Blythe Masters shares her career journey at JP Morgan and the investment model at Motive Partners. They discuss themes in asset and wealth management, the impact of role models, and the dynamic intersection of finance and technology. The conversation touches on bravery in the financial industry and navigating financial waters during economic cycles.
Read more
AI Summary
AI Chapters
Episode notes
auto_awesome
Podcast summary created with Snipd AI
Quick takeaways
Blythe Masters' 27-year career at JP Morgan provides diverse experience across asset classes, market cycles, and crises.
Motive Partners' investment model focuses on technology companies enhancing financial services, highlighting themes in asset and wealth management.
Sarah Samuels introduces 'Braving Our Savings' children's book emphasizing financial literacy, role models, education, and cultivating bravery.
Enfusion offers a single SaaS native platform that simplifies investment management operations by integrating front, middle, and back offices under a unified golden data set. This platform enables custom workflows, collaborative portfolio construction, efficient accounting, compliance streamlining, and reduction of manual processes. With over 850 trusted clients, Enfusion provides continuous platform updates without disruptions, offering a modern alternative to legacy technology.
Exploring Career Trajectory and Investment Model at Motive Partners with Blithe Masters
Blithe Masters, Founding Partner of Motive Partners, shares her 27-year career journey at JP Morgan, spanning various executive roles across asset classes, market cycles, and crises. Discussing Motive's investment model, focusing on technology companies enhancing financial services, Blithe highlights themes in asset and wealth management. The conversation delves into Motive's unique approach to value creation involving operations, technology capabilities, and thematic investments.
Promoting Financial Literacy and Bravery Through 'Braving Our Savings'
Sarah Samuels from NEPC introduces the 'Braving Our Savings' children's book and the 30 Seconds of Bravery movement, emphasizing the power of capital, importance of role models and education, and cultivating bravery. The book aims to teach financial literacy to children, inspired by Sarah's journey from a modest background to a successful career. Encouraging readers to support the movement by spreading financial knowledge and empowerment.
Future of Wealth Management Technology Transformation
The podcast explores the evolving landscape of wealth management technology with a vision for comprehensive platform integration, improving user experiences, lowering operational costs, and expanding access to investment opportunities. Emphasizing the role of technology in personalizing investment services, streamlining operations, and enhancing client engagement, the discussion anticipates a digital shift towards efficient, cost-effective, and personalized wealth management solutions.
Unveiling Innovation in Financial Services and Cybersecurity
The discussion delves into the potential disruption and transformation in financial services, focusing on digital innovation, leveraging technologies like AI, blockchain, and quantum computing. Additionally, the conversation raises awareness about cybersecurity risks associated with digital advancements, highlighting the importance of data encryption and resilient cybersecurity measures to safeguard against emerging threats in an interconnected and technology-driven financial landscape.
Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companies that enable the financial services industry. Blythe spent 27 years at JP Morgan, starting as a teenager and rising to the firmwide Executive Committee. Her path included roles as the head of global commodities, head of corporate and investment bank regulatory affairs, CFO of the investment bank, head of the global credit portfolio and credit policy and strategy, and head of structured credit. Our conversation covers Blythe’s career trajectory at JP Morgan across asset classes, cycles, and crises. We then turn to the investment model at Motive and themes in asset and wealth management. We recorded this conversation on the iConnections Global Alts podcast stage, which explains the occasional wind gusts, airplanes overhead, sirens, and children playing in the background.