BEHAVIORAL ALPHA HIGHLIGHTS

New approaches to investment skill and decision-making performance

BA attracts an audience of Portfolio Managers, CIOs, COOs, Heads of Research, Strategy and Risk from asset management firms including:

  • 683 Capital
  • Athenian Investment
  • Arbiter Partners
  • Beachhead Capital Management
  • BLB & B Advisors
  • BlueBay Asset Management
  • Brown Advisory
  • Calvion Capital
  • Carson Group
  • Citadel
  • DE Shaw
  • Early Harvest
  • Echo Capital
  • Folger Hill Asset Management
  • Friess Associates
  • Gabelli/GAMCO
  • Garelick Capital
  • Glazer Capital
  • Harding Loevner
  • H.M. Payson
  • Indus Capital
  • International Standard Asset Management
  • KDM Capital
  • Kendall Capital
  • Lake Street Advisors
  • Lazard Asset Management
  • Long Run Capital
  • Mackay Shields
  • Madison Avenue Securities
  • Macquarie Group
  • MentorCap
  • MKP Capital Management
  • Monolit Capital Management
  • Morgan Stanley Asset Management
  • Nomura Funds Research
  • OMERS Capital Management
  • Reinhart Partners
  • Richardson Group
  • Sabre Point Capital
  • Saw Mill Capital
  • Schroders
  • Senvest
  • Steadfast Financial
  • Stone Miliner
  • Toews Corp
  • Tourbillon
  • TW Advisors
  • Vanguard
  • Vardon Capital
  • Viking Global
  • Virtus
  • Voss Capital
  • West Capital
  • Wellington Management
  • Willis Investment Counsel

INSIGHT, DISCUSSION & NETWORKING

“Without question, one of the most interesting and informative conferences I attended this year.”


Jason P. Grunfeld, Kleinberg Kaplan
Delegate & Sponsor, Behavioral Alpha 2018 

BEST PRACTICE + NEW FRONTIERS

Behavioral Alpha is designed for active managers, with topics and speakers carefully selected to bring new perspectives and value-add to the investment process.

Speakers at Behavioral Alpha have included: 

Dan Ariely

Dan Ariely

“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. DanAriely.com

Mark Baumgartner
Mark Baumgartner
“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.

Anastasia Buyalskaya
Anastasia Buyalskaya
“Give Your Investment Team a Behavioral Tune-Up”

Now pursuing a PhD at Caltech, Anastasia was formerly VP of Behavioral Finance at BlackRock Asset Management. As a former intrapreneur and consultant, Anastasia has launched a number of initiatives aimed at improving the decision making processes of portfolio managers and their teams.

Clare Flynn Levy
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.

Tim Hathaway
Tim Hathaway, CFA
“Integrating Behavioral Science into the Investment Process” – Panel Speaker

Tim is Head of U.S. Institutional Business and a member of the Executive Team at Brown Advisory. His team is responsible for equity and fixed income research, portfolio management, and institutional sales and service. Prior to this, Tim was Brown’s director of research and institutional investment.

Cameron Hight
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).

Dr C. Thomas-Howard
Dr. C. Thomas Howard
“Integrating Behavioral Science into the Investment Process” – Panel Speaker

CEO and Director of Research at Athena Invest, Dr. Howard is a Professor Emeritus at the Reiman School of Finance, Daniels College of Business, University of Denver where he taught and published articles on behavioral finance. He is author of Behavioral Portfolio Management. 

Paul Johnson
Paul Johnson
“Mitigating Bias in the Analyst-Portfolio Manager Interaction”

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.

Dr Maria Konnikova
Dr. Maria Konnikova
“What Investors Can Learn from Con Artists”

Maria is a New York Times best-selling writer and psychologist. She contributes regularly to the New Yorker magazine on psychology and science and is the author of Mastermind: How to Think Like Sherlock Holmes and The Confidence Game. In 2018, while researching her next book, she learned to play poker from scratch and now has over $260,000 in tournament earnings. MariaKonnikova.com

Denise Shull
Denise Shull
“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 and a member of The ReThink Group. 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.

Paul D. Sonkin
Paul D Sonkin
“Mitigating Bias in the Analyst-Portfolio Manager Interaction”

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.

Henry Timms
Henry Timms
“How New Power is Changing Who Wins and Who Loses in Business”

Henry is a social movement pioneer and President and CEO of the renowned cultural and community center, 92nd Street Y. He co-authored, with Jeremy Heimans, New Power – the best-selling analysis of how grassroots movements are leveraging the connected age to drive innovation and challenge traditional power structures.

Robert T. Willis, Jr., CFA
Robert T. Willis, Jr., CFA
“Integrating Behavioral Science into the Investment Process” – Panel Speaker

Founder, CEO and CIO of Willis Investment Counsel, Robert oversees portfolio construction, participates in stock selection and fundamental analysis, and also serves on the firm’s investment committee. Robert is a former trustee and investment committee member of the State of Georgia Employee Pension Fund.

Dave Winsborough
Dave Winsborough
“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.

Chris Woodcock
Chris Woodcock
“How Investor Behavior Changes with P&L”

Chris is Head of Product and Research at Essentia Analytics. Prior to joining Essentia, he was a technology analyst at GAM Investment Management and a hedge fund analyst at GAM Multi Manager in London. Before his career in financial services, Chris was a professional footballer with Newcastle United.

Learn more about this year’s exciting events

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