Jan 22, 2026
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’s emerging markets business across multiple cycles and served on the bank’s 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’s 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’s 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’s views on the opportunity ahead
and his ambition to build a leading global, multi-asset class
emerging markets firm.
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