Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
127 episodes
5 days ago
Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
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Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
Alternative Realities: Growth equity's new frontier
Insights Now
25 minutes 10 seconds
4 weeks ago
Alternative Realities: Growth equity's new frontier
Watch the video version on YouTube.
With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on significant value creation before these companies hit the stock market. On this episode, Aaron Mulvihill is joined by Paris Heymann, co-managing partner of Growth Equity Partners at J.P. Morgan Asset Management, who has an impressive career in venture and growth investing. They explore key themes affecting venture and growth investing, including how venture capital is adapting to longer holding periods, strategies for valuations and pricing in the current environment, the transformative impact of AI and the convergence of public and private markets.
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Insights Now
Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
