Emerging Family Leaders

Our annual series for the next generation of leaders

Emerging Family Leaders

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Meet the visionaries paving the way for the next generation

Our Emerging Family Leaders series is a space where future 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

November 2025

Miami, FL

November 2025

Bangkok, Thailand

Explore our next generation series by location

Chicago, IL • October 2026

For a 14th year, the windy city hosted its premier event for the next generation of trailblazers.

Descriptive audio

GIULIANA RANCIC: Never think a dream is too big. I'm such a big dreamer. I never think that anything is too big. I never think I can't do something.

[MUSIC PLAYING]

MAGGIE O'BRIEN: Emerging Family Leaders brings together an extremely impressive group of individuals. Every single one of these guests sits in a position now, or in the very near future, to have a tremendous impact on business, on community, on philanthropy, public policy, the list goes on. The decisions that the people in that room make have the potential to literally shape our future. And being able to bring a community of individuals with similar responsibilities together is really, really powerful.

CATHERINE O'CONNELL: We put together two days of networking and content, but what I've found from this conference is it's a really unique way for us as advisors and bankers to make genuine connections with our clients' children, which, frankly, is something they care about far more than money.

JAIME FREEMAN: I think as we think about helping educate the next generation, we want them to feel like they have ownership of their own story. They have to respect the tradition. And perhaps, if the wealth has been generated by a prior generation, understand where it came from and the values inherent in a family mission. But we want them to feel like they really have agency. And so it's a bit of education, but it's also helping them find their voice.

SUZIE KOVATCH: Rising Gen bright leaders, if they're going to balance tradition with AI and the evolving landscape, I think it's really important to ground yourself in what your family values are.

BILL RANCIC: When we got asked to speak at the Emerging Family Leaders for JP Morgan, it was a natural fit. We're small business owners, we're entrepreneurs. We like to think of us as a good, family-run business.

GIULIANA RANCIC: Yeah.

BILL RANCIC: And, you know, we just thought JP Morgan was a great company. They support small business. They're really someone who tries to lift up small business owners and big business owners. It just seemed perfect for us.

SARAH CATHERINE PEROT: I wanted to be part of Emerging Family Leaders because I would never say no to the opportunity to be with a group of people that has such tremendous potential for positive impact in this world. It's an incredible community that JP Morgan has brought together, and I love reminding people that we all need a little more joy in our lives.

PATRICK SCHULER: JP Morgan Private Bank empowers the next generation by allowing the next generation to find someone that they trust, and someone that can grow with their family as time goes on, to be really be a part of it and to be a trusted advisor through each and every stage of their lives. And so that means from building and scaling their own wealth to starting new philanthropic initiatives, to helping to start new businesses.

And I don't think other firms take the full approach of not just understanding how they can help a family financially, but help a family through each and every aspect of their lives. To bring the best of their family out, and make sure that their legacy not only comes to life, but then is fulfilled as their life goes on.

JIMMY SANSONE: My advice for somebody who wants to work with their family is love your family first. I think that for us, the most important thing is we're brothers first. We're business partners a distant second. It's been super important for us as you navigate the ups and downs of running a business.

OSCAR RENTERIA: I think the advice that I would give about working together is it could be the best experience that you can have. I'm just honored to be with my daughter and my wife, where we can really be together and go through this journey together. That's a dream come true.

MIA RENTERIA: I really enjoyed working with both of you because I think that it's brought like, a different aspect to our relationship. And I think we've gotten closer. And I think it's been really fun learning from both of you.

DENISE RENTERIA: For me, it's about relationships and having strong connections to people and giving back.

LIZZIE MEANS DUPLANTIS: I think heritage will give you a perspective. Taking risks will give you the permission to evolve the business and to grow the business. And I think it really is so important that in inheriting a family business, you recognize the responsibility of that. And so I would say being a good steward and leaving it in a better place than you found it.

BILL RANCIC: The advice I would give someone who's kind of in transition, or trying to figure it out, is A, slow down. And B, sometimes you have to figure out what you don't want to do in order to find out what you want to do. At first, I was in a hurry. And I look back and I'm like, why was I in such a hurry? I should have just slowed down and made the right decision the first time.

JIMMY SANSONE: I think you have to be curious of what's coming up next. You have to be able to learn quickly and adapt. And then work ethic because nothing's free. And so you got to work really hard.

TOM DIGAN: Find a reason to burn the boats. Find something that you're willing to really lean into with no escape hatch. You have a plan and a coach when it comes to your money. That's JP Morgan. They do an unbelievable job. Do you have a coach and a plan, though, for your muscle? And it's interesting because muscle is the only thing that-- probably the only asset that you can't inherit and you can't buy. So get a plan, get a coach.

JIMMY SANSONE: Jump in all the way. Jump in the deep end. Don't give yourself any off-ramp. If you decide to start a business or to do something entrepreneurially, you can't give yourself any other options but to succeed.

SARAH CATHERINE PEROT: Be passionate, be excited, find your lane and chase it down. Because the world needs you and needs your passions. And it's exciting to think how you can add not only to your own family legacy, but to our community.

[MUSIC PLAYING]

(DESCRIPTION)

Giuliana Rancic. Emmy-Winning Entertainment Journalist, Entrepreneur, and New York Times Bestselling Author. She stands with husband Bill Rancic.

(SPEECH)

GIULIANA RANCIC: Never think a dream is too big. I'm such a big dreamer. I never think that anything is too big. I never think I can't do something.

[MUSIC PLAYING]

(DESCRIPTION)

A sailboat sails on Lake Michigan, the Chicago skyline in the distance.

Sign: Fulton Market District. A street lined with shops. An office with people standing chatting.

Sign: Emerging Family Leaders. Maggie O'Brien, Co-Head of Chicago J.P. Morgan Private Bank.

(SPEECH)

MAGGIE O'BRIEN: Emerging Family Leaders brings together an extremely impressive group of individuals. Every single one of these guests sits in a position now, or in the very near future, to have a tremendous impact on business, on community, on philanthropy, public policy, the list goes on.

(DESCRIPTION)

A large audience sits in a room as three panelists sit and speak on a stage, behind them floor-to-ceiling windows with a view of surrounding skyline.

(SPEECH)

The decisions that the people in that room make have the potential to literally shape our future. And being able to bring a community of individuals with similar responsibilities together is really, really powerful.

(DESCRIPTION)

Three panelists sit on a stage and talk. Catherine O'Connell, Banker, E.F.L Co-Chair J.P. Morgan Private Bank, Houston.

(SPEECH)

CATHERINE O'CONNELL: We put together two days of networking and content, but what I've found from this conference is it's a really unique way for us as advisors and bankers to make genuine connections with our clients' children, which, frankly, is something they care about far more than money.

(DESCRIPTION)

Jaime Freeman, Market Manager, J.P. Morgan Private Bank, North Shore.

(SPEECH)

JAIME FREEMAN: I think as we think about helping educate the next generation, we want them to feel like they have ownership of their own story. They have to respect the tradition. And perhaps, if the wealth has been generated by a prior generation, understand where it came from and the values inherent in a family mission. But

(DESCRIPTION)

Two panelists chat on a stage.

(SPEECH)

we want them to feel like they really have agency. And so it's a bit of education, but it's also helping them find their voice.

(DESCRIPTION)

Suzie Kovatch, Head of Investments and Advice, J.P. Morgan, Private Bank, Indianapolis.

(SPEECH)

SUZIE KOVATCH: Rising Gen bright leaders, if they're going to balance tradition with AI and the evolving landscape, I think it's really important to ground yourself in what your family values are.

(DESCRIPTION)

A man stands on stage and speaks to an audience at night, with the audience sitting around tables. Bill and Giuliana Rancic speak on stage as panelists. Bill Rancic, Entrepreneur, Award-Winning Author, Motivational Speaker and Media Personality.

(SPEECH)

BILL RANCIC: When we got asked to speak at the Emerging Family Leaders for JP Morgan, it was a natural fit. We're small business owners, we're entrepreneurs. We like to think of us as a good, family-run business.

GIULIANA RANCIC: Yeah.

BILL RANCIC: And, you know, we just thought JP Morgan was a great company. They support small business. They're really someone who tries to lift up small business owners and big business owners. It just seemed perfect for us.

(DESCRIPTION)

Sarah Catherine "S.C." Perot, Professor, USA Today Bestselling Author and Thought Leader.

(SPEECH)

SARAH CATHERINE PEROT: I wanted to be part of Emerging Family Leaders because I would never say no to the opportunity to be with a group of people that has such tremendous potential for positive impact in this world. It's an incredible community that JP Morgan has brought together, and I love reminding people that we all need a little more joy in our lives.

(DESCRIPTION)

Sarah speaks on stage. An audience member smiles and nods as she listens. Patrick Schuler, Banker, J.P. Morgan Private Bank, Chicago.

(SPEECH)

PATRICK SCHULER: JP Morgan Private Bank empowers the next generation by allowing the next generation to find someone that they trust, and someone that can grow with their family as time goes on, to be really be a part of it and to be a trusted advisor through each and every stage of their lives. And

(DESCRIPTION)

Panelists sit talking on stage.

(SPEECH)

so that means from building and scaling their own wealth to starting new philanthropic initiatives, to helping to start new businesses.

(DESCRIPTION)

Panelists speak on stage as an audience listens. On the projector screen is text: Lettuce Work Together - From Founder's Vision to Sibling Stewardship.

(SPEECH)

And I don't think other firms take the full approach of not just understanding how they can help a family financially, but help a family through each and every aspect of their lives. To bring the best of their family out, and make sure that their legacy not only comes to life, but then is fulfilled as their life goes on.

(DESCRIPTION)

Jimmy Sansone talks on stage with two other panelists. He laughs. Jimmy Sansone, Co-Owner, The Normal Brand.

(SPEECH)

JIMMY SANSONE: My advice for somebody who wants to work with their family is love your family first. I think that for us, the most important thing is we're brothers first. We're business partners a distant second. It's been super important for us as you navigate the ups and downs of running a business.

(DESCRIPTION)

Oscar Renteria speaks on stage as a panelist. Oscar Renteria, Chief Executive Officer, Renteria Vineyard Management. He stands with his daughter and his wife.

(SPEECH)

OSCAR RENTERIA: I think the advice that I would give about working together is it could be the best experience that you can have. I'm just honored to be with my daughter and my wife, where we can really be together and go through this journey together. That's a dream come true.

(DESCRIPTION)

Oscar's daughter Mia Renteria sits on stage and talks as a panelist. Mia Renteria, Project Coordinator, Tres Perlas.

(SPEECH)

MIA RENTERIA: I really enjoyed working with both of you because I think that it's brought like, a different aspect to our relationship. And I think we've gotten closer. And I think it's been really fun learning from both of you.

(DESCRIPTION)

Denise Renteria stands talking with Oscar and an attendee. Denise Renteria, Co-Founder, Renteria Vineyard Management.

(SPEECH)

DENISE RENTERIA: For me, it's about relationships and having strong connections to people and giving back.

(DESCRIPTION)

Lizzie Means Duplantis, Co-Founder, Miron Crosby.

(SPEECH)

LIZZIE MEANS DUPLANTIS: I think heritage will give you a perspective. Taking risks will give you the permission to evolve the business and to grow the business.

(DESCRIPTION)

Lizzie talks on stage with Jimmy and Catherine.

(SPEECH)

And I think it really is so important that in inheriting a family business, you recognize the responsibility of that. And so I would say being a good steward and leaving it in a better place than you found it.

BILL RANCIC: The advice I would give someone who's kind of in transition, or trying to figure it out, is A, slow down. And B, sometimes you have to figure out what you don't want to do in order to find out what you want to do.

(DESCRIPTION)

Bill speaks on stage, Giuliana sitting next to him.

(SPEECH)

At first, I was in a hurry. And I look back and I'm like, why was I in such a hurry? I should have just slowed down and made the right decision the first time.

JIMMY SANSONE: I think you have to be curious of what's coming up next. You have to be able to learn quickly and adapt. And then work ethic because nothing's free. And so you got to work really hard.

(DESCRIPTION)

Tom Digan speaks on stage as a panelist. Tom Digan, Co-Founder and President, Ladder.

(SPEECH)

TOM DIGAN: Find a reason to burn the boats. Find something that you're willing to really lean into with no escape hatch. You have a plan and a coach when it comes to your money. That's JP Morgan. They do an unbelievable job. Do you have a coach and a plan, though, for your muscle? And it's interesting because muscle is the only thing that-- probably the only asset that you can't inherit and you can't buy. So get a plan, get a coach.

JIMMY SANSONE: Jump in all the way. Jump in the deep end. Don't give yourself any off-ramp. If you decide to start a business or to do something entrepreneurially, you can't give yourself any other options but to succeed.

SARAH CATHERINE PEROT: Be passionate, be excited, find your lane and chase it down. Because the world needs you and needs your passions. And it's exciting to think how you can add not only to your own family legacy, but to our community.

[MUSIC PLAYING]

(DESCRIPTION)

Three panelists sit on stage and speak before a large audience. On the projector screen is text: Minds and Machines - The Decade Ahead.

Text: J.P. Morgan Private Bank. J.P. Morgan Private Bank is not affiliated with the third parties and does not imply an endorsement by the firm referenced or that such trademark owner has authorized J.P. Morgan Chase Bank, N.A. to promote its products or services. References to "J.P. Morgan" are to J.P.M, its subsidiaries and affiliates worldwide. "J.P. Morgan Private Bank" is the brand name for the private banking business conducted by J.P.M. J.P. Morgan Chase Bank, N.A. and its affiliates (collectively "J.P.M.C.B") offer investment products, which may include bank-managed investment 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 ("J.P.M.S"), a member of FINRA and S.I.P.C. Insurance products are made available through Chase Insurance Agency, Inc. (C.I.A), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. J.P.M.C.B, J.P.M.S and C.I.A are affiliated companies under the common control of J.P.M. Products not available in all states. Copyright 2026 J.P. Morgan Chase & Co. All rights reserved.

Script with Giuliana and Bill Rancic: Business, Family and Life Beyond the Spotlight

Bill Rancic, Entrepreneur, Award-Winning Author, Motivational Speaker and Media Personality
Giuliana Rancic, Emmy-Winning Entertainment Journalist, Entrepreneur and New York Times Bestselling Author
Kelley Saros, Team Lead, J.P. Morgan Private Bank

Bill and Giuliana brought the room into the real intersection of ambition and home—how they built businesses, protected their partnership, and stayed grounded while living in the public eye. They spoke candidly about playing to each other’s strengths, choosing the right people, and evolving from “doing it all” to leading like a true builder who assembles the right team. The conversation also got personal on parenting—why they kept certain boundaries for Duke while still exposing him to opportunity, perspective, and values that last longer than any headline.

Taste of Growth: Building and Scaling Beverage Brands

Brandon Sebald, Franchisee, 7 Brew Coffee
Ryan Perry, Founder and Chief Executive Officer, The S\LENT Group
Kiara Tomirotti, Co-Founder and Head of Brand, RMBR
Neal Gram, Midwest Region Head, J.P. Morgan Private Bank

This panel moved fast and stayed practical—three founders unpacked what it took to break into people’s routines and scale without losing the magic. They shared how “second chances” were won through smarter packaging, sampling, and meeting customers where they were, while still protecting what made the brands distinctive. And they got real about growth’s hidden work: building culture early, investing in leaders before you “needed” them, and staying close to the customer even as expansion got noisy.

Minds and Machines: The Decade Ahead

Ned Koh, Co-Founder and President, Aaru
Andrew Sobko, Founder and Chief Executive Officer, Argentum AI
Ben Hesse, Chief Financial Officer, J.P. Morgan Asset & Wealth Management

This founder-led conversation pulled AI out of theory and into the messy reality of adoption—where trust, accountability, and “who owns the risk” often mattered as much as the tech itself. The panel highlighted where AI was already paying off (especially in customer-facing and operational workflows), while acknowledging how hard it could be to redesign internal functions built for a different era. The takeaway landed clearly: the winners weren’t chasing buzzwords—they were identifying the most uniquely painful problems in their businesses and using AI to create a real competitive edge.

Kindred Commerce: How Family Roots Inspire Retail Innovation

Lizzie Means Duplantis, Co-Founder, Miron Crosby
Jimmy Sansone, Brother and Co-Owner, The Normal Brand
Catherine O’Connell, Houston Banker, EFL Co-Chair, J.P. Morgan Private Bank

Lizzie and Jimmy showed how the best brands often started with something deeper than a trend—heritage, perspective, and a point of view you were willing to stand behind. They talked about building with family (and why role clarity mattered), plus how staying values-led became even more important as the brands grew and outside pressure got louder. What made it feel especially current was the emphasis on experience—how brick-and-mortar and hospitality created a kind of connection and trust that online alone couldn’t replicate.

Balancing Innovation: AI and Cybersecurity

Meg Volker, Cyber Advisory, J.P. Morgan Private Bank

This session delivered a clear-eyed look at how AI was changing the threat landscape—faster fraud, more believable impersonation, and attacks that leaned on trust rather than obvious malware. The talk made “deepfakes” feel real through a story that sounded like a normal business call—until it wasn’t. It also highlighted a modern risk many people hadn’t considered: hidden prompts embedded in everyday tools like email and calendar invites—making guardrails, permissions, and human-in-the-loop review essential.

Lettuce Work Together: From Founder’s Vision to Sibling Stewardship

Jerrod Melman, Executive Partner, Lettuce Entertain You Restaurants
Molly Melman, Executive Partner and Director of Divisional Training, Lettuce Entertain You Restaurants
R.J. Melman, President and Chief Executive Officer, Lettuce Entertain You Restaurants
Elisa Shevlin Rizzo, Head of Family Office Advisory, J.P. Morgan Private Bank

This panel offered an inside look at what it took to earn credibility inside a founder-led business—starting with doing the work, working the roles, and learning from veteran teams who didn’t care about your last name. The conversation showed how new concepts were born: a mix of real customer intuition, sibling chemistry, and debates that were sometimes messy—but usually led to a stronger outcome. A standout theme was the internal partnership model—real equity, real ownership, and a culture where “family” meant a team aligned on winning together.

Analyzing AI: What’s Real and What’s Next

Jason Yum, Research Analyst, U.S. Equity Group, J.P. Morgan Asset & Wealth Management
Suzie Kovatch, Head of Investments & Advice–Indianapolis, J.P. Morgan Private Bank

This conversation cut straight to what investors were actually underwriting: not just model progress, but whether AI deployments could produce durable ROI—and where execution risk still sat. The discussion explored why markets were still debating the payoff of massive AI infrastructure builds, and how economics looked very different depending on where a company sat in the value chain. It also reframed the next phase as a shift from “benchmarks” to usefulness—where products that made AI easier to access and apply in everyday workflows were likely to define the winners.

Joy in the Journey: Navigating Hardship with Hope

Sarah Catherine “SC” Perot, Professor, USA Today Bestselling Author and Thought Leader

SC brought the room on a deeply personal journey—one that began with real loss and isolation, and ended with a practical roadmap for rediscovering joy through movement, music, community, and self-permission. She introduced the idea that joy had a “profile” that evolved over time, and challenged guests to name what brought them joy now—not what used to. The message landed especially strongly for this audience: joy wasn’t trivial—it was serious business, and small acts of generosity could become the most powerful legacy a family left behind.

Three Pearls, One Legacy: Building a Family Enterprise That Lasts

Denise Renteria, Co-Founder, Renteria Vineyard Management
Mia Renteria, Project Coordinator, Tres Perlas
Oscar Renteria, Chief Executive Officer, Renteria Vineyard Management
Darin Oduyoye, Chief Communications Officer, J.P. Morgan Asset & Wealth Management

This family conversation blended pride, humility, and hard-earned perspective—tracing how a vineyard operation grew from a small, family-run reality into a business responsible for hundreds of livelihoods. Oscar and Denise spoke about culture as a daily choice—showing up for their people, investing in community support, and treating relationships as the real definition of success. The heart of the session was Tres Perlas: a brand built to honor family and farmworkers alike, and to tell a story of craft and legacy that could outlast any single generation.

Giving it All Away: Philanthropy with a Deadline

Mary Owen, Partner, Forma Capital, LLC
BJ Goergen, Global Head of J.P. Morgan Private Advisory, J.P. Morgan Private Bank

This session explored what happened when generosity became strategy—how a clear deadline forced sharper choices, stronger governance, and a deeper commitment to measurable outcomes. The conversation emphasized identity and boundaries—leading with what was personal, deciding where “no” protected the mission, and treating philanthropy as an investment in people and place rather than a calendar of obligations. Above all, it highlighted the power of focus: start with where you can create lasting change, build local capacity, and let impact compound over time.

What is…a Market Outlook?

Kriti Gupta, Global Investment Strategist, J.P. Morgan Private Bank
Monica DiCenso, Head of Global Investment Opportunities Group, J.P. Morgan Private Bank
Rob Gleeson, Chicago Investor, J.P. Morgan Private Bank

In a witty, high-tempo format, the panel decoded the headlines shaping markets—from why fundamentals still felt supportive to why leadership was narrowing rather than lifting everything at once. They connected investor optimism to a capex cycle anchored in real-world buildouts, arguing the opportunity set went beyond the usual “big tech” narrative. The session left guests with a sharper lens for the moment: stay disciplined, look for dispersion, and focus on where durable earnings and real investment were showing up.

Climbing the Ladder: The Future of Fitness

Tom Digan, Co-Founder & President, Ladder
Andrew Brock, South Region Head, J.P. Morgan Private Bank

Tom shared the founder’s version of the story—not the glossy one—walking through the pivots, the hard decisions, and what it took to win in a category where most consumers churn. He explained why Ladder obsessed over motivation and retention, and how coaching and community were intentionally built into the product so strength training felt structured, supported, and sustainable. The conversation also spotlighted the broader cultural shift toward muscle and longevity—and why that trend wasn’t a fad, but a long runway for how people wanted to live.

New York City • October 2026

Our clients across Latin America gathered in New York City - a dynamic hub for business, culture, and global connections.

Descriptive audio

IZABELLA CARPENTER: Emerging Family Leaders is our flagship event that happens every year. JP Morgan Private Bank really differentiates itself with the objective that we have for the rising generation. We're looking at multigenerational wealth. We're not only thinking of the rising gen, we're thinking of their children and grandchildren. So we're not thinking of today's portfolio. We're thinking about their legacy and what they will leave for the next generations.

EMILIANA BLESSING: EFL is very near and dear to our hearts. And we believe that the connections that we build in this room create magic. And we have seen it from past generations. Nowadays, we are confident that we're building the next generation, and having EFL here empowers them to continue building on innovation, coming together, listening to best ideas, and leveraging that diversity and elevation of their own networks to hopefully go back and drive the next generation of leaders.

CAROLINA CINTRA: [NON-ENGLISH SPEECH]

LINA CÁCERES: The Hispanic and Latino creator economy has been really difficult because we need the finances for these industries come for brands. Like, we don't have many investors believing in creator ideas, companies. It's harder. But at this time, I think we are starting to open the opportunity for everyone. I think we have the eyes on the industry. So I think we have a really good opportunity. I think the opportunities are getting open right now, so we are really hopeful that we're going to start doing so many headlines in the next couple of years.

CHRIS NIKIC: Giving back to the community is number one. Number two is to have more generation-to-generation teams. And number three is to spread the word and say, if you want to do Ironman or a marathon or just become part of a group, keep doing what you're doing. Start small. Be more active. Be the person that you are. You're born to do anything that you can put your mindset to.

CARLOS HUBER: I think rely on your network. I think don't underestimate that things are created with collaborators, with partnerships. I think every success story is a success that has been nurtured and fueled by the support of others, too-- your community, your friends, your family. I think if you're passionate about your idea and you have conviction and you express this to your network, I think that they will help you break those barriers and open those doors for you so that you create something really special.

CAROLINA PINEDA: My advice for the next generation would be to learn a lot of skills. You don't have the excuse that you don't have time, that you don't have the resources. Everything is put out there for you. So you just have to take 15 minutes a day, every day for the rest of your life, and start learning a lot of new things. Embrace technology, and you'll get beyond what you dreamed of.

MANU CAMPA: So if you ask me about the advice for the next generation of artists, I would tell them to follow their gut. And that's probably the same that I would say to any guy that is young and is approaching the business and the world that is surrounding him. Just follow your instinct and try to do things your own way. And perseverance, I think, is the key for success, as well.

JUAN PABLO ZULUAGA: I once heard a phrase that I love, leaders are readers. I love reading. I try to read a book a week. And it's one of the greatest advice I can give the younger generations. Read as much as you can because that's going to spark the intellectual curiosity that's going to allow you to build, to create, to impact the world, to start new companies. In our region, especially, we need more entrepreneurs. We need more companies. We need more private sector that are going to be the enablers of wealth in Latin America, especially.

EMILIANA BLESSING: In the Private Bank, we're very intentional about the next generation. And we believe wherever you are in the process, we have the right tools to help guide you, or simply just be beside you. Whether we're starting the conversation for the first time or this is just another business-as-usual action, we believe that we can be a lending hand, a support system, and also an advisor in times of need.

MATIAS TOMEI: [SPEAKING SPANISH]

[MUSIC PLAYING]

(DESCRIPTION)

Text: EFL 2026. Emerging Family Leaders, Latin America. From inside, windows look out over the Chrysler Building. A stage backdrop at an event says, JPMorgan Private Bank, in front of the New York skyline.

(SPEECH)

IZABELLA CARPENTER: Emerging Family Leaders is our flagship event that happens every year. JP Morgan Private Bank really differentiates itself with the objective that we have for the rising generation. We're looking at multigenerational wealth. We're not only thinking of the rising gen, we're thinking of their children and grandchildren.

(DESCRIPTION)

A woman speaks in front of a gray backdrop. Text: Izabella Carpenter, SENIOR ASSOCIATE BANKER, BRAZIL, J.P. MORGAN PRIVATE BANK. Izabella walks on stage. A man follows behind her. She waves to the audience and speaks.

(SPEECH)

So we're not thinking of today's portfolio. We're thinking about their legacy and what they will leave for the next generations.

EMILIANA BLESSING:

(DESCRIPTION)

Text: Emiliana Blessing, JUNIOR BANKER, CENTRAL AND SOUTH AMERICA, J.P. MORGAN PRIVATE BANK.

(SPEECH)

EFL is very near and dear to our hearts. And we believe that the connections that we build in this room create magic. And we have seen it from past generations.

(DESCRIPTION)

At the event, a person films the on-stage speakers with their phone. Jamie Dimon speaks to the audience.

(SPEECH)

Nowadays, we are confident that we're building the next generation, and having EFL here empowers them to continue building on innovation, coming together, listening to best ideas, and leveraging that diversity and elevation of their own networks to hopefully go back and drive the next generation of leaders.

CAROLINA CINTRA:

(DESCRIPTION)

Text: Carolina Cintra, WEALTH ADVISOR AND EXECUTIVE DIRECTOR, J.P. MORGAN PRIVATE BANK.

(SPEECH)

[NON-ENGLISH SPEECH]

(DESCRIPTION)

Sutitles: At the Private Bank we believe that it's our responsibility to provide the rising generation with the necessary tools for success.

Among those tools is our access to information and literature that can be useful at events that can generate connections, and mainly, in our meetings, the acquired knowledge that can impact their families, their wealth and the creation of their legacy.

People mingle at the event. Three speakers, two women and one man, speak on stage. Text: Lina Cáceres, FOUNDER AND CHIEF EXECUTIVE OFFICER, LATIN WORLD DIGITAL. Lina, one of the speakers, now stands in front of the gray backdrops.

(SPEECH)

LINA CÁCERES: The Hispanic and Latino creator economy has been really difficult because we need the finances for these industries come for brands. Like, we don't have many investors believing in creator ideas, companies. It's

(DESCRIPTION)

An audience member asks a question to the panelists at the event. Different sets of speakers sit on stage.

(SPEECH)

harder. But at this time, I think we are starting to open the opportunity for everyone. I think we have the eyes on the industry. So I think we have a really good opportunity. I think the opportunities are getting open right now, so we are really hopeful that we're going to start doing so many headlines in the next couple of years.

(DESCRIPTION)

Two men in neon orange shirts sit on stage, flanked by two other men. Then one of the men in orange stands in front of the gray backdrop. His shirt says, 1%. Text: Chris Nikic, FOUNDER, TEAM NIKIC AND THE CHRIS NIKIC 1% BETTER FOUNDATION.

(SPEECH)

CHRIS NIKIC: Giving back to the community is number one. Number two is to have more generation-to-generation teams.

(DESCRIPTION)

Chris and the other man in orange laugh and chat with others at the event.

(SPEECH)

And number three is to spread the word and say, if you want to do Ironman or a marathon or just become part of a group, keep doing what you're doing. Start small. Be more active. Be the person that you are. You're born to do anything that you can put your mindset to.

(DESCRIPTION)

Another man next to Chris speaks and gestures from stage. Event attendees have convserations around cocktail tables. Text: Carlos Huber, PRESIDENT AND FOUNDER, HUBER PARFUMS LTD. D.B.A. ARQUISTE.

(SPEECH)

CARLOS HUBER: I think rely on your network. I think don't underestimate that things are created with collaborators, with partnerships. I think every success story is a success that has been nurtured and fueled by the support of others, too-- your community, your friends, your family. I think if you're passionate about your idea and you have conviction and you express this to your network, I think that they will help you break those barriers and open those doors for you so that you create something really special.

(DESCRIPTION)

A woman speaks from stage, then stands in front of the gray backdrop. Text: Carolina Pineda, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER, MIS PROPIAS FINANZAS.

(SPEECH)

CAROLINA PINEDA: My advice for the next generation would be to learn a lot of skills. You don't have the excuse that you don't have time, that you don't have the resources. Everything is put out there for you. So you just have to take 15 minutes a day, every day for the rest of your life, and start learning a lot of new things. Embrace technology, and you'll get beyond what you dreamed of.

(DESCRIPTION)

A man in a green, yellow, and red striped shirt speaks from stage, then from the backdrop. Text: Manu Campa, ARTIST.

(SPEECH)

MANU CAMPA: So if you ask me about the advice for the next generation of artists, I would tell them to follow their gut. And that's probably the same that I would say to any guy that is young and is approaching the business and the world that is surrounding him.

(DESCRIPTION)

Different-colored ELF ball caps lie on a table. A man uses a press to apply a patch to one hat. The patch depicts crossed tennis rackets. Manu and two women converse over the hat.

(SPEECH)

Just follow your instinct and try to do things your own way. And perseverance, I think, is the key for success, as well.

(DESCRIPTION)

A panelist speaks to the crowd from stage, then chats with a small group off stage. Another man speaks as part of a panel. Text: Juan Pablo Zuluaga, CO-FOUNDER AND CHIEF EXECUTIVE OFFICER, MIS PROPIAS FINANZAS.

(SPEECH)

JUAN PABLO ZULUAGA: I once heard a phrase that I love, leaders are readers. I love reading. I try to read a book a week. And it's one of the greatest advice I can give the younger generations. Read as much as you can because that's going to spark the intellectual curiosity that's going to allow you to build, to create, to impact the world, to start new companies. In our region, especially, we need more entrepreneurs. We need more companies. We need more private sector that are going to be the enablers of wealth in Latin America, especially.

EMILIANA BLESSING:

(DESCRIPTION)

A man and woman chat outside on a set of long, shallow steps. Emiliana returns.

(SPEECH)

In the Private Bank, we're very intentional about the next generation. And we believe wherever you are in the process, we have the right tools to help guide you, or simply just be beside you. Whether we're starting the conversation for the first time or this is just another business-as-usual action, we believe that we can be a lending hand, a support system, and also an advisor in times of need.

(DESCRIPTION)

Text: Matias Tomei, SENIOR ASSOCIATE BANKER, ARGENTINA, CHILE AND URUGUAY, J.P. MORGAN PRIVATE BANK.

(SPEECH)

MATIAS TOMEI: [SPEAKING SPANISH]

(DESCRIPTION)

Subtitles: I don't know if other banks and other entities do the work that we do with the next generation.

Being close to them, supporting them, and showing them that we are not only focused on that first generation, but also the ones that come after, and I think being close to them is of utmost importance.

(SPEECH)

[MUSIC PLAYING]

(DESCRIPTION)

Text: J.P.Morgan PRIVATE BANK. J.P. Morgan Private Bank is not affiliated with the third parties and does not imply an endorsement by the firm referenced or that such trademark owner has authorized JPMorgan Chase Bank, N.A. to promote its products or services. References to "J.P. Morgan" are to JPM, its subsidiaries and affiliates worldwide. "J.P. Morgan Private Bank" is the brand name for the private banking business conducted by JPM. JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed investment 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 JPM. Products not available in all states. Copyright 2026 JPMorgan Chase and Co. All rights reserved.

What It Actually Takes: A Conversation with Jamie Dimon

Jamie Dimon, Chairman and Chief Executive Officer, JPMorganChase
Alfredo Samayoa, Senior Banker, Central and South America, and Co-Head, Next Generation Council, LatAm and Global Families Group, J.P. Morgan Private Bank

In a candid, wide-ranging conversation, Jamie Dimon and Alfredo Samayoa explored geopolitics, leadership and the realities of building resilient organisations in an increasingly complex world. Jamie challenged emerging leaders to assess honestly where a business stands, strengthen it without being constrained by legacy thinking, and confront complacency before it takes hold. He spoke about simplifying decisions, empowering the right people and ensuring that critical knowledge never resides with only one individual. For the next generation, his message was direct: respect must be earned through curiosity, judgement and continual learning. Innovation, he argued, rarely depends on a single breakthrough. More often, it comes from improving relentlessly, combining proven ideas in new ways and using technology with purpose.

Beyond the Frame: Finding Your Place in the Art World

Mati Bonetti de Buccini, Partner, Atelier Fine Arts Services
Manu Campa, Artist
Alec Oxenford, Ambassador, Embassy of Argentina
Gabriel Soldi, Senior Banker, South America, J.P. Morgan Private Bank

Bringing together the perspectives of an artist, collector and art-world operator, this discussion offered an accessible yet nuanced view of what it takes to find and define a place in the art world. Manu Campa reflected on developing a distinctive creative voice and pursuing work that felt deeply personal, despite the uncertainty involved. Alec Oxenford described how collecting can evolve from personal taste into a broader commitment to supporting living artists, strengthening cultural ecosystems and shaping a lasting legacy. Mati Bonetti de Buccini revealed the infrastructure behind the market, from storage and handling to the relationships and trust that sustain it. Together, they showed that meaningful participation in the art world requires conviction, patience and a clear point of view.

Chasing Greatness: Breaking Barriers and Unlocking Full Potential

Chris Nikic, Founder, Team Nikic and the Chris Nikic 1% Better Foundation
Nik Nikic, Director, Team Nikic, Inc.
Lorenzo Smith III, Banker, J.P. Morgan Private Bank
Vicente Brocchetto, Senior Banker, Brazil, J.P. Morgan Private Bank

What does greatness look like when it is grounded in belief, discipline and purpose? Chris and Nik Nikic shared how an ambitious dream became a practical framework: set a goal significant enough to demand transformation, then pursue it through daily, repeatable progress. Their “1% better” philosophy offered a compelling approach to navigating injury, doubt and the moments when giving up feels easier than continuing. Lorenzo Smith III connected these lessons to leadership and high-performing teams, where preparation, resilience and consistent standards matter more than any single result. Ultimately, the discussion reframed achievement as impact: expanding what the world believes is possible for the neurodiverse community and creating meaningful pathways to independence, employment and belonging.

Two Generations, One Legacy

Michel Deller, President, Independiente del Valle
Sami Deller, Founder, IMAZ Foundation
Alfredo Samayoa, Senior Banker, Central and South America, and Co-Head, Next Generation Council, LatAm and Global Families Group, J.P. Morgan Private Bank

In a rare and deeply personal exchange, Michel and Sami Deller reflected on how a family history shaped by immigration, reinvention and gratitude became a blueprint for values-led leadership across generations. Michel spoke about the principles underpinning the family’s approach: honesty, hard work, respect and independence, alongside a belief that giving back is not separate from success but central to it. The discussion traced these values from the family’s business roots to Independiente del Valle, where developing well-rounded individuals matters as much as winning titles. Sami shared how he has carried the same principles into his own purpose-driven work. Their intergenerational story came back to one enduring question: are we doing the right thing?

Beyond the Plate: Taste, Talent & Influence

Lina Cáceres, Founder and Chief Executive Officer, Latin World Digital
Juan Manuel Barrientos, Chef and Entrepreneur, Elcielo Hospitality Group
Maria Leon, Senior Associate Banker, Central and South America, J.P. Morgan Private Bank

Exploring the intersection of craft, community and commerce, this conversation examined how influence, storytelling and taste can become powerful engines for building modern brands. Lina Cáceres described the shift from reach to relationships, as creators move beyond promoting products to building communities that want to participate, belong and grow with a brand. Juan Manuel Barrientos shared his journey from a traditional family path into hospitality, revealing the discipline, humility and financial focus required to turn passion into a sustainable enterprise. The discussion also considered how food, education and training can create social impact. Its closing message was universal: set a long-term goal bold enough to challenge you, then build towards it through small, consistent steps.

Noise or Signal? A 2027 Market Outlook

Alexander Wolf, Global Head of Macro and Fixed Income Strategy, J.P. Morgan Private Bank

Alexander Wolf opened with a striking paradox: the global economy has continued to advance despite a succession of shocks that might ordinarily have broken the cycle. He explored the forces shaping today’s unusually complex environment, from geopolitical and energy-related risks to the scale of investment flowing into artificial intelligence. Rather than presenting a simple bullish or bearish view, Alexander highlighted an increasingly uneven global economy. Areas linked to AI and capital expenditure may thrive even as other parts of the real economy remain subdued. For investors and business leaders, the challenge is to distinguish lasting signals from short-term noise, particularly by watching whether AI investment produces meaningful productivity gains beyond the technology sector.

Unlocking the LatAm Opportunity

Andres Cadenas, Senior Partner, McKinsey & Company
Nur Cristiani, Head of LatAm Investment Strategy, J.P. Morgan Private Bank

Latin America is often discussed in terms of unrealised potential. Andres Cadenas and Nur Cristiani asked the more demanding question: what will it take to convert the region’s advantages into sustained productivity and competitiveness? Moving beyond familiar narratives about commodities, geopolitics and nearshoring, they examined the structural barriers that continue to hold the region back, including limited investment, infrastructure gaps and challenges around governance and trust. Yet the opportunity is significant. The next global capital-investment cycle, spanning AI infrastructure, the energy transition and strategic supply chains, depends on many of the resources and capabilities Latin America possesses. The invitation to emerging leaders was clear: build the institutions, businesses and investment vehicles capable of turning potential into durable progress.

The Family Office Blueprint: From Founder’s Vision to Family Institution

Javier de la Madrid, Co-Founder, AliVet
Cristian Lehuedé, Chief Executive Officer, Multiexport S.A. Family Office
Alejandro Sepulveda Carrasco, Senior Banker, Argentina, Chile and Uruguay, J.P. Morgan Private Bank

Rather than treating a family office as an expanded form of wealth management, this panel presented it as an operating system for the family itself. At its best, a family office reduces friction, protects relationships and turns growing complexity into clear, repeatable decisions. The speakers highlighted the risk of moving too quickly into questions of investment, concentration and returns without first understanding what the family is trying to preserve or achieve. Trust, they argued, is built through preparation, thoughtful listening and the ability to translate complexity into shared understanding. The resulting blueprint is as cultural as it is technical: respected governance, resilient processes and a compelling purpose that reaches beyond wealth alone.

The New Shape of Private Markets: AI, Innovation, and the Businesses of Tomorrow

Nathan Urquhart, President and Head of Strategy, Coatue Management
Maria Belen Cabezas, Senior Banker, Mexico, J.P. Morgan Private Bank

Private markets have become a central arena for many of the world’s fastest-growing companies, and artificial intelligence is accelerating that evolution. Nathan Urquhart and Maria Belen Cabezas explored how companies can now raise substantial capital, remain private for longer and build away from the pressures of quarterly earnings. They also highlighted how investment priorities change as businesses mature. At an early stage, success depends on conviction in a founder’s ambition; later, it requires disciplined analysis of unit economics, scalability and the transition from compelling story to sustainable engine. Looking ahead, AI agents and automated workflows could reshape not only how companies operate, but what a company needs to look like, creating new winners while challenging established software models.

What We Carry Forward: Connecting Family History, Identity, and Future Legacy

Carolina Cintra, Senior Wealth Advisor, Brazil, J.P. Morgan Private Bank
Mariam Fouda, Wealth Advisor, Latin America, J.P. Morgan Private Bank

Legacy is not a static record of the past. It is a living system of values, stories and choices that each generation must interpret for itself. Through personal reflections and guided prompts, Carolina Cintra and Mariam Fouda helped families consider what should remain constant, what must evolve and what the next generation hopes to contribute. They made the idea of identity practical, showing that values are not transferred automatically; they are carried through habits, narratives and repeated decisions. For emerging family leaders, the challenge was both personal and urgent: if a family does not deliberately define what it stands for, external circumstances may eventually define it instead.

AI: From Idea to Impact

Alexander Hirschman, AI Product Manager, J.P. Morgan Private Bank
David Ovitsky, Head of AI Advisor Platforms, US, J.P. Morgan Private Bank

Moving beyond hype and theory, Alexander Hirschman and David Ovitsky demonstrated how rapidly an idea can become a working prototype as the cost and complexity of building continue to fall. For founders and emerging leaders, the implications are significant: speed and experimentation are no longer advantages reserved for large technical teams. Non-technical users can now conduct market research, develop a brand, shape a pitch and create an initial product far more quickly than traditional development cycles allowed. Yet acceleration without judgement creates its own risks. AI can shorten the path from idea to execution, but it cannot determine what customers genuinely need. The advantage will belong to those who experiment boldly while remaining anchored in human insight.

Balancing Innovation: AI and Cybersecurity

Kevin Tompkins, Cyber Advisory Team, J.P. Morgan Private Advisory

The same technologies that enable organisations and families to move faster can also increase their exposure to risk, particularly when AI tools connect to email, files or financial workflows. Kevin Tompkins brought modern cyber threats into sharp focus, showing how deepfakes and impersonation are increasingly used to target data, funds and access. His advice centred on practical controls that remain effective under pressure: strong verification habits, disciplined permissions and human approval for consequential actions. For founders, investors and family leaders embracing AI, the message was not to slow innovation, but to build safeguards alongside it. Responsible adoption is ultimately an act of stewardship, ensuring that greater speed does not create avoidable vulnerability.

The IPO Evolution: Exploring Opportunities Along the Private-to-Public Roadmap

Edward Danforth, Head of Strategic Equity Solutions, J.P. Morgan Private Bank
Sergio Pawlak, Head of Institutional Access Funds, J.P. Morgan Private Bank
Stephen Parker, Co-Head of Global Investment Strategy, J.P. Morgan Private Bank

An initial public offering is not simply a finish line. It is one stage in a broader journey involving liquidity, concentration and risk. Edward Danforth, Sergio Pawlak and Stephen Parker examined what changes when a company moves from private-market narratives to public-market scrutiny, including the practical implications of lock-up periods and the limits of what founders and shareholders can control. Their central message was the importance of defining objectives before market conditions force a decision. Liquidity needs, concentration limits, tax considerations and the emotional reality of holding a dominant position all deserve early attention. Successful planning does not require a perfect market forecast, but it does require a clear and adaptable roadmap.

The Next Wave of Philanthropy: Leadership and Impact in the Age of AI

Mike Belinsky, Head, Catalytic Deployment, Civil Society & Philanthropy, OpenAI Foundation
Maria Alejandra Oltra, Head of Latin America, The Philanthropy Center, J.P. Morgan Private Bank

Mike Belinsky and Maria Alejandra Oltra explored modern philanthropy as an operating challenge: how can leaders achieve meaningful impact more quickly, learn from results and deploy resources beyond traditional grant-making? Artificial intelligence sits at the centre of that question. It is enabling new approaches to access, translation, voice and automation, while simultaneously creating complex questions around governance, evaluation and responsible use. The speakers also highlighted an important tension: social outcomes unfold over years, while the technologies supporting them can change from month to month. For the next generation of philanthropic leaders, lasting impact will require more than funding. It will depend on strengthening the capabilities and resilience of the institutions working closest to the issues.fv

Leading Through Legacy: Strategy for the Next Generation

Moises Kalach, Vice President, Kaltex Group
Ricardo Saad, Executive, Grupo Bandeirantes
Edinardo Figueiredo, Chief Executive Officer, Latin America & Global Families Group, J.P. Morgan Private Bank

How can the next generation honour what has been built while moving decisively enough to remain relevant? Moises Kalach and Ricardo Saad spoke candidly about legitimacy, emphasising that family position may be inherited, but credibility must be earned through competence, humility and results. Edinardo Figueiredo guided the discussion towards the structures that make thoughtful transformation possible: clear governance, well-defined roles and decision-making processes that limit friction as ownership expands across generations and family branches. The panel advocated patience with intent. Meaningful change rarely comes from urgency or ego. It is more likely to endure when introduced in stages, communicated openly and connected to a vision the wider family understands and supports.

Building a Business, Becoming a Family

Carolina Pineda, Co-Founder and Chief Executive Officer, Mis Propias Finanzas
Juan Pablo Zuluaga, Co-Founder and Chief Executive Officer, Mis Propias Finanzas
Emiliana Blessing, Junior Banker, Central and South America, J.P. Morgan Private Bank

Carolina Pineda and Juan Pablo Zuluaga offered a candid account of turning a personal frustration into a growing business through experimentation, iteration and community-led demand. Their experience also illuminated the distinctive reality of building a company with a spouse. Combining entrepreneurship and family life requires more than shared ambition; it depends on role clarity, trust and continual communication. They spoke openly about differences in risk tolerance, the pressures of timing and the emotional demands of scaling a company while raising children. Their story offered an optimistic but clear-eyed lesson: the right partnership can multiply resilience and momentum, provided the relationship is designed with the same care and intention as the business.

From Passion to Practice: Building an Aspirational Brand

Carlos Huber, President and Founder, Huber Parfums Ltd. dba ARQUISTE
Ana Khouri, Artist and Private Jeweller
Isabel Mendoza, Founder and Chief Executive Officer, Marijen/Childrenchic
Valeria Farinaro, Senior Banker, Mexico, J.P. Morgan Private Bank

Across fragrance, fine jewellery and children’s luxury, the speakers revealed what building an aspirational brand truly demands: time, discernment and an uncompromising commitment to craft. Their experiences showed that authenticity is not simply part of the story; it is the foundation on which lasting brands are built. The discussion balanced creative vision with commercial discipline. Storytelling matters, but so do operational rigour, consistency and a close understanding of the customer. In luxury, every detail must reinforce the promise a brand makes. When the experience falls short of the narrative, aspiration quickly becomes marketing. For founders, the lesson was clear: differentiation may attract attention, but trust and consistency are what sustain enduring value.

New York • May 2026

Our global 2026 Emerging Family Leaders series kicked off in the city that never sleeps - New York.

Descriptive audio

I am here to speak with the Emerging Leaders of JP Morgan and to talk about the big life questions.

New York is home. It's the greatest city in the world. Community brings people together. And I think that's at the heart of what New York or Nowhere does is community and place and pride, and sticking together is important for the future.

What's wonderful about Emerging Family Leaders is having this rising generation that, although you're coming from different backgrounds and industries, you're facing a common set of problems. And it's about creating that connection in the room. It's about creating this sense of community that can help you to navigate the challenges that you face as you take on this next layer of responsibility with your family's wealth.

I think the number one lesson I would love to leave with this generation is just to think differently about what success looks like to you. If there's one realization I've had, it's that you will never feel successful unless you create your own definition of success. So figure out what that successful, wealthy life looks like to you, and then you can start taking action to go and build that.

I think I've always measured success differently than most. For me, I always want to be learning. And so every choice that I've made has been with that goal in mind.

As a founder, I think I think about it differently because I've been forced to. There are all kinds of metrics that are applied to the business that I have to be paying attention to. And so while I'm still learning and every day and every year and every milestone is different, I think I've had to quantify success a bit more than I have historically.

So the next generation is going to be facing a great wealth transfer. And what our job as advisors at JPMorgan and the Private Bank is to help usher in this next generation while there's a rapid evolution of technology and the way that we consider leadership. And we're prepared to do it because we're following these trends, and we have confidence that we can be a great partner to this next generation.

I think the strongest leaders today have a respect for the past, and they also consider things with a modern approach. So technology is involved, really the redefining of different styles. There's an honor for the past, but also an eye for the future.

With AI coming on the scene, we have both a risk to mattering, but we also can leverage it for good. There's an opportunity with AI to carve out more time in our day to build these deep, nourishing relationships.

I think this generation thrives off of connection. And so this is what this event is meant to do is create connections, but it's also incumbent upon firms like ours to curate content that is meaningful for families like this, so that they can learn and then bring that back to the communities that they exist in.

I think what makes the Private Bank incredibly unique and special is the holistic relationships that we have with the families that we work with. This isn't just the matriarchs and patriarchs of families. But this is understanding the entire family and the goals and objectives that range from generation to generation. I think our young leaders are balancing tradition with innovation by having discussions with the family around what that might look like for them.

And so we at the Private Bank often encourage and help facilitate family meetings where these things will be discussed. And goals and objectives of one generation may be slightly different from that of the next generation, but being able to weave those together so that you can create a legacy that builds on the past but also changes something for the future.

The network that the Private Bank helps create and the community which it helps create, really allows these next generation to feel empowered and to step into the role of tomorrow. What I've always enjoyed about the Private Bank and the families we work with are going to come from different walks of life. They're going to come from different industries.

But ultimately, the common thread is they've all been successful in whatever they're doing. And so helping those families think through common themes, think through common challenges, really, I think bringing them all together and having those open and candid discussions is what makes this a really powerful event here in New York, as well as across the country.

(DESCRIPTION)

A JP Morgan Chase entryway in an urban environment. Text, Jennifer Wallace, Journalist and Author, The Mattering Institute.

(SPEECH)

I am here to speak with the Emerging Leaders of JP Morgan and to talk about the big life questions.

(DESCRIPTION)

She sits on stage with a woman in front of a sign for EFL 2026, Emerging Family Leaders, New York City. A view of the Empire State Building out a window. People networking. Quincy Moore. Co-Founder, New York or Nowhere.

(SPEECH)

New York is home. It's the greatest city in the world. Community brings people together. And I think that's at the heart of what New York or Nowhere does is community and place and pride, and sticking together is important for the future.

What's

(DESCRIPTION)

Text, Elizabeth Record, Managing Director and EFL Co-Chair, JP Morgan Private Bank.

(SPEECH)

wonderful about Emerging Family Leaders is having this rising generation that, although you're coming from different backgrounds and industries, you're facing a common set of problems. And it's about creating that connection in the room. It's about creating this sense of community that can help you to navigate the challenges that you face as you take on this next layer of responsibility with your family's wealth.

I

(DESCRIPTION)

Text, Sahil Bloom, Writer, Investor and Founder, Wild Roman. Books with his name stacked on a table.

(SPEECH)

think the number one lesson I would love to leave with this generation is just to think differently about what success looks like to you. If there's one realization I've had, it's that you will never feel successful unless you create your own definition of success. So figure out what that successful, wealthy life looks like to you, and then you can start taking action to go and build that.

I

(DESCRIPTION)

Text, Sali Chriteson, CEO and Co-Founder, Argent.

(SPEECH)

think I've always measured success differently than most. For me, I always want to be learning. And so every choice that I've made has been with that goal in mind.

As a founder, I think I think about it differently because I've been forced to. There are all kinds of metrics that are applied to the business that I have to be paying attention to. And so while I'm still learning and every day and every year and every milestone is different, I think I've had to quantify success a bit more than I have historically.

So the next generation is going to be facing a great wealth transfer. And what our job as advisors at JPMorgan and the Private Bank is to help usher in this next generation while there's a rapid evolution of technology and the way that we consider leadership. And we're prepared to do it because we're following these trends, and we have confidence that we can be a great partner to this next generation.

I think the strongest leaders today have a respect for the past, and they also consider things with a modern approach. So technology is involved, really the redefining of different styles. There's an honor for the past, but also an eye for the future.

With AI coming on the scene, we have both a risk to mattering, but we also can leverage it for good. There's an opportunity with AI to carve out more time in our day to build these deep, nourishing relationships.

I

(DESCRIPTION)

Text, Doug Sammons, Executive Director, JP Morgan Private Bank.

(SPEECH)

think this generation thrives off of connection. And so this is what this event is meant to do is create connections, but it's also incumbent upon firms like ours to curate content that is meaningful for families like this, so that they can learn and then bring that back to the communities that they exist in.

I

(DESCRIPTION)

Text, Rachel Breindel, Managing Director, JP Morgan Private Bank.

(SPEECH)

think what makes the Private Bank incredibly unique and special is the holistic relationships that we have with the families that we work with. This isn't just the matriarchs and patriarchs of families. But this is understanding the entire family and the goals and objectives that range from generation to generation. I think our young leaders are balancing tradition with innovation by having discussions with the family around what that might look like for them.

And so we at the Private Bank often encourage and help facilitate family meetings where these things will be discussed. And goals and objectives of one generation may be slightly different from that of the next generation, but being able to weave those together so that you can create a legacy that builds on the past but also changes something for the future.

The

(DESCRIPTION)

Text, Doug DiSesa, Executive Director and EFL Co-Chair, JP Morgan Private Bank.

(SPEECH)

network that the Private Bank helps create and the community which it helps create, really allows these next generation to feel empowered and to step into the role of tomorrow. What I've always enjoyed about the Private Bank and the families we work with are going to come from different walks of life. They're going to come from different industries.

But ultimately, the common thread is they've all been successful in whatever they're doing. And so helping those families think through common themes, think through common challenges, really, I think bringing them all together and having those open and candid discussions is what makes this a really powerful event here in New York, as well as across the country.

(DESCRIPTION)

Text, J.P.Morgan Private Bank. J.P. Morgan Private Bank is not affiliated with the third parties and does not imply an endorsement by the firm referenced or that such trademark owner has authorized JPMorgan Chase Bank, North America to promote its products or services. JPMorgan Chase Bank, North America and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed investment 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 JPM. Products not available in all states. Copyright 2026 JPMorgan Chase & Co. All rights reserved.

The Morning Meeting: Market Outlook

Clay Erwin, Global Head of Investment Sales & Trading, J.P. Morgan Wealth Management
Grace Peters, Global Investment Strategy, J.P. Morgan Private Bank

Kicking off the day, Clay and Grace offered a rare look inside the Private Bank’s daily investment huddle, where global headlines are filtered into actionable insights. They spotlighted three forces—global fragmentation, inflation, and AI—that are shaping portfolios, and made a compelling case for “time in the market” over market timing. Their discussion showed how AI-driven productivity is already boosting corporate margins, and why diversification across themes like security and infrastructure is more important than ever in a concentrated market.

Silent Signals: Impact of Mastering Microexpressions

Annie Sarnblad, Microexpressions Expert, Author, anniesarnblad.com

Rather than relying on words alone, Annie revealed how fleeting facial cues can expose true feelings in any interaction. Through vivid stories and practical tips, she demonstrated how reading microexpressions—like fear, disgust, or excitement—can transform negotiations, deepen trust, and even protect loved ones. Her session left the audience with a toolkit for “listening with their eyes,” making every conversation more insightful and authentic.

Is Private the New Public?: Rethinking Market Access

Ashley MacNeill, Co-Head of Capital Markets, Vista Equity Partners
Nathan Urquhart, President, Coatue
Jasmine Green-Hogan, Alternative Investment Specialist, J.P. Morgan Private Bank

Panelists explored the dramatic shift as private markets rival public ones for scale and opportunity. They discussed why companies are staying private longer, the freedom to innovate away from quarterly scrutiny, and how private capital is fueling the next wave of AI and tech growth. The conversation highlighted the need for adaptable leadership, the evolving risks of platform competition, and why private market access is now a must-have for a truly diversified portfolio.

When the Game Changes: A Story of Resilience and Reinvention

Jay Williams, Former NBA Player, NBA Analyst, ESPN
Jordan Kessler, Executive Director of Sports Finance Group, J.P. Morgan Private Bank

This session brought a powerful story of reinvention, as Jay recounted his rise in basketball, the accident that ended his NBA career, and the long road to recovery. He shared how building a “personal board” of trusted advisors and embracing vulnerability helped him find new purpose as a leader, father, and entrepreneur. The discussion was a testament to resilience, self-forgiveness, and the importance of surrounding yourself with people who truly care.

Why Mattering Matters

Jennifer Wallace, Journalist and Author, The Mattering Institute
Nelle Miller, Head of New York, J.P. Morgan Private Bank

Focusing on the science of “mattering,” this conversation unpacked why feeling valued—and adding value to others—is essential for well-being, especially in high-achieving environments. Jennifer introduced her SAID framework (Significance, Appreciation, Invested-in, Depended-on) and shared stories showing how small, everyday gestures can make a profound difference. Attendees left with practical ways to foster mattering in themselves and others, and a reminder that genuine connection is at the heart of a meaningful life. Wallace's latest book, Mattering, is featured on J.P. Morgan's 2026 Summer Reading List.

Convenience, Curated: J.P. Morgan Lifestyle Services Overview

Emily Margolis, Head of Lifestyle Services, J.P. Morgan Private Bank

Emily painted a picture of how Lifestyle Services helps clients reclaim their most precious asset: time. She shared data-driven insights on luxury travel, from the reinvention of classic destinations to the rise of adventure and wellness-focused experiences. The session emphasized the growing demand for curated, outcome-driven journeys and the importance of personalization in every aspect of service.

Estate & Financial Planning: What you need to know

Jordan Sprechman, Wealth Advisory, J.P. Morgan Private Bank
(M) Tahir Adatia, Morgan Private Advisory, J.P. Morgan

Estate and financial planning became approachable as Jordan and Tahir broke down why good plans often fail—not from bad advice, but from lack of execution. They walked through the essentials, from account titling to beneficiary designations and wills, using relatable stories and humor. Their message was clear: take the first step, build your advisory team, and treat planning as an ongoing process that brings control and peace of mind.

Building a Modern Apparel Brand: From Concept to Cult Following

Sali Christeson, Founder, Argent
Quincy Moore, Founder, New York or Nowhere
Andrew Steinthal, Head of Talent Partnerships & Culture, JPMorganChase

Rather than focusing solely on product, Sali and Quincy shared how their brands became communities that people identify with. Argent was born from a need to empower working women, blending innovation with storytelling and support. New York or Nowhere grew from a local slogan to a citywide phenomenon, fueled by sports collaborations and a strong sense of place. The panel emphasized that community, patience, and authentic relationships are the real drivers of lasting brand success.

Balancing Innovation: using AI Efficiently and Securely

Kevin Tompkins, Cyber Advisory, J.P. Morgan Private Bank

AI adoption is moving fast, but Kevin made it clear that security can’t be an afterthought. He outlined how AI use cases have matured, introduced the PICO prompt framework for better results, and stressed the need for human oversight and robust data governance. His practical advice: if you wouldn’t want it public, don’t put it in a chatbot—and always build security in from the start.

Space and Defense: A fireside chat with Achal Upadhyaya

Achal Upadhyaya, Founder, Interlagos (also former Spacex)
Ted Madara, 23 Wall, J.P. Morgan Private Bank

From building race cars to leading at SpaceX, Achal’s journey shaped a unique investment philosophy at Interlagos. He described how technical ambition, manufacturing discipline, and capital abundance drive breakthroughs in space, defense, biotech, and semiconductors. The conversation touched on the future of orbital data centers, autonomous defense systems, and the strategic importance of domestic production, inspiring the audience about the next frontier of innovation.

The Five Types of Wealth

Sahil Bloom, Writer, Investor, Founder, Wild Roman
BJ Goergen, Head of Morgan Private Advisory, J.P. Morgan Private Bank

Wealth isn’t just about money, as Sahil and BJ reframed the conversation around five types of wealth: time, health, relationships, purpose, and financial capital. Sahil’s personal journey—from chasing traditional success to embracing a more holistic view—challenged attendees to reflect on what “enough” means for them. The session encouraged everyone to invest intentionally, not just in assets, but in the people and experiences that make life truly rich.

Bangkok, Thailand • November 2026

Come back to see the highlights of our concluding event in the series for 2026

Descriptive audio

[00:00:00.44] [SPEAKING THAI]

[00:00:01.60] Welcome to Bangkok.

[00:00:03.48] [MUSIC PLAYING]

[00:00:08.40] The Emerging Family Leaders program, that's been going on for a while now in the US and Europe. And we're doing it for the first time here in Asia. The audience is a very curated but also diverse group of people from Malaysia, Singapore, mainland China, Taiwan, Hong Kong, Thailand.

[00:00:25.76] I never seen a crowd that, like, so engaging with the panel speakers. People are laughing. And I find that the topics itself is quite interesting and quite refreshing because what we have is quite unique and special.

[00:00:39.28] I'm so happy to hear and to see that there's a lot of people that had the same experience as me and had the same pressure of being a second gen.

[00:00:50.76] [SPEAKING CHINESE]

[00:01:12.52] A successful entrepreneur has to have grit and creativity. I think that the creativity is somewhat easier, but the grit is something that has to be trained. And that goes back to putting yourself in unusual situations out of your comfort zone.

[00:01:25.80] Number one advice to the next generation is find your passion and go for it. When you're 20 years old, 30 years old, that's your moment to really build for the future and work 24/7. And I think that's shaped somewhat my life, where I don't really have anybody that mentors me. I listen to everybody, but then I make my own decision. I trust myself.

[00:01:50.98] Dream big! It's so simple. We are capable of doing some pretty extraordinary things, if we put our minds to it. But ultimately, if you were to put yourself in a situation, where the easiest thing to do is actually just to keep going.

[00:02:03.06] New experiences are going to be your best friend. And your passion will find you. I really believe that. But you have to get out there.

[00:02:11.10] The world has become a lot more complex than it was over the last 20, 30 years. We're navigating geopolitics. We're navigating volatility. We're navigating new asset classes. So EFL is an opportunity for us to educate the next generation of leaders of what's ahead.

[00:02:28.22] [SPEAKING CHINESE]

(DESCRIPTION)

Palms together.

(SPEECH)

[SPEAKING THAI]

Welcome to Bangkok.

[MUSIC PLAYING]

(DESCRIPTION)

Anthea Wong, BANKER, J.P. MORGAN PRIVATE BANK, HONG KONG.

(SPEECH)

The Emerging Family Leaders program, that's been going on for a while now in the US and Europe. And we're doing it for the first time here in Asia. The audience is a very curated but also diverse group of people from Malaysia, Singapore, mainland China, Taiwan, Hong Kong, Thailand.

I never seen a crowd that, like, so engaging with the panel speakers. People are laughing. And I find that the topics itself is quite interesting and quite refreshing because what we have is quite unique and special.

I'm so happy to hear and to see that there's a lot of people that had the same experience as me and had the same pressure of being a second gen.

[SPEAKING CHINESE]

(DESCRIPTION)

Subtitles: But on the other hand, today's society is changing too fast, driven by technology

and new business models, but most importantly, by changing customer needs.

I think every entrepreneur has a different starting point, but at the core,

they never admit defeat or give up.

Adriel Chan.

(SPEECH)

A successful entrepreneur has to have grit and creativity. I think that the creativity is somewhat easier, but the grit is something that has to be trained. And that goes back to putting yourself in unusual situations out of your comfort zone.

Number one advice to the next generation is find your passion and go for it. When you're 20 years old, 30 years old, that's your moment to really build for the future and work 24/7. And I think that's shaped somewhat my life, where I don't really have anybody that mentors me. I listen to everybody, but then I make my own decision. I trust myself.

Dream big! It's so simple. We are capable of doing some pretty extraordinary things, if we put our minds to it. But ultimately, if you were to put yourself in a situation, where the easiest thing to do is actually just to keep going.

New experiences are going to be your best friend. And your passion will find you. I really believe that. But you have to get out there.

The world has become a lot more complex than it was over the last 20, 30 years. We're navigating geopolitics. We're navigating volatility. We're navigating new asset classes. So EFL is an opportunity for us to educate the next generation of leaders of what's ahead.

[SPEAKING CHINESE]

(DESCRIPTION)

Subtitles: We hope to continue hosting these events year after year,

supporting the ongoing succession of wealth and family businesses

from the first generation to the second, and even to the third and fourth generations.

This is the true value of J.P. Morgan Private Bank.

Logo: J.P.Morgan Private Bank. Disclaimer. Copyright 2025 J P Morgan Chase & Co.

Discover the 2025 highlights from this milestone event

The Morning Meeting

Grace Peters, J.P. Morgan Private Bank
Alexander Wolf, J.P. Morgan Private Bank

Grace Peters and Alex Wolf gave an energized version of our morning meeting by highlighting key investment themes for 2026: embracing market volatility, seizing opportunities in AI and power, and preparing for inflation and global fragmentation. They urged the audience to review home country and concentration bias, stressing that diversification and adaptability are essential for portfolio resilience in today’s dynamic markets.

Mad Unicorn: The Resilient and Creative Entrepreneur

Komsan Saelee, Chief Executive Officer and Founder, Flash Group
Elaine Zhang, J.P. Morgan Private Bank

Flash Express Founder Komsan Saelee shared how grit, adaptability and relentless drive took him from poverty to building Thailand’s first unicorn and inspiring a Netflix hit. He stressed the power of resilience, direct communication and following your own path, encouraging the next generation to embrace challenges and write their own stories.

Mind over Money: Cracking the Code of Next Generation Wealth

Jeff Kreisler, J.P. Morgan Private Bank

Behavioral psychologist Jeff Kreisler revealed how emotions and biases drive financial and family decisions, challenging leaders to embrace imperfection and prioritize trust, teamwork and adaptability. His interactive survival game drove home that smart choices come from collaboration and making the most of what you’ve got.

Power Moves: Leading Boldly in a Shifting World

Professor Cheng Li, Founding Director, Centre on Contemporary China and the World, The University of Hong Kong
Geoffrey Siebengartner, JPMorganChase

This duo unpacked U.S.-China relations, noting that while recent Trump-Xi summits have eased immediate risks, opportunities to improve exist on both sides. Li sees low odds of a significant conflict, and urges the next generation to champion peace and stability in a region where the stakes are elevated.

Tech Talk: Byte-Sized Brilliance

Harry Shum, Council Chairman, The Hong Kong University of Science and Technology
Gokul Hariharan, J.P. Morgan

AI pioneer Harry Shum explained how generative and agent AI are rapidly transforming business and society, urging leaders to experiment boldly while warning that true breakthroughs—especially in robotics—still face hardware hurdles. He compared the approaches of the United States and China to AI and regulation, and emphasized that in this fast-changing landscape, education and adaptability are more crucial than ever.

Looking Back on Four Decades in Finance: What Really Mattered

Christopher Chan, Ex-Chief Investment Officer of Public Markets, Exchange Fund Investment Office, Hong Kong Monetary Authority
Tyen-Nin Tay, J.P. Morgan Private Bank

Finance veteran Christopher Chan shared hard-won lessons on integrity, risk-taking and resilience, recounting bold moves during crises, and the importance of character and foresight in leadership. He emphasized that true success comes from building trust, navigating adversity with common sense and securing buy-in when leading through change.

Mind Games: The Mental Magic of Tom DeVoe

Tom DeVoe, Mentalist

Tom the Mentalist wowed the crowd with mind-bending feats, seamlessly blending sharp wit, psychological tricks and audience interaction to reveal their inner thoughts and how a seemingly random sequence can lead to a predetermined outcome. He drove home that the real magic is in shared moments, ending with a show-stopping twist that united everyone in awe.

Winning from Within: The Power of Corporate Culture

Jon Tringale, Portfolio Manager, WCM

Jon Tringale showed that culture isn’t just “soft stuff”—it’s a hidden engine behind long-term business success. Through examples such as Costco and Amphenol, he proved that intentional, adaptable cultures beat short-term thinking every time. His message: Build culture on purpose, not by accident.

Dream Big, Sail Far

Jessica Watson, Solo Sailor and Author
Oliver Turner, J.P. Morgan Private Bank

Jessica Watson, who became the youngest solo circumnavigator at 16, showed how grit, teamwork and relentless resilience can turn a shy kid into a global inspiration. Recounting her story, she encouraged future leaders to embrace bold challenges, trust their support systems and transform setbacks into fuel for extraordinary success.

Philanthropy with Purpose: From Family Values to Global Impact

Gerald Chua, Chief Investment Officer, HB Equity Partners
Rebecca Eu, Founder, Mei’s Own
Deepali Khanna, Head of Asia, The Rockefeller Foundation
Faye Ong, J.P. Morgan Private Bank

This session brought together leaders who view philanthropy as a living legacy, shaped by family values and bold, strategic action. The conversation traced journeys from century-old foundations to modern social enterprises, revealing how universal opportunity, local innovation and a commitment to the most vulnerable can drive lasting change. The panel emphasized that true impact comes from presence, humility and collaboration—reminding us that philanthropy is most powerful when rooted in trust and a shared sense of purpose.

Keeping It in the Family: Blueprint for Success

Adriel Chan, Chair, Hang Lung Group and Hang Lung Properties
Felicia Law, J.P. Morgan Private Bank

In a candid conversation, Adriel Chan reflected on the complexities of family business succession, highlighting the delicate balance between honoring tradition and embracing thoughtful evolution. Stories of overcoming challenges and building self-confidence illustrated how growth often comes from stepping outside comfort zones and learning from experience. The discussion encouraged emerging leaders to let core values guide their decisions, showing that resilience and adaptability are key to sustaining legacies through uncertain times.

Game, Set...Match?: The Global Hustle Playbook

Bruce Rockowitz, Chairman, Rock Media International
Paul Thompson, J.P. Morgan Private Bank

Bruce Rockowitz traced an extraordinary path from tennis pro to global entrepreneur. He shared how relentless passion, adaptability and bold goal-setting fueled his rise from the courts of Hong Kong to the boardrooms of international brands. His reflections on family, personal growth and letting the next generation learn by doing offered a powerful reminder: Keep building, stay curious, and never stop reinventing yourself—on and off the court.

NextGen Leaders: Family Business 2.0

Aona Liu, Founder and Chief Executive Officer, Mindfront Mental Health, and Executive Chairperson, Luye Medical Group
Putri Tanjung, Chief Experience Officer, CT Corp, and Director, Transmedia
Karen Tan, J.P. Morgan Private Bank

Personal growth and authenticity took center stage as the panelists shared their experiences of joining, leaving and transforming family businesses. The conversation moved from early entrepreneurship and creative strategies to the challenges of self-discovery and compassionate leadership. By blending family legacies with a willingness to adapt and listen, these next-gen leaders demonstrated that true success is shaped by resilience, collaboration and the unexpected opportunities that arise along the way.

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

00:00:00:13 - 00:00:13:12

Gaia Panzeri

Welcome to London. We are here for Emerging Family leaders event. Attendees join us from Europe, Switzerland, Middle East and Africa.

00:00:13:12 - 00:00:25:12

Gaia Panzeri

Let’s get started. We are kicking off at the historic Tower of London with an exclusive tour and an intimate welcome dinner.

00:00:35:16 - 00:00:42:24

Gaia Panzeri

Oh, no. You can’t follow me here.

00:00:50:17 - 00:01:12:06

Gaia Panzeri

After an unforgettable dinner at the Tower of London, we are set for a day of inspiring discussions. We will talk about beauty, family succession, AI, with very inspiring leaders and successful entrepreneurs. So follow me as we deep dive into innovation and leadership.

00:01:17:01 - 00:01:21:22

Gaia Panzeri

Hi, Lauren. What makes the Emerging Family Leaders event so unique?

00:01:21:22 - 00:01:43:11

Lauren Clark

One of the most amazing offerings we have for our clients is inviting them into our broad network and really giving them the chance to meet like-minded peers from all around the globe. We complement this networking with an engaging day filled with our brightest experts and the trailblazing industry leaders in a very intimate setting. And that is why I love what we bring to our clients at these events.

00:01:44:21 - 00:01:48:10

Gaia Panzeri

Why is it so important for you to connect with next generation?

00:01:48:10 - 00:02:00:03

Anand Doshi

We have obviously gained the trust of the older generation. Now what we want to do is understand the next generation. Are they aligned to the same values, or are they aligned to maybe different things?

00:02:00:11 - 00:02:08:14

Anand Doshi

Like yesterday, we had the dinner at the Tower of London, and I remember going there 20 years ago on a tour where we were hundreds of tourists.

00:02:08:24 - 00:02:21:05

Anand Doshi

Yesterday, we got a private tour. And when you think of the joy that they saw when they were doing the tour, and not only conversations with J.P. Morgan staff, but also amongst each other, I think it’s been an absolute joy.

00:02:21:22 - 00:02:28:19

Gaia Panzeri

Thank you for joining us in London for the second year of Emerging Family Leaders event. We can’t wait to see you next time.

00:00:00:13 - 00:00:13:12

Gaia Panzeri

Welcome to London. We are here for Emerging Family leaders event. Attendees join us from Europe, Switzerland, Middle East and Africa.

00:00:13:12 - 00:00:25:12

Gaia Panzeri

Let’s get started. We are kicking off at the historic Tower of London with an exclusive tour and an intimate welcome dinner.

00:00:35:16 - 00:00:42:24

Gaia Panzeri

Oh, no. You can’t follow me here.

00:00:50:17 - 00:01:12:06

Gaia Panzeri

After an unforgettable dinner at the Tower of London, we are set for a day of inspiring discussions. We will talk about beauty, family succession, AI, with very inspiring leaders and successful entrepreneurs. So follow me as we deep dive into innovation and leadership.

00:01:17:01 - 00:01:21:22

Gaia Panzeri

Hi, Lauren. What makes the Emerging Family Leaders event so unique?

00:01:21:22 - 00:01:43:11

Lauren Clark

One of the most amazing offerings we have for our clients is inviting them into our broad network and really giving them the chance to meet like-minded peers from all around the globe. We complement this networking with an engaging day filled with our brightest experts and the trailblazing industry leaders in a very intimate setting. And that is why I love what we bring to our clients at these events.

00:01:44:21 - 00:01:48:10

Gaia Panzeri

Why is it so important for you to connect with next generation?

00:01:48:10 - 00:02:00:03

Anand Doshi

We have obviously gained the trust of the older generation. Now what we want to do is understand the next generation. Are they aligned to the same values, or are they aligned to maybe different things?

00:02:00:11 - 00:02:08:14

Anand Doshi

Like yesterday, we had the dinner at the Tower of London, and I remember going there 20 years ago on a tour where we were hundreds of tourists.

00:02:08:24 - 00:02:21:05

Anand Doshi

Yesterday, we got a private tour. And when you think of the joy that they saw when they were doing the tour, and not only conversations with J.P. Morgan staff, but also amongst each other, I think it’s been an absolute joy.

00:02:21:22 - 00:02:28:19

Gaia Panzeri

Thank you for joining us in London for the second year of Emerging Family Leaders event. We can’t wait to see you next time.

Follow us around London

Descriptive audio

[MUSIC PLAYING]

This year is bigger, it's brighter, it's better. The content, the topics, the speakers we have, it's incredible.

We're partnered with JP Morgan in doing some different areas. I mean, when they called me to be one of the panelists here, of course I said yes. And hopefully I can give you a couple of insights from my short but intense experience, I'd say.

Events like today's event, you're gathering a lot of young, excited, hungry and emerging leaders. And I think it's important for us to get closer, to get to what they're all doing, to get to understand what different cultures and how they have an impact on people's careers and what their goals and visions are.

It's so amazing to see the energy in the room. It's also so amazing to see how they connect amongst each other, how they share experience, how they discuss ideas, how they also talk about common challenges they face in their lives.

We bring amazing content, but at the same time, we give them opportunities to connect, to get to one another and to access the incredible network that we can make available to them and to their families.

I've been at the bank for 19 years. I've been part of EFL in LATAM, EFL in the US and now I'm here in EMEA out of the UK doing this again. There's a common thread here around curiosity, around trying to engage around connecting. And I think that's a global concept.

The utter joy of being a young entrepreneur is you are living on this cusp of AI. And so there is so much opportunity to accelerate the driving of growth. It's profoundly exciting. It's one of the most exciting times to be an entrepreneur. So it's great to be part of something where you can just inspire other people.

To be intellectually curious. Technology is moving quickly, but always have in mind the value that what you want to create will have on society.

I think it really starts with the mission. If you have a clear mission for what you want to achieve, which links in very much to a specific segment need, I think your path becomes a lot easier.

You'll go through a lot of bumps, a lot of hiccups. You always ask yourself if you're doing the right thing or not, but if you don't try and you don't make mistakes, you won't learn. So it's about patience, about working hard, about resilience and taking your time to get there and meet your goals.

Always look for what has been done. Always take the best thing that happened, the worst thing that happened, and take your own conclusion and then go for it.

Emerging Family Leaders is about network, network, network. Build that network, that global network and take advantage of that. I've seen great friendships come out of these events. I've seen great business partnerships and even you won't believe this, but I've even seen marriages coming out of this. So all in good faith and good spirit and with great energy.

[MUSIC PLAYING]

[MUSIC PLAYING]

This year is bigger, it's brighter, it's better. The content, the topics, the speakers we have, it's incredible.

We're partnered with JP Morgan in doing some different areas. I mean, when they called me to be one of the panelists here, of course I said yes. And hopefully I can give you a couple of insights from my short but intense experience, I'd say.

Events like today's event, you're gathering a lot of young, excited, hungry and emerging leaders. And I think it's important for us to get closer, to get to what they're all doing, to get to understand what different cultures and how they have an impact on people's careers and what their goals and visions are.

It's so amazing to see the energy in the room. It's also so amazing to see how they connect amongst each other, how they share experience, how they discuss ideas, how they also talk about common challenges they face in their lives.

We bring amazing content, but at the same time, we give them opportunities to connect, to get to one another and to access the incredible network that we can make available to them and to their families.

I've been at the bank for 19 years. I've been part of EFL in LATAM, EFL in the US and now I'm here in EMEA out of the UK doing this again. There's a common thread here around curiosity, around trying to engage around connecting. And I think that's a global concept.

The utter joy of being a young entrepreneur is you are living on this cusp of AI. And so there is so much opportunity to accelerate the driving of growth. It's profoundly exciting. It's one of the most exciting times to be an entrepreneur. So it's great to be part of something where you can just inspire other people.

To be intellectually curious. Technology is moving quickly, but always have in mind the value that what you want to create will have on society.

I think it really starts with the mission. If you have a clear mission for what you want to achieve, which links in very much to a specific segment need, I think your path becomes a lot easier.

You'll go through a lot of bumps, a lot of hiccups. You always ask yourself if you're doing the right thing or not, but if you don't try and you don't make mistakes, you won't learn. So it's about patience, about working hard, about resilience and taking your time to get there and meet your goals.

Always look for what has been done. Always take the best thing that happened, the worst thing that happened, and take your own conclusion and then go for it.

Emerging Family Leaders is about network, network, network. Build that network, that global network and take advantage of that. I've seen great friendships come out of these events. I've seen great business partnerships and even you won't believe this, but I've even seen marriages coming out of this. So all in good faith and good spirit and with great energy.

[MUSIC PLAYING]

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.

Hear more from Onsi

Hear more from Enzo

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.

Hear more from Trinny

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.

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