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Are you ready to elevate your real estate business? Anywhere Real Estate is launching 'Explore Expert Conversations" to bring high-level advice for brokers, agents, and investors worldwide! Get fresh insights from experts, thought leaders, real estate professionals, and more on future-focused industry trends and best practices to help grow your business. Join us for 'Explore Expert Conversations wherever you listen to your podcasts!
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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
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Manning and Ross cover a lot of ground, starting with Southeastern’s history of investing in White Mountains multiple times, dating back to its predecessor Fireman’s Fund under the leadership of Jack Byrne in the ‘80s. Manning talks about how he joined White Mountains and discusses how the spirit of Jack Byrne still lives on at White Mountains toda…
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Jay and Staley have a wide-ranging discussion, starting with the story of Jay’s formative Southern roots and how he got to know Southeastern before joining AMG. Jay talks about how the value proposition of AMG’s model magnifies the inherent competitive advantages of each independent Affiliate by offering access to a broad range of strategic capabil…
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Staley and Brad have a wide-ranging discussion, covering the many areas in which Brad and Southeastern have partnered together across investing, civic and charitable endeavors. First, Brad begins by sharing his retail history beginning with Proffitt’s and his acquisition of Saks Fifth Avenue, where we overlapped as shareholders. He discusses managi…
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Following introductions, David shares with Ross lessons he’s learned over the course of his career from famed business leaders Jack Welch and John Malone. Next, David recalls what Discovery was like when he arrived in 2006 and the parallels to Warner Bros. Discovery today. At Ross’ request, David shares insights into his views and predictions about…
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Have you heard the news? As of June 9, Realogy is now Anywhere Real Estate Inc. (or Anywhere for short). The next chapter of the company’s transformative journey will be to meet consumers Anywhere in their home buying and selling journey. In this episode, Host Matthew Ferrara is joined by Ryan Scheider, President & Chief Executive Officer of Anywhe…
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Welcome to a new episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Today, Philosopher, Speaker, and Real Estate Industry Expert, Matthew Ferrara invites us to listen in to an incredible panel discussion on the continuing fight for fair housing. Panelists Ivonne Furneaux, M. Ryan Gorman, and Jacob W. Faber dive int…
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Welcome to a new episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Host Matthew Ferrara is joined today by Peter Sobeck, Executive Vice President of Growth for Anywhere Real Estate! Together, the pair will talk about recruiting best-practices and how Peter himself recruits the best agents. Hear success stories fro…
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Welcome to a new episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Joining host Matthew Ferrara today is a panel of industry leaders: Sue Yannaccone, CEO and President of Anywhere Brands, Pam Liebman, CEO and President of the Corcoran Group, and Debra Trappen, CEO and Founder of D11! Together, the group will discu…
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Welcome to another exciting episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Today, host Matthew Ferrara is joined by a panel of experts to discuss what builds the better business, great tech or sphere of influence? The panelists include: Wes Madden, Chief Operating Officer for Scenic Sotheby's International Real…
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Welcome back to Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Today, host Matthew Ferrara is joined by Wes Madden, the COO and Broker Associate of Scenic Sotheby’s International Realty. Together, the pair discuss how to build the right team, from recruiting top talent to retaining your best agents. Listen as Wes talks ab…
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Welcome to a new episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Today, Matthew Ferrara hosts an incredible panel discussion on recruiting to reflect your community and achieving growth through diversity, equity, and inclusion. Panelists Tanya Reu-Narvaez, Hope Atuel, Noerena Limon, Ashley Thomas III, and Ryan W…
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Welcome to another exciting episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Today, host Matthew Ferrara is joined by Jen Marchetti, Tamara Robinson, Andrew Linn, and Mark McDonough for an exciting panel on elevating your brand in an evolving marketplace. Each speaker discusses their best practices and personal e…
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Welcome to a new episode of Explore Expert Conversations, brought to you by Anywhere Real Estate Inc. Today, host Matthew Ferrara speaks with President of Corcoran Affiliates, Stephanie Anton, about the impact of reputation in the real estate industry. Stephanie discusses how to get all the different people involved in a brokerage on the same page,…
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Welcome to another exciting episode of Explore Expert Conversations, brought to you by Realogy. Today, host Matthew Ferrara is joined by Donnell Williams, James Huang, Noerena Limon, and John Thorpe for a Real Estate Expert Series panel on the demographic trends driving current real estate growth. Each speaker discusses the nuances that make the Hi…
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Welcome back to Explore Expert Conversations, brought to you by Realogy. Today, Matthew Ferrara hosts an exciting panel in partnership with the Asian Real Estate Association of America (AREAA) exploring the latest report on the perception of luxury among Asian American communities. Panelists Jamie Tian, Herman Chan, Dylan Nguyen, and Jade Mills dis…
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Welcome to the first episode of Explore Expert Conversations, brought to you by Realogy. Every episode, host Matthew Ferrara will speak with leaders across Realogy brands and the real estate industry at large, getting high-level advice for brokers, agents, and investors around the world. On this very first episode, Matthew speaks with Sue Yannaccon…
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Ross and Mark begin by discussing the global optimization of Hyatt as a brand under Mark's leadership. Next, Mark reviews his progress in increasing Hyatt’s global brand presence, while also transitioning to a more asset light strategy and discusses why Hyatt has been able to perform head-to-head with the industry’s largest brands to build a superi…
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Are you ready to elevate your real estate business? Realogy is launching 'Explore Expert Conversations" to bring high-level advice for brokers, agents, and investors worldwide! Get fresh insights from experts, thought leaders, real estate professionals, and more on future-focused industry trends and best practices to help grow your business. Join u…
  continue reading
 
Staley and Ryan start by discussing Ryan’s background and why he chose to join Realogy. Next, they discuss the interplay of technology and human agents in the real estate world and how that has shifted with COVID. Ryan then describes the pros and cons of iBuying and the opportunities that Realogy has in the luxury space. They shift to cover macro t…
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Ross and Tony start by discussing Tony’s background, having grown up in the real estate industry, how he forged his own path and how that lead him to ESRT. Tony describes ESRT’s unusual IPO process and discusses how having a separate family office helps him as a real estate operator. Next, they discuss the iconic nature of the Empire State Building…
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In this episode, Southeastern's Vice-Chairman Staley Cates interviews highly respected peer and long-term friend of the firm, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Founder of Highfields Capital. Staley and Jonathon have a wide-ranging discussion, covering the past, present and future of the industry. They begin with …
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In this episode, Southeastern’s Vice-Chairman Staley Cates interviews Larry Culp, Chairman and CEO of General Electric. They discuss how Lean manufacturing is much more than a process and how it can define a culture that is committed to continual improvement. Larry begins with an introduction to “Lean” and what it means to him [3:37 – 5:42]. They d…
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In this episode, Southeastern’s London-based Senior Analyst and Principal, John Woodman, interviews Sébastien Bazin, Chairman and CEO of Accor. They discuss the short-term impact and long-term implications of COVID-19 on the hospitality industry [1:37 – 3:40], as well as steps Accor has taken to position itself to be a beneficiary of the travel rec…
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In this episode, Southeastern’s London-based Global Head of Client Relations and Communications, Gwin Myerberg, Senior Analyst, John Woodman, and Junior Analyst, Alicia Cardale, have a broad-ranging discussion with Margaret Casely-Hayford CBE. A British lawyer by trade, Margaret is an expert on corporate governance and diversity and inclusion, with…
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In this episode, Senior Analyst Lowry Howell and CEO and Head of Research Ross Glotzbach interview Ynon Kreiz, CEO of Mattel. They discuss how Ynon went from a windsurfing instructor to media entrepreneur at Fox Kids Europe, Endemol and Maker Studios before becoming CEO at Mattel. [3:06-9:02] Next, Ynon discusses how Mattel has remained innovative …
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In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors. We closed the Fund to new investors in August 1997 to manage our size against any potential liquidity constraints that would limit the opportunit…
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The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day. In this episode, Mason Hawkins (Chairman and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Staley Cates (Vice-…
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Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts. They cover a range of topics, starting with the history of Melco, the evolution of the Melco-Crown relationship over time and lessons learned from Lawrence’s father and industry legend, Stanley Ho. They g…
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In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal…
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CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders – Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and Chairman of CNX Resources. They discuss progress at CNX, whether energy companies can be considered “good businesses”, the importance of a capital…
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In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the import…
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Vice-Chairman Staley Cates interviews Prem Watsa, Chairman and CEO of Fairfax Financial Holdings. They discuss surviving a short attack, Fairfax’s long-term investment track record, underwriting history and unique culture, and Prem’s view on private equity, active vs. passive and value investing.By Southeastern Asset Management
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