Investment management: Power of transformation and trust in financial resilience

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At a time when economic uncertainty remains, leaders are questioning whether their organizations will be viable a decade from now. It's important to know that resilience is possible if you prioritize transformation and foster trust in a challenging financial environment. And as a leader, your authenticity is paramount.

In this episode, Kathryn Kaminsky, Vice Chair and US Trust Solutions co-leader at PwC, is joined by Mary Callahan Erdoes, CEO of JP Morgan Chase's Asset and Wealth Management line of business for a discussion on what it takes to navigate the evolving needs of diverse stakeholders and technologies, and what areas of investment are important for companies to remain relevant and achieve their growth goals. Mary shares her views on what it means to deliver leading performance and results for clients, and why it’s important to listen not only to our clients, but to the expertise that surrounds us.

About the podcast participants

Kathryn Kaminsky, Vice Chair and US Trust Solutions Co-Leader at PwC

In this role Kathryn Kaminsky oversees the largest Trust platform in the world, bringing together the firm’s combined Audit, ESG, Digital Assurance and Tax Reporting capabilities to best help clients as they seek to build trust with their stakeholders. As co-leader, Kathryn is responsible for the quality of service, excellence in the work performed by over 21,000 partners and staff, developing diverse teams and driving innovation.

Mary Callahan Erdoes, CEO of JP Morgan Chase's Asset and Wealth Management line of business

Mary Callahan Erdoes is Chief Executive Officer of JPMorgan Chase's Asset & Wealth Management line of business – one of the largest and most respected investment managers and private banks in the world, with $4.3 trillion in client assets and a 200-year-old legacy as a trusted fiduciary to corporations, governments, institutions and individuals. Since joining the firm 25 years ago, Erdoes has held senior roles across Asset & Wealth Management before becoming its CEO in 2009 and joining the JPMorgan Chase Operating Committee, the firm’s most senior management team.

Erdoes serves on the boards of the U.S.-China Business Council and the Robin Hood Foundation of New York City. She is also a board member of Georgetown University, where she earned her Mathematics undergraduate degree, and serves on the Global Advisory Council of Harvard University, where she received her MBA.