The Walker Webcast

Jay Hartzell, the 11th president of Southern Methodist University and former leader at UT Austin, brings a wealth of experience in finance and education. He shares insights on how AI is reshaping SMU's curriculum and fostering a renaissance in liberal arts. Jay discusses the impressive rise in applications since joining SMU, the strategic move to the ACC, and the unique benefits of being an urban university in Dallas. He emphasizes the importance of ethics in education and his vision for well-rounded student development amidst the challenges of housing and competition.

Erling Kagge, a legendary explorer and bestselling author, is the first to trek to the North and South Poles and climb Mount Everest solo. In a captivating conversation, he shares insights on the profound impact of silence and presence during his harrowing expeditions. Erling delves into the emotional aspects of exploration, discussing gratitude born from physical deprivation and the sense of connection with the stars. He reflects on daily challenges and the importance of embracing engaging distractions, all while finding moments of stillness in our hectic lives.

David Neeleman, a serial airline entrepreneur and founder of Breeze Airways, shares his unique journey from working in his grandfather's grocery store to revolutionizing air travel. He discusses his commitment to customer experience, inspired by personal incidents at JetBlue, and the innovative approach that Breeze adopts in selecting routes. David explains the strategic choice of aircraft and how transparent pricing models enhance customer trust. With a focus on technology and ongoing improvements, he emphasizes the importance of balancing visionary ideas with effective execution.

Stephen Scherr, Co-President of Pretium and seasoned real estate investor, delves into the complexities of housing affordability and the interconnectedness of lending markets. He discusses the implications of recent Fed rate cuts and their potential to unlock housing supply. The conversation touches on innovative solutions like modular housing, the resurgence in the office market, and the political landscape influencing Fannie and Freddie's reforms. Scherr also highlights the unique pressures on the middle class amid these evolving economic conditions.

In this engaging discussion, Jonathan Goldstein, a British solicitor-turned-entrepreneur and CEO of Cain, shares his remarkable journey from law to luxury real estate. He emphasizes the crucial role family values played in shaping his confidence and leadership style. Jonathan reveals insights into the hospitality sector, highlighting the importance of personalized service and operational involvement. He also delves into the significant risks attached to major developments and discusses Cain's strategic approach to investing in sports franchises like Chelsea, blending passion with investment.

In this engaging discussion, Dr. Peter Linneman, a leading economist and Professor Emeritus at The Wharton School, shares his keen insights into the current economic landscape. He highlights the conflicting signals in the labor market and the cautious outlook on GDP growth. The conversation touches on the influence of politics on Fed rate decisions, the dynamics of U.S. Treasury demand, and the persistent housing shortage driven by regulation. With a focus on real estate, Peter also explores the interplay of supply trends and rent dynamics in multifamily markets.

In this engaging conversation, Muriel Bowser, the Mayor of Washington, D.C., shares her vision for the city amid federal uncertainties. She highlights her efforts in diversifying the economy, attracting Fortune 500 companies, and the role sports play in community development. Bowser discusses ambitious affordable housing initiatives and plans for revitalizing downtown areas through commercial-to-residential conversions. Additionally, she touches on ensuring reliable public transit and the need for effective bipartisan cooperation to deliver results for D.C.

Willy talks with Marc Brackett, a pioneer in emotional intelligence and author of 'Permission to Feel.' They dive into how emotional intelligence can be democratized across various sectors. Marc shares practical tools for recognizing and regulating emotions, emphasizing the importance of facing rather than avoiding feelings. He contrasts anxiety and stress, explores co-regulation in leadership, and highlights the value of in-person communication for emotional discussions. Additionally, they discuss the impact of values in guiding emotional responses and the skills students need for a future with AI.

Tom Gilbane, Managing Member and Co-President of Rockpoint, shares his extensive experience in commercial real estate. He delves into Rockpoint’s unique investment strategy, focusing on office and multifamily sectors, and discusses trends in rent growth. Tom also explores the transformative impact of AI on commercial real estate and the life sciences industry. Sustainability standards and industrial sector opportunities capture attention, offering insight into Rockpoint's housing priorities, including single-family rentals and multifamily projects.

Ryan Marshall, President and CEO of PulteGroup, Inc., shares insights from his 15-year journey with the company. He discusses how demographic shifts are reshaping homebuilding, highlighting the importance of wellness in Del Webb communities. Ryan tackles housing challenges like affordability and the evolving role of Fannie Mae and Freddie Mac. He emphasizes innovative strategies for smart land acquisition and the need to attract younger retirees with new amenities, all while navigating the impacts of immigration policies and market dynamics.