Center For Investment Excellence Podcast
1) U.S. exceptionalism and developed markets
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack t...Show More
2) How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction
In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies ...Show More
3) Transportation assets and tariffs: Is bad news good news?
In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO a...Show More
4) Unpacking policy uncertainty
This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. imm...Show More
5) 2025 Asset Allocation Draft
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Insitrituional Portfolio Strategy, as they return to the Center for Investment Excellence fo...Show More
6) 2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global m...Show More
7) Across the Great Divide: Public and Private markets reconsidered
In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG...Show More
8) The Calm after the cuts
In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief I...Show More
9) Gaining perspective on public and private equity
In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Instit...Show More
10) Gaining perspective on public and private equity
In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Instit...Show More