Sébastien Page on Smart Asset Allocation
Play • 1 hr 20 min

Bloomberg Opinion columnist Barry Ritholtz speaks with Sébastien Page, author of 2020's "Beyond Diversification: What Every Investor Needs to Know About Asset Allocation" and head of T. Rowe Price's multi-asset division, which manages $363.5 billion. Page is also a member of T. Rowe Price's asset allocation committee and management committee. He was previously an executive vice president at Pimco and a senior managing director at State Street Global Markets.

Invest Like the Best
Invest Like the Best
Patrick O'Shaughnessy
Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209]
My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, and new business generation for Hines APAC and was also recently appointed to the board of Zillow. I was first introduced to Claire two years ago and have wanted to have her on the podcast ever since. Her personal story is fascinating - Claire finished Stanford undergrad in 2.5 years and now teaches there - on the intersection of tech and real assets, she was a professional track and field athlete - competing for USA Track and Field, and she's run a marathon on Everest, which we discuss. Aside from her personal story and some of her amazing achievements, in the episode, we dive into the world of real estate investing including how to use pattern recognition to unlock real alpha in real estate, the ingredients that make a city special, and the surprising ROI of public art. For the full show notes, transcript, and links to mentioned content check out https://www.joincolossus.com/episodes/72331821/cormier-the-future-of-cities-and-real-estate This episode of Invest Like the Best is sponsored by Canalyst. Canalyst is the leading destination for public company data and analysis. If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick. Invest like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best go to https://www.joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here - https://www.joincolossus.com/newsletter. Follow Patrick on Twitter at @patrick_oshag Follow Colossus on Twitter at @JoinColossus Show Notes [00:03:01] – [First question] – Overview of her career and her passion for real estate [00:05:32] – The impact of Gerry Hines on her life [00:07:30] – Her theory of and what she thinks about cities [00:09:47] – Cities rhyming with each other [00:12:03] – How the highway act led to growth in cities [00:13:31] – How cities compare around the world [00:15:42] – Airplanes as time machines [00:18:42] – Overview of a building project and how it differs from investing in equities [00:23:15] – Rebuilding a city from scratch [00:25:45] – Major real estate changes we’ll be seeing in the US [00:28:30] – Real estate trends that fascinate her in Asia [00:30:10] – Real estate plugging into other industries [00:32:11] – Trends in Asia that could be ported to the US [00:34:08] – Where to see the best of cities today (post-pandemic) [00:37:28] – The ROI on public art [00:38:33] – Her time in track and field [00:41:59] – The concept of tomorrow time [00:42:49] – Cultivated other part of her training [00:45:07] – Her marathon on Mount Everest [00:46:26] – Replicating the extreme performance piece of herself in a professional setting [00:48:18] – Lessons from being a professor [00:49:53] – Joining Zillow’s board, what she wants to bring and get [00:52:17] – Her childhood and her parents, how that influenced her [00:56:26] – How one person can be actionable [00:58:30] – Brad Gerstner and Rich Barton podcast episode [01:00:32] – Kindest thing anyone has done for her
1 hr 5 min
a16z Podcast
a16z Podcast
Andreessen Horowitz
Developers as Creatives
The rise of developers -- as buyers, as influencers, as a _creative_ class -- is a direct result of "software eating the world", and of key shifts in IT from on-prem to cloud & SaaS to the API economy, where application programming interfaces are essentially building blocks for innovation. Developers therefore not only play an outsized role in high-performing tech companies -- but managing and motivating them is actually critical in ALL companies, since every company is a tech company (whether they know it or not). As every industry turns digital, and a company's interface to their customers IS software, "asking" one's developer is the key to solving business problems and to thriving not just surviving, argues Jeff Lawson, CEO and co-founder of cloud communications platform-as-a-service company Twilio, in his new book, _Ask Your Developer: How to Harness the Power of Software Developers and Win in the 21st Century._ So in this episode of the a16z Podcast in conversation with Sonal Chokshi and David Ulevitch (who previously argued "the developer's way" is the future of work), Lawson shares hard-earned lessons learned, mindsets, strategies, and tactics -- from "build vs. buy" to "build vs. die", to the art and science of small teams ("mitosis") -- for leaders and companies of all sizes. But what does it mean to truly treat developers as creatives within an organization? What does it mean to be "developer first"? And how does this affect customers, product, go-to-market? All this and more in this episode.
33 min
The Bid
The Bid
BlackRock
3 themes driving markets in 2021
An eventful 2020 changed our perspective on how to invest in 2021. We’ve entered a new investment order – one that calls for a rethink of portfolios. In the first episode of a five part mini-series on our global outlook, Scott Thiel, Chief Fixed Income Officer, shares the three themes we see driving markets this year. He talks about why investors should take risk in 2021, how Covid-19 has added fuel to trends like e-commerce and sustainability, and how to invest in a more divided world.  This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. 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The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. In Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund. No securities regulators in Latin America have confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx. IN MEXICO, FOR INSTITUTIONAL AND QUALIFIED INVESTORS USE ONLY. INVESTING INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL. 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25 min
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