Invest Well, Be Well

Allison Bonds Mazza: From Markets to the Palisades Fire - Lessons in Resilience

Episode Summary

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life. In this episode, we spoke with Allison Bonds Mazza, a Senior Managing Director of State Street Investment Management. In this role, Allison is responsible for defining and leading State Street Investment Management's distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts, home office research, model portfolio and defined contribution teams, across all intermediary and direct retail channels. In addition, she serves as President of State Street Global Advisors Funds Distributors, LLC and is a member of the State Street Investment Management Executive Management Group and State Street Corporation’s Operating Group.

Episode Notes

Tune in to hear:

In this episode, we discuss why ETFs are such a powerful tool for wiser investing, how the ETF industry may evolve going forward and lessons of resilience from Allison who lost her home and all her belongings to the LA wildfires.

Learn more about Allison’s career and what led her to her current role at State Street Investment Management
What does Allison believe are the qualities that make a “wise investor?”
From Allison’s vantage point, why are ETFs such a powerful tool for wiser investing and how does she see their role evolving in the years ahead?
Aside from manufacturing dependable investment strategies and solutions, how does State Street Investment Management help advisors and investors put wiser investment into practice?
What daily or weekly practices does Allison use to keep her own focus and decision making sharp?
What practices has Allison found that build resilience and sustain performance for teams, especially when markets get tough?
How did Allison get through losing her home and all her belongings in the recent LA fires?
How does Allison’s experience with the fires apply to building resilient portfolios for investors?
What habits, or mindset shifts, have been most critical for Allison as she has rebuilt her life after the fires?

Quote

“The global financial crisis turned out to be a really significant accelerator for the ETF industry. The reason why that happened was because it underscored their value of liquidity, the value of transparency and the value diversification. So, the GFM was this big accelerator for the industry as it shifted from Mutual Funds to ETFs.” - [09:06] Allison Bonds Mazza

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