Founded in 1922, USAA is a more than 14-million-member insurance and financial services company exclusively serving veterans and their families. Driven by transformative innovation and service, its latest focus is on the consumer experience, member value, and a 5-year $500-million Honor Through Action investment in careers and financial security for veterans. At the helm is its new CEO, Juan C. Andrade. With a background in journalism, national security, international affairs and drug policy for the federal government, and insurance, he joins Off the Rak to share insights from a diverse career, a mission-driven culture, and what it takes to lead change while protecting what matters.

About the Guest

Juan C. Andrade is President and CEO of USAA, one of the nation’s leading financial services organizations serving the military community and their families. Previously, Andrade served as President and CEO of the Everest Group, Ltd., a global provider of insurance and reinsurance solutions. He also held senior executive leadership roles at Chubb, The Hartford and Progressive. Andrade has a distinguished record of public service, with experience in national security, international affairs and drug enforcement. He has held key roles in the U.S. federal government’s executive branch, including the Office of the Secretary of Defense, the Drug Enforcement Administration and the White House Office of National Drug Control Policy. In recognition of his work in national security, he was awarded the Secretary of Defense Medal for Meritorious Civilian Service.

Andrade holds a Master of Arts in International Economics and Latin American Studies from the School of Advanced International Studies at Johns Hopkins University. He previously served as a member of CJC’s Dean’s Leadership Council and was honored as a UF Distinguished Alumnus in 2018.

Links in this Episode

https://www.usaa.com

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Matt Khourie, former CEO of Trammell Crow Company is here to discuss our experiences in the real estate industry — and at the same company — managing remote employees, and career advice for emerging leaders in (or outside of) the real estate industry.

About the Guest

Matt Khourie is the founder of Khourie Family Interests (KFI), an investment vehicle for the Khourie family. Prior to the establishment of KFI, Matt had a 42 year career in the commercial real estate industry.

Most recently, Matt Khourie was the Vice Chairman for Trammell Crow Company (TCC). In this role, he partnered with the TCC Leadership Team on strategic growth initiatives to further drive the TCC offering across geographies and product types. Matt acted as Chair of the firm’s three investment committees – U.S., European Logistics and Telford Homes UK – and was also a member of the TCC Executive Committee and the Telford Homes Board.

Prior to his appointment to Vice Chairman in January 2022, he served as the Chief Investment Officer (CIO) for CBRE’s Real Estate Investments (REI) business segment and for TCC. From 2016-2020, Matt was the Chief Executive Officer (CEO) of TCC, where he was responsible for the management and day-to-day operations of the Company. In his role as TCC CEO, Matt led the growth of the firm’s development activity from $10B to $21B by focusing expansion on the Multi-Family and International footprints. Before his tenure as TCC CEO, he served as CEO of CBRE Global Investors (CBRE GI), where he was focused on the global management of the Company and served as chairman of the firm’s Global Executive Committee and Global Leadership Team. In his role as CEO of CBRE GI, Matt led the 2011 acquisition/integration of ING Real Estate into CBRE GI, growing assets under management from $30 Billion to $95 Billion and elevating
CBRE GI to a top 3 global investment manager.

During his original 29-year tenure at TCC, starting in 1980, Matt worked in various management positions including leadership roles that focused on development, investment strategy, portfolio management, and institutional investor relations.

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Making a profit is a critically important purpose of any organization. But leaders who think and act like it begins and ends there will struggle to create long-term value and impact in today’s climates without considering what their congregations desire. JUST Capital is measuring the public’s priorities about responsible corporate behavior and provides those invaluable insights to organizations. Tune in as its founding CEO Martin Whittaker joins Off the Rak to share how this translates to longevity and a broader wealth for more Americans.

About the Guest

Martin Whittaker is a recognized leader with thirty years’ experience at the intersection of global business, investing, philanthropy and social and environmental impact. He is the founding CEO of Just Capital, the nonprofit formed by Paul Tudor Jones II to catalyze private sector leadership on major societal challenges. He is also a co-founder and Board member of the CREO family office investment syndicate, a member of the Forbes Finance Council and Forbes Contributor, and a Commissioner to the World Business Council on Sustainable Development’s inequality initiative.

Martin was named to the 2020 NACD Directorship 100 – the annual list of the most influential people in the boardroom and on corporate governance – and to Business Insider’s 2020 List of 100 People Transforming Business. Previously, he served as a senior impact advisor to Edelman, a member of Harvard Business School’s Impact Weighted Accounts Initiative Advisory Council; a board member of the Carbon Disclosure Project U.S.; a board member of the hydrogen transportation company H2 Clipper; part of the G7 Impact Taskforce’s Working Group on Impact Transparency and Integrity; and an Advisory Council Member of PayPal’s Employee Financial Wellness Program.

Prior to Just Capital, Martin was a founding partner and investment committee member at Sonen Capital, an impact investing firm, where he led private equity, real asset and direct investing activities. Martin has also served as Director of MissionPoint Capital Partners, a family office-led private equity firm; Senior Vice President at Swiss Re, where he was part of the Environmental and Commodity Markets team; and Managing Director at Innovest Strategic Value Advisors, Inc., a pioneering sustainable investment advisory and ESG research firm.

Martin received his Ph.D. from University of Edinburgh, an MBA from the University of London, an M.Sc. from McGill University and a B.Sc. from University of St. Andrews.

Martin has also served as an Adjunct Professor at the University of Toronto, provided expert testimony on environmental markets to the U.S. Senate, consulted to multiple major corporations on sustainability- and impact-related matters, and been an invited speaker and guest lecturer at business schools including Yale, Columbia, Harvard and MIT. He is a published writer, and is a regular commentator in the media and at events including, among others, the World Economic Forum, the White House, CNBC, The New York Times, Bloomberg, Financial Times, The Wall Street Journal, the Economist, and the BBC.

Links in this Episode

Just Capital

Martin Whittaker LinkedIn

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