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Investing lessons from a CEO

Investing lessons from a CEO

Posted September 25, 2025 at 11:15 am

Jon Erlichman
Ticker Take

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How important is the CEO to a stock’s success? In this episode of Ticker Take, we speak with Roy Gori about how leadership shapes companies and boosts investment returns. Roy spent nearly a decade as the CEO of one of the world’s biggest insurance companies — Manulife. In that time, he helped to transform the business, which helped Manulife’s stock outpace the market. We spoke with Roy about all of the years leading up to his time as CEO — getting a part-time job in his native Australia at the age of 8, stepping into the world of finance out of high school at 17, and working nights to earn his degree and then his MBA. Roy’s story is a great lesson in leadership! We hope you enjoy! Chapters:

  • 0:00 Intro
  • 0:20 How to invest in good management and culture
  • 1:00 Bullish or bearish — AI
  • 2:43 Bullish or bearish — longevity
  • 4:17 Bullish or bearish — vegemite 🙂
  • 4:50 Roy’s childhood and how it shaped him
  • 6:30 Early life lessons about money
  • 9:43 Transitioning to the business world at Citi
  • 12:22 Remote work vs returning to the office
  • 14:17 Money’s role in his early career choices
  • 18:13 How Roy prioritized culture as a leader
  • 22:48 Why he decided to retire as Manulife’s CEO
  • 26:51 Investing in the future of healthcare
  • 31:58 The benefits of challenging yourself
  • 35:26 Lessons for young people about money

Originally Posted September 16, 2025

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