Kristin Kallergis Rowland – Alts at J.P. Morgan’s Private Bank (Private Wealth 4, EP.447) | Capital Allocators – Inside the Institutional Investment Industry | Podwise
In this episode of Capital Allocators, host Ted Seides interviews Kristin Kallergis Rowland (KK), Global Head of Alternative Investments for J.P. Morgan Wealth Management, about the firm's approach to alternative investing for private wealth clients. KK discusses her career path at J.P. Morgan, the firm's centralized research and manager selection process, and allocation strategies across private equity, private credit, real assets, venture capital, and hedge funds. The conversation covers insights from J.P. Morgan's family office report, the importance of tailored portfolio construction, the democratization of access to private markets, innovations in evergreen fund structures, and the challenges of scaling investment solutions globally. KK also shares her perspectives on manager selection, the impact of taxes, and emerging trends in client investment preferences.
