Blythe Masters
Founding Partner, Motive Partners. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorexecutiveoperator@blythemasters ↗motivepartners.com ↗Wikipedia ↗YouTube ↗
Over a 27-year career at J.P. Morgan, she held senior leadership roles, including CFO of the Investment Bank, and was widely credited with pioneering credit default swaps. She later served as CEO of Digital Asset Holdings before co-founding Motive Partners and becoming Group CEO of FNZ.
1shows
1appearances
20statements
5resolved
3supported
0contradicted
60%fully supported
Everything Blythe Masters said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Masters: Acquisitive banks suffer from massive legacy tech debt and cost inflation
“All banks that have grown via acquisitions have legacy tech debt problems that are significant, and very often those derive from not taking the tough decisions sooner, and then you just create a sort of spaghetti junction, string and sellotape, hold the whole …”
Masters: The traditional private equity playbook of cheap leverage is dead
“The playbook that was developed in private equity originally used to be buy cheap, deploy the maximum amount of leverage that you conceivably can tolerate. At apparently almost no cost until recently. Cut a lot of costs out of a poorly managed company to cut i…”
Masters: J.P. Morgan intentionally avoided 2006 subprime market despite losing share
“All of that combined with what I think frankly was just a great judgment call on the part of Jamie and the executive management team at JP Morgan later in 2006 and seven in avoiding the subprime home equity lure. The trap. Super extraordinary volumes of activi…”
Masters: Post-2008 bank capital requirements directly fueled the private credit boom
“What's changed very significantly over the last period since the great financial crisis is the amount of capital that is required to be held per unit of risk on a bank's balance sheet. The formulae are complex and there's many of them, but bottom line is that …”
Masters: Corporate innovation inside major banks is not genuine entrepreneurship
“Innovating with such an enormous safety blanket around you and a whole legion of people who are there to make sure you don't screw it up. It doesn't necessarily count as being really entrepreneurial.”
Masters: Retail alternative allocations will rise from 3% to institutional levels
“Retail and just merely high net worth as a segment, very under allocated to alternatives. A typical allocation will be in the very low single digits, less than three percent. Institutional allocations are 20 to 30%. That's going to shift.”
Masters: The traditional 60/40 portfolio allocation model is no longer viable
“The ability to connect new product into that ecosystem as the sort of traditional portfolio allocation model is being ripped up and thought about the 60 40 thing isn't going to fly any longer. And what is it going to look like? We're not totally sure yet, but …”
Masters: Anyone on Wall Street claiming not to experience fear is lying
“I think also acknowledging that fear exists, which most of the time is completely unacceptable on Wall Street, has been Helpful to me, because it does exist, and anyone that tells you it doesn't is either a sociopath or is lying.”
Masters: Unsecured lending alone cannot generate acceptable return on equity
“If a client is very concentrated in a single product line and that being unsecured lending, for example, very hard to achieve the return on equity that is appropriate To not destroy shareholder value at a bank. And that was true then. And it's true multiple fo…”
Masters: Regional banking crisis stemmed from liquidity mismatches, not credit performance
“If you inject leverage into the equation, And your deposits, for example, can disappear for a reason, as we saw in the regional banking crisis last year, and you have assets that are not short-term and liquid, then you can create a mismatch there, maturity mis…”
Masters: Post-2008 regulatory focus caused banks to miss the smartphone revolution
“The bank and every bank necessarily had been very inwardly focused in the period from 2008, nine onwards. And it had to do with regulatory reform and the many scandals and big settlements that had to be worked through. And it was really a period of existential…”
Masters: Wealth advisor software will fully integrate alternative assets within five years
“The world is just going to look very different in as little as five years time. You're going to see advisor desktop space, which today is multiple different screens, the ops process and the email and this for public equities and that for fixing home and goodne…”
Masters: Current data encryption is trivially defeatable by commercial quantum computers
“We're encrypting data using Linear algorithms that are trivially defeatable with commercially viable quantum computers.”
Masters: Capital markets post-trade settlement infrastructure remains a mess
“Capital markets is an arena where the trading and execution end of the capital market space has been radically transformed over the past years. But what's interesting in capital markets is the post-trade is still a mess.”
Masters: Cross-border payments remain astonishingly inefficient compared to domestic systems
“The consumer payments business domestically in most of the developed world is ultra-competitive, but all sorts of opportunities, especially in cross-border payments and remittances, which are still astonishingly inefficient and fragmented.”
Masters: J.P. Morgan lagged peers in 2001 due to retained credit exposures
“JP Morgan did not come out of 2001 covered in glory. JP Morgan came out of 2001 very much at the bottom of the pack. And the reason for that had to do with the extent of the retained credit positions in leverage and high-yield credits and associated Private eq…”
Masters: Motive Partners employs 170 full-time in-house technologists
“We have about a hundred seventy-ish full-time motive people that are technologists that are deeply knowledgeable in everything from cloud deployment, microservices, APIs, go-to-market strategy. Blockchain and cryptocurrencies and digital assets, ultra personal…”
Masters: Settlement latency matters significantly more in positive interest rate environments
“In a world where money was priced at zero, zero or negative interest rates, it didn't really matter that stuff was slow. It really matters that stuff is slow when there's a time value associated with money.”
Masters: Shift to mark-to-market accounting created seismic banking income swings
“And so the shift from accrual accounting to mark to market accounting, which sounds pretty arcane, but in banking accounting terms, it was a seismic shift and produced some very large swings on the income statement.”
Masters joined J.P. Morgan's five-person global commodity derivative team
“When I graduated and joined full time, I joined the Global Commodity Derivative Group, which consists, I think, of about four people and me. I was the only girl or woman. The bank had been in the business of bullion and related precious metals for many decades…”
One line per show, most statements first. The link opens Blythe's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CAPITAL ALLOCATORSLEDGER | Founding Partner, Motive Partners | 1 | 20 | 60% 3/5 | full record on Capital Allocators → |