• Greg’s path from investment banking and Schwab corporate development into building Edward Jones’ innovation and ventures capability.​
• The founding story of Edward Jones Ventures and what they learned from a “listening tour” of what typically goes wrong in corporate VC.​
• Why Edward Jones chose a GP‑capital model instead of a balance‑sheet or traditional fund structure—and how that changes incentives and flexibility.​​
• The team’s mandate around growth, differentiated problem‑solving, and third‑horizon themes like AI, tokenization, and blockchain in wealth management.​
• How the seven‑person team splits between classic VC activities and a platform group focused on commercialization to 20,000+ advisors.​
• Edward Jones’ approach to incubation: moving from PowerPoint to live product in under 240 days and fully scaling new solutions across the firm.​
• Greg’s philosophy on AI in wealth management, including focusing less on advisor‑only tools and more on client‑facing experiences and “automating the ordinary to humanize the extraordinary.”​
• Building an ecosystem: the first Edward Jones innovation summit, bringing together advisors, executives, startups, VCs, and partners in St. Louis.​
• Practical advice from Greg for other corporates on being flexible, not over‑controlling, and avoiding common CVC pitfalls like overreaching on governance or acquisition expectations.​

• Greg Robinson – Partner & Head of Corporate Development and Edward Jones Ventures, Edward Jones​
• Drew Beechler – VP of Marketing & Partner, Alloy Partners​

Edward Jones Ventures

Alloy Partners – Venture building with leading corporations: https://www.alloypartners.com​

Advantaged: An Alloy Partners Podcast (all episodes): https://advantaged.alloypartners.com​

More episodes on corporate VC and venture building:

• The Impact of Early Strategic Investment on Product and GTM (with ServiceNow Ventures & Tenon)
• Inside ENGIE’s Venture Studio: Fast‑Tracking Energy Innovation

Advantaged: An Alloy Partners Podcast