BEHAVIORAL ALPHA 2017 – NYC
New approaches to investment skill and decision-making performance
- 683 Capital
- Beachhead Capital Management
- BlueBay Asset Management
- Calvion Capital
- DE Shaw
- Early Harvest
- Folger Hill Asset Management
- Indus Capital
- KDM Capital
- Lake Street Advisors
- Lazard Asset Management
- Monolit Capital Management
- Morgan Stanley Asset Management
- Nomura Funds Research
- Reinhart Partners
- Stone Miliner
- TW Advisors
- Viking Global
- Voss Capital
- West Capital
- Wellington Management
- Willis Investment Counsel
BA17 SPEAKERS + TOPICS
“Behavioral Finance in Practice”
James B. Duke Professor of Psychology & Behavioral Economics, Duke University; Founder of the Center for Advanced Hindsight. Author of New York Times best sellers including Predictably Irrational and The Upside of Irrationality. Coming soon Dollars & Sense, co-authored with Jeff Kreisler.
“Your Senses, Feelings & Emotions are the Ultimate Dataset”
A.K.A. “the real-life Wendy from Billions“, Denise Shull is one of Wall Street’s top investor coaches. A former prop trader, she has been studying the application of neuroeconomics to investment decision making and coaching professional investors and elite athletes for over a decade.
“How the Collective Personality of Your Team Affects Performance”
Head of Innovation at Hogan Assessments, and leads HoganX, which is exploring the future of personality assessment. Dave has spent the last 20 years studying personality consulting to top management teams for corporations and government bodies.
Clare Flynn Levy
“Case Studies in Applying Behavioral Finance to the Active Investment Process”
Founder & CEO of Essentia Analytics, the investment management industry’s leading behavioral analytics provider. Prior to founding Essentia, Clare managed over $1bn for Deutsche Asset Management, then ran Avocet Capital, an $85m L/S tech fund.
“Why Behavioral Analysis Matters to Asset Allocators”
Mark is Chief Investment Officer at the Institute for Advanced Study, an endowment supporting a community of scholars in Princeton, New Jersey. Prior to joining IAS, he served as Director of Asset Allocation and Risk at the Ford Foundation.
Cameron Hight CFA
“Mistakes Money Managers Make and How to Fix Them”
Founder & CEO of Alpha Theory, the go-to technology tool for investment teams looking to minimize alpha leakage in the investment process. Prior to this, Cameron worked as an equity analyst on both the sell-side and the buy-side (for Afton Capital, a $200m L/S equity fund).
Paul D Sonkin
Peer Idea Exchange
Analyst and portfolio manager at GAMCO Investors and previously 14 years at the helm of The Hummingbird Value Fund. For 16 years, Paul was adjunct professor at Columbia Business School. He is co-author of Value Investing: From Graham to Buffett and Beyond and Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street (2017).
Peer Idea Exchange
Paul runs Nicusa Investment Advisors has over 35 years stock market and venture capital experience. He has lectured extensively on securities analysis and value investing and contributed to a wide rage of publications. He is co-author, with Paul Sonkin, of Pitch the Perfect Investment.