[00:00:00.00] [MUSIC PLAYING]
[00:00:03.53] So today is an incredibly exciting day, and I think what I'm most excited about is not only the amazing content we're delivering, but the ability to bring very interesting, smart, and successful people together and hopefully come away with some really great new connections.
[00:00:16.41] EFL is an amazing program for clients to be involved with for two reasons. First, the content is great. Our speakers are great. People come here. They're going to learn. They're going to learn about markets. They're going to learn about family offices. They're going to learn about what's going on in the AI world and crypto space. That's all great.
[00:00:33.75] But, actually, the best part of the program is people meeting each other. It's clients and prospects getting in a room with people like them so they can share stories, share best practices, and help each other.
[00:00:44.99] So what made me want to be a part of EFL is really the underlining importance of being a part of these unbelievable next generation of family offices, of decision-makers, of principles, surrounded, I think, with the denominator of JP Morgan, which really enables us to understand their global viewpoint and then curating these amazing experiences for us to be able to understand what is important, what we think is important, but also bringing the best speakers and the best minds and thought leaders presenting that to us, and lucky enough to be a part of that. And I think nobody does it better than JP Morgan.
[00:01:18.29] It's all about the community. It's about getting together with like-minded people who share some of the same challenges in their work and their life. And maybe you can compare notes on solutions and different ways they can help each other out, delivering creative new ways to solve these problems.
[00:01:34.67] What I've learned from the journey over the years is being patient, being thoughtful, always doing the right thing, and then, over time, through those sort of challenging parts of whatever it is that I may be going through professionally or personally is that the small things become big things.
[00:01:55.16] Work hard, stay competitive, but never lose sight of why you are in this job. It's always to be prepared. Whether I'm going to a big event or I'm about to interview a politician, I always come prepared with a list of questions and even some ideas about where the conversation could go. And so much of that comes from preparation, research, and making sure that I'm ready for whatever comes next.
[00:02:22.16] Well, I've done a lot of companies, started a lot of companies, and what I've learned over the years, whatever your vision, whatever your idea is, your success is entirely based on two things. That's the team you put together, so I always go after the A team. I've been very lucky. I've worked with people over many companies, and they join me in each new adventure.
[00:02:42.65] But the second thing is to make it a very collaborative management approach. And also, finally, if you're a startup founder, you have to have tenacity. You cannot give up.
[00:02:54.08] We're more than just a bank. We provide access to industry experts and provide guidance to clients along all fronts. But also, importantly, is the networking aspect to meet like-minded individuals not only from the market that we're in but across the entire Southeast region.
[00:03:11.18] What drives me is really to be very problem-focused. It's all about what are the problems that are still there. So it's really being driven by the why and then enjoying the creative puzzle and trying to figure out a creative solution using technology and invention and then execution, so both the 1% inspiration, hopefully, and definitely the 99% perspiration to solve that problem and move on and create something that's worth it.
[00:03:39.05] My role at JPMorgan helps the next generation of business leaders get invested in sports, which is a growing asset class that the firms have been very focused on and very excited to bring to our clients. Investing in sports as an asset class is something that's been growing rapidly, and something that more and more of our clients want exposure to. And, today, we're going to talk about traditional ways that they can get involved in this space as well as more unique ways that others may not be thinking about.
[00:04:02.48] The inspiration behind me transitioning from football to finance really came down to my belief that we're all given different gifts and abilities, and it's our job to be stewards of those. And I think the combination of the gifts that I've been given and, ultimately, what I've built through my athletic career and professional career kind of gave me the toolset to have the best and greatest impact in this world and the investment management space. And so, ultimately, it's just my way of trying to create value in the marketplace.
[00:04:36.46] I think it's very important to be connected to the next generation. They are often the most innovative individuals, men and women, in our community helping to shape the future. So I think it's really, really important that we, as a firm, connect with them and are a part of their journey.
[00:04:52.09] I think EFL is a great program for clients and prospects to be involved in because you might have a solid understanding of your business and your philanthropic goals and cybersecurity and AI, but the reality is that the environment and the landscape is constantly changing, and what you've been exposed to is not necessarily what your children and your grandchildren will experience when they're running the family business or taking over your family's foundation. And so it's important to come into the room today and arm them with nuggets of information.
[00:05:26.20] Let me be clear, today is not a deep dive on any one topic. Today is meant to be fun and collaborative and innovative. We are here to spark ideation.
(SPEECH)
[MUSIC PLAYING]
(DESCRIPTION)
Miami skyline and streetscapes. EFL attendees network and sit in sessions.
Josh Navarro, Head of Investments, Southeast Region, J.P. Morgan Private Bank.
(SPEECH)
So today is an incredibly exciting day, and I think what I'm most excited about is not only the amazing content we're delivering, but the ability to bring very interesting, smart, and successful people together and hopefully come away with some really great new connections.
EFL
(DESCRIPTION)
Representatives stand in front of neutral backgrounds.. Scenes from presentations, panelists, and discussions at EFL. Grace Chahansky, Banker, Orlando, J.P. Morgan Private Bank.
(SPEECH)
is an amazing program for clients to be involved with for two reasons. First, the content is great. Our speakers are great. People come here. They're going to learn. They're going to learn about markets. They're going to learn about family offices. They're going to learn about what's going on in the AI world and crypto space. That's all great.
(DESCRIPTION)
Groups of attendees talk and network.
(SPEECH)
But, actually, the best part of the program is people meeting each other. It's clients and prospects getting in a room with people like them so they can share stories, share best practices, and help each other.
(DESCRIPTION)
Sam Nazarian, Founder and Chief Executive Officer, SBE Entertainment Group.
(SPEECH)
So what made me want to be a part of EFL is really the underlining importance of being a part of these unbelievable next generation of family offices, of decision-makers, of principles, surrounded, I think, with the denominator of JP Morgan, which really enables us to understand their global viewpoint and then curating these amazing experiences for us to be able to understand what is important, what we think is important, but also bringing the best speakers and the best minds and thought leaders presenting that to us, and lucky enough to be a part of that. And I think nobody does it better than JP Morgan.
(DESCRIPTION)
Charles Roberts, Chief Investment Strategist, ARK Invest.
(SPEECH)
It's all about the community. It's about getting together with like-minded people who share some of the same challenges in their work and their life. And maybe you can compare notes on solutions and different ways they can help each other out, delivering creative new ways to solve these problems.
(DESCRIPTION)
Dave Selznick, CEO, Kanye Anderson Real Estate Group.
(SPEECH)
What I've learned from the journey over the years is being patient, being thoughtful, always doing the right thing, and then, over time, through those sort of challenging parts of whatever it is that I may be going through professionally or personally is that the small things become big things.
(DESCRIPTION)
Meridith McGraw, National Political Correspondent.
(SPEECH)
Work hard, stay competitive, but never lose sight of why you are in this job. It's always to be prepared. Whether I'm going to a big event or I'm about to interview a politician, I always come prepared with a list of questions and even some ideas about where the conversation could go. And so much of that comes from preparation, research, and making sure that I'm ready for whatever comes next.
(DESCRIPTION)
Brad Inman, Creator of LiveLong Summit.
(SPEECH)
Well, I've done a lot of companies, started a lot of companies, and what I've learned over the years, whatever your vision, whatever your idea is, your success is entirely based on two things. That's the team you put together, so I always go after the A team. I've been very lucky. I've worked with people over many companies, and they join me in each new adventure.
But the second thing is to make it a very collaborative management approach. And also, finally, if you're a startup founder, you have to have tenacity. You cannot give up.
We're
(DESCRIPTION)
Vincent Tracy, Banker, Miami, J.P. Morgan Private Bank.
(SPEECH)
more than just a bank. We provide access to industry experts and provide guidance to clients along all fronts. But also, importantly, is the networking aspect to meet like-minded individuals not only from the market that we're in but across the entire Southeast region.
What drives me is really to be very problem-focused. It's all about what are the problems that are still there. So it's really being driven by the why and then enjoying the creative puzzle and trying to figure out a creative solution using technology and invention and then execution, so both the 1% inspiration, hopefully, and definitely the 99% perspiration to solve that problem and move on and create something that's worth it.
My
(DESCRIPTION)
Zach Effron, Head of Sports & Entertainment Infrastructure Group, J.P. Morgan.
(SPEECH)
role at JPMorgan helps the next generation of business leaders get invested in sports, which is a growing asset class that the firms have been very focused on and very excited to bring to our clients. Investing in sports as an asset class is something that's been growing rapidly, and something that more and more of our clients want exposure to. And, today, we're going to talk about traditional ways that they can get involved in this space as well as more unique ways that others may not be thinking about.
(DESCRIPTION)
Drew Weatherford, Founding Partner, Weatherford Capital.
(SPEECH)
The inspiration behind me transitioning from football to finance really came down to my belief that we're all given different gifts and abilities, and it's our job to be stewards of those. And I think the combination of the gifts that I've been given and, ultimately, what I've built through my athletic career and professional career kind of gave me the toolset to have the best and greatest impact in this world and the investment management space. And so, ultimately, it's just my way of trying to create value in the marketplace.
I
(DESCRIPTION)
Simon Levine, Southeast Region Head, J.P. Morgan Private Bank.
(SPEECH)
think it's very important to be connected to the next generation. They are often the most innovative individuals, men and women, in our community helping to shape the future. So I think it's really, really important that we, as a firm, connect with them and are a part of their journey.
(DESCRIPTION)
Paige Ford, Banker, Charlotte, J.P. Morgan Private Bank.
(SPEECH)
I think EFL is a great program for clients and prospects to be involved in because you might have a solid understanding of your business and your philanthropic goals and cybersecurity and AI, but the reality is that the environment and the landscape is constantly changing, and what you've been exposed to is not necessarily what your children and your grandchildren will experience when they're running the family business or taking over your family's foundation. And so it's important to come into the room today and arm them with nuggets of information.
Let me be clear, today is not a deep dive on any one topic. Today is meant to be fun and collaborative and innovative. We are here to spark ideation.
(DESCRIPTION)
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. 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 S.P.I.C.. 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.
