Artwork

Contenido proporcionado por Village Global. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Village Global o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

Lessons Learned From Running CalSTRS with Chris Ailman

52:38
 
Compartir
 

Manage episode 398916182 series 2832826
Contenido proporcionado por Village Global. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Village Global o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Christopher Ailman (@CJAtheCIO), Chief Investment Officer at CalSTRS, joins Olga Serhiyevich on this episode. Highlights:
- CalSTRS, the California State Teachers’ Retirement System, was created in 1913 and is actually older than Social Security. It has over 400 members who are over 100 years old who are still receiving their pension.
- Chris says no bear market is alike and that the key is to have the discipline during that time period to actually start buying.
- Chris says the key to success as an investor is in being intentional about the culture you create. When Chris is evaluating a portfolio manager he likes to and sit on the floor with the employees and see what the vibe is like.
- A lot of investors take a lot of econ and business classes but should take more psychology classes to deal with the human side of things (vs. the numbers side). He says that selecting portfolio managers is much more difficult than picking stocks.
- Chris says that the energy transition will dwarf all trends over the next fifteen years. He says that by 2035 parts of the earth will start to become uninhabitable and there will be mass migrations to other areas.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.
  continue reading

664 episodios

Artwork
iconCompartir
 
Manage episode 398916182 series 2832826
Contenido proporcionado por Village Global. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Village Global o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Christopher Ailman (@CJAtheCIO), Chief Investment Officer at CalSTRS, joins Olga Serhiyevich on this episode. Highlights:
- CalSTRS, the California State Teachers’ Retirement System, was created in 1913 and is actually older than Social Security. It has over 400 members who are over 100 years old who are still receiving their pension.
- Chris says no bear market is alike and that the key is to have the discipline during that time period to actually start buying.
- Chris says the key to success as an investor is in being intentional about the culture you create. When Chris is evaluating a portfolio manager he likes to and sit on the floor with the employees and see what the vibe is like.
- A lot of investors take a lot of econ and business classes but should take more psychology classes to deal with the human side of things (vs. the numbers side). He says that selecting portfolio managers is much more difficult than picking stocks.
- Chris says that the energy transition will dwarf all trends over the next fifteen years. He says that by 2035 parts of the earth will start to become uninhabitable and there will be mass migrations to other areas.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.
  continue reading

664 episodios

Todos los episodios

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida