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Overview

In an age when an algorithm is the main competitor for many fund managers, what can we know that they don’t? Algos understand the data trail of history, but this trail provides only limited insight into the key lessons of financial history for investors. In this talk, first provided at the 62nd Annual CFA Institute Financial Analysts Seminar, Russell Napier discusses those 21 most important lessons from financial history that allow human beings to profit at the expense of the machines.

This is an archived version of a live webinar that took place on 1 February 2018.

About the Speaker(s)

Russell Napier
Russell Napier

Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of ERIC, an investment research portal. He has worked in the investment business for 30 years and advised global institutional investors on asset allocation for 25 years. Professor Napier is author of Anatomy of The Bear: Lessons from Wall Street’s Four Great Bottoms and is the founder and director of “The Practical History of Financial Markets” course in the Edinburgh Business School MBA program. He is a director of the Mid Wynd International Investment Trust and a member of the investment advisory committees of Cerno Capital and Kennox Asset Management. Professor Napier founded the Library of Mistakes, a business and financial history library. He is a fellow of CFA UK and an honorary professor at Heriot-Watt University and the University of Stirling. Professor Napier has degrees in law from Queen’s University Belfast and Magdalene College, University of Cambridge.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.