We were fortunate enough to attend the Evidence-Based Investing Conference (EBI) which took place in New York City on November 2nd, 2017. The second ever EBI conference was great. The mission of is devoted to “disciplined approach to asset management that combines the data we have from the past and present with honesty about the unknowable future. Where others would use forecasts, relationships or emotions to guide their decisions, practitioners of EBI would substitute facts, logic, and reason. “
An investment conference devoted to using logic, reason, data, behavioral finance and trying to filter out all the other noise. There were great speakers like Jason Zweig at the conference. Below is a slide-deck of our notes. Note that this is for information only and while deemed reliable may contain mistakes.
Furthermore, this is not a transcription for legal and ethical reasons we did not want to transcribe it. Instead, we offer our notes on some of the key highlights and our analysis and takeaways on this thirty page or so document.
First a list of the speakers followed by our notes.
- Andy Melvin – MD of Information Management Network
Josh Brown – CEO of Ritholtz Wealth Management
Scott Galloway – (Clinical Professor of Marketing) – Founder of L2; NYU Stern
Myless Udland – Writer (Yahoo Finance)
Wes Gray – CEO of Alpha Architect
Liz Ann Sonders - Senior Vice President & Chief Investment Strategist of Charles Schwab & Co., Inc
Eddy Elfenbein – Editor of Crossing Wall Street
Vladimir Zdorovtsov – MD of SSGA
Cliff Asnes – Managing and Founding Principal of AQR Capital Management
Barry Ritholts – Chairman of RWM
Dave Nading –CEO of ETF.com
Leland Miller – CEO of China Beige Book International
Perth Tolle – Founder of Life and Liberty Indexes
Jeremy Schwartz – Director of Research of WisdomTree Asset Management.
Ben Carlson - Director of Institutional Asset Management of Ritholtz Wealth Management
Kevin Quigg - Chief Strategist of ACSI Funds & Exponential ETFs
Leigh Drogen - CEO & Founder, Estimize
Corey Hoffstein - Co-Founder & Chief Investment Officer of Newfound Research
Patrick O'shaughnessy - Portfolio Manager of O'Shaughnessy Asset Management
Tim Buckley - President & Director of Vanguard (Upcoming CEO)
Linette Lopez - Finance Correspondent of Business Insider
Jc Parets - President & Founder, All Star Charts
Katie Stockton - Chief Technical Strategist, BTIG
George Pearkes - Global Macro Strategist, Bespoke Investment Group
Ari Wald - Managing Director/ Head of Technical Analysis, Oppenheimer
Jason Zweig - Investing Columnist, The Wall Street Journal
Anora Gaudiano - Markets Reporter, MarketWatch
Mebane Faber - Chief Investment Officer, Cambria Investment Management
Charlie Bilello - Director of Research, Pension Partners
Juan Carlos Artigas - Director, Investment Research, World Gold Council
Ted Seides - Chief Investment Officer, Hidden Brook Investments, LLC
Brent Beshore - Founder & CEO, adventur.es
Morgan Housel – Partner of The Collaborative Fund
Daphne Dufresne - Managing Partner, GenNx360 Capital Partners
Jim Ross - Exec VP, Chairman of Global SPDR Business, State Street Global Advisors.
- Keynote Presentation
Scott Galloway was the presenter of Keynote presentation. During the presentation he provided his own book “The Four”. Scott’s presentation focused on the four rider of modern technology, face book, Google, Apple and Amazon, starting with how each appeal to specific human instinct or organ.
How those four horsemen of modern tech appeal to an organ:
Google = Brain
Facebook = Love @ scale
Amazon = More (Never ending Wants)
Apple = XX appeal
The excellent information about Amazon was that more people have Amazon Prime than voted for the President. Even about 55% people are earning more than $50K compared to Amazon’s 58%. Attendance for the Church in a month is also lower than the Amazon. <
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