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#12 Joerg de Vries-Hippen - Equity Research and Portfolio Management with Allianz Global Investors' CIO of European Equities

#12 Joerg de Vries-Hippen - Equity Research and Portfolio Management with Allianz Global Investors' CIO of European Equities

FromThe Wall Street Lab


#12 Joerg de Vries-Hippen - Equity Research and Portfolio Management with Allianz Global Investors' CIO of European Equities

FromThe Wall Street Lab

ratings:
Length:
37 minutes
Released:
May 4, 2017
Format:
Podcast episode

Description

Jörg de Vries-Hippen is the CIO for European Equities at Allianz Global Investors. He has built his career within AGI and has been part of the organization for 25 years since he finished his M.B.A. degree from the Universit of Mannheim in Germany. In this interview, we cover a wide range of topics such as the skills needed to succeed as a portfolio manager, the importance of both technical knowledge and the communication skills to be able to sell the story to prospective clients, how he handles uncertainty as a central part of his job as a CIO, what he looks for when hiring equity analysist and fund managers, and much more! For the full show notes go to: http://www.thewallstreetlab.com/ If the interview was valuable to you, make sure to take a few seconds to leave us a 5-Star review on iTunes.     [04:00] The importance of being flexible to change with your organization over time [05:00] The difference between working in finance today when compared to 25 years ago [06:15] What does it mean to build your career “the hard way” [08:00] How long it takes to become a portfolio manager [09:45] How we should be using technologies to make us better portfolio managers [10:30] The importance of analytical vs. communication skills for an equity analyst/portfolio manager [13:30] How does Jörg separate the signal from the noise as a portfolio manager [16:30] How does Jörg deal with making prediction mistakes [18:30] Jörg’s opinion on the current European equity markets [20:00] The importance of being predictable, rather than following the current trend [23:00] What to look at when looking at individual investments [25:30] Jörg’s opinion on the impact of technology in the asset management industry in the near future [27:00] What Jörg looks at when hiring an equity analyst or a fund manager [30:00] His opinion on the importance of education and financial designations [32:00] The career advice Jörg gives to his own children If the interview was valuable to you, make sure to take a few seconds to leave us a 5-Star review on iTunes. Stay tuned!
Released:
May 4, 2017
Format:
Podcast episode

Titles in the series (100)

The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to name a few.