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Embracing Global Opportunities with Jeffrey Becker of Jennison Associates
2025/4/24
Masters in Business
J
Jeffrey Becker
Jeffrey Becker: 我从大学毕业时对自己的职业规划并没有清晰的想法，我的父母鼓励我学习文科，这让我具备了良好的阅读和写作能力。我最初进入金融行业是通过安达信会计师事务所的项目，这让我有机会获得在纽约大学攻读MBA学位的资助，最初是会计硕士，但最终我转到了金融MBA。在安达信的七年工作经历中，我学习了会计、审计、税务和估值等方面的知识，这为我未来的金融职业生涯奠定了坚实的基础。我后来的职业发展经历了多个阶段，从爱特纳的房地产信贷工作，到Altus Investment Management的CFO，再到ING Investment Management（后来的Voya）的CEO，最后到Jenison Associates的CEO。在每个阶段，我都面临着不同的挑战和机遇，例如20世纪90年代初的房地产危机、2008年金融危机以及Voya的剥离。这些经历让我积累了丰富的经验，也让我更加成熟和稳健。在Jenison Associates，我致力于带领公司继续保持其在成长型投资领域的领先地位，并拓展新的投资领域，例如价值型投资和固定收益投资。我们采用集中投资策略，专注于高信念、深入的基本面研究和主动管理，并通过风险管理措施来降低非预期风险。我们与PGM的多策略模式相辅相成，既能保持独立性，又能利用PGM的资源和平台。我们关注宏观经济环境，但我们的投资策略始终以公司基本面为基础。我们相信，长期视角和持续投资是应对市场波动和实现长期回报的关键。
Barry Ritholtz: (This section would contain Barry Ritholtz's viewpoints and questions throughout the interview, which are implied but not explicitly summarized in the transcript provided.)
Deep Dive
Jeff Becker's journey into finance wasn't linear; it started with a liberal arts degree and an unexpected opportunity with Arthur Anderson, leading him through various roles in real estate, credit, and eventually to the helm of major financial institutions.
- Initially majored in economics and English, lacking clear direction in finance.
- Joined Arthur Anderson through a program that combined work with graduate school funding.
- Gained diverse experience across accounting, auditing, tax, and valuation.
- Transitioned from real estate valuation to credit at Aetna, managing a large commercial real estate portfolio.
- Became CFO at Altus Investment Management, focusing on strategic deals and M&A.
Shownotes Transcript