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Portfolio Managers
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Behavioral Alpha Webinar: Future-Proofing the Investment Process - David Schuster (Brown Advisory)
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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.

Behavioral Alpha Webinar: Proving the Process Works - Mark Sherlock (Federated Hermes)
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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.

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Most Popular

Behavioral Alpha Webinar: Feedback: Information as a Basis for Improvement - Michael Mauboussin
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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.

Behavioral Alpha Webinar: Selecting Managers Based on Skill - Kristof Gleich (Harbor Capital Advisors)
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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.

Behavioral Alpha Webinar: Answering Tough Investor Questions - Joe Wiggins (St. James's Place) & Evan Frazier (Marquette Associates)
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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

Behavioral Alpha Webinar: Future-Proofing the Investment Process - David Schuster (Brown Advisory)
Watch

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.

Behavioral Alpha Webinar: Proving the Process Works - Mark Sherlock (Federated Hermes)
Watch

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.

Behavioral Alpha Webinar: How Skilled Active Equity Managers Are Proving It - Oliver Collin (Invesco)
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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.

Behavioral Alpha Webinar: Why Next-Gen Managers Are Embracing Decision Attribution - Greg Dean (Langdon Equity Partners)
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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.

Behavioral Alpha Webinar: Beating Your Benchmark With Decision Analytics - Martin Walker (Invesco)
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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.

Behavioral Alpha Webinar: Secrets of an Award-Winning Portfolio Manager - Vishal Gupta (Morgan Stanley)
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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.

Behavioral Alpha Webinar: Decision Analytics for Hedge Fund Managers - Josh Goldberg (G2 Investment Partners)
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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.

Behavioral Alpha Webinar: Measuring Skill, Not Past Performance - Jonathan Good (Baird)
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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

Behavioral Alpha Webinar: Answering Tough Investor Questions - Joe Wiggins (St. James's Place) & Evan Frazier (Marquette Associates)
Watch

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.

Behavioral Alpha Webinar: Selecting Managers Based on Skill - Kristof Gleich (Harbor Capital Advisors)
Watch

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.

Behavioral Alpha Webinar: Behavioral Analytics - What Every Allocator Should Know - Clare Flynn Levy
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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

Behavioral Alpha Webinar: Defining Investment Conviction - Denise Shull
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Leading Wall Street performance coach Denise Shull explores how investment teams can turn conviction into alpha.

Behavioral Alpha Webinar: Cognitive Diversity on Your Team - Christine Scordato
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Asset management team coach Christine Scordato explores the value of cognitive diversity in investment teams.

Behavioral Alpha Webinar: Intro Behavioral Bias Mitigation - Dr. Philip Maymin
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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

Behavioral Alpha Webinar: Feedback: Information as a Basis for Improvement - Michael Mauboussin
Watch

Wall Street investment strategist, author and professor Michael Mauboussin shares how timely and accurate feedback can improve long-term outcomes for investment organizations.

Behavioral Alpha Webinar: Annie Duke on How to Decide
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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.

Behavioral Alpha Webinar - Psychology of Golf & Investing - Dr. Gio Valiante
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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.

Behavioral Alpha Webinar: Capital Allocators: Lessons Learned - Ted Seides
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Podcast sensation Ted Seides shares the wisdom he’s garnered from his interviews with some of the best minds in investment management.

Behavioral Alpha Webinar: Fearless Performance - Dr. Gio Valiante
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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.

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