Greg’s path from investment banking and Schwab corporate development into building Edward Jones’ innovation and ventures capability.
The founding story of Edward Jones Ventures and what they learned from a “listening tour” of what typically goes wrong in corporate VC.
Why Edward Jones chose a GP‑capital model instead of a balance‑sheet or traditional fund structure—and how that changes incentives and flexibility.
The team’s mandate around growth, differentiated problem‑solving, and third‑horizon themes like AI, tokenization, and blockchain in wealth management.
How the seven‑person team splits between classic VC activities and a platform group focused on commercialization to 20,000+ advisors.
Edward Jones’ approach to incubation: moving from PowerPoint to live product in under 240 days and fully scaling new solutions across the firm.
Greg’s philosophy on AI in wealth management, including focusing less on advisor‑only tools and more on client‑facing experiences and “automating the ordinary to humanize the extraordinary.”
Building an ecosystem: the first Edward Jones innovation summit, bringing together advisors, executives, startups, VCs, and partners in St. Louis.
Practical advice from Greg for other corporates on being flexible, not over‑controlling, and avoiding common CVC pitfalls like overreaching on governance or acquisition expectations.
Guests
Greg Robinson – Partner & Head of Corporate Development and Edward Jones Ventures, Edward Jones
Drew Beechler – VP of Marketing & Partner, Alloy Partners
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