Private Wealth

Ted Seides

At a Glance

Private Wealth is hosted by Ted Seides covering Private Equity, Alternative Investments, Asset Allocation, and Private Credit. Notable guests include John Mathews (Head of Private Wealth Management, UBS Americas), Eric Mogelof (Global Head of Private Wealth, KKR), and Kristin Kallergis Rowland (Head of Alternatives, J.P. Morgan's Private Bank). Episodes span from May 2025 to Jun 2025.

5 episodes119 total claims12 topics covered

5 episodes

Bob Oros - RIA Perspective at Hightower (Private Wealth 7, EP.452)

Jun 16, 2025

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Hightower Advisors has strategically shifted from recruiting individual advisors to acquiring entire Registered Investment Advisor (RIA) firms, targeting those with proven organic growth. The firm ...

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Wealth ManagementRIA (Registered Investment Advisor)M&A StrategyIndustry Consolidation+15 more

David Breach - Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)

Jun 9, 2025

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Vista Equity Partners has grown from ~$13B AUM in 2014 to over $100B today by maintaining a specialized focus on enterprise software. The firm capitalized on the 2022 'tech wreck' by executing take...

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Private EquityEnterprise SoftwareVista Equity PartnersGenerative AI+11 more

Kristin Kallergis Rowland - Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)

May 26, 2025

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J.P. Morgan's private wealth business leverages its immense scale (nearly $3T in assets, serving 1,400 of 1,900 US billionaires) to gain unique insights and access in alternative investments. The f...

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Private Wealth ManagementAlternative InvestmentsPrivate EquityVenture Capital+11 more

Eric Mogelof - KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)

May 19, 2025

John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)

May 12, 2025

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Private Wealth

At a Glance

5 episodes

Top Topics