Stock Market Maestros: What Sets Elite Investors Apart

Bestselling author Lee Freeman-Shor joins Essentia CEO Clare Flynn Levy to discuss their new co-written book, Stock Market Maestros. Lee and Clare explain how exceptional investors size positions, manage winners, cut losers and maintain discipline when markets test them.

Practical AI for Institutional Investors

Dr. Jie Tao, Director of the AI & Tech Institute at Fairfield University, joins Essentia CEO Clare Flynn Levy to demonstrate practical use cases of AI tools like ChatGPT for portfolio managers and allocators.

An idea exchange for fund managers, allocators of capital and investment leaders

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Feedback: Information as a Basis for Improvement

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

Selecting Managers Based on Skill

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.

Answering Tough Investor Questions

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

Lessons Learned in Decision Analytics

Silvercrest Asset Management’s award-winning portfolio manager Chris Richey joins Essentia CEO Clare Flynn Levy for a live discussion about lessons he has learned (and continues to learn) through his use of decision analytics. A must for anyone interested in assessing – and improving – portfolio manager skill.

Future-Proofing the Investment Process

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.

Proving the Process Works

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.

How Skilled Active Equity Managers Are Proving It

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.

Why Next-Gen Managers Are Embracing Decision Attribution

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.

Beating Your Benchmark With Decision Analytics

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.

Secrets of an Award-Winning Portfolio Manager

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.

Decision Analytics for Hedge Fund Managers

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.

Measuring Skill, Not Past Performance

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 Analytics – What Every Allocator Should Know

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

Defining Investment Conviction

Leading Wall Street performance coach Denise Shull explores how investment teams can turn conviction into alpha.

Cognitive Diversity on Your Team

Asset management team coach Christine Scordato explores the value of cognitive diversity in investment teams.

Intro to Behavioral Bias Mitigation

Analytics professor and former fund manager Dr. Philip Maymin shares how to mitigate the cognitive biases that can adversely affect investment decision-making.