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David Schuster of Brown Advisory’s Small-Cap Fundamental Value Fund discusses the time-tested investment process that most recently earned him a 2023 Behavioral Alpha Award.
Mark Sherlock, Federated Hermes’ Head of U.S. Equities and lead PM for the firm’s U.S. SMID Fund, discusses how his award-winning investment team continuously improves their process without undermining their philosophy.
An idea exchange for fund
managers, allocators of capital
and investment leaders
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Wall Street investment strategist, author and professor Michael Mauboussin shares how timely and accurate feedback can improve long-term outcomes for investment organizations.
The new manager assessment tools every PM and allocator should be using to stay in the game, as shared by president and CIO of Harbor Capital Advisors, Kristof Gleich.
Veteran manager selector Joe Wiggins (St. James’s Place) and next-gen investment consultant Evan Frazier (Marquette Associates) take a deep dive into the new questions allocators are asking equity managers.
Portfolio Managers Using
Behavioral Analytics
David Schuster of Brown Advisory’s Small-Cap Fundamental Value Fund discusses the time-tested investment process that most recently earned him a 2023 Behavioral Alpha Award.
Mark Sherlock, Federated Hermes’ Head of U.S. Equities and lead PM for the firm’s U.S. SMID Fund, discusses how his award-winning investment team continuously improves their process without undermining their philosophy.
Top-ranking portfolio manager Oliver Collin of Invesco’s Euro Equity Fund joins us to discuss how decision attribution helps PMs and investors have more productive conversations.
Award-winning small cap portfolio manager Greg Dean joins us to break down everything you need to know about decision attribution: how it works, the latest research, and why next-gen managers are embracing it without fear.
Invesco’s (two-time) top-ranking portfolio manager Martin Walker discusses how he uses decision attribution analytics to generate “behavioral alpha” for his UK Opportunities Fund.
Vishal Gupta, award-winning portfolio manager of Morgan Stanley’s Emerging Markets Leaders fund, reveals how he uses decision analytics in his investment process and conversations with investors.
G2 Investment Partners’ lead portfolio manager Josh Goldberg shares how he uses behavioral analytics to optimize decision-making in his long/short equity hedge fund.
Baird’s award-winning portfolio manager Jonathan Good discusses how behavioral analytics impact decision-making in his small/mid cap growth strategy.
Decision-Based Analytics
for Asset Allocators
Veteran manager selector Joe Wiggins (St. James’s Place) and next-gen investment consultant Evan Frazier (Marquette Associates) take a deep dive into the new questions allocators are asking equity managers.
The new manager assessment tools every PM and allocator should be using to stay in the game, as shared by president and CIO of Harbor Capital Advisors, Kristof Gleich.
Essentia Analytics CEO and founder Clare Flynn Levy shows how asset owners and allocators are using behavioral analytics to assess managers through a new lens.
Investment Decision-Making
Workshops
Leading Wall Street performance coach Denise Shull explores how investment teams can turn conviction into alpha.
Asset management team coach Christine Scordato explores the value of cognitive diversity in investment teams.
Analytics professor and former fund manager Dr. Philip Maymin shares how to mitigate the cognitive biases that can adversely affect investment decision-making.
Behavioral Science
Perspectives
Wall Street investment strategist, author and professor Michael Mauboussin shares how timely and accurate feedback can improve long-term outcomes for investment organizations.
From the professional poker table to the trading pit, Annie Duke joins us to discuss high-stakes decision-making tools from her new book, How to Decide.
Renowned performance coach Dr. Gio Valiente returns to our Behavioral Alpha webinar series to explore the parallels between superstar golfers and the best of the best investors.
Podcast sensation Ted Seides shares the wisdom he’s garnered from his interviews with some of the best minds in investment management.
From the domain of sports to the domain of investing, Dr. Gio Valiante has an illustrious track record of improving individual and team performance through his Fearless approach.