not know
what they
are looking
for… they just
know they
need new
ideas
Validation Execution
When clients
are looking to
get smart
quickly on an
industry or
business
opportunity
that is
unfamiliar
When
clients have
to prove or
disprove a
hypothesis
in order
to move
forward on
an important
decision
When
clients need
to make
something
happen and
need to
access the
right people
to bring a
plan to life
We Offer Many Approaches to Gather Insight
6
Expert
Interactions
Data &
Analysis
Meetings
Service
Products
ON-DEMAND VISITS
On-site meetings
GLG CONNECT
Intimate networking
opportunities with
C-level executives
and industry leaders
MEDIATED FOCUS
GROUPS
Product and
concept testing
EXPERT PANELS
Discussions with
small group
of experts
PROGRAMMED TRIPS
Meetings with local
experts during
international travel
PRIMARY RESEARCH
REVIEW
In-person team training
PRIORITY SERVICE
Prioritizes your
requests for faster
service time
ON-SITE SERVICE
SUPPORT
In-house
appointments with a
GLG service
executive
LERA (Legal, Economic
& Regulatory Affairs)
Access former top level
government officials, legal
& regulatory experts
SURVEYS
Online sampling of
expert opinions
CUSTOMIZED WRITTEN
DELIVERABLES
Expert-written reports
tailored to specific
requests
CONSULTATIONS
One-on-one phone
conversations
with expert
INTERMEDIATED
CONSULTATIONS
Moderated phone
consultations with
summary report
VIRTUAL FORUMS
Digitally connect with
CMs and your peers
Simple Consulting Process
7
GLG standardizes client interactions, resulting in a streamlined process & prompt payment
> The simple
online
application
takes about
15 minutes
> Council
Members can
create/review
their profiles
and set their
own hourly
rates
> Council Members
set their own
hourly rates.
GLG can provide
guidance based
on its market
knowledge
on an individual
basis
> Once an
application has
been accepted,
applicants are
notified by email
of their status
and prompted
to take our online
training and sign
our Terms &
Conditions
of Council
Membership
> Clients contact
GLG with topics
of interest (e.g.,
industry trends,
specific products
or services, etc.)
> Our Research
Professionals
find and invite
Council Members
with expertise
relevant to the
client inquiry
> CMs must
opt-in to
projects and
are required to
decline projects
on topics they
cannot discuss
or on which
they conflicted
> There is no
minimum time
commitment.
> Council
Members can
discontinue
receiving
invitations
at any time
> Members
consult over
the phone,
in-person, or
by online survey
> Phone and
in-person
consultations
last 45 minutes
on average
> Online surveys
typically take
15 to 25 minutes
to complete
> After a phone
conversation,
members
invoice GLG
by logging on
to their secure
web-based
dashboard
> Payment is
usually sent
within one week
for consults and
surveys/events
> Payments for
surveys and
meetings
are sent
automatically
within one
week of the
consultation
Apply
1
Apply
Council
Membership
Invitation
to Consult
Accept or
Decline
Invitation
Consult
Prompt
Payment
2 3 4 5 6
GLG Best-in-Class Compliance Framework
8
Our comprehensive
compliance framework
allows us to arrange
valuable primary
research interactions
while giving our clients
confidence that their
best interests are being
served. Here are a few
examples of the
procedures and controls
we have in place
Council Members sign, and annually
re-sign, our Terms and Conditions
in which they agree that they will not
provide confidential information and
will keep clients’ interests and
information confidential
Each year, Council Members
must undergo interactive and
sector-specific compliance training
Using profiling questions, we capture
detailed information on Council
Members’ capabilities and specific
conflicts, and use that information
to disqualify experts from projects
that present clear conflicts
Only Member Programs Council
Members – mostly independents,
retirees, academics, business owners,
C-level executives, or individuals
with written employer consent –
may engage in ongoing and
in-depth consulting
We apply comprehensive rules to every
interaction we facilitate (e.g., employed
experts cannot consult about
their employer)
GLG’s web-based software allows
client compliance users to monitor
research activity and implement their
own compliance settings based on their
firm’s specific needs (e.g., place
restrictions on interactions with current
or former public company employee
or hardwire custom attestations or
screening questions for experts to
answer in advance of projects)
Both the Terms and Conditions and
training are available in 21 languages
and dialects
Our Locations
9
Austin
301 Congress Avenue
Suite 900
Austin, TX 78701
+1 512 651 3700
Beijing
Gerson Lehrman Group, Inc. Beijing
Office 613, China World West Wing
No. 1 Jiangguomenwai Avenue
Chaoyang, Beijing
China 100004
+86 10 5768 4010
Boston
211 Congress Street
6th Floor
Boston, MA 02110
+1 617 603 2300
Chicago
225 W Washington Street
Suite 1675
Chicago, IL 60606
312-281-0010
Dubai
Gerson Lehrman Group (Dubai) Ltd.
DIFC - Gate Village 10, level 3
PO Box 125115
Dubai, United Arab Emirates 000
+971 4401 9172
Dublin
Gerson Lehrman Group (Ireland)
Limited
Pinebrook House
72-74 Harcourt Street, 2nd floor
Dublin 2 Ireland
+353 1 901 4900
Gurgaon
Gerson Lehrman Group India Pvt Ltd
Infinity Tower A, 9th Floor
DLF Phase 2
Gurgaon 122002
+91 124 712 3100
Hong Kong
Gerson Lehrman Group (Asia) Limited
9th Floor, Henley Building
5 Queens Road Central
Hong Kong
+852 2501 0012
London
Gerson Lehrman Group Limited
101 Wigmore Street
5th Floor
London W1U 1QU
+44 (0) 20 7529 4600
Mumbai
Gerson Lehrman Group India Pvt Ltd.
The Capital - 7th Floor B Wing
Plot C70 G Blk
Bandra Kurla Complex
Mumbai 400051
+91 22 6712 8700
Munich
Gerson Lehrman Group GmbH
Kolosseumstraße 1A, 80469
Munich, Germany
+49 89 44 77 80 40
New York
(Headquarters)
One Grand Central
60 East 42nd Street, 3rd Floor
New York, NY 10165
+1 212 984 8500
Paris
Gerson Lehrman Group (France)
SAS
34 Rue du Mont Thabor
75001 Paris, France
+33 (0) 1 58 62 21 19
San Francisco
801 Montgomery Street, 5th Floor
San Francisco, CA 94133
+1 415 343 6350
Santa Monica
501 Santa Monica Boulevard Suite
450 Santa Monica, California
+1 310 595 1900
Seoul
Gerson Lehrman Group Korea, LLC
23rd Floor
Seoul Finance Center
84 Taepyung-Ro 1 Ga
Seoul
100-768 Republic of Korea
+82 2 788 8080
Shanghai
Gerson Lehrman (Shanghai) Co, Ltd
Hong Kong New World Tower 23rd Floor
Shanghai, China 200020
+86 21 6193 0300
Singapore
Gerson Lehrman Group Singapore Pte,
Ltd.
65 Chulia Street
(#27-01/02) OCBC Centre
Singapore 049513
+65 6876 4880
Sydney
Gerson Lehrman Group (Australia) Pty.
Ltd.
Level 9
139 Macquarie Street
Sydney, 2000 Australia
+61 (0) 2 8417 2600
Tokyo
K.K. Gerson Lehrman Group
15th Floor
Tokyo Bankers Club Building,
1-3-1 Marunouchi, Chiyoda-ku,
Tokyo 100-0005, Japan
+81 3 3216 7250
Washington DC
1023 Fifteenth Street, NW
Suite 600
Washington, DC 20005
+1 202 682 2148
CONFIDENTIAL ©2014 GERSON LEHRMAN GROUP, INC. ALL RIGHTS RESERVED. ‘GLG’ AND THE GLG LOGO ARE TRADEMARKS OF GERSON LEHRMAN GROUP, INC.
Thank You

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Intro to GLG for Council Members

  • 1. Introduction COUNCIL MEMBERS Gerson Lehrman Group +1 212 984 8500 www.glg.it August 2014
  • 2. IS TRANSFORMING THE WAY THE WORLD’S TOP PROFESSIONALS SHARE EXPERTISE AND LEARN.
  • 3. Who We Serve 3 8 of the 10 largest Pharmaceutical Companies 27 of the 50 Leading Mutual Funds GLG derives its rich experience from working with the world’s leading institutions across all major industries including investors, corporations, consultancies, law firms, and non-profits. We support 1,000+ clients. Our extensive experience allows us to quickly and effectively address the unique challenges facing each client. 6 of the top 10 AmLaw Firms 350+ Private Equity and venture capital firms of all sizes across all geographies 500+ research professionals, the largest dedicated research staff in our industry 350+ Hedge Fund clients 9 of the 10 Leading Global Banks 800+ Employees across 21 offices 20+ Legal/Compliance team and 50+ Engineers supporting our commitment to compliance 400,000+ Council Members with 40% Located outside North America Fortune 500 Companies in nearly every sector
  • 4. A Snapshot of Our World-Class Network 4 210,000+ North America 87,000+ EMEA 70,000+ Asia 10,000+ Latin America 75,000+ Emerging Markets Austin / Beijing / Boston / Chicago / Dubai / Dublin / Gurgaon / Hong Kong / London / Mumbai / Munich / New York Paris / San Francisco / Santa Monica / Seoul / Shanghai / Singapore / Sydney / Tokyo / Washington, DC
  • 5. How We Work with Our Clients 5 1. Clients Have Questions Clients need to understand a market, test a strategy, or generate an idea 2. We Have Experts 400,000+ experts, including former C-level operating executives, ex-top-tier strategy consultants and thought leaders from around the world 3. Clients Get Answers We connect clients to leading experts and insights to help them make more informed business decisions, through: > Data & analysis > Meetings > Phone engagements DiscoveryInspiration We work with our clients across several key stages of decision-making When clients do not know what they are looking for… they just know they need new ideas Validation Execution When clients are looking to get smart quickly on an industry or business opportunity that is unfamiliar When clients have to prove or disprove a hypothesis in order to move forward on an important decision When clients need to make something happen and need to access the right people to bring a plan to life
  • 6. We Offer Many Approaches to Gather Insight 6 Expert Interactions Data & Analysis Meetings Service Products ON-DEMAND VISITS On-site meetings GLG CONNECT Intimate networking opportunities with C-level executives and industry leaders MEDIATED FOCUS GROUPS Product and concept testing EXPERT PANELS Discussions with small group of experts PROGRAMMED TRIPS Meetings with local experts during international travel PRIMARY RESEARCH REVIEW In-person team training PRIORITY SERVICE Prioritizes your requests for faster service time ON-SITE SERVICE SUPPORT In-house appointments with a GLG service executive LERA (Legal, Economic & Regulatory Affairs) Access former top level government officials, legal & regulatory experts SURVEYS Online sampling of expert opinions CUSTOMIZED WRITTEN DELIVERABLES Expert-written reports tailored to specific requests CONSULTATIONS One-on-one phone conversations with expert INTERMEDIATED CONSULTATIONS Moderated phone consultations with summary report VIRTUAL FORUMS Digitally connect with CMs and your peers
  • 7. Simple Consulting Process 7 GLG standardizes client interactions, resulting in a streamlined process & prompt payment > The simple online application takes about 15 minutes > Council Members can create/review their profiles and set their own hourly rates > Council Members set their own hourly rates. GLG can provide guidance based on its market knowledge on an individual basis > Once an application has been accepted, applicants are notified by email of their status and prompted to take our online training and sign our Terms & Conditions of Council Membership > Clients contact GLG with topics of interest (e.g., industry trends, specific products or services, etc.) > Our Research Professionals find and invite Council Members with expertise relevant to the client inquiry > CMs must opt-in to projects and are required to decline projects on topics they cannot discuss or on which they conflicted > There is no minimum time commitment. > Council Members can discontinue receiving invitations at any time > Members consult over the phone, in-person, or by online survey > Phone and in-person consultations last 45 minutes on average > Online surveys typically take 15 to 25 minutes to complete > After a phone conversation, members invoice GLG by logging on to their secure web-based dashboard > Payment is usually sent within one week for consults and surveys/events > Payments for surveys and meetings are sent automatically within one week of the consultation Apply 1 Apply Council Membership Invitation to Consult Accept or Decline Invitation Consult Prompt Payment 2 3 4 5 6
  • 8. GLG Best-in-Class Compliance Framework 8 Our comprehensive compliance framework allows us to arrange valuable primary research interactions while giving our clients confidence that their best interests are being served. Here are a few examples of the procedures and controls we have in place Council Members sign, and annually re-sign, our Terms and Conditions in which they agree that they will not provide confidential information and will keep clients’ interests and information confidential Each year, Council Members must undergo interactive and sector-specific compliance training Using profiling questions, we capture detailed information on Council Members’ capabilities and specific conflicts, and use that information to disqualify experts from projects that present clear conflicts Only Member Programs Council Members – mostly independents, retirees, academics, business owners, C-level executives, or individuals with written employer consent – may engage in ongoing and in-depth consulting We apply comprehensive rules to every interaction we facilitate (e.g., employed experts cannot consult about their employer) GLG’s web-based software allows client compliance users to monitor research activity and implement their own compliance settings based on their firm’s specific needs (e.g., place restrictions on interactions with current or former public company employee or hardwire custom attestations or screening questions for experts to answer in advance of projects) Both the Terms and Conditions and training are available in 21 languages and dialects
  • 9. Our Locations 9 Austin 301 Congress Avenue Suite 900 Austin, TX 78701 +1 512 651 3700 Beijing Gerson Lehrman Group, Inc. Beijing Office 613, China World West Wing No. 1 Jiangguomenwai Avenue Chaoyang, Beijing China 100004 +86 10 5768 4010 Boston 211 Congress Street 6th Floor Boston, MA 02110 +1 617 603 2300 Chicago 225 W Washington Street Suite 1675 Chicago, IL 60606 312-281-0010 Dubai Gerson Lehrman Group (Dubai) Ltd. DIFC - Gate Village 10, level 3 PO Box 125115 Dubai, United Arab Emirates 000 +971 4401 9172 Dublin Gerson Lehrman Group (Ireland) Limited Pinebrook House 72-74 Harcourt Street, 2nd floor Dublin 2 Ireland +353 1 901 4900 Gurgaon Gerson Lehrman Group India Pvt Ltd Infinity Tower A, 9th Floor DLF Phase 2 Gurgaon 122002 +91 124 712 3100 Hong Kong Gerson Lehrman Group (Asia) Limited 9th Floor, Henley Building 5 Queens Road Central Hong Kong +852 2501 0012 London Gerson Lehrman Group Limited 101 Wigmore Street 5th Floor London W1U 1QU +44 (0) 20 7529 4600 Mumbai Gerson Lehrman Group India Pvt Ltd. The Capital - 7th Floor B Wing Plot C70 G Blk Bandra Kurla Complex Mumbai 400051 +91 22 6712 8700 Munich Gerson Lehrman Group GmbH Kolosseumstraße 1A, 80469 Munich, Germany +49 89 44 77 80 40 New York (Headquarters) One Grand Central 60 East 42nd Street, 3rd Floor New York, NY 10165 +1 212 984 8500 Paris Gerson Lehrman Group (France) SAS 34 Rue du Mont Thabor 75001 Paris, France +33 (0) 1 58 62 21 19 San Francisco 801 Montgomery Street, 5th Floor San Francisco, CA 94133 +1 415 343 6350 Santa Monica 501 Santa Monica Boulevard Suite 450 Santa Monica, California +1 310 595 1900 Seoul Gerson Lehrman Group Korea, LLC 23rd Floor Seoul Finance Center 84 Taepyung-Ro 1 Ga Seoul 100-768 Republic of Korea +82 2 788 8080 Shanghai Gerson Lehrman (Shanghai) Co, Ltd Hong Kong New World Tower 23rd Floor Shanghai, China 200020 +86 21 6193 0300 Singapore Gerson Lehrman Group Singapore Pte, Ltd. 65 Chulia Street (#27-01/02) OCBC Centre Singapore 049513 +65 6876 4880 Sydney Gerson Lehrman Group (Australia) Pty. Ltd. Level 9 139 Macquarie Street Sydney, 2000 Australia +61 (0) 2 8417 2600 Tokyo K.K. Gerson Lehrman Group 15th Floor Tokyo Bankers Club Building, 1-3-1 Marunouchi, Chiyoda-ku, Tokyo 100-0005, Japan +81 3 3216 7250 Washington DC 1023 Fifteenth Street, NW Suite 600 Washington, DC 20005 +1 202 682 2148
  • 10. CONFIDENTIAL ©2014 GERSON LEHRMAN GROUP, INC. ALL RIGHTS RESERVED. ‘GLG’ AND THE GLG LOGO ARE TRADEMARKS OF GERSON LEHRMAN GROUP, INC. Thank You