Alliancebernstein Holding L.p. · NYSE:AB
Alliancebernstein Holding L.p — Alliance Capital Management Holding — Investor Presentation (January 2003)
15 slides from Alliancebernstein Holding L.p's investor presentation, Jan 17, 2003
Slide 1: Strength from Diversification: Assets Managed, Markets Served
Link to searchable text of slide 1
Slide 2: Forward-Looking Statements
Link to searchable text of slide 2
Slide 3: About Alliance Capital — Ownership Structure
About Alliance Capital — ownership Structure As of September 30, 2002 Unit Ownership Public Unitholders Alliance Capital General Partner Mgmt, Holding LP. and (NYSE: AC) Limited Partners Tavaasrs | W7as08365 Alliance Capital Management LP. ‘403,700 vars ousszrteg Alliance Capital Beneficial Ownershi
Slide 4: About Alliance Capital — Investment Considerations
About Alliance Capital — Investment Considerations Alliance Capital (the Operating Partnership) « Assets Under Management: December 31, 2002 $386 billion = Value: $8.4 billion Alliance Holding (the Publicly Traded Partnership) = NYSE Ticker: AC = AC: Market Capitalization (public) $2.6 billion = Cur
Slide 5: Strength from Diversification — Brief History of Alliance Capital
Strength from Diversification— Brief History of Alliance Capital 1962 Investment management department of Donaldson, Lufkin & Jenrette (DLJ) is founded to specialize in management of pension fund assets. 1971 DLJ’s investment management department is merged with Moady's Investors Services investment
Slide 6: Link to searchable text of
Link to searchable text of slide 6
Slide 7: Globally Positioned in Key Markets
Globally Positioned in Key Markets As of September 30, 2002 Luxempoulg > Siuhial pase conf Seattd Minneap oli ue Pais can Fiandsof - neo asad seo auger ‘Secaucus v Tokyo. Los Angle ching, 0 ane San estan Bead FE ape! ar ss Winrar Hot ah feonnay Sghosre B cioPatc Borarrestun Bape P syioy rene rie 8 +
Slide 8: Resourced to Provide Superior Performance
Resourced to Provide Superior Performance As of December 31, 2002 Fixed Equity Income Other Total Buy-Side Analysts 155 59 & 214 Sell-Side Analysts 95 st = 95 Partfalia Managers, 140 67 1 208 Traders Buy-Side 28 8 - 36 Floor 25 = 7 25 Corporate Finance/Other - a "1 " TOTAL 443 134 12 589 Includes in
Slide 9: Balanced Product Mix — AUM by Investment and Client Orientation
Balanced Product Mix — AUM by Investment and Client Orientation $386 Billion at Dec. 31, 2002 Investment Orientation” Client Orientation Value Equity 26% Institutional Investment Fixed Income $98 Ped Passive 28% 8% Anourts in Sitions Enutyieides balanced portolos ALM,
Slide 10: A Strong Global Presence — AUM by Client Location
# A Strong Global Presence— AUM by Client Location $386 Billion at Dec. 31, 2002 Internatianal 14% US. 86% (1 Assets are categorized by country dont of alent accounts Anountsia $bioas. 0
Slide 11: Broad Range of Investment Disciplines
Slide 12: Diverse Group of Clients
Diverse Group of Clients As of September 30, 2002 Wholesate Direct Safes « > + > institutional institutional investment Mgmt Private Client Research Services + 7.5 milion accounts + 2,200+ dient + 19,000 client + 1,000 client 153US muna funds —_‘elalonships relationships relationships + 43 of Fortin
Slide 13: Link to searchable text
Link to searchable text of slide 13
Slide 14: Strength from Diversification
) Strength from Diversification Globally Positioned in Key Markets Balanced Product Mix Strong Distribution Channels Highly Valued Independent Research Organization Solid Financial Position 4
Slide 15: Link to searchable text
Link to searchable text of slide 15 Exhibit 99.03 [ ALLIANCE CAPITAL LOGO] Alliance Capital Strength from Diversification: Assets Managed, Markets Served John D. Carifa President and Chief Operating Officer Mutual Fund Analyst Meeting January 16, 2003 Introduction Forward-Looking Statements Certain
Alliance Capital Management Holding — Investor Presentation (January 2003) on 6ix