Investors Like Me: Anna-Marie Lieb

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Anna-Marie's Investing Style

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When did you start your investing/personal finance journey and why?

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Can you tell us a little bit about your relationships with money at an early age?

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In what ways have your social or cultural identities and lived experiences positively impacted your investing journey?

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As a woman in an industry largely dominated by men, I've found that I bring a different perspective to the table when it comes to analyzing deals. This added diversity could uncover a different area of focus or way to structure a given opportunity that may have been missed otherwise. I do believe that a diverse investment committee will ultimately lead to a deeper analysis and, hopefully, result in improved investment decisions.

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What advice would you give to a younger person who may be experiencing market volatility for the first time?

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I think it's important to clearly define your investment goals and plan accordingly. What are your investment outlook and time horizon? Is this capital you need to access, or are you looking to invest long term? Ideally, there is diversification in your portfolio to average out any large swings and volatility that may affect certain asset classes compared to others. Lastly, refer to those clearly defined goals and don't make any panicked decisions based on sudden market swings.

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If you could go back in time and change one thing about your investing strategy, what would you change and why?

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I would have started earlier. I participate in the University of Pennsylvania's alumni interview program for undergraduate applicants. Many interesting investment programs at the high school level introduce students to investment opportunities and provide access and education. Growing up, investing was a topic I was not necessarily exposed to, so I find it super exciting that it's becoming more prevalent today to help bring this access and education to our youth!

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What are three things that really excite you about the future of investing?

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Access, innovation, and information. I believe we are in a very exciting time for personal investing. Since the passing of the JOBS Act, much innovation within the industry has provided access to alternative retail investments that didn't exist before. In commercial real estate prior to 2013, unless you knew an owner or developer, it was incredibly difficult to gain direct access to this asset class. Access was essentially limited to a select few within these networks.

Fast-forward to today, and we now have platforms like CrowdStreet providing accredited real estate investors access to various commercial real estate offerings. That has created a more equitable investing environment where access isn't necessarily dependent on your network. Further, I believe great strides are being made in providing access to information, whether through online courses, podcasts, or other resources. So many formats are available that are tailored to individuals' various learning preferences that it has never been easier to tap these resources.

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What scares you about the future of investing?

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Where there is access and innovation, there is also a dark side, specifically in industries that don't necessarily have proper regulation. We've seen this play out recently in the crypto space with the downfall of FTX. It is so important that investors understand what they are investing, the risks associated with those investments, and the credibility of the resources they are using to research/educate themselves on given investments.

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Who are some finance industry leaders you admire and why?

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Dr. Peter Linneman had a real impact on me during my time at Wharton. I had the pleasure of taking his Real Estate Entrepreneurship class as an undergraduate. Today, I frequently tune into his webinars and am an avid reader of his quarterly Linneman Letters. As an economist, Dr. Linneman can apply economic data to investment decisions in an approachable manner and has been a leader within the commercial real estate space.

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What are some of your favorite educational resources (books, podcasts, websites, etc.) that you’d recommend for investors of all ages?

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I’m a big fan of podcasts. I tune in weekly to Treppwire, Walker & Dunlop’s Driven by Insight, Pivot, and TechCrunch’s Equity, and I really enjoy episodes of Acquired, Every Company Has a Story.

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What’s one quote or saying that inspires or challenges you?

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Not a quote, but the idea that you shouldn’t worry about the things you can’t control and instead focus on the things you can.

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About the Author

Angie Lufrano is a Digital Outreach Specialist for The Motley Fool. She's extremely passionate about storytelling; making the world smarter, happier, and richer; and her dog, Luna.

TMFAngieL

@angielufrano

The Motley Fool has a disclosure policy.

Investors Like Me: Anna-Marie Lieb

Anna-Marie's Investing Style

When did you start your investing/personal finance journey and why?

Can you tell us a little bit about your relationships with money at an early age?

In what ways have your social or cultural identities and lived experiences positively impacted your investing journey?

What advice would you give to a younger person who may be experiencing market volatility for the first time?

If you could go back in time and change one thing about your investing strategy, what would you change and why?

What are three things that really excite you about the future of investing?

What scares you about the future of investing?

Who are some finance industry leaders you admire and why?

What are some of your favorite educational resources (books, podcasts, websites, etc.) that you’d recommend for investors of all ages?

What’s one quote or saying that inspires or challenges you?

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