Asian American Summit

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From above, palm trees line a city street. A hummingbird perches on a bird of paradise flower. Sign: The Maybourn, Beverly Hills

Abby Mehregan, Business Manager, Diverse Health Strategies and Diverse Advisor Experience

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Welcome to Los Angeles, and I'm so glad you're here. Thanks for joining me as I take you through our third annual Asian-American summit hosted by Asian Wealth Strategies. Our day is full, planned with conversations, workshops, and networking with our clients across the United States. Follow me.

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Abby enters the hotel and climbs a wide staircase. She collects a name tag at a welcome table. Then she greets others at the event.

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What makes today's event so important to the Private Bank?

What

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David Frame, CEO, US Private Bank

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I love about this event and the entire Asian Wealth Strategies within JPMorgan Private Bank is that it started organically. It started by a number of advisors who identified a community that they thought they could reach out to who wanted to be part of something bigger, who wanted to feel their community was represented within the firm and within their community in which they live and work. This event is so important because it reflects the impact we're having on a community that finds it valuable.

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Banquet dining tables fill a terrace. Strings of lights and umbrellas hang above them.

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I'm so excited for lunch as we get to spend time with our guests and network on this beautiful terrace in sunny LA. This afternoon, we have a handful of workshops where we get to have a deeper conversation on specific topics that really resonate with our guests.

What has inspired you the most so far today?

It's

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Peiji Liang, Senior Associate Banker, Los Angeles

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always a pleasure to bring back industry leaders that are at the top of their game. What's really inspired me is hearing these personal stories about their career paths, about their growth, and them open up in a more casual setting with peers and a community that they trust.

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A panel chats on a stage during a presentation.

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What do you think makes Asian Wealth Strategies so important?

For

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Gloria Chang Yip, Managing Director, Banker, Los Angeles and Asian Health Strategies Regional Lead

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many of the Asian families that are represented here today, this is a critical inflection point. They are moving from wealth creation to wealth preservation, and I love that we can create this ecosystem of connected Asian leaders here in the room. They can give advice to one another and really uplift one another under this community together.

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Abbey stands on a balcony.

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Wow! What an incredible day. My favorite part were all the connections that were made. And we're not done yet. We have an evening of networking under the stars, but I'm so glad you were able to follow along, and I hope you had as much fun as I did.

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Attendees mingle in the courtyard.