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
  • Aberdeen Standard
  • Abu Dhabi Investment Council
  • AthenaInvest
  • Aviva Investors
  • Beachhead Capital Management
  • Bienville Capital Management
  • BlueBay Asset Management
  • Brown Advisory
  • Calvion Capital
  • CCLA Investment Management
  • CDPQ
  • Citadel
  • DE Shaw
  • Fideurama Asset Management
  • Friess
  • Folger Hill Asset Management
  • Gabelli/GAMCO
  • Genesis Investment Management
  • H2O Asset Management
  • Impax Asset Management
  • Indus Capital
  • KDM Capital
  • Lake Street Advisors
  • Lazard Asset Management
  • Lighthouse Partners
  • Lombard Odier
  • Macquarie Group
  • MAK Capital
  • Monolit Capital Management
  • Morgan Stanley Investment Management
  • NN Investment Partners
  • Nomura Funds Research
  • Orbis Investments
  • Reinhart Partners
  • Sabre Point Capital
  • Saw Mill Capital
  • Schroders
  • Sentinel Capital
  • Senvest
  • Steadfast Financial
  • Stone Miliner
  • TW Advisors
  • USS
  • Vanguard
  • Vardon Capital
  • Viking Global
  • Virtus
  • Voss Capital
  • West Capital
  • Wellington Management
  • Willis Investment Counsel
  • Willis Towers Watson
  • 12 West Capital Management

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.

Prasenjeet Bhattacharya
Prasenjeet Bhattacharya
“Applying Behavioral Science to the Investment Process” – Panel Speaker

A Senior Investment Strategist and Financial Data Scientist at NN Investment Partners, Prasenjeet works closely with NNIP’s investment teams to drive innovation across the investment methodology and asset allocation process. His approach blends a fundamental investment style with empirical data-driven insights and behavioral analysis.

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.

Ken Celiano, Psy.D
Ken Celiano, Psy.D
“Investment Behavior Clinic” – Panel Speaker

Ken is a Director of Even Keel Trading and a clinical health psychologist with over 15 years’ experience working with traders, hedge fund and portfolio managers. His coaching takes investors on a “deep dive” into their inner market, targeting performance optimization, wellness development and even keel decision-making. Ken currently serves as performance psychologist for Praxis Capital Management in Chicago.

Mick Dillon, CFA
Mick Dillon
“Applying Behavioral Science to the Investment Process” – Panel Speaker

Mick is co-manager of the Brown Global Leaders fund at Brown Advisory. He joined the firm from HSBC Global Asset Management where he was Co-Head of Asian Equities, responsible for managing a team of Portfolio Managers and Research Analysts.

Charles Duhigg
Charles Duhigg
“The Power of Habit”

Charles is a Pulitzer-prize winning journalist and the best-selling author of The Power of Habit: Why We Do What We Do in Life and Business, which explores the science of habit formation in our lives, companies and societies. His newest book Smarter, Better, Faster is a fascinating exploration of the science of productivity, and why, in today’s world, managing how you think – rather than what you think – can transform outcomes and performance.

Michael S. Falk
Michael S. Falk, CFA, CRC
“7 Habits of Highly Effective Investment Teams”

Michael is a Partner at Focus Consulting Group. He works with asset/wealth management firms to help them leverage their talent and investment decision-making. Prior to this he was Chief Strategist at a global macro hedge fund and CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory. He is the author of Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth and a co-author of Money, Meaning and Mindsets.

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.

Sara L. Hakim
Sara L. Hakim
“Manager Behavior: What Allocators Really Care About” – Panel Speaker

A Senior Vice President at Callan, Sara advises investment committees and fund sponsors on a wide range of manager allocation issues, including best-practice and excellence in manager selection, performance monitoring, and investment structure design. Prior to Callan, she worked at Aon Hewitt Investment Consulting, Vanguard and Watson Wyatt Worldwide (Willis Towers Watson).

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).

Kevin Hite
Kevin Hite
“Manager Behavior: What Allocators Really Care About” – Panel Speaker

Kevin serves as Director of the Hedge Fund Investments Group at Willett Advisors, Michael Bloomberg’s single-family office. Previously, he was a partner and managing director of Protege Partners, a portfolio manager at 3G Capital, director at Citadel Alternative Asset Management and a portfolio manager at UBS Alternative Investment Group.

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

Amy Oldenburg
Amy Oldenburg
“Integrating Behavioral Science into the Investment Process” – Panel Speaker

MD at Morgan Stanley Investment Management, Amy is a Portfolio Specialist and Chief Operating Officer of the Global Emerging Markets Equity team. Before moving to the investment team, she was an emerging markets equity and foreign exchange trader.

Brian Portnoy Ph.D., CFA
Brain Portnoy Ph.D., CFA
“Manager Behavior: What Allocators Really Care About” – Panel Moderator

Brian has spent the last 25 years as an educator, investor, and strategist. Prior to joining Magnetar Capital as their Head of Education, he held senior research and investing roles at Morningstar, Mesirow Financial and Virtus Investment Partners. Brian’s two books, The Investor’s Paradox and The Geometry of Wealth, explore the challenges not only of behavioral science and making better investment decisions, but how money figures in to a joyful life.

Ted Seides, CFA
Ted Seides, CFA
“Manager Behavior: What Allocators Really Care About” – Panel Speaker

Ted is an experienced investor in managers across asset classes, including working at the Yale Investments Office and co-founding hedge fund of funds Protégé Partners. He is the host of the Capital Allocators podcast, a series of interviews with leading CIOs and asset managers. Barron’s named the show one of the top financial podcasts.

Tali Sharot
Dr. Tali Sharot
“The Influential Mind”

Tali is Professor of Cognitive Neuroscience at University College London. Her work integrates neuroscience, behavioral economics, and psychology to explore how emotion influences people’s beliefs, decisions and social interactions. A popular TED speaker, she is also author of the cutting-edge inquiry into how we influence those around us, The Influential Mind.

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 futures 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.

Chris Sparks
Chris Sparks
BA19 Poker Night – Host

A high-stakes professional poker player and peak performance coach, Chris was once one of the top 20 online players in the world. He is now founder and CEO of the The Forcing Function, a company that gives investors and executives a competitive edge so that they too can excel at the highest limits.

Brandon Snow
Brandon Snow
“Integrating Behavioral Science into the Investment Process” – Panel Speaker

Brandon leads Cambridge’s analyst team and directs the global research activities of the firm. He is also lead Portfolio Manager across several of the firm’s equity and asset allocation funds. Prior to joining Cambridge in 2011, Brandon managed money at Fidelity Investments. In 2016, he was recognized as one of Brendan Wood’s Canadian TopGun Investment Minds.

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.

Tom Tully
Tom Tully
“Integrating Behavioral Science into the Investment Process ” – Panel Speaker

Tom is Portfolio Manager of the Aperture Endeavour Equity Fund. Launched by former AllianceBernstein CEO Peter Kraus in partnership with Generali, Aperture Investors has rethought traditional fee & incentive structures by shifting the focus of investment team compensation to performance-linked fees. Prior to joining Aperture, Tom was a Senior Analyst at Kingdon Capital.

Joe Wiggins, CFA
Joe Wiggins, CFA
“Applying Behavioral Science to the Investment Process” – Panel Speaker

As well as running a range of multi-asset fund of funds for Aberdeen Standard Investments, Joe is author of an influential investment blog focusing on active management process and the application of behavioral science: behaviouralinvestment.com

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
“The Alpha Lifecycle: Measuring Alpha Accumulation and Decay”

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.

Seth Wunder
Seth Wunder
“Investment Behavior Clinic” – Panel Speaker

Seth is the CIO and Portfolio Manager at black-and-white Capital, the activist, tech & innovation-focused hedge fund. Prior to this, he was a founding partner and Portfolio Manager at Contour Asset Management, a long-short equity fund focused on the TMT sector. In 2017, Institutional Investor recognized Seth as one its Hedge Fund Rising Stars.

Learn more about future BA events

BA20 – New York
BA21 – London

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