Closing Fireside Chat with J.P. Morgan's George Gatch

Recorded On: 06/17/2021

Only available as part of a package

2:30pm - 3:30pm: A leader of one of the world’s premier asset management firms, George Gatch is CEO of J.P. Morgan Asset Management. As CEO, George is responsible for the overall Asset Management business, managing $2.3 trillion in assets across equities, fixed income, alternatives, and multi-asset solutions on behalf of institutional, sovereign and retail clients globally.

During the closing fireside chat, George will speak with Sandy Bolton, Head of Managed Investments within the Investment Solutions Group for Bank of America, on important Diversity, Equity and Inclusion issues facing the asset management industry. Don’t miss this exclusive opportunity to hear George’s views on J.P. Morgan’s commitment to cultivate diverse and inclusive leadership within the asset management industry. A session you won’t want to miss.

3:30pm - 3:35pm: DEI in Action: Invesco

3:35pm - 3:40pm: Day 2 Wrap Up

CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 CPE

Field of Study: Business Management & Organization

Program Level: Basic

Delivery Method: Group-Internet Based

Advanced Preparation: None

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Sandy Bolton (Moderator)

Senior Advisor, FS Investments

Sandy is the Senior Advisor for FS Investments, a leading alternative investment manager. Her responsibilities include managing and directing integration of acquisitions and sub-advisor relationships, as well as collaborating with product development and distribution teams on all channel opportunities and new product creation and launches.

Sandy is the former Head of Managed Investments within the Investment Solutions Group for Bank of America. In this role, Sandy led the delivery of the firm’s investment product offerings across all channels, including Merrill Lynch Wealth Management, Merrill Private Wealth Management, Bank of America Private Bank, Merrill Edge Self-directed and Merrill Guided Investing. Sandy’s responsibilities included product development, management and ongoing governance and investment oversight for domestic and offshore mutual funds, global exchange traded products, separately managed accounts, model portfolio solutions and money market funds. She also led the Diversity & Inclusion Council for the Investment Solutions Group.

Before joining Bank of America Merrill Lynch in March 2015, Sandy was Head of Investment Solutions for Pershing LLC, a BNY Mellon company. In this role she was responsible for delivering the investment product offering for independent broker dealers and RIAs. Prior to that, Sandy was responsible for the product management, oversight, marketing and management of various investment solutions offerings at TD Ameritrade, Morgan Stanley and Merrill Lynch.

Sandy earned a Bachelor’s degree from The College of New Jersey and an MBA from Fairleigh Dickinson University. She is a graduate of the Securities Industry Institute Executive Development Program at The Wharton School of the University of Pennsylvania. Sandy is also a Member of the Board of Directors for Expect Miracles Foundation – Financial Services against Cancer.

George Gatch

Chief Executive Officer, J.P. Morgan Asset Management

George C.W. Gatch is CEO of J.P. Morgan Asset Management. As CEO, Gatch is responsible for the overall Asset Management business, managing $2.3 trillion in assets across equities, fixed income, alternatives, and multi-asset solutions on behalf of institutional, sovereign and retail clients globally, as of yearend 2020. He is also a member of the Operating Committee of JPMorgan Chase & Co.'s Asset & Wealth Management line of business.

Gatch was previously CEO of Asset Management's Global Funds and Global Institutional businesses, and before that led J.P. Morgan's mutual fund complexes in Asia-Pacific, the Americas, and Europe. He joined the firm in 1986.

Gatch serves as Chairman of the Investment Company Institute (ICI). He is also a member of the board of directors of New York's Mohonk Preserve, New York's largest land trust.

Gatch holds a bachelor's degree in political science and economics from Washington University in St. Louis, Missouri.