Best J.P. Morgan Asset Management Podcasts (2025)

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E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity 22:48

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19m ago22:48

22:48

What does it take to allocate billions in private markets—and what sets a top-tier LP apart?In this episode, I speak with Patrick Miller, Executive Director and Portfolio Manager of J.P. Morgan Asset Management’s Private Equity Group, where he plays a central role in their alternatives platform, investing across venture capital and private equity. …

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Meet the Investor Series: Regina Liu, J.P. Morgan Asset Management 28:27

9h ago28:27

28:27

In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world’s largest and most established investment managers, J.P. Morgan Asset Management oversees more than US$1 trillion in equities globally, backed by a dee…

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What's behind muni moves? 26:12

1h ago26:12

26:12

Watch the video version on YouTube Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. On a tax-equivalent basis, muni yields are higher relative to Treasuries and compete w…

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Transportation assets and tariffs: Is bad news good news? 22:32

11m ago22:32

22:32

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs…

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E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli 1:04:41

1d ago1:04:41

1:04:41

Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portfolio that spans private equity, real estate, and real assets. But his route to institutional investing wasn’t linear.Before UCLA, he spent time at Prudential and The Irvine Company in real estate and mortgage finance, and even helped launch a venture…

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Building a Legacy That Performs: 5-Steps to Creating Values-Aligned Impact Portfolios | Mark Hays (#092) 1:55:13

1d ago1:55:13

1:55:13

Today’s guest is Mark Hays, Director of Sustainable & Impact Investing at Glenmede — a firm managing $48 billion with a client-to-employee ratio that keeps conversations personal and strategy focused. Mark’s journey into finance started early — running a lemonade stand to save up for a Sega Genesis and learning about markets through a third-grade s…

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Jillien Flores of the Managed Funds Association on how rulemakers can best rethink overly-onerous regulations for alternative asset managers, and the "misguided" policies they should avoid 32:48

2d ago32:48

32:48

Today’s guest calls on regulators and policymakers to stop seeking to regulate alternative asset managers like they’re banks. She details how policymakers can best rethink the regulatory framework for the non-bank sector to benefit not only alternative asset managers but also the financial sector more broadly. And she explains how a push to harmoni…

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E178: Elon Musk of Biotech: How David Berry Built 7 Unicorns 44:14

3d ago44:14

44:14

David Berry is one of the most prolific healthcare entrepreneurs of our time.In this episode, we discuss his transition from scientist to founder to investor, what it takes to scale transformational health companies, and how his firm Averin is helping usher in the next wave of AI-enabled healthcare.We also talk about his early experience launching …

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Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453) 1:08:33

3d ago1:08:33

1:08:33

Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space. Our co…

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E177:How a Small Endowment Invests like Harvard w/Rip Reeves 46:33

6d ago46:33

46:33

In this episode, I speak with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insurance Services. Rip brings over four decades of experience across investment management, insurance, and endowments. We discuss his unconventional path from Salomon Brothers to leading one of the most iconic platforms in the investment world, his view…

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E176: Beyond Harvard: The Financial Crisis Endowments are Facing 58:00

8d ago58:00

58:00

John Trammell has been on the front lines of institutional investing for decades. He’s managed capital for some of the largest families and organizations in the world—from family offices to the Episcopal Church—and in this episode, he explains the seismic shifts happening in the world of endowment and foundation investing.We talk about secondaries,…

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Built from Scratch: How ABC Impact Became Asia’s Largest Impact Fund | Sugandhi Matta (#091) 1:32:19

8d ago1:32:19

1:32:19

My guest today is Sugandhi Matta, Chief Impact Officer at ABC Impact – the largest Pan-Asian impact-dedicated private equity fund, with nearly $900 million in AUM. Sugandhi began her career focused on growth and returns — first at Temasek, and later at Actis. But after a breast cancer diagnosis in her early thirties, she returned to work with a new…

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E175: Elon Musk: 10 Billion Humanoid Robots by 2040? w/NEA Partner Aaron Jacobson 27:09

10d ago27:09

27:09

Aaron Jacobson is one of the most insightful thinkers at the intersection of AI, robotics, and cybersecurity—and in this conversation, he separates signal from noise. We explore the future of humanoids, the shifting threat landscape in cybersecurity, and why the next wave of industry-defining companies will be built on infrastructure, not just foun…

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Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) 53:55

10d ago53:55

53:55

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of …

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SB Talks: Middle East Conflict, US Revenge Tax and Australia's Per Capita Recession 13:42

11d ago13:42

13:42

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Escalating Middle East Conflict and the impact on oil prices G7 Summit in the Canadian Rockies Section 899 of Trump's 'One Big, Beautiful Bill' Australia's Q1 GDP report Music provided by: Autumn Trumpet Background Corporat…

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E174: The State of Venture Capital in 2025: Insights from a $1.8B AUM Chairman and Co-Founder 34:01

13d ago34:01

34:01

In this episode of How I Invest, I speak with Arjun Sethi—Chairman and co-founder of Tribe Capital, Co-CEO of Kraken, and one of the sharpest thinkers in venture capital and crypto today. Arjun breaks down how he approaches investing in “N-of-1” companies, what most VCs get wrong about data, and why the traditional funding stages like “pre-seed” an…

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Alternative Realities: Growth equity's new frontier 25:10

15d ago25:10

25:10

Watch the video version on YouTube. With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on…

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Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451) 55:42

14d ago55:42

55:42

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh’s journey from his early fascination with business and real estate to building Thayer Street into …

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E173: Billionaire Michael Loeb on Risk, Innovation, and Never Giving Up 57:38

15d ago57:38

57:38

What happens when you get fired from one of the most prestigious media companies in the world at age 36? For Michael Loeb, it meant inventing a new category in subscription services, launching one of the earliest venture studios, and incubating Priceline—one of the internet’s first great successes.In this episode, I speak with Michael Loeb, founder…

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Too Big for Microfinance, Too Risky for VC: Bridging the "Missing Middle" Capital Gap in Latin America | Michelle Arevalo-Carpenter (#090) 1:54:03

18d ago1:54:03

1:54:03

My guest today is Michelle Arevalo-Carpenter, Co-Founder of IMPAQTO and General Partner at IMPAQTO Capital. Michelle is a human rights lawyer by training, a fund builder by calling, and one of the most compelling system-reimaginers I’ve ever had on the show. Michelle’s journey has taken her from a small apartment in Quito to the halls of Oxford and…

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Edwin Schooling Latter, ex-FCA regulator now Mizuho's UK compliance head, on the reforms that could unlock "big savings" and the lessons we missed from recent failures of major financial institutions 41:25

19d ago41:25

41:25

Today’s guest pinpoints the “very technical” but overly complex regulatory requirements underpinning financial markets that he believes regulators could rethink to generate “big savings” for both themselves and the market participants they oversee. He discusses the lessons he would like to see industry players take on board and the changes he belie…

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E172: How Cannabis Beverages are Disrupting the Alcohol Industry w/Sasha Pieterse 43:09

17d ago43:09

43:09

Sasha Pieterse might be best known for her acting career — but behind the scenes, she’s been building a beverage empire.In this episode, we dive deep into how Sasha's personal health journey led her to launch Hippie Water, a hemp-derived THC beverage brand that’s now in 140+ stores across 9 states. We talk about what it takes to transition from Hol…

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David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450) 41:38

17d ago41:38

41:38

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista’s founder, was a past guest on the s…

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[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202) 58:33

20d ago58:33

58:33

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista’s current portfolio companies are about 70 in number and hous…

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E171: SBIC Funds: How to Raise $175 Million for Private Equity & Credit Funds 34:38

20d ago34:38

34:38

This episode is a masterclass on one of the most powerful — and under-the-radar — capital structures in private markets: Small Business Investment Companies (SBICs).I’m joined by Brett Palmer, President of the Small Business Investor Alliance, and David Demeter, who helps manage Davidson College’s endowment. We dive deep into the SBIC program — a u…

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Uncovering Opportunities in Emerging Market Debt 22:20

21d ago22:20

22:20

Watch the video version on YouTube In the world of fixed income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of higher yields and diversification opportun…

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E170: How an AI Agent Is Outperforming VCs w/Andrew D’Souza 46:46

23d ago46:46

46:46

What if your venture partner could talk to a thousand founders a day — and actually listen?In this episode, I speak with Andrew D’Souza, the Founder/CEO (aka Creator) of Boardy and previously the founder and CEO of Clearco (formerly ClearBank). Andrew is building something entirely new: Boardy, an AI super-connector that lives across voice, chat, a…

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In Case You Missed It: Must-Hear Impact Highlights From April 2025 (#089) 1:56:47

22d ago1:56:47

1:56:47

This spring, I had the chance to talk with four incredible guests, each with a different take on what it really means to put money to work and invest in line with your values. Across late March and April, we explored climate-smart timber, social finance powered by dormant bank accounts, fully impact-focused wealth advising, and how catalytic capita…

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E169: How to Build an Enduring Private Equity Franchise w/Alex Robinson 1:09:24

25d ago1:09:24

1:09:24

Alex Robinson is the Co-Founder and CEO of Juniper Square, a company transforming the private markets through technology and service. In this episode, we go deep into how he and his co-founders saw the opportunity to modernize fund administration, why the private markets are decades behind the public markets, and how Juniper Square is building for …

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Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449) 40:08

24d ago40:08

40:08

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approac…

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[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329) 1:05:55

25d ago1:05:55

1:05:55

Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Managemen…

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SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill 12:43

26d ago12:43

12:43

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA's dovish shift and weaker growth outlook Trump's 'One Big Beautiful Bill' (OB3) US Trade Court decision May's strong equity returns Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Mu…

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E168: How I Coach The Top 0.1% CEO's in Silicon Valley w/Alexis John d'Amecourt 1:09:36

28d ago1:09:36

1:09:36

Alexis John d'Amecourt is the coach behind some of the most iconic CEOs in tech today—including the founders of Substack, Eigenlayer, and Booksy. In this episode of How I Invest, I sat down with Alexis to explore what really makes great CEOs tick—and what causes them to fall apart.We talked about how founders can build trust, navigate emotional tur…

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SB Talks Special Edition: A Conversation With Former RBA Governor Ian Macfarlane 22:38

29d ago22:38

22:38

In this special episode, Stanford Brown CEO Vincent O’Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee. Together, they discuss: The shockwaves of Trump's April 2 "Liberation Day" tariff announcement Why the bond market has become the key check on US pres…

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Alternative Realities: From Europe to Asia: Trends in alternative investments 31:13

1M ago31:13

31:13

Watch the video version on YouTube. Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an incr…