Capital Allocators – Inside the Institutional Investment Industry17 Touko 2021

[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

Dan Ariely is a renowned behavioral economist, author, entrepreneur, and investor. He is the James B. Duke Professor of Psychology and Behavioral Economics at Duke University and a founding member of the Center for Advanced Hindsight. Dan is the author of six books, most of which have the word "Irrationality" in the title and has a weekly column in the The Wall Street Journal called "Ask Ariely." Dan's TED Talks have been downloaded more than 10 million times.

Dan also is a Founding Partner of Irrational Capital, an investment firm that identifies and quantifies the nuanced relationship between companies and their employees, and invests in human capital factors that are linked to long-term stock price performance. Last month, Irrational Capital announced a strategic partnership with Jeff Ubben's ValueAct Capital, a firm that shares their belief in the importance of the impact of corporate culture on long-term enterprise value.

Our conversation starts with Dan's journey studying pain and intuition and turns to applications of his research in the corporate setting. We discuss his research process, measurement of human capital, applying experiments to an investment strategy, employee motivation and compensation schemes as investment factors, and constructing a portfolio of factors based purely on human capital. We close by touching on Dan's projects in government and with start-ups.

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André Perold – Investing Through Exponential Change (EP.516)

André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has...

21 Syys 48min

[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. An...

21 Syys 54min

[REPLAY] André Perold – Academic Practitioner (EP.02)

André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3 billion fund that takes a multi-asset cl...

21 Syys 49min

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today, including what's worki...

14 Syys 1h 1min

Best of Habit Formation: James Clear

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves. We've got two of the ...

7 Syys 1h 11min

Best of Habit Formation: Katy Milkman

7 Syys 57min

SPECIAL ANNOUNCEMENT: Capital Allocators University Online

We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a-year cohort of 25 or 30 professi...

3 Syys 15min

Best of Negotiations: Chris Voss

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of t...

31 Elo 44min