领导力与职业路径
[Robyn Grew]: 成为 Man Group 250年历史中首位女性CEO,靠的是决心。我在公司工作了很长时间,担任过许多不同的角色,也经历过各种考验。当职位空缺时,我是最适合的人选。
[Michael O’Leary]: 在我这里,情况不同。我得到 Ryanair 的职位是因为当时没人想要它。那时我刚大学毕业,有会计学位,非常安静、内向,从没想过要出名。但由于当时公司快倒闭了,我被派去试图阻止亏损,最后反而留了下来。
Original English
[Robyn Grew]: Getting to that job required determination. I worked there for a decent amount of time, held lots of different roles, and got lots of war wounds to show for it. I was the best person for the job when it came open.
[Michael O’Leary]: Unlike Robin, in my case, I got the job in Ryanair because nobody else wanted it. I was a bright young guy coming out of college with an accountancy degree. I was actually very quiet, reticent, and never wanted the publicity. Eventually, they ran out of chief executives, so I was sent in to just staunch the losses.
危机中的生存之道
[Kenneth Griffin]: 在2008年的大衰退期间,我们经历过一段非常艰难的16周。我记得有一次在家里乘电梯,甚至担心回来时公司是否还在。当时 CNBC 的车就停在我们公司外面,等着拍破产画面。好消息是历史是由赢家书写的,那段时光现在已成为我们历史中的一个注脚,但我永远不会忘记。
Original English
[Kenneth Griffin]: In the Great Recession of '07-'08, we came very close to not being that successful. There was a day in '08, I remember getting the elevator at home and saying, literally, I hope when I come back, we're still in business. CNBC had a van parked outside of our four walls trying to get that bankruptcy footage. So, it was a tough 16 weeks in 2008.
运营效率与Ryanair的成功
[Michael O’Leary]: 我们的成功归功于 Tony Ryan 的愚蠢,加上 Herb Kelleher(Southwest Airlines 创始人)的远见。当你看到那些飞机在15到20分钟内就能完成周转,而不是像欧洲同行那样要一个小时,你就能每天多飞行两三次。这就是一切的来源。
Original English
[Michael O’Leary]: Ryanair's success came from a combination of Tony Ryan's stupidity in setting up an airline, but Herb Kelleher's vision in saying, "You can actually run a very efficient airline." It was pretty clear if you could turn planes around in 15 or 20 minutes instead of an hour and 15 minutes, you get two or three more free flights per day per aircraft.
Citadel Securities 的定位
[Kenneth Griffin]: Citadel Securities 是全球最大的做市商之一。我们每天交易约 25% 的美国股票周转量。它由世界级的技术、强大的预测分析和极其出色的管理团队驱动,文化和精神与对冲基金方面非常相似,但商业目的完全不同。
Original English
[Kenneth Griffin]: Citadel Securities is one of the largest market makers in the world. In fact, we trade about 25% of the US equity turnover every day. It is powered by world-class technology, great predictive analytics, and a really, really brilliant management team. It shares much of the same DNA as the hedge fund side, but we do it with a very different commercial intent.
关于人才招聘标准
[Michael O’Leary]: 我找人看重的是他们暑假做了什么兼职工作。如果他们从小在农场长大,那是直接加分项。我想要的是努力工作的人。这是一个愚蠢的行业,我们不需要太多的智慧或极其聪明的大脑。
[Kenneth Griffin]: 我两者都需要。我既需要那种拥有出色魅力、领导力、聪明才智的“全美运动员”,也需要那些极其聪明、有点内向,但能解决棘手问题的人。
Original English
[Michael O’Leary]: The thing I look for is not what your degree was, it's what summer jobs you did during your holidays. If you worked hard and got part-time jobs, those are the people I want working in Ryanair. We don't need a lot of brains, and we don't need very bright intellects, 'cause it's a stupid industry anyway.
[Kenneth Griffin]: I need both. I need people who are that all-American athlete with a lot of charisma, a lot of leadership, and a lot of intellect. But I also need some of the people who are just wickedly smart, often a bit introverted, but we've got tough problems that need to be solved and they know how to solve them.
对宏观经济的忧虑
[Kenneth Griffin]: 商业周期并没有被禁止。我们未来一定会经历衰退。我担心的是我们正在失去财政空间,无法进行逆周期支出以保持经济在尽可能最稳固的基础上运行。如果主要的主权债务信用质量出现恐慌,那将是灾难性的。
Original English
[Kenneth Griffin]: The business cycle has not been banned. We're going to have a recession around the world at some point here in the foreseeable future. What worries me is not the fact that we're going to have a recession, it's that we're losing the fiscal space to engage in counter-cyclical spending to keep the economy on the strongest possible footing.