Claire Cormier Thielke's guest appearances

Claire Cormier Thielke

Invest Like the Best with Patrick O'Shaughnessy

All-In with Chamath, Jason, Sacks & Friedberg

The #ANGELS Podcast

Bloomberg Daybreak: Asia Edition

Bill Gurley

Balaji Srinivasan

Brian Armstrong

Antonio Gracias

Tim Urban

Keith Rabois

Ryan Petersen

David Sacks

Peter Attia

David Epstein

Jason Zweig

David Tisch

Bronwyn Varty

Kiley Adams

Will Thorndike

OwlTail

Flexport

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&amp;A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence Follow the guests: https://twitter.com/clairethielke https://twitter.com/typesfast Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: <a href="https://bit.ly/aisytplaylist" rel="nofollow" target="_blank">https://bit.ly/aisytplaylist</a> 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&amp;A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, <a href="http://Flexport.org" rel="nofollow" target="_blank">Flexport.org</a>'s humanitarian relief shipping, China's influence Follow the guests: <a href="https://twitter.com/clairethielke" rel="nofollow" target="_blank">https://twitter.com/clairethielke</a> <a href="https://twitter.com/typesfast" rel="nofollow" target="_blank">https://twitter.com/typesfast</a> Follow the besties: <a href="https://twitter.com/chamath" rel="nofollow" target="_blank">https://twitter.com/chamath</a> <a href="https://linktr.ee/calacanis" rel="nofollow" target="_blank">https://linktr.ee/calacanis</a> <a href="https://twitter.com/DavidSacks" rel="nofollow" target="_blank">https://twitter.com/DavidSacks</a> <a href="https://twitter.com/friedberg" rel="nofollow" target="_blank">https://twitter.com/friedberg</a> Follow the pod: <a href="https://twitter.com/theallinpod" rel="nofollow" target="_blank">https://twitter.com/theallinpod</a> <a href="https://linktr.ee/allinpodcast" rel="nofollow" target="_blank">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl" rel="nofollow" target="_blank">https://rb.gy/tppkzl</a> <a href="https://twitter.com/yung_spielburg" rel="nofollow" target="_blank">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href="https://twitter.com/TheZachEffect" rel="nofollow" target="_blank">https://twitter.com/TheZachEffect</a>

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

For our third episode, Claire Thielke joins us from Hong Kong, where she is based, having just completed 21 days of quarantine after a visit to the US. Claire shares how her path into a global career in real estate development started with an interest as a kid in throwing on her roller blades or running shoes and checking out all the houses in her Houston neighborhood. And, we should mention, Claire’s not just an average runner. She went on to become the captain of the varsity track team at Stanford, while completing three degrees (undergrad, masters, and engineering degree), and training for the Olympics as part of Team USA Track &amp; Field. It’s no surprise to learn, then, that she’s got tips to share on the mental attitude and approach to quarantine. Claire has built her career with experience in Russia, Poland, Brazil and all over Asia, especially China. She teaches a class at Stanford on the intersection of technology, urban planning, and institutional real estate investment. We asked Claire about all the current tech buzz about Miami. She zooms out to put this in the context of the history of population migrations in the US, and how Covid is creating opportunities to rethink community and coliving. Each week, we wrap up with a Shoutout to people who’ve inspired and helped us along the way. This episode, Claire shares how impressed she is by a young architect in Shenzhen and April called out Madhuri Kommareddi, Director of Workforce Development in the Office of the Governor of New York. The #ANGELS Pod brings you conversations about the latest tech trends with the people inventing and shaping them in Silicon Valley and beyond. Hosted by the co-founders of #ANGELS, an investment collective: Jessica Verrilli, April Underwood, Jana Messerschmidt, Chloe Sladden, Katie Stanton, and Vijaya Gadde. We cover personal stories about breaking into tech and scaling up, and inside looks at the most interesting startups, from the people building them. This podcast is just getting started and we’d love your feedback. You can reach us on Twitter @HashtagAngels and thanks in advance for listening! The #ANGELS Podcast is a production of Haitch Industries. Our theme music is by Tobey Forsman of Whipsong Music. The episode was produced and edited by Matt Herrero.

For our third episode, <a href="https://twitter.com/ClaireThielke" rel="nofollow" target="_blank">Claire Thielke</a> joins us from Hong Kong, where she is based, having just completed 21 days of quarantine after a visit to the US. Claire shares how her path into a global career in real estate development started with an interest as a kid in throwing on her roller blades or running shoes and checking out all the houses in her Houston neighborhood. And, we should mention, Claire’s not just an average runner. She went on to become the captain of the varsity track team at Stanford, while completing three degrees (undergrad, masters, and engineering degree), and training for the Olympics as part of Team USA Track &amp; Field. It’s no surprise to learn, then, that she’s got tips to share on the mental attitude and approach to quarantine. Claire has built her career with experience in Russia, Poland, Brazil and all over Asia, especially China. She teaches a class at Stanford on the intersection of technology, urban planning, and institutional real estate investment. We asked Claire about all the current tech buzz about Miami. She zooms out to put this in the context of the history of population migrations in the US, and how Covid is creating opportunities to rethink community and coliving. Each week, we wrap up with a Shoutout to people who’ve inspired and helped us along the way. This episode, Claire shares how impressed she is by a young architect in Shenzhen and April called out Madhuri Kommareddi, Director of Workforce Development in the Office of the Governor of New York. The #ANGELS Pod brings you conversations about the latest tech trends with the people inventing and shaping them in Silicon Valley and beyond. Hosted by the co-founders of #ANGELS, an investment collective: <a href="https://twitter.com/jess" rel="nofollow" target="_blank">Jessica Verrilli</a>, <a href="https://twitter.com/aunder" rel="nofollow" target="_blank">April Underwood</a>, <a href="https://twitter.com/janamal" rel="nofollow" target="_blank">Jana Messerschmidt</a>, <a href="https://twitter.com/chloes" rel="nofollow" target="_blank">Chloe Sladden</a>, <a href="https://twitter.com/katies" rel="nofollow" target="_blank">Katie Stanton</a>, and <a href="https://twitter.com/vijaya" rel="nofollow" target="_blank">Vijaya Gadde</a>. We cover personal stories about breaking into tech and scaling up, and inside looks at the most interesting startups, from the people building them. This podcast is just getting started and we’d love your feedback. You can reach us on Twitter <a href="https://twitter.com/hashtagangels" rel="nofollow" target="_blank">@HashtagAngels</a> and thanks in advance for listening! The #ANGELS Podcast is a production of <a href="http://haitch-industries.com/" rel="nofollow" target="_blank">Haitch Industries</a>. Our theme music is by <a href="http://twitter.com/yebot" rel="nofollow" target="_blank">Tobey Forsman</a> of Whipsong Music. The episode was produced and edited by <a href="http://twitter.com/matthh" rel="nofollow" target="_blank">Matt Herrero</a>.

Claire Cormier Thielke, Managing Director - Hines Asia Pacific, Board Director at Zillow

My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, and new business generation for Hines APAC and was also recently appointed to the board of Zillow. I was first introduced to Claire two years ago and have wanted to have her on the podcast ever since.   Her personal story is fascinating - Claire finished Stanford undergrad in 2.5 years and now teaches there - on the intersection of tech and real assets, she was a professional track and field athlete - competing for USA Track and Field, and she's run a marathon on Everest, which we discuss. Aside from her personal story and some of her amazing achievements, in the episode, we dive into the world of real estate investing including how to use pattern recognition to unlock real alpha in real estate, the ingredients that make a city special, and the surprising ROI of public art.   For the full show notes, transcript, and links to mentioned content check out https://www.joincolossus.com/episodes/72331821/cormier-the-future-of-cities-and-real-estate   This episode of Invest Like the Best is sponsored by Canalyst. Canalyst is the leading destination for public company data and analysis.  If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.     Invest like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best go to https://www.joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week.  Sign up here - https://www.joincolossus.com/newsletter.   Follow Patrick on Twitter at @patrick_oshag Follow Colossus on Twitter at @JoinColossus   Show Notes [00:03:01] – [First question] – Overview of her career and her passion for real estate [00:05:32] – The impact of Gerry Hines on her life [00:07:30] – Her theory of and what she thinks about cities [00:09:47] – Cities rhyming with each other [00:12:03] – How the highway act led to growth in cities [00:13:31] – How cities compare around the world [00:15:42] – Airplanes as time machines [00:18:42] – Overview of a building project and how it differs from investing in equities [00:23:15] – Rebuilding a city from scratch [00:25:45] – Major real estate changes we’ll be seeing in the US [00:28:30] – Real estate trends that fascinate her in Asia [00:30:10] – Real estate plugging into other industries [00:32:11] – Trends in Asia that could be ported to the US [00:34:08] – Where to see the best of cities today (post-pandemic) [00:37:28] – The ROI on public art [00:38:33] – Her time in track and field [00:41:59] – The concept of tomorrow time [00:42:49] – Cultivated other part of her training [00:45:07] – Her marathon on Mount Everest [00:46:26] – Replicating the extreme performance piece of herself in a professional setting [00:48:18] – Lessons from being a professor [00:49:53] – Joining Zillow’s board, what she wants to bring and get [00:52:17] – Her childhood and her parents, how that influenced her [00:56:26] – How one person can be actionable              [00:58:30] –  Brad Gerstner and Rich Barton podcast episode [01:00:32] – Kindest thing anyone has done for her

My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, and new business generation for Hines APAC and was also recently appointed to the board of Zillow. I was first introduced to Claire two years ago and have wanted to have her on the podcast ever since.  Her personal story is fascinating - Claire finished Stanford undergrad in 2.5 years and now teaches there - on the intersection of tech and real assets, she was a professional track and field athlete - competing for USA Track and Field, and she's run a marathon on Everest, which we discuss. Aside from her personal story and some of her amazing achievements, in the episode, we dive into the world of real estate investing including how to use pattern recognition to unlock real alpha in real estate, the ingredients that make a city special, and the surprising ROI of public art. For the full show notes, transcript, and links to mentioned content check out <a href="https://www.joincolossus.com/episodes/72331821/cormier-the-future-of-cities-and-real-estate" rel="nofollow" target="_blank">https://www.joincolossus.com/episodes/72331821/cormier-the-future-of-cities-and-real-estate</a> This episode of Invest Like the Best is sponsored by <a href="https://canalyst.com/?utm_source=Invest_Like_The_Best&amp;utm_medium=Sponsored_Content&amp;utm_campaign=Show_Notes&amp;utm_term=Jan_2021&amp;utm_content=Jan_19" rel="nofollow" target="_blank">Canalyst</a>. Canalyst is the leading destination for public company data and analysis.  If you’re a professional equity investor and haven’t talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at <a href="https://info.canalyst.com/patrick" rel="nofollow" target="_blank">canalyst.com/Patrick</a>.   Invest like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best go to <a href="https://www.joincolossus.com/episodes" rel="nofollow" target="_blank">https://www.joincolossus.com/episodes</a>.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week.  Sign up here - <a href="https://www.joincolossus.com/newsletter" rel="nofollow" target="_blank">https://www.joincolossus.com/newsletter</a>. Follow Patrick on Twitter at <a href="https://twitter.com/patrick_oshag" rel="nofollow" target="_blank">@patrick_oshag</a> Follow Colossus on Twitter at <a href="https://twitter.com/JoinColossus" rel="nofollow" target="_blank">@JoinColossus</a> Show Notes [00:03:01] – [First question] – Overview of her career and her passion for real estate [00:05:32] – The impact of Gerry Hines on her life [00:07:30] – Her theory of and what she thinks about cities [00:09:47] – Cities rhyming with each other [00:12:03] – How the highway act led to growth in cities [00:13:31] – How cities compare around the world [00:15:42] – Airplanes as time machines [00:18:42] – Overview of a building project and how it differs from investing in equities [00:23:15] – Rebuilding a city from scratch [00:25:45] – Major real estate changes we’ll be seeing in the US [00:28:30] – Real estate trends that fascinate her in Asia [00:30:10] – Real estate plugging into other industries [00:32:11] – Trends in Asia that could be ported to the US [00:34:08] – Where to see the best of cities today (post-pandemic) [00:37:28] – The ROI on public art [00:38:33] – Her time in track and field [00:41:59] – The concept of tomorrow time [00:42:49] – Cultivated other part of her training [00:45:07] – Her marathon on Mount Everest [00:46:26] – Replicating the extreme performance piece of herself in a professional setting [00:48:18] – Lessons from being a professor [00:49:53] – Joining Zillow’s board, what she wants to bring and get [00:52:17] – Her childhood and her parents, how that influenced her [00:56:26] – How one person can be actionable             [00:58:30] – <a href="https://www.joincolossus.com/episodes/21457404/gerstner-thriving-in-changing-markets?query=brad" rel="nofollow" target="_blank"> Brad Gerstner and Rich Barton podcast episode</a> [01:00:32] – Kindest thing anyone has done for her

Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209]