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10 Friday AM Reads

The Big Picture

Wall Street Journal ) see also The 10 Greatest US Investors and the Virtues That Made Them : There can be few fields of human endeavor in which history counts for so little as in the world of finance. Businessweek ) • Would you live next to co-workers for the right price? But it’s still No. He credits roughly 12 decisions.

Startup 359
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained.

Assets 144
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Transcript: Steven Klinsky

The Big Picture

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Investing 260
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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

Jenny Johnson is CEO of investment giant Franklin Templeton. RITHOLTZ: Or was it — it was still Franklin? Did you guys just say, we really want to be pure investment management? . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. They run about a $1.5 RITHOLTZ: There are. RITHOLTZ: Right.

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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. I have no family history.

Assets 261
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Transcript: Kathleen McCarthy

The Big Picture

 . The transcript from this week’s, MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate , is below. Kathleen McCarthy is the global co-head of real estate for private equity giant Blackstone. She and her team manages over $565 billion in real estate assets. What was that like?

Assets 157
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Transcript: Maria Vassalou

The Big Picture

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. RITHOLTZ: Wait a second.

Assets 167