Jodi Love, Pod Leader of the Week

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Jodi is a Managing Director and an Equity Research Analyst at Jennison Associates.

Jodi was previously at Balyasny Asset Management, where she was a senior equity analyst for consumer retail. She began her career as an investment banking analyst at J.P. Morgan Securities.

Jodi received a BA with first class honors from McGill University and an AAS in applied science and fashion merchandising management with highest honors from the Fashion Institute of Technology.

What about your career has surprised you the most?

Being in New York City really did open my eyes to so many different career opportunities that I didn’t know existed when I grew up in Canada.  I didn’t know what “a job in finance” meant when I was growing up, and now this is the career I have been in for almost my entire working life!   I love that all my different experiences have been incremental to what I do now – which combines my love for retailing and investing!  Every day, I try to understand where my weaknesses are and figure out how to build skills and gain knowledge which will help me invest better and adapt quickly to the ever changing world of retailing and investing.    

What about the future excites you?
 The new ideas/businesses/services/time savers that entrepreneurs will come up with to help my life in ways that I haven’t even dreamed up yet or know I need!!

What about the future scares you?
Goodness, this list could be endless!  My children getting hurt or getting lost, global warming, the unintended consequences of technology at the expense of human interaction, a global health epidemic, being fearful of the times we live in  … I think I’ll stop now.

 Which book has had the most significant impact on your life and why?
There are so many books that have impacted me!  One of the more recent in the past few years is All the Light We Cannot See by Anthony Doerr.  There were so many reasons I loved this book – from my personal past as the grandchild of a Holocaust survivor and as someone who deeply loves to read this book is filled with amazing (and sometimes confusing topics – radio technology and carbon bonds??) prose and complex passages.  

I could not do as good a job explaining why its impact on me was so deep as the author – so I will let him explain in his own words: “The title is also a metaphorical suggestion that there are countless invisible stories still buried within World War II — that stories of ordinary children, for example, are a kind of light we do not typically see. Ultimately, the title is intended as a suggestion that we spend too much time focused on only a small slice of the spectrum of possibility."  The book helps remind me both personally and professionally to continually dig beneath the top layer of a person, conversation, business problem, stock idea, or question as there are so many little things that you can learn that aren't visible right away.  It also is a reminder to me to remember how far we have come in what is actually not that long a period of time in history.  It makes me reflect on my past and reminds me that even though the world we live in today is far from perfect, of all the progress we have made as a society and as human beings.

 

What tool do you use everyday that is invaluable

My Iphones (yes, plural)!  Lifesaver in terms of being able to be in constant communication work wise and personally.  I feel that mainly for the better (although yes, sometimes it’s stressful) being able to be in constant communication with my office or home means I don’t have to be physically sitting at my desk all the time (or vice versa) and I have the flexibility to stay in touch from anywhere.

 What does the word power mean to you?
 Power to me means influence and impact.  Power comes from having the ability to make changes and influence others to make change.  Having the positive ability to impact whatever is in your sphere and create meaningful value is powerful.

 If you woke up and had X emails and could only answer X (ever) , how would you choose which ones to answer?
I'll focus on my work email as I have a separate personal email for family and friends.  I first focus on any email from any of my portfolio managers since they are the most important and typically require action.  I answer those first.  I then scroll through to see what news and research is out on my specific portfolio investments and put those in a second tier.  Thirdly, I read emails that have comprehensive recaps of all the news overnight in the consumer discretionary space globally.  Then, if I had any remaining emails left, I would respond to any emails about upcoming meetings or scheduling related. Keeping my personal and work emails separate is not only good for compliance purposes (!) but also because if a family member or one of my children's teachers need to reach me - those go to a different account so they don't get lost among work related emails.

If we could arrange a dinner for you with one person in your industry, who would be on the invite list?
Maybe stereotypical but for sure the person at the top of my list is Jeff Bezos from Amazon.  People who know me, know that AMZN has made my life amazing (on a personal level!) and extremely depressing on a work level (the mall is dying!  No one will ever shop in stores again! No one can compete!!).   Amazon completely and utterly changed the way in which people around the world shop and consume goods.  Jeff has singlehandedly changed the face of retailing forever.  He is truly a visionary and an incredible and motivational leader.  He encourages his employees to try new things all the time.  He is 100% customer focused.  Amazon has almost always been the first mover in everything they do and Jeff’s leadership skills and vision is just extraordinary to me.  I recommend anyone who has 5 minutes to read this year’s AMZN letter to shareholders – it gives a quick, yet fascinating insight into what makes Amazon and Bezos tick by always focusing on “Day 1”.