Katherine Rosa, Former JP Morgan Global Head of Alternative Investments, Joins Me on Panic with Friends to Discuss Navigating Risk in the Growing World of Alternative Investments (EP.148)

Happy Saturday everyone.

My guest on this weeks ‘Panic With Friends’ is Katherine Rosa. Katherine spent 25 years at JP Morgan and was the Global Head of Alternative Investments before recently stepping out. Katherine is now investing on her own and a board member at our SPAC Social Leverage Acquisition Corp ($SLAC). I was introduced to her by Mike Lazerow and we became quick friends, despite reading my tweets and blogs about the banks.

Anyhoo, Katherine has MUCH wisdom to drop and I was excited to have her share some of it on my podcast.

You can listen to it here on Spotify or Apple.

For more background on have a read below…

Guest: Katherine Rosa

Profile: Social Leverage Acquisition Corp. Board Member ($SLAC); former JP Morgan Global Head of Alternative Investments

Where to Find Her: LinkedIn

What’s the Panic About:

This is Katherine’s first podcast! In this episode, we talk about the world of alternative investments, retail and institutional investors, her time working at JP Morgan, the best and worst parts of her work, risk, her first great investment, what trends she’s excited about and more.

The Takeaway:

Katherine touches on a lot of great points on navigating the world of alternative investments, including to stay curious, leave room for risk, and have a long-term perspective. But overall, the key to alternatives is liquidity. At the end of the day – whether you’re an institutional or retail investor – behavior is behavior.

Favorite Quotes:

“It’s amazing how much does or doesn’t happen because of fear.”
“Everyone who is doing this is in the business of taking risk.”
“I want to look at something and think: Where is this going to be in three to eight years?”

PS – I am now doing one ‘Panic With Friends’ podcast per week. Thanks for listening and make sure you subscribe over on Spotify or Apple.