{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Nick Rohatyn\u00a0\u2013\u00a0Emerging Markets\u00a0Multi-Asset Investing\u00a0at TRG (EP.482)","description":"Nick is the CEO of The Rohatyn Group, a global emerging markets and real assets investment firm he founded in 2002 that manages $7 billion across public and private markets. Nick previously spent two decades leading JP Morgan\u2019s emerging markets business across multiple cycles and served on the bank\u2019s Executive Committee. He also served as the founding chair of the Emerging Market Traders Association and later as chair of the Emerging Markets Private Equity Association. Nick\u2019s worldview is also shaped by his international family history of doing well while doing good. His grandfather, Clarence Streit, was a longtime New York Times foreign correspondent, and his father, Felix Rohatyn, was one of the most influential financiers of his generation. Our conversation traces Nick\u2019s path from his international upbringing to capital markets innovation at JP Morgan and the founding of TRG. We discuss his multi-asset class, horizontal investment approach to emerging markets, problems of emerging market benchmarks, necessity of diversification in surviving volatile cycles, importance of currency management, and value of creating scale through acquisitions. We close with Nick\u2019s views on the opportunity ahead and his ambition to build a leading global, multi-asset class emerging markets firm. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (\u2060https:\/\/thepodcastconsultant.com\u2060) ","author_name":"Capital Allocators \u2013 Inside the Institutional Investment Industry","author_url":"https:\/\/capitalallocators.com","html":"