CHANGE-PROVOKING SPEAKERS AND TOPICS

A title that includes mention of topics

Anastasia Buyalskaya

Dan Ariely

Behavioral Economist and Author
DanAriely.com

“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.

Mark Baumgartner

Mark Baumgartner

Chief Investment Officer
Institute for Advanced Study

“Why Behavioral Analysis Matters to Asset Allocators”

Prior to joining IAS, Mark served as Director of Asset Allocation and Risk at the Ford Foundation and Managing Director, Senior Portfolio Strategist and Head of the Portfolio Architecture team for Morgan Stanley Investment Management’s Global Portfolio Solutions group.

Anastasia Buyalskaya

Anastasia Buyalskaya

Behavioral Scientist and Asset Management Changemaker

“Give Your Investment Team a Behavioral Tune-Up”

Now pursuing a PhD at Caltech, Anastasia was formerly VP of Behavioral Finance at BlackRock, the world’s largest asset manager. In her work as a consultant, Anastasia operates at the bleeding edge of behavioral science application and has launched a number of decision-making initiatives aimed at educating and improving investment processes for portfolio managers and their teams.

Clare Flynn Levy

Clare Flynn Levy

Founder & CEO
Essentia Analytics

“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, CFA

Tim Hathaway, CFA

Head of U.S. Institutional Business
Brown Advisory

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

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.

Cameron Hight, CFA

Cameron Hight, CFA

Founder & CEO
Alpha Theory

“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

CEO and Director of Research
AthenaInvest

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

Now pursuing a PhD at Caltech, Anastasia was formerly VP of Behavioral Finance at BlackRock, the world’s largest asset manager. In her work as a consultant, Anastasia operates at the bleeding edge of behavioral science application and has launched a number of decision-making initiatives aimed at educating and improving investment processes for portfolio managers and their teams.

Paul Johnson

Paul Johnson

Adviser, Investor and Author

Peer Idea Exchange – Session Leader

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

Pro Poker Player and Author
www.mariakonnikova.com

“What Investors Can Learn from Con Artists”

A New York Times best-selling author, Maria graduated magna cum laude from Harvard University and received her Ph.D. in Psychology from Columbia University. In 2018, while researching her next book, she learned to play poker from scratch and now has over $260,000 in tournament earnings. “Emotional decision-making is exactly what poker is,” she said. “You can actually see it happening. Even the most mathematical stoic players are not computers”.

Paul D. Sonkin

Paul D. Sonkin

Investor and Author

Peer Idea Exchange – Session Leader

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).

Paul D. Sonkin

Denise Shull

Investor and Author

Peer Idea Exchange – Session Leader

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).

Paul D. Sonkin

Dave Winsborough

Investor and Author

Peer Idea Exchange – Session Leader

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).

Existing people formats below

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. Coming soon Dollars & Sense, co-authored with Jeff Kreisler.

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. 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.

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.

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, CFA

Tim Hathaway, CFA

Head of U.S. Institutional Business
Brown Advisory

Dr. C. Thomas Howard

Dr. C. Thomas Howard

CEO and Director of Research
AthenaInvest

Robert T. Willis

Robert T. Willis, Jr., CFA

Founder, CEO and CIO
Willis Investment Counsel

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.

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).

Paul D. Sonkin
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).

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