Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and investment decisions. Prior to joining Betterment in its early years, Dan spent six years as a Behavioral Finance Specialist for Barclays Wealth Management. He is a graduate of Boston University and the London School of Economics and lectures at New York University, the London Business School, and the London School of Economics.

Our conversation discusses how Dan has created evidence-based tools that improve outcomes for individual investors, ranging across tax-loss harvesting, rebalancing, client reporting, mental accounting, commitment mechanisms, and communication during turbulent market times. As he spoke, Dan had head my head spinning thinking about how institutions and individuals alike could implement quantitative tools in their investment processes to avoid known behavioral pitfalls during critical market moments.

For more episodes, go to capitalallocatorspodcast.com/podcast

Follow Ted on twitter at @tseides

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Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

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Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

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[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)

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Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat since the early 1990s...

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This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the next big challenge al...

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Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management across the hotel and residential sectors...

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Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the challenging decade for active managers.    Our...

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John Kim, or Kimmer, has raised more than $70 billion across his career for leading venture capital and private equity firms. Kimmer recently distilled three decades of lessons into The Tao of Fundrai...

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