Drivers of Equity Valuation Jim O`Shaughnessy
Chairman and Chief Investment Officer
O’Shaughnessy Asset Management
Fundamental characteristics that drive stock returns in multiple different economic cycles
Distilling hundreds of possible investment factors into persistent, cohesive themes that can form the foundational building blocks for equity strategies
How factor spreads tend to expand in and around recessions, suggesting there is greater potential for disciplined active managers to deliver outperformance during those periods
Managing risks in the current environment
Tuesday, 24 July, 9:45 am - 10:45 am CST
Market Narratives, Long-Term Disruptors, and Data Trends Investors Should Consider Nicholas J. Colas
Market tailwinds and headwinds
Long-term disruptors and trends in venture capital investing
Using data as a source of competitive advantage
Thursday, 26 July, 3:00 pm - 4:15 pm CST
"Giving Voice to Values": The "How" of Values-Driven Leadership Mary C. Gentile
Creator/Director, Giving Voice to Values
Professor of Practice, University of Virginia, Darden School of Business
Standards, Ethics, and Regulations
Explore a groundbreaking new approach to prepare business managers and leaders at investment firms for values-driven decision making
Drawing on both the actual experience of business practitioners and cutting-edge research, “Giving Voice to Values” (GVV) focuses on ethical implementation (rather than ethical analysis) and asks the questions, “What if I were going to act on my values? What would I say and do? How could I be most effective?”
GVV equips current and future leaders at investment firms to not only know what is right—but how to make it happen
Nicholas J. Colas is co-founder of Datatrek Research. He has more than 30 years of experience on Wall Street in equity research, money management, and investment banking. Previously, Mr. Colas was director of research and chief market strategist for Rochdale Securities and Convergex Group, where he authored the firm’s Morning Markets Briefing. He has also served as an analyst and portfolio manager at SAC Capital. In addition, Mr. Colas was the senior equity auto analyst at First Boston. In this role, he advised clients on investments in the sector and was active in a range of equity offerings and merger and acquisition assignments—including several equity underwritings for Chrysler, as well as its eventual sale to Daimler Benz, along with IPOs in the auto parts, rental car, and Chinese auto industry sectors. Mr. Colas is regularly on CNBC, Bloomberg Television, and Bloomberg Radio. He received an undergraduate degree from Haverford College, majoring in Near Eastern archaeology, and an MBA from the University of Chicago.
Mary C. Gentile is the creator and director of Giving Voice to Values, professor of practice at the University of Virginia Darden School of Business, senior adviser at the Aspen Institute Business and Society Program, and a consultant on management education and leadership development. Previously, she was a faculty member and manager of case research at Harvard Business School, where she was one of the principal architects of the leadership, ethics, and corporate responsibility curriculum. Professor Gentile is the author of numerous books and articles, including the award-winning Giving Voice to Values: How to Speak Your Mind When You Know What’s Right. She also co-authored Can Ethics Be Taught? Perspectives, Challenges, and Approaches at Harvard Business School and was content expert for the award-winning interactive HBS Publishing CD-ROM “Managing across Differences.” Among numerous awards, Professor Gentile was named one of the Top Minds 2017 by Compliance Week and Bronze Medal Winner for Ethical Leadership from Reimagine Education 2017. She was shortlisted for the Thinkers50 "Ideas Into Practice" award and named one of the 100 Most Influential in Business Ethics in 2015 by Ethisphere Magazine and one of the Top Thought Leaders in Trust: 2015 Lifetime Achievement Award Winners by Trust Across America-Trust Around the World. She earned a bachelor’s degree from the College of William and Mary and an MA and a PhD from the State University of New York at Buffalo.
Jim O’Shaughnessy is the founder, chairman, and chief investment officer of O’Shaughnessy Asset Management (OSAM). He is ultimately responsible for OSAM’s investment strategies and is an equity owner in OSAM and a member of the firm’s Executive Committee. Previously, Mr. O’Shaughnessy was the director of systematic equity and a senior managing director at Bear Stearns Asset Management. He has also served as the CEO and chairman of O’Shaughnessy Capital Management (Netfolio). Mr. O’Shaughnessy is the author of four books on investing: Invest Like the Best, What Works on Wall Street, How to Retire Rich, and Predicting the Markets of Tomorrow. He has been called a “world beater” and a “statistical guru” by Barron’s, and Forbes.com included him in a series on “Legendary Investors,” along with Benjamin Graham, Warren Buffett, and Peter Lynch. Mr. O’Shaughnessy was named “manager of the year” in Gordon Pape’s 2004 Buyers Guide to Mutual Funds for his management of the Royal Bank of Canada’s O’Shaughnessy Funds, and the Canadian Investment Awards named the RBC O’Shaughnessy U.S. Value Fund the “U.S. Equity Fund of the Year” two years in a row. He has a BA in economics from the University of Minnesota.