James Gorman on Leadership, Wealth Management & Career Lessons

Video Description

James Gorman, Chairman of The Walt Disney Company and Chairman Emeritus of Morgan Stanley, sits down with Wharton undergraduate student Muhammad Vakil, President of The Wharton Undergraduate Consulting Club and Vice President of The Wharton Private Equity & Venture Capital Club, to reflect on his career and offer advice for young professionals. Hosted on February 18, 2025, this event was presented by The Wharton Private Equity and Venture Capital Club, Investment Management Club, The Wharton Undergraduate Consulting Club and the Wharton Undergraduate Finance Club with support from the Wharton Dean’s Office. 0:00 Introduction 0:53 Gorman's experience in the wealth management business at Morgan Stanley 4:32 Gorman's take on goal strategy and execution 8:28 What Gorman admires about current students and areas of improvement 11:15 Future prospects of client complexity, regulation, and technology in finance 13:50 Preserving company culture during a leadership change 15:15 Gorman's transition from Morgan Stanley to Walt Disney 17:15 Defining success and how Gorman's definition has changed over time 19:55 Gorman's leadership philosophy 23:00 Is there anything that Gorman would've done differently in his career? 24:17 The best piece of advice that Gorman received early on #wealthmanagement #assetmanagement #investmentbanking #disney #businessschool ----- Founded in 1881 as the world’s first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With a standing faculty of 241 renowned professors, Wharton has 5,000+ students across four degree programs: undergraduate, MBA, executive MBA, and doctoral. Each year 13,000+ professionals from around the world advance their careers through Wharton Executive Education’s individual, company-customized, and online programs – with 200,000+ others earning certificates from Wharton Online since 2015. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. Learn more about Wharton: https://www.wharton.upenn.edu/ Subscribe to the Wharton YouTube channel: https://www.youtube.com/user/thewhartonschool/?sub_confirmation=1