Finding new pathways to income
Please join Jared Gross, Head of Institutional Portfolio Strategy, and Whitney Wilcox, Portfolio Manager, U.S. Real Estate Core Mezzanine Debt, for a discussion on why capital structure is an underutilized mechanism for generating income and the benefits real estate mezzanine debt offers investors, including income and diversification.
Private equity investing amidst an ongoing pandemic
Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss private equity investing in an increasingly competitive market, how institutional investors can find attractive opportunities, and the importance of diversity, equity and inclusion considerations during manager selection.
Investing for income through value-added real estate
Jared Gross, Head of Institutional Portfolio Strategy, and Craig Theirl, Real Estate Portfolio Manager, discuss value-added real estate opportunities with a focus on the office, industrial/warehouse and residential/multi-family sectors.
Real estate debt: Pre and post pandemic views
Candace Chao, Co-Portfolio Manager of the US Real Estate Core Mezzanine Debt Fund and Head of Mezzanine Acquisitions discusses the global pandemic’s impact on public and private real estate markets, from the mezzanine loan space to considering mezzanine debt as an alternative and diversifier to your portfolio.
Real Estate Outlook: Opportunities as megatrends accelerate
As a follow-on to our 2021 Global Alternatives Outlook, Kim Adams, Portfolio Manager, Strategic Property Fund, and Jared Gross, Head of Institutional Portfolio Strategy discuss a series of megatrends—from the growth of e-commerce to the return of urban markets—and how they are shaping real estate investing.
Infrastructure Outlook: How core is your core infrastructure?
As a follow-on to our 2021 Global Alternatives Outlook, Nicholas Moller, Investment Specialist, Infrastructure Investments Group, and Jared Gross, Head of Institutional Portfolio Strategy discuss the effects of COVID-19 on infrastructure usage and pricing, the role of inflation, and the accelerated focus on a low carbon economy.
Distressed Credit: Opportunities exist where the central banks missed
As a follow-on to our 2021 Global Alternatives Outlook, Brad Demong, CO-CIO and Portfolio Manager, Global Special Situations Group, and Jared Gross, Head of Institutional Portfolio Strategy, discuss how the COVID-19 crisis has changed the opportunity set in the distressed credit space, and debunk some of the myths across the sector.
Alternatives Outlook: Transport
As a follow-on to our 2021 Global Alternatives Outlook, join us for a conversation between Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, and Jared Gross, Head of Institutional Portfolio Strategy. The discussion will cover how investors can find compelling opportunities in the transportation sector which is increasingly adopting sustainability goals and providing attractive, predictable, long-term returns.
2021 Global Alternatives Conference
Credit where Credit is Due: Innovations in Private Credit
Leander Christofides, Co-CIO, Global Special Situations, J.P. Morgan Asset Management, Jordan Jackson, Global Market Strategist, J.P. Morgan Asset Management, Megan McClellan, Head of Private Credit, J.P. Morgan Asset Management, and Jonathan Segal, Co-CIO, Highbridge Capital Management.
The Private Eye: Uncovering Opportunity in Private Equity
Stephen Catherwood, Co-Head & Portfolio Manager, Private Equity Group, J.P. Morgan Asset Management, Ashmi Mehrotra, Co-Head & Portfolio Manager, Private Equity Group, J.P. Morgan Asset Management, Mary Kate Bertke, Principal, Head of Investor Relations, Great Hill Partners, and Rich Wong, General Partner, Accel Partners
Real Assets: Optimizing Income, Inflation Protection & Risk-Adjusted Returns
Kelly Arek, Client Advisor, J.P. Morgan Asset Management, Hai-Gi Li, Investment Principal, Infrastructure Investments Group, J.P. Morgan Asset Management and Stephen Wong, Senior Acquisition Officer, Global Transportation, J.P. Morgan Asset Management.
Live, Work, Consume & Play: Post-Covid Real Estate Trends
Dave Esrig, Director of Research and Data Science, Real Estate Americas, J.P. Morgan Asset Management, Brian Nottage, Head of Real Estate Americas Portfolio Strategy, J.P. Morgan Asset Management and Doug Schwartz, CIO, Real Estate Americas, J.P. Morgan Asset Management.
More to the Core Four
Kim Adams, Senior Portfolio Manager, Real Estate Americas, J.P. Morgan Asset Management, Bob Fordi, CEO & Managing Partner, Realterm, Peter Rooney, Managing Director / President – Development, Sares Regis Group, and Christopher Lau, Chief Financial Officer, American Homes 4 Rent.
Glocal Trends and Trades
Rob Johnson, Portfolio Management, Real Estate Asia Pacific, J.P. Morgan Asset Management, Paul Kennedy, Head of Strategy, Portfolio Manager, Real Estate Europe, J.P. Morgan Asset Management, Bradley Larsen, Co-Head of Real Estate Europe Acquisitions & Asset Management, J.P. Morgan Asset Management, and Kenneth Tsang, Head of Research & Strategy, Real Estate Asia Pacific, J.P. Morgan Asset Management.
Driving change across our industry and communities
Hear from senior leaders across JPMorgan Chase & Co. discuss how we've sharpened our focus on diversity, equity and inclusion. We highlight the firm-wide initiatives we've introduced and the steps we are taking to track and measure our efforts, which we hope will impact all of our communities as well as the financial services industry as a whole.
Investing in renewable energy
With the U.S. recommitting to the climate goals of the Paris Agreement, alongside China and India’s pledges to target net zero carbon emissions, Tom Murray, Portfolio Manager, International Equity Group, Juan Lois, Strategist, Sustainable Investing Team, and Fred Barasi, Global Equity Research team, discuss the state of the renewables market, the regulations and policies that govern the landscape, as well as renewable stock valuations for institutional investors to consider.
Jared Gross, Head of Institutional Portfolio Strategy, Zachary Page, Head of U.S. Institutional Multi-Asset Solutions Investment Specialists, and Kathryn Pasqualone, Client Advisor, they discuss strategies to turn unused excess liquidity into a source of long-term value and less liquid investments into higher levels of return, income generation and risk diversification.
Emerging Markets in a post-pandemic world
Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager, discusses the emerging markets landscape in the wake of the pandemic, our return expectations for the asset class and views on the impact to US interest rates and the dollar.
Looking for growth in tomorrow’s markets
Giri Devulapally, Portfolio Manager, Large Cap Growth, and Jim Connors, Investment Specialist, shed light on where they are seeing differentiated growth relative to market expectations, opportunities across sectors and their long-term outlook for large cap stocks.
Finding opportunities between growth and value
With inflation looming, vaccination rates dropping, and a strong earnings backdrop, growth vs. value investing is top of mind. Please join Scott Davis, U.S. Equity Portfolio Manager, for a discussion on how he finds mispriced opportunities within the equity market in today’s environment.
The impacts of the re-opening on fixed income investing
Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy, GFICC, discuss what the re-opening means for Fixed Income markets and where they are finding opportunities and value for institutional investors in the market today.
Now is the time for diversification in hedge portfolios
Jared Gross, Head of Institutional Portfolio Strategy, and Michael Buchenholz, Head of U.S. Pension Strategy, discuss trends from across the 100 largest corporate pension plans including the benefits of timely rebalancing, considerations in allocating to illiquid markets and how diversifying exposures to securitized and alternative assets will play an increasingly important role in the future.
CIO Perspectives with Charles Van Vleet
Please join us for a conversation with Charles Van Vleet, Chief Investment Officer of Pension Investments and Assistant Treasurer at Textron Inc., on the importance of mentoring emerging leaders, innovation and rethinking the conventional wisdom around de-risking.
The economic reopening driven by vaccinations and stimulus
Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss their outlook on the economic recovery driven by vaccination progress and record stimulus, the impact of inflation and interest rates on markets and where institutional investors can allocate capital today.
Tapping into Capital Efficiency
Jared Gross, Head of Institutional Portfolio Strategy, discuss how adopting capital-efficient investment strategies can increase the power of portfolios to meet long-term objectives in today’s low-return environment without excessive market risk or illiquidity.
1Q21 Earnings: Record growth amidst a global pandemic
David Lebovitz, Global Market Strategist, and Rick Singh, U.S. Equity Portfolio Manager, recap the first quarter 2021 earnings results, the vaccine-driven re-opening, as well as opportunities and risks institutional investors should keep an eye on throughout 2021.
China: Understanding the opportunities, risks, and role in portfolios
Howard Wang, Head of the Greater China Emerging Markets and Asia Pacific (EMAP) Equities team, and Gabriela Santos, Global Market Strategist, for a dialogue on China’s consumption trends, monetary policy, energy outlook, and technology progress – and the impact each can have on institutional portfolios.
Guide to China | China’s role in solving the income and return challenge
A clear understanding of China is key in order to take advantage of the growth, income and diversification benefits Chinese markets can provide, while also avoiding the pitfalls of investing in more inefficient markets. Hear Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Global Market Strategist, discuss these and other topics utilizing the newly created Guide to China, a publication aimed at demystifying China for global investors.
How institutional investors can reach a 7% return target
John Bilton, Tim Lintern, and Jared Gross analyze how diverse building blocks such as active currency overlay, global tactical asset allocation and active security selection, in combination with a cycle-aware approach to investing and flexibility in asset allocation can unearth additional paths to reaching a higher return.
Multi-asset investing amidst the recovery and what comes next
Balanced portfolios will achieve less than half of the returns of the last decade, driven by low interest rates and stretched valuations. Join Zachary Page, Head of U.S. Institutional Multi-Asset Solutions Investment Specialists, Gary Herbert, Global Head of Tactical Asset Allocation, and Jared Gross, Head of U.S. Institutional Portfolio Strategy, as they discuss trends, opportunities and risks impacting multi-asset investing and why asset allocation decisions are more important than ever before.
Finding growth opportunities in today's market
Jeff Geller, Chief Investment Officer of Multi-Asset Solutions, and Zack Page, Head of U.S. Institutional Investment Specialists for Multi-Asset Solutions, discuss the impacts of the pandemic across asset classes and how flexible investment strategies can maximize returns while minimizing risk.