Jay Rogers
Family office executive providing insights on family dynamics, succession planning, and generational wealth transfer. He emphasizes the importance of emotional intelligence in family office management.
Best podcasts with Jay Rogers
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Mar 28, 2025 • 1h 35min
Family Office Roundtable: Endowments, OCIOs, and M&A Activity
This discussion features John Lucan, a multifamily office executive, Fred Gluckman, a family office advisor, Andrew Cohen, a family office journalist, and Jay Rogers, a seasoned family office executive. They delve into the relevance of the endowment model for family offices and the nuances of private equity. Topics include the impacts of wealth transfer on M&A activity, the need for transparency in investments, and the shift towards co-investment strategies, emphasizing the importance of specialized expertise and strong partnerships for success in evolving financial landscapes.
May 30, 2025 • 1h 30min
Family Office Roundtable: The Next Generation of Decision Makers
Join Jay Rogers, a family office executive, and Ben Goldman, a PR expert, as they dive into the intricacies of family dynamics and decision-making in wealth management. Fred Gluckman shares insights on governance and mentorship, while Charmaine Tang highlights the rising influence of women in finance. They discuss the need for effective family governance, the pros and cons of AI in operations, and the benefits of storytelling in engaging younger family members. This enlightening conversation is packed with strategies for empowering the next generation and navigating the evolving landscape of family offices.
