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cover of episode Influencing Capital Allocation with Karin Risi

Influencing Capital Allocation with Karin Risi

2025/5/9
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Masters in Business
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Karen Risi: 我在先锋集团度过了27年，期间担任过多个重要职位，包括领导个人投资者业务和制定企业战略。我直接向先锋集团的四位CEO汇报工作，参与了公司许多重大项目的决策，包括产品开发、市场营销、以及对外部投资经理的管理。在金融危机期间，先锋集团保持冷静，继续投资战略重点，这体现了公司的长期投资理念。我参与了先锋集团向私募股权投资的转型，并认为私募股权投资可以为投资者提供多元化和超额收益的机会。在先锋集团，我们一直致力于降低成本，为投资者节省资金。我们也致力于为客户提供高质量的投资建议，并通过个人顾问服务扩展了我们的服务范围。此外，我还参与了先锋集团内部的女性领导力发展项目，旨在帮助女性员工获得更多领导机会。最后，我将加入HarborVest Partners的董事会，继续在私募股权领域发展。 Barry Ritholtz: 本次访谈主要围绕Karen Risi在先锋集团的职业生涯展开，探讨了她对公司战略、产品开发、资本配置等方面做出的贡献。访谈中，我们还讨论了主动型投资与被动型投资的区别、ETF的兴起、金融危机对投资市场的影响、以及私募股权投资的未来发展趋势等问题。此外，我们还探讨了财富管理行业的现状和挑战，以及如何为年轻一代的投资者提供更好的投资建议。

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Barry speaks with Karin Risi, who spent 27 years at Vanguard, the world’s 2nd largest asset manager. She has reported directly to the past four CEOs of VG. Risi formulated enterprise-level strategy, drove client and revenue growth, oversaw talent development, and influenced capital allocation for the $10 trillion investment firm serving 50 million investors globally.Risi led the firm’s $2.5T AUM Personal Investor business from 2015 to 2020; she also helped to create and drive the firm’s growth in Personal Advisors, a group that currently manages 350 billion in client assets. She has also handled Corporate crisis comms, M&A, and strategic partnerships.

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