Emerging Family Leaders 2025

Our annual series for the next generation of leaders

Emerging Family Leaders 2025
Contact us

Engage with visionaries paving the way forward

Our Emerging Family Leaders series is a space where next-generation family leaders and entrepreneurs exchange ideas, tackle unique challenges, and build lasting connections. It brings together peers navigating the complexities of family enterprises and entrepreneurial ventures, offering fresh perspectives and meaningful conversations designed to inspire, challenge, and empower you on your journey as a future decision maker.
April 2025

Los Angeles, CA

September 2025

London, UK

September 2025

Washington, DC

September 2025

Chicago, IL

The four investment decisions central to a customized portfolio.
November 2025

Miami, FL

November 2025

Bangkok, Thailand

Explore the events by location

Chicago, IL • September 2025

For a 13th year, the windy city hosted its premier event for the next generation of trailblazers.

Full Court Legacy: The Robinson Family Playbook

David Robinson, Sr., NBA Hall-of-Famer and Two-Time Champion, San Antonio Spurs Founder, Admiral Capital Group 
David Robinson, Jr., Development Manager, Western Urban
Jaime Freeman, J.P. Morgan Private Bank
NBA Hall of Famer David Robinson and his son David Jr. shared what it takes to build a legacy on and off the court. Their conversation spanned military roots, championship basketball, and a deep commitment to education, philanthropy, and impact investing in San Antonio. With candid stories about identity, generational transition, and the evolving dynamics of working together as father and son, the Robinsons showed how faith, humility, and community focus have shaped their family’s vision - proving that true legacy is about creating opportunity and lifting others along the way.

Game Changers: Navigating Legacy, Leadership, and the Future of Family Empires

Peter Holt, Chief Executive Officer and General Manager, HOLT Group
Danny Wirtz, Chairman and Chief Executive Officer, Chicago Blackhawks
Lana Macrum, J.P. Morgan Private Bank
Two iconic sports and business leaders—Peter Holt of the San Antonio Spurs and Danny Wirtz of the Chicago Blackhawks—shared what it takes to lead multi-generational family empires. The conversation explored the realities of succession, sibling partnerships, and the art of balancing tradition with bold change. With stories from the front lines of sports, business, and family, this session revealed how values, culture, and a willingness to evolve keep legendary legacies thriving.

The Art of Wellness: Redefining Health in Modern Times

Mark Rivers, Chief Executive Officer, Canyon Ranch
Dr. Jordan Shlain, Founder and Executive Chairman, Private Medical
BJ Goergen Maloney, J.P. Morgan Private Bank
This lively session brought together a celebrity physician and the CEO of Canyon Ranch to explore what it really means to invest in your health. From the science behind longevity and the pitfalls of wellness fads, to the power of evidence-based medicine and the importance of human connection, the conversation reimagined wellness as a holistic, data-driven, and deeply personal journey.

Diversification Redefined: The Power of Alternatives

Chad Hutchinson, Partner, Arctos Partners
Alex Sugarman, Executive Vice President of Business Operations and Chief Strategy Officer, Chicago Cubs 
Sean Flynn, J.P. Morgan Private Bank
This panel pulled back the curtain on how private markets and alternative investments are reshaping portfolios—and even the world of sports. With insights from the Chicago Cubs and leading investors, the discussion explored the rise of institutional capital in iconic franchises, the evolution of revenue streams, and why alternatives are now central to building resilient, future-ready wealth.

Threads of Tradition: The Dillard Family

William Thomas Dillard III, Senior Vice President and Board Member, Dillard’s 
Annemarie Dillard Jazic, Vice President of Information Technology, Dillard’s 
Alexandra Dillard Lucie, Vice President of Merchandising Dillard’s 
Elisa Shevlin Rizzo, J.P. Morgan Private Bank
The Dillard family offered a rare look inside one of America’s most enduring retail dynasties. Three next-gen leaders shared how family, business, and ownership are woven together in a public company that still feels personal. From hands-on leadership and generational transitions to bold moves in digital and influencer strategy, the session captured the spirit of a family that’s redefining legacy for the modern era.

Limelight: Balancing Family and Personal Identity

Taylor Hanson Co-Founder 3CG Records, Hanson Brothers Beer Co. and Founder of Food On The Move 
Washington Ho, Chairman and Co-Founder White House Global Properties 
Kelly Miller, J.P. Morgan Private Bank
Two next-gen leaders—one from a legendary music family, the other from a real estate dynasty—shared their stories of forging their own paths while honoring family legacy. The discussion delved into the challenges of stepping out of the spotlight, building new ventures, and redefining success on your own terms, all while navigating the complexities of family expectations and generational change.

What Is...a Market Outlook?

Jacob Manoukian, J.P. Morgan Asset & Wealth Management
Abigail Yoder, J.P. Morgan Asset & Wealth Management
Rob Gleeson, J.P. Morgan Private Bank
In a fast-paced, Jeopardy-style showdown, top strategists broke down the headlines shaping today’s markets. The panel tackled everything from AI’s real impact on stocks and the CapEx boom, to the future of rates, tariffs, and the evolving role of the US consumer. With sharp insights and a dose of humor, the session decoded the signals that matter most for investors navigating a new era.

Beyond the Hype: Where Tech Growth Is Headed

Jason Yum, J.P. Morgan Asset & Wealth Management 
Ben Hesse, J.P. Morgan Asset & Wealth Management
A leading tech investor offered an insider’s look at the future of AI, data centers, and the next wave of digital disruption. The session unpacked the staggering scale of current tech investment, the real-world impact of automation, and the evolving landscape for both public and private markets. The conversation captured the energy and uncertainty of a sector that’s rewriting the rules of value creation.

Flush with Success: DUDE Wipes’ Entrepreneurial Journey

Jeff Klimkowski, Co-Founder and Chief Financial Officer, DUDE Wipes 
Ryan Meegan, Co-Founder and Chief Marketing, Officer DUDE Wipes 
Sean Riley, Co-Founder and Chief Executive DUDE, DUDE Wipes
Maggie McGuire O’Brien, J.P. Morgan Private Bank
The founders of DUDE Wipes brought humor and candor to their story of turning a simple idea into a household name. From scrappy beginnings and viral marketing stunts to Shark Tank fame and scaling a national brand, the panel revealed how authenticity, friendship, and relentless focus can fuel breakout growth—even in the most unexpected categories.

London, UK • September 2025

An exclusive gathering of clients in Europe, the Middle East, and Africa took place in London - a global centre for finance, culture, and innovation.

Descriptive audio

Follow us around London

Descriptive audio

Watch the highlights from our EMEA event

Empowering Leaders: Geopolitical Wisdom

Sec. Condoleezza Rice, 66th U.S. Secretary of State
Maya Prabhu, J.P. Morgan Private Bank
Kickstarting the day, Secretary Condoleezza Rice delivered a masterclass in global affairs, decoding the new world order and what it means for rising leaders. From the shifting power dynamics between the U.S. and China to the future of supply chains and technology, Dr. Rice challenged the audience to think critically, lead with integrity, and embrace change. Her advice? Stay curious, build trust, and be ready to shape the future - because your generation will write the next chapter.

Legacy and Leadership: Family Governance 

Onsi Sawiris, Co-Founder and Partner, HOF Capital
Enzo Mattioli Ferrari, Chief Executive Officer, Ferrari Family Investments and Executive Vice President, HPE
Carol Mushriqui, J.P. Morgan Private Bank
To close the day, Carol Mushriqui led Enzo Mattioli Ferrari and Onsi Sawiris in a discussion on family governance and legacy, where Ferrari emphasized balancing tradition with innovation and the importance of humility and communication. Sawiris highlighted resilience, independence, and the value of bringing new ideas to the family business while honouring its core values.

The Beauty of Bold Ideas: Building a Brand That Inspires

Trinny Woodall, Founder and Chief Executive Officer, Trinny London
Charlotte Bobroff, J.P. Morgan Private Bank
Trinny Woodall, founder of Trinny London, shared her journey from commodities trader to media icon to beauty industry disruptor. With candid stories of risk, resilience, and reinvention, Trinny revealed how she built a global brand by betting on personalization, digital-first strategy, and relentless innovation. Her advice to next gen entrepreneurs? Trust your instincts, challenge the status quo, and never stop learning - because bold ideas and authentic leadership are what truly inspire.

Regional Insights: A CIO Family Office Dialogue

Shahnawaz Nawabi, Chief Investment Offcer, Shamal Holding
Greg Merran, Chief Investment Officer, Sucres & Denrées / Sucden Ventures
Diana Robinson, J.P. Morgan Private Bank
Two visionary CIOs revealed how family offices are evolving into platforms for impact, innovation, and legacy. The conversation explored the art of managing not just financial capital, but reputation and values, and how to navigate a world of expanding opportunities. With real talk on networks, relationships, and the power of agility, this session spotlighted the new playbook for building enduring family wealth.

Unlocking Tomorrow with the Power of AI Today

Raffaello D'Andrea, Professor, ETH Zürich
Anand Doshi, J.P. Morgan Private Bank
Robotics trailblazer Raffaello D’Andrea brought the future to life, showing how AI is rewriting the rules of business, creativity, and leadership. From drones to generative AI, they revealed how next gen leaders can harness technology to amplify their impact - while keeping human judgment at the core. Their message: experiment fearlessly, stay sceptical, and use AI as your co-pilot on the journey to innovation.

Macro Minds: Navigating the Global Landscape

Clayton Erwin, J.P. Morgan Private Bank
Grace Peters, J.P. Morgan Private Bank
Investment strategists Clay Erwin and Grace Peters delivered a fast-paced tour of the global investment landscape, separating headline noise from true market drivers. With a focus on growth, earnings, and interest rates, they made the case for optimism and resilience in a world of constant change. The discussion was a masterclass in seeing through volatility and spotting opportunity.

How to Build an Equity Portfolio

Raj Tanna, J.P. Morgan
Evan Grace, J.P. Morgan Private Bank
Edward Novis, J.P. Morgan Private Bank
In a spirited discussion on equity portfolio construction, Tanna emphasized investing in cash-generating companies and Grace focused on blending top-down themes with bottom-up analysis using ETFs. They stressed the importance of diversification, filtering out market noise, and adapting strategies to achieve consistent long-term performance.

From Start Up to SumUp

Hermione McKee, Chief Financial Officer, SumUp
Lauren Clark, J.P. Morgan Private Bank
Hermione McKee, CFO of fintech unicorn SumUp, offered a behind-the-scenes look at scaling a business from scrappy start-up to global powerhouse. She unpacked the art of balancing founder vision with financial discipline, building trust, and bringing structure to creative chaos. For next gen leaders, Hermione’s message was clear: embrace data, challenge assumptions, and act like an owner - because the future belongs to those who combine entrepreneurial energy with smart stewardship.

Disruption-as-Usual: How to Think Like a Futurist

Deb Kantt, J.P. Morgan
Rhea Mody, J.P. Morgan Private Bank
J.P, Morgan’s in-house futurist, Deb Kantt, took the audience on a mind-bending journey into tomorrow. From AI that can read emotions to DNA-powered data storage and payments in space, Deb showed how exponential technologies are rewriting the rules of business and society. Her call to action for next gen leaders: train your brain to think exponentially, spot weak signals before they go viral, and remember—disrupt or be disrupted. The future is arriving faster than ever, and it’s yours to shape.

Exploring Alternatives: Insights into Private Equity & Private Credit

Philipp Freise, Co-Head of European Private Equity, KKR
Andrea Fernandez, Partner, Ares Management
Mark Hempstead, J.P. Morgan Private Bank
Private equity and private credit are now main engines of growth and opportunity, as more companies stay private and private markets dominate high-value business and financing. Panellists encouraged investors to embrace private investments for better diversification and returns, moving beyond traditional portfolio strategies to secure future wealth and societal progress.

Maximizing Influence: Harnessing Assets for Impact

Olivia Woodward, Solicitor at Bates Wells and Trustee of Woodward Charitable Trust
Roni GamZon, Co-Founder and Chief Commercial Officer, BioFluff
Josh Slusher, J.P. Morgan Private Bank
Meenal Patel, J.P. Morgan Private Bank
Panelists explored how families and investors can harness their assets for impact, moving beyond traditional philanthropy to embrace strategies like impact investing and sustainable business. They highlighted generational shifts in values and shared personal experiences showing that private capital can deliver both strong financial returns and meaningful change.  Now is the time to start conversations and take action based on your own passions and goals.

Los Angeles, CA • April 2025

We kicked off the first installment of our global 2025 Emerging Family Leaders series in the city of angels - Los Angeles.

Descriptive audio

Legacy of Innovation: A Father-Son Journey in Venture Capital

Jay Hoag, Founding General Partner, Technology Crossover Ventures
Tim Hoag, General Partner, Artisanal Ventures
Solenn Seguillon, J.P. Morgan Private Bank 
Jay Hoag and Tim Hoag delved into their experiences in venture capital, focusing on mentorship, investment strategies and the evolving tech landscape. Jay shared insights from his investments in iconic companies, while Tim discussed his career path and the influence of his father’s passion for investing. The panel also explored family dynamics, the challenges of working in a family business and the future of technology investments

Building and Rebuilding with a Serial Entrepreneur

Ran Reske, Founder & Co-CEO, Resident
DeMarcus Williams, J.P. Morgan Commercial Bank 
Ran Reske, the mastermind behind Resident, shared his entrepreneurial journey from investment banking to launching a successful mattress company including the ups and downs of bootstrapping, mastering unit economics and scaling without venture capital.

All Assets for Impact: Insights from Philanthropy, Entrepreneurship and Investing 

Sam Ballmer, Climate Lead, Ballmer Group
Cecilia Chao, Partner, Bain Capital
Nick Green, Co-Founder and Chief Executive Officer, Thrive Market 
Preeti Bhattacharji, J.P. Morgan Private Bank 
Sam Ballmer, Cecilia Chao and Nick Green joined Preeti Bhattacharji to discuss sustainable investing and making a difference. Sam shared his climate philanthropy work with Rainier Climate Group, while Cecilia talked about Bain Capital’s strategy of blending financial returns with social impact. Nick highlighted Thrive Market’s mission to align business with consumer values. Together, they emphasized the need for innovative solutions and collaboration to tackle global challenges.

The Legacy Equation: Finding Balance as a Next Gen Leader

Phillip Lee, Chief Executive Officer, Jamison Services, Inc.
Tracy Tutor, Founder, Tracy Tutor Team
Gloria Chang-Yip, J.P. Morgan Private Bank 
The panel featuring Tracy Tutor and Phillip Lee explored the world of family-owned real estate in Los Angeles. Tracy shared her journey from a construction family to a luxury real estate agent and TV personality. Phillip discussed his family’s shift from medicine to real estate and the challenges of working with family. They delved into succession planning, family dynamics, and the importance of education and independence for the next generation, offering insights into maintaining harmony and success in family businesses.

Winning Strategies: Exploring Sports Ownership

Christina Francis, President, Magic Johnson Enterprises
Aly Wagner, USWNT 2X Olympic Gold Medalist, Co-founder & Co-chair, Bay FC, Chief of Strategy World Sevens Football
Jordan Kessler, J.P. Morgan Private Bank
Zach Miller, J.P. Morgan Private Bank 
This panel dove into the exciting world of sports and business. Aly shared her transition from athlete to broadcaster and businesswoman, highlighting the growth potential in women’s sports. Christina talked about her move from marketing to sports, while Jordan reflected on his journey into sports finance and the rising role of private equity. They discussed aligning values, leveraging private equity and fostering collaboration to drive success in sports ventures.

AI & the Art of Music

Derek "MixedByAli" Ali, Multi-Grammy Award Winning Audio Engineer; Founder & CEO, EngineEars
Multiple Grammy Award–winning mixing engineer Derek Ali explored the transformative impact of AI on music creation. He highlighted the shift from traditional methods to AI-generated compositions, emphasizing the need for ethical standards to ensure artists can monetize their work. Derek showcased innovative AI tools that are reshaping music production and collaboration, stressing the importance of proper attribution and revenue sharing. He advocated for technology that enhances creativity while respecting artists’ contributions, aiming to balance innovation with artistic integrity.

Scaling with a Visionary in AI and Cybersecurity

Galina Antova, Co-Founder and Board Member, Claroty
Mo Khalifa, J.P. Morgan Private Bank 
Galina Antova, Co-Founder of Claroty, discussed the role of AI in cybersecurity and its impact on protecting critical infrastructure. She highlighted the importance of using AI to counteract sophisticated cyber threats, and emphasized the need for continuous learning and adaptation in the rapidly evolving AI landscape. Galina went on to share her entrepreneurial journey, the challenges of selling to Fortune 500 companies and the importance of execution in building successful ventures. She advocated for hiring the right talent and fostering innovation to tackle cybersecurity challenges.

From Silicon Valley to the Sports Arena: Generational Success in Tech and Basketball

Aneel Ranadivé, Founder, Soma Capital
Vivek Ranadivé, Owner and Chairman, Sacramento Kings
Solenn Seguillon, J.P. Morgan Private Bank 
The successful father-son duo shared their experiences in entrepreneurship and sports ownership. Vivek recounted his journey from India to the United States, inspired by the moon landing, and his ventures in technology and sports, including owning the Sacramento Kings. Aneel reflected on growing up in Silicon Valley surrounded by influential leaders, and his path to founding Soma Capital. They highlighted the importance of innovation, resilience and the courage to challenge the status quo. As they looked to the future, both Vivek and Aneel expressed excitement about the potential for technology to transform industries and create new opportunities, underscoring their commitment to fostering the next generation of visionary leaders.

Washington, DC • September 2025

Our clients across Latin America will gather in Washington, DC - a dynamic hub for policy, culture, and global connections. 

Miami, FL • November 2025

Our EFL series will continue on to the vibrant city of Miami, welcoming leaders and entrepreneurs across the South East region.

Bangkok, Thailand • November 2025

The series ends the year in Bangkok as it heads over to Asia Pacific for the first time. Stay tuned for highlights of the event!

Related insights

Taxes Oct 28, 2025

The ripple effects of the latest U.S. tax law on business and markets

Cybersecurity Sep 23, 2025

Cybercriminals think you’re an easy target. Prove them wrong

Reach out to learn more about the premier event series for the next generation of leaders.

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

 

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

Equal Housing Lender Logo