Podcast appearances and mentions of morgan private bank

Why would anyone do business in Columbus? Well, if you ask the panel of experts who kicked off this year's Columbus Smart Business Dealmakers Conference, there's a lot of reasons. Industry leaders Dr. Linda Lehmkuhl of MedVet, Aaron Weir of CollisionRight, Kim Zavislak of KPMG, Katie Bishop of J.P. Morgan Private Bank and moderator Leslie Johnson of Ice Miller discuss the opportunities they see in Central Ohio and how they are attacking the challenges of expanding in a city on the rise.

Robert Allen is the President and CEO of the Fort Worth Economic Development Partnership (FWEDP). A husband, father, and former Deputy Chief of Staff to Governor Greg Abbott, Allen most recently served as President and CEO of the Texas Economic Development Corporation (TxEDC). His organization's efforts have helped catapult Texas to a record-breaking number of Governor's Cups as awarded by Site Selection Magazine. With Texas now home to the most Fortune 500 headquarters in America, Robert launched efforts at TxEDC to showcase all that Texas continues to offer to businesses. We discuss: Building the Fort Worth Economic Development Partnership How corporate relocations are negotiated and executed Growing the future of Fort Worth We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links The Fort Worth Economic Development Partnership Robert on LinkedIn Fort Worth Economic Development Partnership Board Members: Mike Berry - President of Hillwood John Goff - CEO of Goff Capital Robert Isom - CEO of American Airlines Greg Ulmer - Executive Vice President of Lockheed Martin Dan Berce - President and CEO of GM Financial Lista Atherton - President & CEO of Bell David Endicott - CEO of Alcon Laboratories Katie Farmer - President & CEO of BNSF Railway Elaine Agather - Managing Director & CEO of J.P. Morgan Private Bank in the Central U.S. Marianne Auld - Managing Partner of Kelly Hart & Hallman, LLP Rusty Reid - Chairman and CEO of Higginbotham Mayor Mattie Parker Steve Montgomery - President and CEO of the Fort Worth Chamber Topics (00:00:00) - Intro (00:03:22) - Robert's career in public service (00:06:58) - What does an AG do? (00:08:24) - Robert's roles as deputy chief of staff for the Governor? (00:09:40) - How does Texas prepare for disasters? (00:13:36) - Becoming President/CEO of the Texas Economic Development (00:15:59) - Marketing Texas (00:19:06) - How does a corporate relocation happen? (00:22:39) - Robert's work today growing FWTX (00:27:24) - The FW Economic Development Program (00:30:42) - What were your key priorities on day one? (00:37:44) - Who is Fort Worth? (00:47:36) - Strengthening the workforce (00:59:17) - The Election (01:00:54) - How long do projects typically take? (01:04:12) - The Great Bones in Fort Worth (01:07:30) - What do 10k jobs coming in do for a city? (01:09:53) - Fort Worth's pipeline (01:02:22) - 10-year predictions Support our Sponsors Vesto: https://www.vesto.com/fort Fort: https://bit.ly/FortCompanies Follow Fort on LinkedIn: https://www.linkedin.com/company/fort-companies/ Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

Watch the video version on Youtube. In this episode of Alternative Realities, we're going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of institutional capital, but the structure of alternative investment vehicles is evolving in ways that make them more accessible. Not only do individual investors have more access to alternatives, they also may have a greater need as the traditional 60/40 portfolio faces challenges like elevated valuations, positive stock-bond correlation and a negative real yield. Additionally, as more companies are choosing to stay private for longer, alternatives allocations are becoming increasingly necessary to access these high-growth areas of the market. Dr. David Kelly, Chief Global Strategist is joined by Kristin Kallergis, the Global Head of Alternatives for the J.P. Morgan Private Bank, to discuss all of these themes. Kristin's team manages $180BN of private wealth across a wide array of alternatives solutions, giving her unique insight into the evolution of this market. Timestamps: Introduction (00:00), Individuals vs. Institutions investing in alternatives (1:15), Liquidity needs within alternatives for individual investors (3:10), Selecting the right manager for alternatives (4:59), Popular asset classes within alternatives for individual investors (6:21), Niche asset classes (8:02), Private equity cash flow (10:12), Alternatives and secular themes (13:06) Resources: For more resources on the Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

In this episode of Oxford+, host Susannah de Jager is joined by John Derrick, Managing Director at J.P. Morgan, to discuss the intricacies of European and U.S. capital markets, the importance of regulation, and the challenges faced by small and illiquid companies. The conversation also delves into the cultural differences in entrepreneurial aspirations between Europe and the U.S., highlighting the importance of failure in the U.S. as a part of the entrepreneurial journey as well as the UK's need for policy-led development to support infrastructure and energy security, emphasising the importance of coordinated efforts between private and government sectors. (2:03) The Lifecycle of Companies(9:18) Growth within the Oxford Ecosystem(13:57) Trends in Capital and Market Listings(23:18) The Role of Regulation and Recent AcquisitionsAbout the guest:John Derrick is a Managing Director at J.P. Morgan Private Bank focused on covering Entrepreneurs, Families and Foundations in the UK. His team has focused in recent years on growing the firm's footprint and connectivity in the university spin-out ecosystem, alongside his colleagues in the Innovation Economy and Global Shares team at J.P. Morgan. Before joining J.P. Morgan Private Bank, John had a fascinating career spanning from heading the Fine Wine department at the UK's leading wine merchant to executing some of the earliest tech transactions in the early 2000s at large investment houses.   In his personal life, John is a trustee of Pimlico Opera which takes music into prisons and schools and was the Chair of the Royal Welsh College of Music and Drama for the last six years. John graduated in History and French from Wadham College, Oxford and joined the board of Oxford University Alumni in 2023. He lives in Oxfordshire with his husband and two children.Connect with John on LinkedInAbout the host:Susannah de Jager is a seasoned professional with over 15 years of experience in UK asset management. She has worked closely with industry experts, entrepreneurs, and government officials to shape the conversation around domestic scale-up capital.Connect with Susannah on LinkedInVisit our website to learn more and subscribe to our newsletter - oxfordplus.co.ukIf you have a question for Susannah, please get in touch - oxfordplus.co.uk/contactOxford+ is hosted by Susannah de Jager, supported by Mischon de Reya and produced and edited by Story Ninety-Four in Oxford.

Topics: It's Friday, Daily Thought/Affirmation, Huddler In The Hot Seat with Roberto Aguayo, Former NFL Kicker and Associate at J.P. Morgan Private Bank, and more...

A Google elfelejti, hol jártál (végre) ITBusiness     2024-06-09 06:09:06     Mobiltech Google A Google törölni fog mindent, amit a felhasználók korábban meglátogatott helyszíneiről tud, közölte a vállalat, egy évvel azután, hogy elkötelezte magát a felhasználókról tárolt személyes adatok mennyiségének csökkentése mellett. A vállalat "Timeline" funkciója, amelyet neve korábban "Helyelőzmények" volt, továbbra is működni fog azok számára, akik Új módszerrel lophatják el az adatainkat telefonon ICT Global     2024-06-09 08:17:43     Infotech Android Biztonsági kutatók a Vultur banki trójai Androidra szánt új verzióját fedezték fel, amely fejlettebb távvezérlési képességeket és egy továbbfejlesztett kikerülési mechanizmust tartalmaz. Tizenhat év után újra járt egy lebénult nő és gondolatok útján írtak üzenetet Emmanuel Macronnak egy globális csúcstalálkozón Rakéta     2024-06-09 07:21:02     Infotech Mesterséges intelligencia Robot Emmanuel Macron Fegyveres robotkutyák és deepfake-eket kreáló programok helyett a mesterséges intelligencia pozitív oldalát láthattuk egy nemzetközi rendezvényen. Nincs megállás: az Nvidia beelőzte az Apple-t, de már a Microsoft trónja is inog Igényesférfi.hu     2024-06-09 03:04:11     Infotech Tőzsde Apple Microsoft Nvidia Az Nvidia legutóbb 2002-ben előzte meg az Apple-t a legértékesebb tőzsdei vállalatok listáján, ám a cég piaci értéke akkoriban még 10 milliárd dollár körül mozgott. Hogyan kerüljük el, hogy hülyére vegyenek? 24.hu     2024-06-09 09:30:48     Tudomány Minden közlés mögött van egy szándék, ami sokszor rejtve marad. Ezek feltárásában (is) segíthet a tudomány, akár csak a puszta nyelvi elemek vizsgálatával. Nehéz sorsú tehetségeknek gyűjt az MTA Mínuszos     2024-06-09 07:33:09     Tudomány MTA Nehéz sorsú, tudományos pályára készülő, tehetségesnek mutatkozó fiatalok tanulmányait támogatja következő jótékonysági gyűjtésével a Magyar Tudományos Akadémia (MTA). A támogatási összeget az MTA a Magyar Tehetségsegítő Szervezetek Szövetsége közreműködésével, közösen kialakított kritériumok alapján juttatja majd el a kiválasztott kedvezményezette Áttervezett vezérlőközponttal jön az iOS 18 Liner     2024-06-09 13:10:00     Mobiltech Apple iOS Hétfőn hivatalosan is bemutatkozik az Apple új operációs rendszere, amely kapcsán most újabb információ látott napvilágot. Európai felhasználókon akarja képezni MI-jét a Meta SG.hu     2024-06-09 11:13:22     Infotech Instagram A Meta azt tervezi, hogy olyan emberekről is gyűjt adatokat, akik nincsenek a Facebookon vagy az Instagramon, de szerepelnek a felhasználók posztjaiban vagy fotóin. Leállította a következő Windows verzió kiadását a Microsoft - nem tudni, hogy miért PC Fórum     2024-06-09 07:00:00     Infotech Microsoft Windows Alig két héttel az után, hogy elkezdte, a Microsoft pénteken váratlanul leállította a Windows 11 következő, 24H2 verziójának kiadását. Így azok, akik eddig nem töltötték le a rendszer kiadásra jelölt változatát a vállalat Insider programjának Release Preview csatornájáról, most egy ideig nem pótolhatják be ezen mulasztásukat. "A Windows 11, 24H2 v A Vénuszhoz vagy talán a Földhöz hasonló exobolygót fedeztek fel egy közeli rendszerben Csillagászat     2024-06-09 10:56:25     Tudomány Világűr A Vénuszhoz hasonló exobolygót fedeztek fel a Naprendszer közelében, aminek hála egyszer talán megtudhatjuk, miért jelent meg az élet a Földön. Azért nehéz az élet nyomai után kutatni a Világegyetemben, mert jelenleg csak egyetlen bolygóról tudunk, ahol biztosan van élet, és ez a Föld. Nehéz megmondani, hogy a Földnek melyek azok a tulajdonságai, a Még meg sem jelent, de máris komoly konkurenciát kapott az OpenAI csodaszámba menő videógenerátora Rakéta     2024-06-09 06:18:03     Infotech Kína Mesterséges intelligencia OpenAI A Kuaishou nevű cég generatív mesterséges intelligenciája a Sorához hasonló minőségű videókat készít a beírt parancsok alapján, ráadásul korlátozottan már a nagyközönség számára is elérhető - igaz, egyelőre csak Kínában. A globális felső tízezer nyári olvasmánylistája: könyvajánló nem csak dollármilliomosoknak Igényesférfi.hu     2024-06-09 12:04:28     Könyv Mesterséges intelligencia A J.P. Morgan Private Bank minden évben összeállítja vagyonos ügyfeleinek nyári olvasmánylistáját. Az idei lajstrom olyan kortárs slágertémákat ölel fel, mint a mesterséges intelligencia, a Forma-1, a hatékony kommunikáció vagy épp a világ leghíresebb whiskeymárkájának története. A mesterséges intelligencia árazhatja be autóink töltését autopro     2024-06-09 08:18:00     Autó-motor Mesterséges intelligencia Okos töltőállomásokkal kínálhatnak egyedi árazást a szolgáltatók az elektromos autósoknak. A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

A Google elfelejti, hol jártál (végre) ITBusiness     2024-06-09 06:09:06     Mobiltech Google A Google törölni fog mindent, amit a felhasználók korábban meglátogatott helyszíneiről tud, közölte a vállalat, egy évvel azután, hogy elkötelezte magát a felhasználókról tárolt személyes adatok mennyiségének csökkentése mellett. A vállalat "Timeline" funkciója, amelyet neve korábban "Helyelőzmények" volt, továbbra is működni fog azok számára, akik Új módszerrel lophatják el az adatainkat telefonon ICT Global     2024-06-09 08:17:43     Infotech Android Biztonsági kutatók a Vultur banki trójai Androidra szánt új verzióját fedezték fel, amely fejlettebb távvezérlési képességeket és egy továbbfejlesztett kikerülési mechanizmust tartalmaz. Tizenhat év után újra járt egy lebénult nő és gondolatok útján írtak üzenetet Emmanuel Macronnak egy globális csúcstalálkozón Rakéta     2024-06-09 07:21:02     Infotech Mesterséges intelligencia Robot Emmanuel Macron Fegyveres robotkutyák és deepfake-eket kreáló programok helyett a mesterséges intelligencia pozitív oldalát láthattuk egy nemzetközi rendezvényen. Nincs megállás: az Nvidia beelőzte az Apple-t, de már a Microsoft trónja is inog Igényesférfi.hu     2024-06-09 03:04:11     Infotech Tőzsde Apple Microsoft Nvidia Az Nvidia legutóbb 2002-ben előzte meg az Apple-t a legértékesebb tőzsdei vállalatok listáján, ám a cég piaci értéke akkoriban még 10 milliárd dollár körül mozgott. Hogyan kerüljük el, hogy hülyére vegyenek? 24.hu     2024-06-09 09:30:48     Tudomány Minden közlés mögött van egy szándék, ami sokszor rejtve marad. Ezek feltárásában (is) segíthet a tudomány, akár csak a puszta nyelvi elemek vizsgálatával. Nehéz sorsú tehetségeknek gyűjt az MTA Mínuszos     2024-06-09 07:33:09     Tudomány MTA Nehéz sorsú, tudományos pályára készülő, tehetségesnek mutatkozó fiatalok tanulmányait támogatja következő jótékonysági gyűjtésével a Magyar Tudományos Akadémia (MTA). A támogatási összeget az MTA a Magyar Tehetségsegítő Szervezetek Szövetsége közreműködésével, közösen kialakított kritériumok alapján juttatja majd el a kiválasztott kedvezményezette Áttervezett vezérlőközponttal jön az iOS 18 Liner     2024-06-09 13:10:00     Mobiltech Apple iOS Hétfőn hivatalosan is bemutatkozik az Apple új operációs rendszere, amely kapcsán most újabb információ látott napvilágot. Európai felhasználókon akarja képezni MI-jét a Meta SG.hu     2024-06-09 11:13:22     Infotech Instagram A Meta azt tervezi, hogy olyan emberekről is gyűjt adatokat, akik nincsenek a Facebookon vagy az Instagramon, de szerepelnek a felhasználók posztjaiban vagy fotóin. Leállította a következő Windows verzió kiadását a Microsoft - nem tudni, hogy miért PC Fórum     2024-06-09 07:00:00     Infotech Microsoft Windows Alig két héttel az után, hogy elkezdte, a Microsoft pénteken váratlanul leállította a Windows 11 következő, 24H2 verziójának kiadását. Így azok, akik eddig nem töltötték le a rendszer kiadásra jelölt változatát a vállalat Insider programjának Release Preview csatornájáról, most egy ideig nem pótolhatják be ezen mulasztásukat. "A Windows 11, 24H2 v A Vénuszhoz vagy talán a Földhöz hasonló exobolygót fedeztek fel egy közeli rendszerben Csillagászat     2024-06-09 10:56:25     Tudomány Világűr A Vénuszhoz hasonló exobolygót fedeztek fel a Naprendszer közelében, aminek hála egyszer talán megtudhatjuk, miért jelent meg az élet a Földön. Azért nehéz az élet nyomai után kutatni a Világegyetemben, mert jelenleg csak egyetlen bolygóról tudunk, ahol biztosan van élet, és ez a Föld. Nehéz megmondani, hogy a Földnek melyek azok a tulajdonságai, a Még meg sem jelent, de máris komoly konkurenciát kapott az OpenAI csodaszámba menő videógenerátora Rakéta     2024-06-09 06:18:03     Infotech Kína Mesterséges intelligencia OpenAI A Kuaishou nevű cég generatív mesterséges intelligenciája a Sorához hasonló minőségű videókat készít a beírt parancsok alapján, ráadásul korlátozottan már a nagyközönség számára is elérhető - igaz, egyelőre csak Kínában. A globális felső tízezer nyári olvasmánylistája: könyvajánló nem csak dollármilliomosoknak Igényesférfi.hu     2024-06-09 12:04:28     Könyv Mesterséges intelligencia A J.P. Morgan Private Bank minden évben összeállítja vagyonos ügyfeleinek nyári olvasmánylistáját. Az idei lajstrom olyan kortárs slágertémákat ölel fel, mint a mesterséges intelligencia, a Forma-1, a hatékony kommunikáció vagy épp a világ leghíresebb whiskeymárkájának története. A mesterséges intelligencia árazhatja be autóink töltését autopro     2024-06-09 08:18:00     Autó-motor Mesterséges intelligencia Okos töltőállomásokkal kínálhatnak egyedi árazást a szolgáltatók az elektromos autósoknak. A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

May 23, 2024 ~ Jason Tinsley, Vice Chairman, Michigan JP Morgan Private Bank joins Paul at the DEC luncheon.

Liese Rodger, Vice President and Banker at J.P. Morgan Private Bank, shares insight into how she has created her identity separate from the expectations and pressures from others. As a female leader in Finance, with a background and love for history, food, and Princess Diana, Liese brings unique and creative insights to her role. In this episode, Liese gives guidance on balancing friendships and work, maintaining physical health, and becoming a successful woman in finance.

Ed Lewis with Kensington Investment Company discusses Utah's new tallest high rise – Astra Tower. (00:00)Then, Beth Rossi with Pendry Park City highlights their second annual Dia de los Muertos celebration. (25:53)And Mountain Money explores the inner workings of Live PC Give PC with Park City Community Foundation's Alexis Brown and Danielle Wright, Managing Director with J.P. Morgan Private Bank. (40:36)

JP Morgan Private Bank's Oliver Gregson provides an insightful look at leveraging resources for social good. The conversation is wide-ranging and delves into clients' changing approach to doing good, the bank's work, and  Oliver's personal narrative that includes social good, the environment and finance. Sustainability, climate and the environment are personal passions for Oliver. Since his days at the University of Nottingham where Oliver graduated with a Bachelor of Applied Science in Environmental Biology, he has held a variety of roles over a 23-year career in Financial Services. Oliver is a member of the UK Philanthropy Governance Committee of the J.P. Morgan Corporate Foundation, focusing on Small Business and ESG. Working with partners, he also co-leads the sustainability vision for the International Private Bank and established the Global Private Bank's Sustainable Investment Summit. Oliver is currently a member of the NSPCC's Child Safety Online Taskforce, was previously a Non-Executive Director at Finance Earth, and previously a Trustee for Blue Ventures Marine Conservation. He was also a Council Member until 2020 of the Sustainable Markets Initiative, focusing on the need to accelerate global progress towards a sustainable future. Thank you for downloading this episode of the Do One Better Podcast. Visit our Knowledge Hub at Lidji.org for information on 200+ case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship.   

Caleb Dawkins is a dedicated Banker at J.P. Morgan Private Bank in Las Vegas, specializing in providing financial guidance to entertainers, athletes, tech entrepreneurs, and financial principals. With expertise across investments, banking, strategic borrowing, and estate planning, Caleb helps clients grow and preserve their wealth for future generations. He is particularly experienced in supporting executives with equity compensation and concentrated stock positions.

Some truth exists in the often-repeated statement that the government market has some resilience to pressures from the global economy, but companies do still have to deal with them.How contractors are navigating a world of inflation and higher interest rates is the launch pad of this episode featuring Ruth Ann Clark, managing director for aerospace, defense and government services at JPMorgan Chase Commercial Banking; and Don Irwin, managing director and banker team leader at J.P. Morgan Private Bank.Unlike other markets, GovCon has the unique fabric of how its singular customer set buys and adopts technology and that shapes how companies position themselves to win contracts.Clark and Irwin share their perspectives on how companies are deciding which tech domains to focus on, plus where the middle-tier contractor fits in today's market landscape that often looks like a barbell shape between small businesses and large multibillion-dollar corporations.

This week we chat with Robbie Shattuck! Robbie Shattuck is the Founder & CEO of ATHOS Private Wealth, a multi-family office and premier financial services community for innovative venture-backed early-stage founders. ATHOS guides entrepreneurs and venture investors through the multiple stages of building their family offices by advising on estate planning, financial management, and other personal financial needs well before others are willing to work with them. Robbie is an active private investor, managing four hybrid venture funds and investing in dozens of venture funds, companies, real estate projects, web3 businesses, and private credit funds per year. Prior to founding ATHOS, Robbie was an early employee at ICONIQ Capital, an $80 billion+ multi-family office for the tech elite. Robbie managed $2 billion in assets and oversaw more than $20 billion in net worth for over a dozen family offices for some of the most influential minds of our lifetime. In Robbie's career he has worked with the founders and CEOs of Twitter and Dropbox and helped guide them through some of their largest financial decisions. Before that, Robbie cut his teeth in his investment career at J.P. Morgan Private Bank. He graduated from Brigham Young University in Provo, Utah with a Bachelors Degree in Actuarial Science, and Minors in Business Management and Portuguese. Robbie's greatest joys in life are spending time with his wife and three daughters and spending time outdoors, away from screens.In this episode, Robbie and Erica talk about Robbie's windy journey from a small town in NorCal to the wild world of managing money for billionaires. Robbie is open about the the mysterious world of family offices and tells us all the details behind why he decided to take the plunge and start his own multi-family office. So refreshing to hear from an investor who doubles as a founder! Enjoy!Follow Us!Robbie Shattuck: LinkedInATHOS Wealth website: hereErica Wenger: @erica_wengerDear Twentysomething: @deartwentysomething

Mentorship, Trailblazing, and Financial Confidence.In this episode of The Outspoken Podcast, host Shana Cosgrove talks to Meena Nankani, Vice President at J.P. Morgan Private Bank. Meena shares how her mother's experience with money after her father's death inspired her to enter the banking space and help clients feel secure in their finances. As a black woman in finance, Meena discusses the challenges and rewards of navigating the industry and serving as a role model. She details the various offerings of JPMorgan Chase & Co, emphasizing that money shouldn't be intimidating and that facing it head-on makes it more manageable. From individual assistance to comprehensive wealth management solutions, Meena explains how J.P. Morgan supports its clients. Lastly, she offers advice to young professionals, talks about building her network, and reveals her shared love for Formula 1 with her daughter.QUOTES“My father passed away when he was 63. And when my mom had to deal with finances for the first time, she was very uncomfortable with all of the decisions. [...] She was very nervous throughout the experience, and I think that almost solidified the work that I do now, because I wanted to make sure that you feel comfortable. [12:29]“What we like to say is that there's a place for everyone within J.P. Morgan Chase [...] From if you walk into a branch and you want to open a personal or business account; or if you are at a point of inflection; or if you just want to have day-to-day banking or day-to-day business and you want to work with an individual. At any level and at any type, there's always the right fit, so we just want to help where we can.” - Meena Nankani [44:06]“I like a challenge. And I, sort of like this idea of, let's get messy, let's figure it out. [...] It's not gonna be pretty at the outset, but you learn from everything along the way, right? And so if you're scared of it and you sort of shy away from it, then you're doing yourself a disservice.” - Meena Nankani [47:13] TIMESTAMPS[00:04] Intro[01:34] Meet Meena Nankani[06:37] The Emotional Component of Money[18:06] Becoming a Banker[28:43] Meena's Time as an Analyst[37:27] Shifting from a Hedge Fund to Private Banking[42:29] Chase Wealth Management Compared to J.P. Morgan Private Bank[46:37] Getting Educated About Wealth Management[49:10] Meena's Experience as a Black Woman in Banking[54:59] Book Recommendations[56:55] Meena's Advice to Her Younger Self[59:04] Meena and her Daughter's Love for Formula 1[01:00:33] OutroRELEVANT LINKSMeena Nankani on LinkedInJPMorgan Chase & CoNyla Technology SolutionsI'd love to hear from you -- your feedback is important to me and I read all of it. If you enjoyed the podcast, I hope you'll give us 5 stars. I'll be sure to thank you via email. If not, let me know what you think we should do differently. Don't forget to hit “subscribe” so you'll receive notifications about guest interviews and other topics that drop every Tuesday.Live well, Shana

Investors always want to know what the next big thing is going to be. On the 15th episode of The Finimize Podcast, Eddie chats with Anastasia Amoroso, Chief Investment Strategist at iCapital. She is responsible for providing insight into private market investment opportunities for advisors and their high-net-worth clients. Previously, Anastasia was an Executive Director and the Head of Cross-Asset Thematic Strategy for J.P. Morgan Private Bank, where she identified and invested in emerging technologies and disruptive trends such as artificial intelligence, decarbonization, and gene therapy. In the conversation they discuss Anastasia's global macro outlook, analyze the state of the consumer, big tech earnings, the banking crisis and where she sees value in private markets.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/

Rhythm & News interview with Eli Taylor, a banker with J.P. Morgan Private Bank, about the upcoming tax filing deadline and some helpful tips that may help consumers better prepare for filing their taxes. Interview by Chris B. Bennett.

Join us via Zoom as we focus on everyone's favorite topic…your investments. We will ask Jason Tinsley for three things to get excited about and three things to give you pause. FEATURED GUEST SPEAKER Jason Tinsley Michigan Market Manager J.P. Morgan Private Bank

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty, which is with the hugely talented Amanda Sillars, an Investment Manager and ESG Director of Jupiter Independent Funds Team, which manages nearly £7 billion in the Jupiter Merlin range of Portfolios. Before joining Jupiter, Amanda spent five years at JPMorgan Asset Management as investment director and executive director. She also led the corporate governance team for emerging markets, Europe and Asia (EMEA). At JPMorgan she chaired the Women's Interactive Network, with some 2000 members. Prior to this, Amanda spent ten years at J.P. Morgan Private Bank and Flemings as a fund analyst and vice president. She began her investment career in 1996. Amanda is a Fellow of the Chartered Institute for Securities & Investments and a Fellow of the US Securities Exchange Commission Series 7 and Series 3. She also gained an Award in Pensions (DB & DC) Management Trustee Exam. She has also gained an Award in Pensions (DB & DC) Management Trustee Exam (2008) Amanda joined the Jupiter Independent Funds Team as fund selection specialist in May 2011. She is now a Fund manager within the team and their ESG Director, an additional role she given June 2021. With over 26-years investment industry experience and alongside her colleagues who have several decades of industry experience between them. The multiple award-winning Jupiter Merlin team are completely focused on generating outperformance for their clients using the multi-manager concept after fees over time and are ardent proponents of active management, active stewardship and transparency. In this in conversation Amanda, discusses her refreshing entry into the investment industry, her journey thus far, lessons learnt, experiences gain, Jupiter Merlin's investing strategies, finding the best long-term investing opportunities, her personal investing style, passion for ESG, the importance of engagement with Fund Managers, Jupiter Merlin's scoring index, the importance of humility, why everyone should have a mentor, delivering long-term success for investors via Jupiter's Merlin Portfolios and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Jessica Gelman learned a lot about structuring her time and connecting people when she was a point guard for her basketball team at Harvard. Now, she's a busy CEO, leader and mom who's great at organizing her time and others. In this conversation about leading, sports and relationships, Jessica shares her success secrets and staying connected.  Jessica has always been involved in sports and feels like it has shaped who she is. Being first at something doesn't bother her at all, in fact, she thrives on being different. As a mom, she finds prioritizing her time to be one of her biggest challenges. She loves to help people, but tells us about how she has come to terms with balancing helping others with spending time with her family. She feels mentors and sponsors come in all shapes, sizes, and backgrounds. Join us in this interesting conversation about leadership in today's world that you don't want to miss. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jessica.   Highlights:  [02:41] Jessica's background [10:32] Secrets to her success & what she loves about sports [11:15] Helping others and prioritizing time [15:08] The barriers women face at work [21:54] Overcoming limiting beliefs [25:44] Daily habits of success [28:57] Being a leader [32:44] The role mentors has played in her career [37:33] Lighting round questions Quotes: “I have found that data is an equalizer and leveled the playing field for me in the business world.” – Jessica Gelman “The concept of coaching is really important.” – Jessica Gelman “I think my role is to clear out obstacles and enable people to do their jobs better.” – Jessica Gelman “There are a lot of different ways to define mentors or supporters or sponsors.”  – Jessica Gelman   Lightning Round Questions: What book has greatly influenced you?  “Atlas Shrugged” by Ayn Rand What is your favorite inspiring quote or saying?  “Having confidence in myself is the difference between happiness and constant questioning.” What is one word or moniker you would use to describe yourself?  Connector What is one change you've implanted that made your life better?  Listening fully. What power song would you want playing as you walk out onto a stage?  “All Fired Up” by Pat Benatar   About Jessica Gelman: Jessica Gelman is an experienced CEO, industry leader, and entrepreneur with a data-driven, customer-centric approach to innovation.  She is the CEO of Kraft Analytics Group (KAGR), a technology and services company that helps sports & entertainment organizations get analytics right – increasing value and impact along the way. KAGR's data management platform, analytics and strategic services is driving industry redefinition through data and technology. KAGR's clients include all major US professional leagues, colleges, industry movers and in 2021, partnered with J.P. Morgan Private Bank.    Prior to KAGR's creation in 2016, Jessica joined the Kraft Family in 2002 working for the sports properties (New England Patriot, Gillette Stadium and New England Revolution) where she led business operations, marketing, & strategy for Kraft Sports & Entertainment.  Jessica co-founded and continues to co-chair the highly regarded MIT Sloan Sports Analytics Conference, the first and largest analytically focused sports conference. Previous speakers have included President Barack Obama, Adam Silver, Steve Ballmer, Nate Silver, and many other sports and analytics luminaries.  Jessica has received recognition for her leadership and innovation, including the 2014 Sports Business Journal “Forty under 40” which honors the most promising young executives in sports business under the age of 40 and in 2012 Sports Business Journal's “Game Changers,” which honors women who are leading and innovating in sports business.  Jessica earned an MBA from Harvard Business School and a BA, cum laude from Harvard College. While at Harvard, she was selected as Harvard Female Athlete of the Year and in 2018 was honored as an Ivy League Legend of Basketball.  She is an elected board member of the Harvard Varsity Club. Additionally, she is a board member for Peace Players International and Shooting Touch.  Gelman and her wife have two sons and reside in the greater Boston area. Links: LinkedIn URL: https://www.linkedin.com/in/jessica-gelman/

Do you know what a 401K is? How about a 529? Or a 403B?  If you know what these investment accounts are, we bet you didn't learn about them in school. Because financial literacy- at even a basic level- is conspicuously left out of the curriculum in most K-12 programs. Our guests today from Benjamin Talks- two former Goldman Sachs employees and moms- are here to make sure all families are financial fit and literate. More on Benjamin Talks:Nikki Boulukos is the Co-Founder and Co-CEO of Benjamin Talks and a mom to three small financially savvy kids. She has her BA in Psychology & Economics from Harvard and completed coursework in Accounting & Finance at Massachusetts Institute of Technology and London School of Economics• She became a financial analyst at Goldman Sachs on the Equity Research Sales desk and a member of the Women's Steering Committee. Nikki later served as COO & Vice President of a San Francisco-based beverage start-up and later founded Siren, an on-demand app company in the beauty space. Carissa Jordan is Co-Founder and Co-CEO of Benjamin Talks and also a mom to three young children whose innate curiosity about money sparked her passion for financial literacy. She has her BBA in Finance from Hofstra University. She served as an associate at Goldman Sachs in FICC on the credit trading desk, and afterwards, joined J.P. Morgan Private Bank where she worked as an investor associate. Resources:Www.nosillyquestionspodcast.comhttps://www.benjamintalks.com/https://www.instagram.com/nosillyquestionspodcast/https://www.instagram.com/benjamintalks/

Many investors are looking for more integrated solutions to help them manage their portfolios more efficiently. The goal is to minimize the overall tax burden while maximizing after-tax returns. With tax playing a significant role in investment portfolio performance, what can investors do to minimize taxes and transaction costs to achieve their desired investment results? In this episode, Jack Sharry talks with Amanda Lott, Head of Wealth Planning Strategy at J.P. Morgan Private Bank. In this high-impact role, Amanda drives the firm's training, content, and strategic approach to help clients articulate their most meaningful intentions and align their resources to these priorities. She believes that helping individuals with sound decision-making gives them financial peace of mind and the freedom to live their best lives. Amanda talks with Jack about how she works on the key areas of financial planning, why smart asset location is important, and how she helps advisors embrace complex planning techniques. Key Takeaways [00:58] - Why Amanda chose to study financial planning. [02:17] - How Amanda got into J.P. Morgan Private Bank. [05:40] - How Amanda works on the key areas of financial planning. [07:05] - Amanda's high-impact role at J.P. Morgan Private Bank. [10:18] - What goes into developing a J.P. Morgan Private Bank training program. [12:11] - Why tax efficiency is more achievable than tax alpha. [16:48] - How Amanda gets advisors to embrace complex planning techniques. [21:37] - Some of the big projects J.P. Morgan is working on. [27:31] - Three key takeaways from Amanda. [29:22] - Amanda's interests outside of work. Quotes [13:55] - "With the evolution of the annuity space, being able to offer a low-cost option, and get more of your taxable dollars into a tax-deferred environment, presents a tremendous opportunity for advisors to deliver smart asset location advice to ultra clients." ~ Amanda Lott [27:54] - "We need to make sure there's a baseline planning knowledge for all advisors, so they can deliver consistently and ultimately add value because that's where the industry is headed." ~ Amanda Lott [28:29] - "Technology is never going to replace the advisor. But it's got to complement them, making them more efficient and effective." ~ Amanda Lott Links  Amanda Lott on LinkedIn J.P. Morgan Private Bank  Texas Tech University Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

“Paris Photo 2022“ 25ème éditionau Grand Palais Ephémère, Parisdu 10 au 13 novembre 2022Interview de Florence Bourgeois, Directrice de Paris Photo,par Anne-Frédérique Fer, à Paris, le 14 septembre 2022, durée 12'24.© FranceFineArt.Communiqué de presse Directrice de Paris Photo : Florence BourgeoisEn novembre 2022, pour sa 25e édition, Paris Photo, première foire internationale dédiée au médium photographique, réunit au coeur du Grand Palais Éphémère le meilleur de la création photographique mondiale. Depuis 1997, la foire oeuvre au développement et au soutien de la création photographique en promouvant le travail des galeristes, des éditeurs et des artistes.La 25e édition de Paris Photo est organisée autour de 3 secteurs réunissant 183 exposants venus de 31 pays.Le secteur principal réunit 134 galeries de 29 pays avec 18 nouvelles participations. Au sein de ce secteur, sont présentés 38 solo et duo shows.Le secteur Curiosa, confié cette année à Holly Roussel, dédié à l'émergence, rassemble 16 galeries de 9 pays avec 11 premières participantes.Et le secteur Éditions regroupe 34 éditeurs et marchands de livres spécialisés – dont 4 nouveaux, de 9 pays – proposant des éditions uniques et des avant-premières de livres avec un programme de signatures réunissant les plus grands artistes venus du monde entier.Le parcours Elles x Paris Photo promeut les artistes femmes et rend visible leur contribution à l'histoire de la photographie est cette année orchestré par Federica Chiocchetti.Un programme de conversations, d'expositions et de prix est proposé aux visiteurs leur permettant de développer leur connaissance du médium.Avec l'engagement et le soutien de BMW et de J.P. Morgan Private Bank, partenaires officiels, et de ses nombreux partenaires publics et privés, Paris Photo réaffirme dans sa 25 édition le premier rendez-vous mondial de l'art photographique.[...] Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

JPMorgan Chase is America's largest bank and its Private Banking business, the firm's wealth management arm for high and ultra-high net worth clients, is committed to building a sustainable investment platform that enables clients to direct dollars towards sustainable investing. Global Head of Sustainable Investing at J.P. Morgan Private Bank drills down on how to then measure that impact in both the public and private markets. J.P. Morgan's Global Impact Fund represents a portfolio of impact-focused private vehicles focused on advancing towards the UN Sustainable Development Goals applying the rigor of the bank's diligence process to identify and evaluate impact fund managers. On the public side, J.P. Morgan acquired OpenInvest, enabling the personalization of portfolios to align clients' values and preferences to their investment goals.

The Los Angeles Newspaper and J.P. Morgan Chase present the Black Money Matters Podcast hosted by Danny Bakewell, Jr. In this episode Danny is joined by Chelsea Crowder-Luke, VP, Banker - J.P. Morgan Private Bank to discuss building and maintaining Black Wealth. #losangelessentinelnewspaper #jpmorganchase #finance #blackwealth 

Jean Sung is Head of The Philanthropy Centre, Asia for J.P. Morgan Private Bank. Prior to joining The Private Bank, Jean was Head of Global Philanthropy for J.P. Morgan Chase in Asia Pacific (2006 to 2013), managing the firm's corporate giving in 13 Asian countries. In this role, Ms. Sung developed & implemented programs and services designed to improve livelihoods and skills at work, with a focus on economic & workforce development, financial empowerment, as well as education, health and disaster relief with non-profits and multi-lateral partners. She also developed and initiated country-specific needs assessments, including KPIs, budgets and timelines in response to uplift social needs. Jean was responsible for setting up J.P. Morgan Private Bank's Philanthropy Centre in Asia and works with clients and their families to articulate their philanthropic vision, strategy and goals to bring purposes to their giving. In addition, Jean analyzes the effectiveness and efficiency of giving models and structures. Jean brings experts and thought leaders together, explores trends and addresses pressing social issues on an ongoing basis to help philanthropists hear from peer groups and leverage actionable giving programs. Jean is recognized for her ability to identify social gaps and her wealth of cross-sector and multilateral networks helps build collaborative and like-minded alliances between the private and social sectors. She serves as Board Governor and Executive Committee Member of Bai Xian Asia Institute; Executive Member of Sustainability Committee, Link REIT; Executive Committee Member of Outward Bound (HKG), and Member of the McCain Global Leaders Advisory Council. The Caring Economy made it onto FeedSpots Top 30 CSR Podcasts Don't forget to check out my book that inspired this podcast series, The Caring Economy: How to Win With Corporate Social Responsibility (CSR). --- Support this podcast: https://anchor.fm/toby-usnik/support

The Los Angeles Newspaper and J.P. Morgan Chase present the Black Money Matters Podcast hosted by Danny Bakewell, Jr. In this episode Danny is joined by Deb Langford who heads the Black Wealth Initiatives at J.P. Morgan Private Bank to discuss building and maintaining Black Wealth. #losangelessentinelnewspaper #jpmorganchase #finance #blackwealth 

Edward Marshall is joined by Julia Chu, Head of Family Governance Advisory at J.P. Morgan Private Bank. As a former practicing tax attorney, Julia leads the practice in guiding wealthy families to convey their values and priorities through future generations. She serves as an experienced sounding board to share effective practices leveraged by significant families worldwide. Edward and Julia discuss the landscape of public trust levels, how to build trust among family members, elements of trust, the interplay of trust between principals and family offices, and the cultivation of trust in a virtual and post-pandemic world.

Inside this episode my guest is Rhonda Potter whose position is Vice President- Banker at J.P. Morgan Private Bank. She helps wealthy families and select institutions define and reach financial success. Also, she specializes in endowment and foundation needs, multi-asset class portfolio construction, legacy planning, and customized individual solutions. Our conversation is three investing mistakes the ultra wealthy don't make. Enjoy and happy investing neighbors. 

Join us for season 2 of Mental Health Mondays with McCurdy and Mingo. In this episode we discuss how finances impact our mental health. Commissioner William McCurdy and Dinisha Mingo speak with Caleb Dawkins, banker, financial advisor, and financial strategist with J.P. Morgan Private Bank. He, along with both our hosts, was selected as Vegas Inc's Top 40 under 40. Caleb shares tips on budgeting, money management, leveraging credit, and more. We discuss the practical side of finances and how shifting our minds can create individual and generational wealth. Finances are a leading cause for stress, conflict, divorce, and mental health issues including suicide. We unpack the impact of finances and money on our mental health.

Owen Waits has a long family history of military service. It was a natural choice to attend West Point. Upon graduating he was commissioned and served for more than eight years in the Army before joining J.P. Morgan. He is currently an Associate Banker in the Atlanta, Georgia office of J.P. Morgan Private Bank, where he serves high net worth individuals across their entire balance sheets and provide “boutique white glove” service. He especially likes working with veterans who have transitioned into business leadership. Veteran Advocate When transitioning from the Army to a the civilian sector Owen realized the challenges of translating his time in the service to civilian related work. He attended the UNC Kenan-Flagler Business School which provided a great network to help with this transition as he earned his MBA. He has a passion to help others transition smoothly from service to a civilian job. J.P. Morgan has their own forum to connect service members; “Voices of Employees That Served (VETS) which Owen is a part of. J.P. Morgan has hired over 16,000 since 2011. He also volunteers as a transition coach with the Four Block Foundation. Learn More LinkedIn: https://www.linkedin.com/in/owen-waits/ Email: owen.c.waits@jpmorgan.com Carry the Load event in Georgia: https://www.carrytheload.org/site/DocServer/Georgia_NC_2022.docx__2_.pdf Four Block Foundation: https://fourblock.org/ VeteranCrowd Network Our "forever promise" is to build the veteran and military spouse community a place to connect and engage. VeteranCrowd is simply a national network of veterans, veteran led businesses and the resources they need to prosper. Subscribe to stay in touch, or consider if Individual or Corporate Membership in the Network is a fit for you. About Your Host Bob Louthan is a VMI Graduate, Army veteran, and executive with over 25 years of experience in mergers, acquisitions and private capital formation. He founded the VeteranCrowd Network to bring veterans and veteran-led businesses together with each other and the resources they need to prosper.  

Prior to entering the wealth management industry, Todd Carey played professional baseball over eight seasons which makes him all too familiar with strategic planning, high achievement and high pressure environments. On this episode of Beyond the Balance Sheet, Todd discusses how the limelight on professional athletes has increased in the last decade and the importance of keeping your identity and career separate. Listen in as Arden and Todd talk about helping clients who struggle with mental health challenges and how the pandemic has changed his financial planning priorities.   IN THIS EPISODE:    [01:39] Todd's transition from a career in professional baseball to wealth management [07:21] The importance of having a financial plan during uncertain times and what are characteristics of those who have financial challenges when there's volatility in the markets  [11:14] How has the pandemic redefined clients and their long-term planning goals [13:57] Todd speaks to his experience with clients who struggle with mental health challenges and how it impacts their financial planning [17:06] What happens when there are concerns about a client's financial wishes related to a family member who has mental health issues [19:29] Has the stigma around mental health lessened for professional athletes? [25:18] Todd shares career advice he would give his 25 year old self   KEY TAKEAWAYS:    When planning with a family member who has mental health or addiction issues, it's great to have a professional available to help the family openly communicate, discuss the issues, establish their values and evaluate the long-term effectiveness of their plan. Our identity often gets defined by our careers. It's important to think about the future and what are the next stages, not just financially, but in general with your life and how you find purpose and how you are fulfilled on a daily basis.  There is more and more pressure on professional athletes. Everything has been ramped up and escalated in the last 10 to 15 years which puts more pressure on the athletes themselves, whether they're in a team framework or individual sports. Organizations and managers need to be more sensitive to this and have resources to help athletes.    RESOURCE LINKS   Todd Carey Website   Todd Carey on LinkedIn   Website Show Notes Page - https://oconnorpg.com/podcasts/building-financial-resilience-with-todd-carey BIO: Todd Carey is no stranger to strategic planning, execution and dedication to helping others succeed. Prior to entering the wealth management industry, he played professional baseball over eight seasons with the Boston Red Sox, New York Mets and Los Angeles Dodgers. He brings that level of talent and commitment to UBS Boston Private Wealth Management, where he and partner, Joseph McKeever, provide advice and solutions to an exclusive group of affluent families, entrepreneurs and executives. Additionally, as an Endowment & Foundation Consultant (EFC), Todd utilizes UBS' deep knowledge, resources and thought leadership to develop investment plans tailored to nonprofits. Before joining UBS, Todd was an Executive Director and Senior Banker for six years at J.P. Morgan Private Bank in Boston. There he customized investment, lending, banking and estate planning advice for ultra and high net worth individuals and families. Prior to joining J.P. Morgan Private Bank, he was a Principal at Battery Ventures in Waltham, MA,  for almost three years. Todd began his career in Private Wealth Management as an Investment Representative at Lehman Brothers in Boston, where he worked for five years. Todd received his B.A. in Urban Studies from Brown University and his M.B.A in Finance from Bryant University, where he served on the Board of Trustees for nine years.  Todd earned his Certified Investment Management Analyst (CIMA®) in 2007 and is an active member of the Investments & Wealth Institute. He and his wife, Trish, live in Lexington, MA and have two daughters.

Meredith “Moe” Peguero is an Executive Director and Banker of J.P. Morgan Private Bank in Miami. Moe guides private business owners, entrepreneurial founders & funders and multigenerational families through the complexities of significant wealth. She is particularly focused on helping clients maximize efficient exits and transform their success into a sustainable legacy.  Moe has spent time in an early-stage technology company, and after serving as Head of the Technology Vertical in Miami, she is now challenged with leading the Family Office practice. In this capacity, she is working with entrepreneurs to build the Modern Family Office, managing concentrated equity positions while using the tools of J.P. Morgan to support long-term investment policies that align with each family's estate planning goals. Since joining J.P. Morgan in 2013, Moe has served as a J.P. Morgan Chase Global Ambassador, a Women on the Move Regional Lead, and sat on the Private Bank's Digital Wealth Management committee. Locally, she serves as an AmintaVentures ambassador, is the former Co-Chair of the Nicklaus Children's Hospital Young Ambassadors Board of Directors and is a founding member of Chief Miami. Moe earned her B.S. and M.A. from The University of Florida. A former fitness instructor in college, Moe enjoys living an active lifestyle and spending time with her husband and young daughter outdoors near the water in their Coconut Grove, Florida neighborhood. In this educational and informational episode of The Know with Nikki Spo, Nikki and Moe cover all bases surrounding the topic of investment!  In this third and final (for now!) installment of Nikki's “money series” Nikki and Moe discuss finances through the lens of investment.  Moe freely shares her comprehensive knowledge and advice on the topic and has valuable and tangible insight into how to best begin the process of investment and financial education.  Moe's advice is both practical, reasonable and easily understandable regardless of your financial starting point.  The tips and concepts presented in this episode can be beneficial to you no matter where you are in your journey.  Moe shares her knowledge in a kind, thoughtful and relatable way and provides clear and concise takeaways.  “Put your blinders on, get in the know and discover the path forward”!  If you listen you will get it :)  Moe believes financial freedom is available to everyone and anyone.  IF YOU KNOW YOU KNOW! Other topics covered: How to begin The path forward How to strategize around $ Stop comparing yourself to those around you or what you see on IG! Finding your team Identifying your personal $ goals Steps by step tools to begin your investment journey The different types of investments (in language anyone can understand) Helping your children to be financially aware Financial freedom Connect with Nikki: www.nikkispo.com @nikkisappspo @theknowwithnikkispo For information on collars/sponsorships, please email brands@nikkispo.com. --- Support this podcast: https://anchor.fm/nikki-spo/support

Head of The Philanthropy Centre, Asia for J.P. Morgan Private Bank and McCain Global Leader Program Advisory Council Member Jean Sung joins McCain Global Leader Program Manager Scott Nemeth for a discussion about fostering future leaders around the world.

Helene Li - Co-Founder, GoImpact A firm believer in applying market-based solutions to fast track social and environmental impact; and a passionate advocate for Sustainable Finance, Helene is a management consultant by training ( Boston Consulting Group and Willis Towers Watson alumni ) and a seasoned finance industry professional with long tenures in strategic planning and marketing roles at global financial institutions such as J.P. Morgan Private Bank, Lombard Odier, and BNP Paribas Wealth Management. Having worked in the ultra-high-net-worth space for most of her banking and consulting career, Helene is committed to leveraging the financial power and heart of the 1% to accelerate the impact in helping the 99%. It is in this spirit that she co-founded GoImpact as an action driven ecosystem to connect stakeholders in accelerating the Impact momentum. She has been spearheading and curating industry recognized and highly rated Next Generation Family Business programs, and a regular contributor to Impact and Entrepreneurship research throughout her banking and consulting career. She partnered with the Hong Kong Polytechnic University in organizing the “Creative Capitalism” Forum in 2010, which formed a cross-sector platform to debate and deepen the call for action in driving sustainable family legacy and socially meaningful engagements for the ultra- high-net-worth families. Since then, she has built up a closely connected network of fore-runners, thought leaders and practitioners in this area across family businesses, corporate, government and private sectors. A sought-after speaker and moderator at Impact Investment and Sustainable Finance forums, Helene graduated from the University of Hong Kong with First Class Honors degree in English and Economics. See more on her website here https://www.goimpact.today/home

Rhonda E. Potter, CFA, CFP is a High Net Worth Client Advisor in the Atlanta office at J.P. Morgan Private Bank. In this role, she is responsible for delivering advice and solutions across investments, estate planning, credit, and banking to help clients build, preserve, and manage their wealth over time. Prior to joining J.P. Morgan, Rhonda was a Wealth Manager at BNY Mellon Wealth Management for 12 years. In this role, she was part of a team managing over $3 billion in assets for individuals, multi-generational families, and select institutions. The purpose for this episode is to destroy the myth that the wealthy has different investing habits or tricks. Neighbors, my guest Rhonda and I are about to go through 4 investing habits that high net worth people are using. And spoiler alert, these are the same habits you can start implementing today. 

According to a Pew Research survey, about 4 in 10 employed women say they have experienced some form of gender discrimination at work. But for women who work in male dominated fields —which includes workplaces with 25 percent or less women— gender inequality can be particularly difficult to navigate. In a two-part special series on The Fix podcast, we'll be unpacking the challenges women face in male-dominated industries. In this week's episode, we have the pleasure of hearing from Maya Prabhu, Managing Director and Head of Wealth Advisory at J.P. Morgan Private Bank and Lauren von Stackelberg Director of Global Communications and Diversity at Expedia Group. On this episode, we will learn about the barriers women face in the field of financial services and the far-reaching impact this has. We will also unpack solutions and strategies that all of us can use to tackle the issue. This episode is supported by the WealthiHer Network: www.wealthihernetwork.com -- To check out episodes you missed or learn how to partner with us, visit thefixpodcast.org Sign up for our newsletter: thefixpodcast.org/newsletter This show is produced by Hueman Group Media.