Industry Future
14 March 2024 Multimedia

Conversations with Frank Fabozzi, CFA, Featuring Sébastien Page, CFA

  1. Frank J. Fabozzi, CFA
  2. Sébastien Page, CFA
This episode features a discussion with Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price, and three of his colleagues. The conversation illuminates the inner workings of a portfolio management team. The participants delve into the dynamics of consensus building and the role of innovative thinking and creativity in formulating investment strategies.
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Key Takeaways:

  • Disagreement among team members spurs investment insights and better outcomes.
  • The Venn diagram overlap between being right and making money is much smaller than generally understood. You can be right and still lose money.
  • Portfolio management isn’t gymnastics. You don’t get extra points for difficulty.

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