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FundForum
22 - 24 June 2027
The Grimaldi ForumMonte Carlo, Monaco

Caroline Lewis
Executive Director, Alternative Investments Group at J.P. Morgan
Speaker

Profile

Caroline Lewis is an Executive Director within the Alternative Investments Group at J.P. Morgan Private Bank, a platform with nearly $160 billion in alternative investment assets across hedge funds, private equity, private credit and real asset funds. She specializes in advising endowment, foundation, and family office clients on their alternative allocations.

Caroline previously was an Investment Director at Cambridge Associates where she worked with pensions, endowments and foundations on OCIO total portfolio allocations.

Prior to Cambridge Associates Caroline was a Product Specialist at Alcentra, a global credit investment manager. Caroline started her career at Bank of America as a quantitative finance analyst within the global capital markets division.

She received an MBA from the Tuck School of Business at Dartmouth and a BA in Mathematics from Wake Forest University.

Agenda Sessions

  • Unlocking value creation: How can deep sector specialisation drive returns?

    15:30