Tech-driven alternative investment

In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital.

The conversation highlights the high-risk, high-reward nature of venture capital, the importance of skilled management and the strategic approach J.P. Morgan employs in identifying investment opportunities.

Join us as we explore the competitive advantages J.P. Morgan Asset Management offers as a partner to its portfolio companies, and uncover the potential of venture and growth equity investing in today’s market.

Timestamps:
Introduction (00:00)
Patrick’s role at J.P. Morgan Asset Management (00:47)
Difference between venture and growth equity vs. traditional private equity (02:14)
Identifying alpha in companies (05:08)
Current market pipeline and trends (07:09)
Concentration risk in portfolios (09:32)
Sectors of interest: technology and healthcare (11:41)
M&A and regulatory environment (15:09)
Advantages for investee companies (16:46)

For more resources on alternatives, visit our:
Guide to Alternatives: https://bit.ly/3Mz3KWX
Principles of Alternatives Investing: https://bit.ly/3B5PjHA
and Alternatives 2025 Outlook: https://bit.ly/41HcB14

Listen to the audio version of the Alternative Realities podcast:
Apple Podcasts: https://bit.ly/3XgLJS3
Spotify: https://bit.ly/47giLGI

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly:
Apple Podcasts: https://bit.ly/3yWIyqV
Spotify: https://bit.ly/4hvYPn4

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