[UPBEAT MUSIC]
This conference was never about just having another investment conference. This conference was about a lot more. It was about how we could build a community together with you. It was about how we could celebrate our entrepreneurial success. No other private bank has leaned into this the way we have.
Myself, Gloria, and Kathryn are just so honored to work with our clients each and every day to help them navigate their balance sheets, to work with their families, to make sure that we're building the legacies for the generations to come.
With all that said, today, we're here to celebrate Asian Excellence. Today, we are here to build new connectivity. And as we reflect on the room here, as we reflect on the connections that we have built, the excellence is great and mighty.
In the room today, we have over 180 different families that traveled across the United States to come here. We're so grateful for those who travel near and far to be here. We're even more grateful knowing that the Asian culture is wide and it's deep and it's long.
Through engaging workshops and meaningful conversations, we explore the lessons learned from entrepreneurial journeys, intergenerational family businesses, and community leadership. Industry trailblazers share personal stories opened up in a trusted setting, where advice flows freely, and connections are made.
The most incredible things happen here at this summit every year. And to have these amazing client stories told on this very stage, stories that touch everyday lives, as well as innovators who are navigating change for the way we work and live, is an incredible part of being JPMorgan.
Here, connections flourish, advice is exchanged, and a vibrant ecosystem of Asian-American leaders grow stronger. And the best part, the relationships and the long-standing connections we formed. We can't wait to do it again.
[UPBEAT MUSIC]
(DESCRIPTION)
Text, J.P. Morgan Private Bank. A group of women pose for a photo on stage at a conference. Text, Gloria Chang-Yip, Managing Director, Head of Asian Wealth Strategies, West Region, J.P. Morgan Private Bank.
(SPEECH)
[UPBEAT MUSIC]
This conference was never about just having another investment conference. This conference was about a lot more.
(DESCRIPTION)
Attendees network on a patio.
(SPEECH)
It was about how we could build a community together with you. It was about how we could celebrate our entrepreneurial success. No other private bank has leaned into this the way we have.
(DESCRIPTION)
Text, Katelyn Li, Managing Director, Market Team Lead and Head of Asian Wealth Strategies, East Region, J.P. Morgan Private Bank.
(SPEECH)
Myself, Gloria, and Kathryn are just so honored to work with our clients each and every day to help them navigate their balance sheets, to work with their families, to make sure that we're building the legacies for the generations to come.
With all that said, today, we're here to celebrate Asian Excellence. Today, we are here to build new connectivity. And as we reflect on the room here, as we reflect on the connections that we have built, the excellence is great and mighty.
In the room today, we have over 180 different families that traveled across the United States to come here. We're so grateful for those who travel near and far to be here. We're even more grateful knowing that the Asian culture is wide and it's deep and it's long.
(DESCRIPTION)
Shingled rooftops flank a patio filled with conference attendees networking. A park with tall trees in the background.
(SPEECH)
Through engaging workshops and meaningful conversations, we explore the lessons learned from entrepreneurial journeys, intergenerational family businesses, and community leadership. Industry trailblazers share personal stories opened up in a trusted setting, where advice flows freely, and connections are made.
The most incredible things happen here at this summit every year. And to have these amazing client stories told on this very stage, stories that touch everyday lives, as well as innovators who are navigating change for the way we work and live, is an incredible part of being JPMorgan.
(DESCRIPTION)
Women enjoy cocktails and laugh together.
(SPEECH)
Here, connections flourish, advice is exchanged, and a vibrant ecosystem of Asian-American leaders grow stronger.
(DESCRIPTION)
Text, Kathryn Konrad, CFP, Managing Director and Head of Asian Wealth Strategies, Central Region, J.P. Morgan Private Bank.
(SPEECH)
And the best part, the relationships and the long-standing connections we formed. We can't wait to do it again.
[UPBEAT MUSIC]
(DESCRIPTION)
Sun shines in through a window as guests appear in silhouette. 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. 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 2025 JPMorgan Chase & Co. All rights reserved.