Career In Finance (Advice From A Portfolio Manager)
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- čas přidán 8. 06. 2024
- The Masterclass speaker series is back by popular demand, aiming to help students get the real truth behind different careers in finance.
To mark the occasion I hosted an incredible guest, Alfonso Peccatiello.
Alf is the author of The Macro Compass and was previously the Head of Investment Portfolio for the Treasury department of ING Germany. There, he was in charge of the active management of a $20bn multi-asset portfolio.
In the session, Alf talks about how he first got interested in finance, how what he learned at university was useful in shaping his view on markets, and the realities of working as a portfolio manager in a large financial institution.
More than this, Alf gives a personal and honest account of his greatest strengths and weaknesses and offers practical advice on how to communicate better, remain humble, and always strive to move forward by being passionate about what you do.
- Introduction (00:00)
- Alfonso's background and how he got interested in finance (2:03)
- Experience at University and lessons learned (5:41)
- How I got my job at ING and journey to managing a portfolio (9:39)
- Why enjoying what you do is the most important thing (13:06)
- The day in the life of a portfolio manager (15:47)
- Learning to be diplomatic (18:16)
- Manging a $20bln portfolio and why I decided to leave (21:09)
- Where to find useful information & how to manage your time (27:30)
- How to manage your expectations (30:26)
- Common traits of the most successful people (35:14)
- How I found my area of specialism (37:16)
- Thoughts on web 3.0 and crypto in portfolios (38:47)
- Why having a mentor is really important (43:31)
- Top 5 books you MUST read (46:46)
Alf's book recommendations:
Central Banking 101: amzn.to/3u2iHc7
Pragmatic Capitalism: amzn.to/34a5mU7
Balance Sheet Recession: amzn.to/3IHjcw7
The Holy Grail Of Macro Economics: amzn.to/3IC2oGS
The New Economics: amzn.to/33WMYyn
Sign up to Alf's Macro Compass newsletter themacrocompass.substack.com/
Get the daily AmplifyME Marker Maker newsletter amplifyme.com/market-maker
Social Media handles:
►Twitter: @amplifytrading @AWMCheung @MacroAlf
►Instagram: @amplifyme @amplify_ant
Huge thank you to Alf for joining me on this latest Masterclass session. Full video chapters and links to his book recommendations can be found in the video description. Enjoy!
What a great video, very informative and honest. Thanks to Anthony for putting it together and Alf for the wisdom!
I also come from the south of Italy, I feel so much what he says at the beginning. Incredibly precious information shared in this video. Thank you so much
Great podcast
I almost forgot to hand in my ticket, thanks so much for the knowledge you guys hope everything is well! +1 LIKE!🚀🚀🚀🚀🚀🚀🚀🚀🚀
Thank you so much for this great information. Question for Alfonso. Do you have any book recommendations regarding Portfolio Managers? What is the best strategy to apply yourself when you just get into a portfolio manager role and are young in the industry? Thank you so much for your response.
basically start early (since schools) to achieve success, if you want to change mid way, you cannot.
What are the best free sources to follow? Alfonso said he uses 5 sources. Any tips?
Good morning, Please let me know if your questions were answered. Because I have the same questions. Than you for sharing.
Will have to watch this, about a guy, who buys a load of stocks then gets a commission from the punters he buys 'em for, whether they go up or down! Wasn't there a famous fund manager who did that who worked for Jupiter...?🤔
The video was great, because it was very informative, covered a wide range of useful topics, and gave great book tips.
However, Alf exclusively talked about 'guys'. Young guys were the audience he imagined for the video, he referred to his colleagues as guys, and imagined old guys as potential mentors. I am a woman and this poses a problem for me, because women exist in the finance industry. However, if Alf does not acknowledge our existence and erases us every time he speaks about the people who work in finance, how will it be to work with Alf as a woman?