Skip to main content
Jason Morris

Jason Morris

Co-Founder of Impact Equity Partners, a purpose-driven private equity firm, and partner at Epic Capital Funds; former 14-year portfolio CEO.

Sep 21, 2026

10:00
Okay, what's a portfolio CEO for the listeners that may not know?
10:04
Great question.
10:04
I, I, I would identify or I would define a portfolio CEO as the operator that is managing project or projects within a portfolio.
10:16
And so if there are a group of companies that are held under, you know, one entity or, or under an SVP, then, uh, then the CEO has the primary responsibility of overseeing the day-to-day operations, making sure that scale is occurring, making sure that notes are being paid, and that everything is balanced.
10:35
Um, hitting those metrics in order to exit or in order to, you know, achieve the goal is the, the primary focus.
10:42
So I did that for 14 years, um, and then wanted to get in on the other side of the table a- and, and create my own portfolio.
10:52
And knew that I have a really strong operations side.

12 MINS LATER

22:35
Where are you at with some of the real estate stuff, Rich? I wanna hear from both of you on this.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.