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cover of episode Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

2025/7/3
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Masters in Business

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Barry: 凯特·摩尔拥有令人瞩目的职业生涯,从摩根士丹利到摩尔资本,再到美国银行美林、摩根大通和贝莱德,最终成为花旗财富的首席投资官。她丰富的经验使她成为首席投资官的理想人选,她的职业生涯涵盖了买方和卖方,包括投资组合经理和并购顾问等多种角色,为花旗带来了独特的视角。 Kate Moore: 我在弗吉尼亚大学学习政治和社会思想,在芝加哥大学获得政治经济学硕士学位。我最初的职业规划是成为一名教授,从事学术研究。然而,我发现博士项目过于专业化,不符合我的兴趣。我喜欢从政策和政治的角度看待投资,并理解人类行为。我曾在摩根士丹利投资管理公司工作,后来加入了摩尔资本、美国银行美林和摩根大通。在贝莱德,我担任全球配置基金的投资组合经理。我热爱自己拥有投资业务各个方面的经验,这让我比那些只专注于自己领域的人更了解投资者的想法。我最终加入了花旗银行,因为我看到了财富管理领域的增长潜力,并且渴望帮助人们增加财富。

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Kate Moore's career trajectory deviates from the typical finance path, starting with degrees in political science and political economy. Her unique background influences her multi-faceted approach to macro investing, incorporating elements from various disciplines.
  • Kate Moore's background includes Morgan Stanley, Moore Capital, Bank of America Merrill Lynch, J.P. Morgan, and BlackRock.
  • She holds a Bachelor's degree in political and social thought and a Master's in political economy.
  • Her unconventional background shaped her macro investing approach by incorporating political, economic, and behavioral insights.

Shownotes Transcript

Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock, and includes stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions. She also holds a degree in political and social thought from the University of Virginia. 

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