Julia Y. Pei
Boston, Massachusetts, United States
1K followers
500+ connections
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I'm super excited to start a new chapter at Copeland, a new challenge in a global climate tech company with sustainable solutions - best of all, the…
I'm super excited to start a new chapter at Copeland, a new challenge in a global climate tech company with sustainable solutions - best of all, the…
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It is with bittersweet emotions that I have decided to retire from Fidelity after a 25-year career to spend more time with family and pursue…
It is with bittersweet emotions that I have decided to retire from Fidelity after a 25-year career to spend more time with family and pursue…
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I’m deeply honored and grateful. Thank you to everyone who made this milestone possible. Back to work! 🇺🇸💪
I’m deeply honored and grateful. Thank you to everyone who made this milestone possible. Back to work! 🇺🇸💪
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Earlier this year I had the pleasure of being a guest in an executive education course at Columbia Business School being taught by my good friend…
Earlier this year I had the pleasure of being a guest in an executive education course at Columbia Business School being taught by my good friend…
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Excited to announce that I started at Biden for President this week! After my 3rd day of work I have learned a lot and been focused on getting…
Excited to announce that I started at Biden for President this week! After my 3rd day of work I have learned a lot and been focused on getting…
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Today, Cheniere Energy, Inc. announced a $4 billion increase to its share repurchase authorization through 2027, as well as plans to increase its…
Today, Cheniere Energy, Inc. announced a $4 billion increase to its share repurchase authorization through 2027, as well as plans to increase its…
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Today, we are happy to share that Cheniere Energy, Inc. is ranked #200 in the Fortune 500. This is our seventh consecutive year on the prestigious…
Today, we are happy to share that Cheniere Energy, Inc. is ranked #200 in the Fortune 500. This is our seventh consecutive year on the prestigious…
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My husband, James ("Jay") Miller and I are looking forward to welcoming a baby girl this August. We are both excited and nervous - we can't wait to…
My husband, James ("Jay") Miller and I are looking forward to welcoming a baby girl this August. We are both excited and nervous - we can't wait to…
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Thank you Morningstar for this recognition over many years. It is a joy to be in community with all the accomplished investors here, especially…
Thank you Morningstar for this recognition over many years. It is a joy to be in community with all the accomplished investors here, especially…
Liked by Julia Y. Pei
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After an incredible journey co-founding and leading The Ambr Group (formerly D1 Brands and Suma Brands), I have made the decision to step down as…
After an incredible journey co-founding and leading The Ambr Group (formerly D1 Brands and Suma Brands), I have made the decision to step down as…
Liked by Julia Y. Pei
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Yesterday, a group of T. Rowe Price associates learned about Girls Who Invest, a nonprofit organization whose vision is to increase the percentage of…
Yesterday, a group of T. Rowe Price associates learned about Girls Who Invest, a nonprofit organization whose vision is to increase the percentage of…
Liked by Julia Y. Pei
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GPC is proud to partner with the Shepherd Center and grateful to have dedicated teammates like Robert Rosenbleeth! “My advice to others is to keep…
GPC is proud to partner with the Shepherd Center and grateful to have dedicated teammates like Robert Rosenbleeth! “My advice to others is to keep…
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Regeneration in practice! 🚜 Soil #carbondioxideremoval represents the largest #sequestration opportunity at the lowest cost. According to…
Regeneration in practice! 🚜 Soil #carbondioxideremoval represents the largest #sequestration opportunity at the lowest cost. According to…
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Salman Niaz
Thanks to Paul Allen of Bloomberg for a discussion on fixed income this week. The market continues to watch the Fed's policy stance in the context of US labor markets and inflation data. While spreads are tight by historic standards, attractive yields continue to support allocation into #fixedincome, which offers both structural and tactical opportunities for investors. A slowing but resilient US economy, cooling inflation, trade policy clarity and supportive global monetary policy, with the Fed in "wait-and-see" mode, provide a constructive backdrop for fixed income. Diversification and total return opportunities exist in different pockets within global fixed income including #EMFixedIncome, #AsiaHighYield, local rates and securitized markets. https://lnkd.in/d3-efVzk
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Markus Egloff
When evaluating alternatives to enhance a traditional 60/40 portfolio structure, it's essential to thoughtfully rebalance equity and fixed income allocations in alignment with specific investment objectives. In the Q3 2025 Global Wealth Investment Playbook, my colleague Paula Campbell Roberts examines current asset allocation trends and analyzes how alternative investments can enhance portfolio construction and performance outcomes. Access the playbook highlights here: https://go.kkr.com/46HIYhG
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John L Bowman, CFA
In this new paper by CAIA Association board member and founder of Institute for Private Capital, Gregory Brown, finds that North American PE outperformed US public equities by 4.4% annually between 1988 and 2023 (non-US alpha is much higher). And just to calm rising blood pressures, this is cash on cash net returns---LPs actually ate these returns--no endless IRR debates needed and no time period cherry picking. This is slightly higher than the often cited Steve Kaplan PME study that found 3.6% excess return over the S&P 500 for 2000-2019 vintages. Three editorial comments from me: 1. While the last vintage they can study here is 2019 simply due to fund maturities, we all expect the COVID year vintages to be much more muted due to the multiples paid. 2. As more capital flows in to PE, particularly from the wealth and retail side and cost of money has structurally reset, I expect these excess returns to be squeezed in the coming decade. 3. Most importantly, while these are compelling numbers, I strongly contend the excess return should not be the primary reason you invest in private capital. It is access to uncorrelated portions of the global economy, risk factors, business drivers, emerging technologies not available in the public markets. Perhaps some alpha will persist but this is a beta play to start with. https://lnkd.in/gyGJtN2N
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Katrina Dudley
An early start yesterday with Frank Holland at CNBC discussing opportunities for midcaps. Artificial intelligence is a continuing driver. Jonathan Curtis CIO of Frankin Equity Group discusses how AI opportunities are extending beyond those companies selling AI. He sees opportunities investing into companies that are embracing AI technology to enhance productivity and efficiency. Those investors that are just focused on AI sellers could miss the bigger picture. Will you see the AI opportunities before everyone else does? Read Franklin Templeton's latest insights on AI here: https://lnkd.in/gEkJfAsQ
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