Jared Cohen’s Post

I spoke yesterday at Morgan Stanley's Family Office Summit in front of 100+ institutional investors. My focus? Teaching Family Offices how to better source emerging managers with the best potential for outsized returns. It’s a challenging task because, quite frankly, many emerging managers look & sound the same at the surface level. Everyone claims to have a differentiated thesis, a platform model, and a network of amazing deal flow. That just doesn't cut it anymore. And while those aspects are needed, they don't necessarily drive enough conviction to get an investor over the line. The challenge is that these managers need to go beyond surface-level claims. Often, there is more substance, but they’re not explaining it in a way that digs into that next level. That's where I come in, helping emerging managers identify what I call "true differentiators that lead to high ROI." I’ve created a list of questions I ask every emerging manager before working with them to determine just how truly differentiated they are. If you’re an LP and want me to send you this list, DM me! Happy to help. Thanks Kevin Entwistle, CFA, CFP®, CEPA®, CRPC® for this incredible event!

Meet the young leaders of Wall Street.These are the young professionals turning the uncertainty in today's economy into an opportunity. Insider talked to these rising stars from leading firms like J.P. Morgan, Bridgewater Associates, and Apollo Global Management, Inc., to reflect on their successes, challenges, and best career advice. Whether they're building out burgeoning private markets businesses within the world's largest bank or are providing an edge to top investors with complex and innovative products, these are the Wall Streeters to watch. Read the full story at Insider https://lnkd.in/eEEDuMjT #WallStreet #Investing #Economy 

An insightful article on why, like change, #risks are the other constant in the world. #geopolitics #resilience #strategic "It is time to stop viewing crises as exceptional events and admit how frequently shocks actually occur. The task of forecasters and policymakers is not to predict the next catastrophe but to sharpen their focus on resilience – what it takes to stay the course with politically mandated policies while minimizing the inevitable dislocations."

Being successful in the PE industry looks different for everyone, but there are a few things our operating partners believe are crucial to success. Broadtree’s Iani Alecsiu started her career on Morgan Stanley's trading floor, then worked with the top-ranked equity research teams at Evercore and MoffettNathanson LLC before discovering her passion for private equity. We asked her what she believes it takes to be successful in this industry. “Curiosity,” Alecsiu said. “It's easy to craft your own template of investment thesis and after a few deals become complacent following that same method. I'm a big believer that staying engaged and asking the right questions will make you a better investment partner, better in diligence, and better in uncovering potential where others may not see it.” What other skills do you think are crucial to have? Let us know below ⬇️. #privateequity #leadership #successtips #communicationskills

Our 11th annual Emerging Family Leaders event in the windy city of Chicago was an exclusive opportunity for our attendees to hear from athletes and entrepreneurs alike, who imparted with personal insights of their successes and obstacles faced in the process. Learn more about how J.P. Morgan Private Bank can help you navigate your wealth creation journey. https://bit.ly/3QAr9dy #JPMorganPBEFL #PBEmergingFamilyLeaders

Our 11th annual Emerging Family Leaders event in the windy city of Chicago was an exclusive opportunity for our attendees to hear from athletes and entrepreneurs alike, who imparted with personal insights of their successes and obstacles faced in the process. Learn more about how J.P. Morgan Private Bank can help you navigate your wealth creation journey. https://bit.ly/3QAr9dy #JPMorganPBEFL #PBEmergingFamilyLeaders

Our 11th annual Emerging Family Leaders event in the windy city of Chicago was an exclusive opportunity for our attendees to hear from athletes and entrepreneurs alike, who imparted with personal insights of their successes and obstacles faced in the process. Learn more about how J.P. Morgan Private Bank can help you navigate your wealth creation journey. https://bit.ly/3QAr9dy #JPMorganPBEFL #PBEmergingFamilyLeaders

Our 11th annual Emerging Family Leaders event in the windy city of Chicago was an exclusive opportunity for our attendees to hear from athletes and entrepreneurs alike, who imparted with personal insights of their successes and obstacles faced in the process. Learn more about how J.P. Morgan Private Bank can help you navigate your wealth creation journey. https://bit.ly/3QAr9dy #JPMorganPBEFL #PBEmergingFamilyLeaders

Our 11th annual Emerging Family Leaders event in the windy city of Chicago was an exclusive opportunity for our attendees to hear from athletes and entrepreneurs alike, who imparted with personal insights of their successes and obstacles faced in the process. Learn more about how J.P. Morgan Private Bank can help you navigate your wealth creation journey. https://bit.ly/3QAr9dy #JPMorganPBEFL #PBEmergingFamilyLeaders

Our 11th annual Emerging Family Leaders event in the windy city of Chicago was an exclusive opportunity for our attendees to hear from athletes and entrepreneurs alike, who imparted with personal insights of their successes and obstacles faced in the process. Learn more about how J.P. Morgan Private Bank can help you navigate your wealth creation journey. https://bit.ly/3QAr9dy #JPMorganPBEFL #PBEmergingFamilyLeaders