Kristin Kallergis Rowland - Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)

In this interview, Kristin Kallergis Rowland discusses her career path at J.P. Morgan, detailing her roles in Chicago, New York, and London, and eventually leading the global business. She explains J.P. Morgan's private wealth business, which manages almost $3 trillion, including $178 billion in alternatives. Rowland outlines the firm's investment strategies, asset allocation, and manager selection process, emphasizing a client-needs-based approach. She also addresses trends in private equity, private credit, venture capital, and hedge funds, as well as the increasing interest in infrastructure investments. The conversation covers the democratization of alternatives, the shift towards evergreen funds, and the importance of tax-aware investment strategies. Rowland highlights the firm's focus on portfolio building, diversification, and providing access to private markets for a broader range of clients.