Conversations with Mike Gitlin: Featuring Jessica Spaly

Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail trends today. #CapGroupGlobal
00:00 Introduction
00:33 Why did you join Capital Group?
02:07 What did you see in Amazon 18 years ago?
04:07 How does real world experience provide insight into retail investing?
06:10 Transition between a retail investor to a diversified portfolio manager
09:30 What does being a research director teach you about The Capital System?
12:09 Office treasure hunt
14:21 Where are you finding investment opportunity in today’s market?
18:12 A lesson learned from a mistake
21:28 How much does the macro environment influence your portfolio?
23:30 What’s your investment edge
25:55 Mentors in your career
28:11 Obsessively grateful moment
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Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.
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