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Overview

This session from the 72nd CFA Institute Annual Conference covers: Why focusing on performance is missing the point; How top managers are competing for survival of the fittest and why others are missing a trick; How to mitigate behavioral bias in your own investment process.

About the Speaker(s)

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Clare Flynn Levy

Clare Flynn Levy is founder and CEO of Essentia Analytics, a financial software company that uses behavioral data analytics to help professional investors do more of what they're good at and less of what they're not. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as the President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare also serves as a non-executive director of Team Grasshopper Ltd. (an innovative packaging IP company), acts as an advisor to the board of City Lounge Ventures Ltd. (operators of the Central Working flexible workhubs), and sits on the European regional board of YPO-WPO (the world's most influential network of young CEOs).