JPMorgan Chase, every mention
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tap a year for its mentions
every year anyone Ted Seides 55Nick Rohatyn 29Blythe Masters 19Michael Cembalest 14Ashvin Chhabra 12Tom Majewski 11David Eichhorn 11Kristof Gleich 10Kristin Kolurgis-Roland 9Luke Ellis 8
Verbatim, from the transcripts: the passages where JPMorgan Chase comes up
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 9:56 John Kim (Kimmer) From there, I quickly said, rather than being a placement agent, I should join the industry as a placement agent at Bank of America, then Chase.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 43:46 Kieran Goodwin JP Morgan marked down some software loans as far as their bank lender.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 28:53 Jeremy Grantham You will never hit a Goldman Sachs or a JP Morgan
- ▶ 33:02 Jeremy Grantham Less than one percent of the engine room who worked for the Goldman Sachs and the JP Morgans believed in data that it was a new golden era. 2 times in the scene
- ▶ 53:40 Jeremy Grantham We sat on the back row, and I watched them trying to decide whether they'd invest in the new growth guys, Morgan Guarantee Trust, JP Morgan, or this little new value small cap guys in Boston.
- ▶ 1:02:46 Jeremy Grantham The serious business was run by J.P.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 9:01 Stephen Gilmore When I was at Chase before the merger with JP Morgan, I got to, to sit in the dealing room and to combine different products.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 17:29 Jonathan Lewinsohn Because no matter what happens, no matter what recession we have, JP Morgan, Coca-Cola, Goldman Sachs, they're not unplugging their cybersecurity.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:30 Ted Seides Nick previously spent two decades leading JP Morgan's emerging markets business across multiple cycles and served on the bank's executive committee. 2 times in the scene
- ▶ 6:29 Nick Rohatyn Morgan Guarantee Trust Company offered me a job in, it must have been February of 1982. 8 times in the scene
- ▶ 11:31 Nick Rohatyn I noticed in early, mid-eight, Morgan did the first voluntary loan for debt exchange in emerging markets. 3 times in the scene
- ▶ 14:44 Ted Seides So in your years from there through JP Morgan, there's a lot that happens in emerging markets, both the economies and the markets. 2 times in the scene
- ▶ 18:18 Nick Rohatyn When I thought about JP Morgan, I thought about a firm that had fantastic content, fantastic reputation, and limited reach because we were such an institutional firm. 6 times in the scene
- ▶ 21:57 Nick Rohatyn I knew we were going to tailor it to institutional investors because I come out of JP Morgan, I know nothing else.
- ▶ 24:08 Nick Rohatyn I did that at the time at JP in order to help grow the pie because I, of this exact point, people needed a benchmark.
- ▶ 44:16 Nick Rohatyn I still remember in my time at JP Morgan, I was in charge of commodities, so there was a commodity crash at some point. 2 times in the scene
- ▶ 48:07 Nick Rohatyn I knew from past experience at JP the pluses and minuses of building joint ventures, minority stakes, majority stakes, but I wanted to try. 3 times in the scene
- ▶ 1:11:42 Nick Rohatyn I've had so many people in my time at JP and since who say, you know, emerging markets has this giggle factor.
- ▶ 1:15:07 Nick Rohatyn At JP, I was the founder and first chairman for five years of the Emerging Market Traders Association.
- ▶ 1:18:48 Nick Rohatyn Dennis Weatherstone was the CEO of J.P. 3 times in the scene
Year in Review 2025 (EP.478)
- ▶ 26:28 Ted Seides Adrian Mellie from Eagle, Herb Wagner at Fine Point, KK Rowland from JP Morgan who runs Alternatives, who I have met in the last few years and gotten to know, are all total superstars at what they do.
- ▶ 30:00 Ted Seides You have a private bank like JP Morgan, and they run like an institution does.
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
- ▶ 12:20 Dave Thornton It was comprised of banks that were getting into the private markets and had wealth management businesses, so JPMorgan, Morgan Stanley, Goldman, Citigroup, Wells, UBS.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 6:50 Ted Seides My guest on the fourth episode of Private Wealth is Kristin Kolurgis-Roland, or KK, the Global Head of Alternative Investments for J.P. 6 times in the scene
- ▶ 9:24 Ted Seides I would love you to take me through your path at JP Morgan that landed in this seat. 3 times in the scene
- ▶ 10:43 Ted Seides So working your way up in private wealth, how do you think about putting a scope around what J.P. 6 times in the scene
- ▶ 22:11 Kristin Kolurgis-Roland I feel that way partly because that's what we think of JPMorgan too.
- ▶ 29:43 Kristin Kolurgis-Roland The fact that we're one of the biggest spenders of technology as a firm helps us understand the product. 6 times in the scene
- ▶ 36:56 Kristin Kolurgis-Roland We, J.P.
- ▶ 53:17 Kristin Kolurgis-Roland But those are my two first intern stories before I landed at JP Morgan.
Meghan Reynolds – Art of Capital Formation (EP.438)
- ▶ 53:35 Megan Reynolds You saw the I Capitals of the world, like Blackstone selling massively at JP Morgan, KKR, all those mega funds started selling in the Wealth Channel.
Scott Bessent - Macro Maven (EP.415)
- ▶ 12:42 Scott Bessent And this, the big decision for the month, are we going to buy Ford versus GM, Citibank versus JP Morgan? 2 times in the scene
- ▶ 36:41 Scott Bessent JP Morgan called us, and I was able to say, we'll take the whole trade with the repo right now.
- ▶ 39:23 Scott Bessent You could probably go back and look at some of the things JP Morgan had done or the, some of the great industrialists.
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 1:37 Ted Seides Our conversation covers the lessons Christoph learned about culture from his time at Goldman Sachs and J.P.
- ▶ 4:18 Kristof Gleich I then also spent the best part of a decade at JP Morgan, that small boutique finance firm. 3 times in the scene
- ▶ 5:34 Ted Seides I'd love to hear from your experience about the different cultures, the Goldman and JP Morgan. 8 times in the scene
- ▶ 8:19 Kristof Gleich One of the things that I learned at JP Morgan was this notion of the competition is outside the four walls of where you're working. 3 times in the scene
- ▶ 48:50 Kristof Gleich I've been lucky to have many, but there are two, both of them from JP Morgan, Jamie Kramer and Ted Dimmick. 4 times in the scene
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
- ▶ 11:07 David Eichhorn I started JP Morgan right out of school. 7 times in the scene
- ▶ 15:25 David Eichhorn But the funny thing is, and Jess Yowitz, the founder of Nyssa, he was concerned about hiring me because my three years at J.P.
- ▶ 29:54 David Eichhorn They were like, no, no, no, we're whomever, Goldman Sachs, or JP Morgan, or whatever.
- ▶ 49:11 David Eichhorn I started going back to my JP Morgan description as working on asset allocation, not the active side.
- ▶ 54:13 David Eichhorn I mentioned Phil sending me to JP Morgan, Mike actually hiring me.
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
- ▶ 14:02 Jeff Assaf JPMorgan bought us. 6 times in the scene
Ben Hunt - The Stories that Drive Markets (EP.393)
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 11:18 Yann Robard So somehow I got a job at JP Morgan. 2 times in the scene
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
- ▶ 12:24 Anne-Marie Fink And it was actually going into a job also at JP Morgan where I was analyzing long short equity hedge funds was actually the great way to take that skill set, but then grow on it. 2 times in the scene
- ▶ 56:57 Anne-Marie Fink Probably Susan Ulick, who was the first manager I had when I was an equity analyst at J.P.
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 9:56 Shiloh Bates So if you buy a share of, for example, Bank of America or JP Morgan stock today, basically you're going to get exposure to maybe 20 or 30 different lines of business.
- ▶ 28:05 unnamed speaker In the loan market, how that works is, for example, if JP Morgan or B of A is underwriting a new leverage loan, they price that in a way to really incentivize buyers
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 4:41 Ted Seides Blythe spent 27 years at J.P. 2 times in the scene
- ▶ 11:34 Blythe Masters The other was Morgan guarantee limited, which was the predecessor to what is today, JP Morgan. 5 times in the scene
- ▶ 16:02 Blythe Masters JP Morgan did not come out of 2001 covered in glory. 10 times in the scene
- ▶ 19:28 Blythe Masters So you're evolving in a direction, which in 2001, JP Morgan absolutely was not a top tier investment bank. 2 times in the scene
- ▶ 24:42 Ted Seides So one of the other aspects of your long tenure at JP Morgan was a series of corporate strategic acquisitions.
- ▶ 27:50 Ted Seides After what anyone would consider an entire lifetime at J.P. 6 times in the scene
- ▶ 34:25 Blythe Masters And for me, I thought that was genuinely properly differentiated from anything I'd ever heard from the private equity industry that I knew well because of years dealing with them at JP Morgan.
- ▶ 55:30 Blythe Masters I worked for him for many years at JP Morgan, and he was responsible in many ways for pressing me to do new and different things.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 40:04 Michael Leffell We are seeing incredible enthusiasm from our membership in this because they are seeing opportunities that they would not get from JP Morgan or Citibank or Goldman Sachs, and that's not in any way to disparage those firms.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 43:14 Brian Christensen Competitors like JPMorgan Chase or
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 8:55 Thomas Haugaard So, the benchmark that we typically use, which I think is a good description of the asset class, is the JP Morgan's MB Global Diversified.
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 8:31 Nicolai Tangen It was an old brokerage house, research outfit, later bought by JP Morgan. 2 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 7:19 Kipp deVeer and I sort of networked enough that I got in the JP Morgan analyst program through a little bit of luck and a little bit of hustle. 2 times in the scene
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 36:10 Eric Resnick And because of that, as soon as the CEO of JP Morgan, Jamie Dimon says, cut back, say on travel, JP Morgan bankers won't travel.
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
- ▶ 5:47 Amy Falls I backed into finance through an interest in international affairs, and in particular, international development, and I couldn't get a job at the World Bank, but J.P. 2 times in the scene
- ▶ 10:59 Amy Falls So I moved from JP Morgan to Morgan Stanley, was very actively engaged in my professional life, but was asked to serve as a volunteer on the investment committee for the high school I had gone to, which had really changed my life and done…
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 13:46 Aaron Sack Often we're picking them right out of the investment banking division, and I don't know how close you pay attention to what it's like to get a job at a Goldman or a Morgan or a JP Morgan these days, but we're talking about extraordinary…
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 14:04 Adam Rodman My partner Arger had been covering utilities at JP Morgan, and so we're piecing together this knowledge base, and nuclear just stood out like a sore thumb in terms of how investors misunderstood affecting that market in general and how it…
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 28:50 Jose Feliciano Our structuring lawyers will talk to the stretch desk at Bolin Sachs or JP Morgan, et cetera.
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 52:14 Ted Seides Well, Greg, I want to ask you a couple of closing questions, and I want to start with one that's a little bit different, because I know you have a sister that's sitting at the top of JP Morgan. 3 times in the scene
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 5:13 Tom Majewski Our clients were the investment bankers and the front office investment bankers, so whereas J.P. 8 times in the scene
- ▶ 40:36 Tom Majewski Morgan Stanley or Citibank or JP Morgan, and we'll negotiate with them as to what their placement fees would be.
- ▶ 1:07:43 Tom Majewski We've gone back and back tested some of the JP Morgan has an index for CLO double Bs.
- ▶ 1:13:29 Tom Majewski I'll say one directly, and maybe one a little more indirectly, a fellow named Mike, who was my boss at JP Morgan way back when, I was 25, and he was probably 50.
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- ▶ 8:39 Frank Brosens JP Morgan wasn't really considered a competitor.
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
- ▶ 11:12 Jon Ballis It came out of the First National Bank of Chicago, which now is part of the JPMorgan Chase world.
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 12:23 Reade Griffith I then ended up with a friend through a friend who had gone to a startup hedge fund in Chicago called Citadel, and he had been at JP Morgan, and he was brought in to set up a event-driven merger arbitrage kind of investment strategy for…
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 29:29 Rodrigo Bitar It's like if you come to the US and you buy, I don't know, a piece of Kellogg's, a piece of JP Morgan, a piece of Sherwin-Williams, a piece of Verizon.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 35:28 Josh Friedman Many, many firms doing direct lending, and you'll see some of those firms appear in the league tables as direct competitors of JPMorgan and Citibank and Goldman Sachs and everyone else.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 11:00 Ashvin Chhabra Eventually, I ended up at JP Morgan in the asset management division, and around 99, there was something very interesting going on in the world, and it was the early stages of the internet. 10 times in the scene
- ▶ 21:13 Ashvin Chhabra So, as I said, the early work, really, the genesis was the work we did at J.P.
- ▶ 40:26 Ashvin Chhabra My view was, give me any large cap stock, JP Morgan, Merrill Lynch, IBM, Microsoft, I still don't know what I'm investing in.
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 28:07 Diogo Monica That puts us on the same footing as all of these other big banks like JPMorgan Chase and BNY Mellon, et cetera.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 36:09 Ben Forman It's no different than having a checking deposit with JP Morgan or Bank of America.
- ▶ 40:45 Ben Forman So just an example of this is imagine the big banks in the US, Goldman, JP Morgan, Bank of America,
Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
- ▶ 14:28 Kelsey Chase And for me, I found a lot of additional inspiration this last summer when we closed our series B, which was led by JP Morgan and Pellion Ventures. 2 times in the scene
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 28:50 Florian Bartunek In order to understand a Brazilian bank, you have to look at the private banks, the startups, and you have to look at the international banks, either JP Morgan or Chime or Revolut or others.
Will Cook - Sunriver Management (Manager Meetings, EP.22)
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 8:33 Matt Brown I was having lunch with a friend of mine who was a financial advisor at JP Morgan. 4 times in the scene
- ▶ 18:57 Ted Seides In the last 10 years, you said from very little, if you're not on, say, a JP Morgan platform to something very substantial. 2 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 32:57 Barry Sternlicht And I know like Goldman is in, parts of JP Morgan are in, parts of Morgan Stanley are in.
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
- ▶ 5:37 Luke Ellis I took over the equity derivative business at JP Morgan. 3 times in the scene
- ▶ 18:24 Luke Ellis But one of the things is I've been at JP Morgan. 3 times in the scene
- ▶ 56:34 Luke Ellis I mentioned earlier that the boss I had at J.P.
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- ▶ 13:39 Katie Hall He was at the time at JP Morgan, working in the private bank.
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 14:00 Leda Braga And so from New York College, I went to J.P. 4 times in the scene
- ▶ 29:49 Leda Braga I don't remember when I joined JP Morgan in 93 and through the nineties ever hearing that expression, risk on, risk off.
Rick Rieder – BlackRock (Manager Meetings, EP.08)
- ▶ 11:57 Rick Rieder I worked for the summer, if anybody remember, Manufacturers Hanover in New York, that merged with Chemical Bank, which became JP Morgan, or part of JP Morgan.
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