Our guest Josh White, a Managing Director at J.P. Morgan Asset Management, where he's Client CIO of the institutional business. He has portfolio management responsibility for nearly fifty billion dollars in assets, building tailored solutions for pension funds, healthcare systems, insurers, and Taft-Hartley plans. Our wide ranging conversation covers:

• Josh’s professional journey
• The need for industry standards beyond benchmarks, and reframing “conflicts” 
• Current client challenges and active management headwinds 
• Portfolio customization and J.P. Morgan’s technology to accelerate research, implementation, reporting, and manager analysis

The Institute's "Meet the OCIOs" series are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title. 

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The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.