Financial Analysts Seminar Presentation Recorded 24 Jul 2018
Improving the Investment Decision Process: Behavioral Alpha
In this presentation, Nili Gilbert, CFA, cofounder and portfolio manager at Matarin Capital Management, discusses how to improve investment decisions by eliminating cognitive bias and emotion; how to identify specific behavioral opportunities and risks in the current market environment; the role of quantitative/systematic techniques in mitigating, or magnifying, human bias; and building and managing investment teams that are resilient to bias and groupthink.
About the Speaker(s)
Nili Gilbert, CFA, is co-founder of Matarin Capital, where she is a portfolio manager who manages hedge fund and long-only equity strategies. Previously, she was senior director at Invesco. Ms. Gilbert is a regular contributor on CNBC, is a board member at Synergos Institute and chair of its Finance and Investment Committees, and is on the Investment Committee of the David Rockefeller Fund. She has also served as co-chair of the Council on Foreign Relations’ Term Member Advisory Committee and as a member of its International Affairs Fellows Selection Committee. Ms. Gilbert has been honored by the World Economic Forum as a Young Global Leader, by 100 Women in Hedge Funds as a Chartered Alternative Investment Analyst Scholar, and with the Toigo Foundation’s Bridge to Business award. She is a member of the Economic Club of New York. Ms. Gilbert received a BA from Harvard University—graduating magna cum laude with a special concentration in economics and social studies—and an MBA in finance from Columbia Business School, where she was a Toigo Fellow.