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# Franklin Templeton: Investing in Innovation

## Franklin Templeton: Investing in Innovation.

Jenny Johnson, President & CEO

Transcript:

Jenny Johnson:

At Franklin Templeton, our mission is to help people...

[TITLE CARD: Jenny Johnson, President and CEO, Franklin Templeton]

...achieve the most important milestones of their lives. If you think about it, most goals actually have a financial component. That is something that transcends any geography or culture. Retiring with financial independence or helping your kids pay for some of their college education, we're here to help people achieve those goals.

[TITLE CARD: Investing in Innovation]

Jenny Johnson:

We've been around for over 75 years. The technology today is allowing us to really customize those products in a way that we've never been able to do in the past for that individual client's needs.

[TITLE CARD: Max Catalano, Managing Director, WF Corporate & Investment Banking]

Max Catalano:

Franklin Templeton was one of the first innovators of democratizing the investment space. Today, they are providing access to private markets and alternatives.

Jenny Johnson:

We focus a lot on growth in private assets and giving the average individual access to those returns. We've needed some unique types of financing structures to be able to customize our solutions, and WF has been really agile and innovative in being able to build those for us.

Jon Weiss:

At WF, the best innovation...

[TITLE CARD: Jon Weiss, Co-Chief Executive Officer, WF Corporate & Investment Banking]

...is done arm-in-arm with clients like Franklin Templeton. We're client-centric, and that's part of building these trusted relationships at all levels of the company. When a key solution is required, we have enough knowledge and enough trust in each other that we can develop that together.

Jenny Johnson:

The most important thing in a true partnership is that you have relationships throughout the entire organization. My entire team has great relationships there. You can have honest conversations.

Jon Weiss:

As we think about how to innovate, we're thinking about what the benefit is ultimately to the client and to their customers.

Max Catalano:

When I think about my kids, I want them to have the freedom to do the things that they want. Institutions like Franklin Templeton, like WF, that is what we are built to do.

Jenny Johnson:

It's bringing our capabilities to wherever that client is in their life cycle, and being able to have those solutions.

Close with music

Sponsored by WF Corporate & Investment Banking
The Next Horizon
Franklin Templeton
bloomberg.com/thenexthorizon

WF Corporate & Investment Banking (CIB) and WF Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of WF & Company and its subsidiaries, including but not limited to WF Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, WF Prime Services, LLC, member of FINRA, NFA and SIPC, and WF Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. WF Securities, LLC and WF Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2025 WF & Company.

Franklin Templeton was one of the first innovators democratizing the investment space, providing everyday investors with access to the market via mutual funds. Today, the 75-year-old institution is leveraging innovations in digital ledger technology and blockchain to democratize private markets and alternatives, helping people in over 160 countries achieve the most important financial milestones of their lives.

### Helping people achieve the most important milestones of their lives.

Transcript:

[TITLE CARD: Jenny Johnson, President and CEO, Franklin Templeton]

Jenny Johnson:

Folks need investment solutions to achieve the most important milestones of their lives, and we have to be innovative to meet that need. At Franklin Templeton, we've needed some unique types of financing structures to be able to evolve our solutions. And WF has been really agile in being able to build those for us. We're leveraging technology that enables us to customize portfolios to the individual's goals. We're invested in those areas of disruption for the next generation.

Close with music

Sponsored by WF Corporate & Investment Banking
The Next Horizon
Franklin Templeton
bloomberg.com/thenexthorizon

WF Corporate & Investment Banking (CIB) and WF Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of WF & Company and its subsidiaries, including but not limited to WF Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, WF Prime Services, LLC, member of FINRA, NFA and SIPC, and WF Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. WF Securities, LLC and WF Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2025 WF & Company.

Jenny Johnson, President & CEO, Franklin Templeton

### The best innovation is done arm in arm with clients

Transcript:

Max Catalano:

Franklin Templeton and WF have been working together for over 30 years. We have...

[TITLE CARD: Max Catalano, Managing Director, WF Corporate & Investment Banking]

Max Catalano:

...a really deep partnership throughout all of our business lines. Changing and evolving, you can't do that on your own.

Jon Weiss:

At WF the best innovation is done arm in arm with clients. Like Franklin Templeton...

[TITLE CARD: Jon Weiss, Co-Chief Executive Officer, WF Corporate & Investment Banking]

...we believe in developing holistic relationships at all levels of the company. When a key solution is required, we have enough knowledge and enough trust in each other that we can develop that together.

Close with music

Sponsored by WF Corporate & Investment Banking
The Next Horizon
Franklin Templeton
bloomberg.com/thenexthorizon

WF Corporate & Investment Banking (CIB) and WF Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of WF & Company and its subsidiaries, including but not limited to WF Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, WF Prime Services, LLC, member of FINRA, NFA and SIPC, and WF Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. WF Securities, LLC and WF Prime Services, LLC, are distinct entities from affiliated banks and thrifts. © 2025 WF & Company.

Jon Weiss, Co-Chief Executive and Max Catalano, Managing Director, WF Corporate & Investment Banking

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