Masters in Business Christine Phillpotts on Investing in Emerging Markets
31 snips
Feb 13, 2025 
Christine Phillpotts, a seasoned Portfolio Manager at Ariel Investments with extensive experience in emerging markets, shares her unique journey from aspiring concert pianist to finance expert. She discusses the inefficiencies of emerging markets that offer high return potential and emphasizes the importance of cognitive psychology in investment decisions. Christine also highlights her strategic approach, including government partnerships, to navigate risks, and her firm’s focus on high-growth markets like India and Southeast Asia for long-term value investing.
AI Snips
Chapters
Books
Transcript
Episode notes
Accidental Finance Career
- Christine Philpotts stumbled into finance through a scholarship program.
- She originally aspired to be a concert pianist.
Psychology and Finance
- Christine Philpotts minored in psychology, studying cognitive psychology and decision-making biases.
- This sparked her interest in behavioral economics.
Financial Crisis Experience
- Christine Philpotts worked at Morgan Stanley during the 2008 financial crisis, experiencing a busy period in the convertible debt market.
- She witnessed market volatility and uncertainty firsthand.
