Posts filed under “Philosophy”

The Big Picture Conference: Scheduled Speakers

I am thrilled to tell you about the 5th Annual Big Picture Conference coming up on October 8th in New York City. We are extremely excited about the speakers, topics, even the venue itself. And, we are expecting our largest audience yet.

I wanted to personally invite you as a reader of the Big Picture to what we believe will be an educational and fascinating look at the state of the global markets, economy, and the investing industry. These are all original thinkers, creators of the ideas that form our dialogue.

I’ve learned a lot from each of these speakers. I think you will too:

Michael Mauboussin: explains how to “Untangle Skill and Luck in Business, Sports, and Investing.” (He is author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, managing director and head of Global Financial Strategies at Credit Suisse, and adjunct professor of finance at the Columbia University Business School.

Art Cashin, UBS   Art Cashin has been working the floor of the NYSE for over 40 years. Well known to CNBC viewers for his pithy updates, Art is one of the finest raconteurs you will ever hear. Many of my favorite Wall Street tales trace back to Art. I look forward to sitting down with him for a fascinating Fireside chat.

Jack Brennan, Chairman, Vanguard: Jack was CEO of Vanguard, helping to build the firm to over $1.2 trillion in assets. He is now Chairman, and will discuss the state of Wall Street as it affects the average investor. There are not more than 3 people in the world as knowledgeable about this subject as Jack is.

Stephanie Pomboy, Macro Mavens: one of the most respected economists in finance, her clients include billionaires, government agencies, and major corporations. Randall Forsyth, editor-in-chief of Barron’s, sits down with Stephanie to discuss the state of the economy.

James O’Shaughnessy, OSAM: One of the best known Quants on the street, Jim spoke at the 2012 conference, surprising everyone with his explanation as to why equities were undervalued and poised to rally. He was dead on, and I look forward to his analysis this year.

Josh Brown, Fusion/Ritholtz Wealth Management:  Josh has become well known to investors as one of the few people to listen to on CNBC. His insight and wit make his investing commentary a delight to read. Josh is moderating a panel of Market Strategists, including Art Hogan of Lazard Freres, Jeffrey Kleintop, LPL Financial and Dan Greenhaus, BTIG

Mike Santoli, Yahoo Finance: Longtime market watcher is moderating a panel of experts looking at the “The New, Smaller Wall Street.” Mike is a very sharp journalist, and this looks to be a great discussion. (We’ll have more on his guests soon).

 

We began these one-day conferences in the midst of the credit crisis in the heart of the downturn back in 2009. The goal was to bring fresh thinkers and new ideas to my circle of investing colleagues. The usual suspects – pundits, market professionals and media – did not distinguish themselves in advance of the crisis. I wanted to drive a more intelligent debate than what we had seen before and after the crisis.

The idea took hold, and it has become an annual event since.

Space is extremely limited, so if you are planning on attending, please sign up right away to reserve your seat. We have worked hard to keep the costs as low as possible ($249).

I hope to see you there!

~~~

The Big Picture Conference 

Date: October 8th, 2013

Locale: McGraw Hill conference facility, 1221 Avenue of the Americas (6th Ave  between 48th & 49th).

 

Eventbrite - The Big Picture Conference 2013

Category: Investing, Philosophy, Psychology

Simplify Your Future

Want more from your career and life? Live by this single sentence. Based on the free eBook of the same name: http://kasanoff.com/simplify-your-future/ Simplify Your Future from Bruce Kasanoff by Bruce Kasanoff on Aug 01, 2013

Category: Digital Media, Philosophy, Think Tank

“I Am Looking to Outperform the Markets by 4-5% a Year”

Lately, the day job has been inspiring many of our Philosophy Phriday posts. (This coming Sunday’s WaPo column was also inspired by what we see int he office). Today’s post is another such example. Perhaps its because we run a somewhat different business model than is typical in the finance industry in the US. Our…Read More

Category: Apprenticed Investor, Hedge Funds, Investing, Philosophy, Psychology, Really, really bad calls

Umair Haque on the Global Economy

Umair Haque discusses the broken relationship between institutions and people, why the economy is stagnant, and how to fix it.

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Category: Philosophy, Video

How’s Your MetaCognition?

  “Knowing yourself is the beginning of all wisdom.” -Aristotle   Over the past few weeks, I have been waxing eloquent on the subject of self-awareness, knowledge, and recognizing one’s own lackings thereto. Last week, we discussed the Value of Not Knowing; that followed the prior week’s discussion of why I don’t bother guessing a…Read More

Category: Philosophy, Psychology

Is McKinsey to Blame for Skyrocketing CEO Pay?

In 2011, I posed the question “Is McKinsey & Co. the Root of All Evil ?” This was not a tongue-in-cheek query, but rather, a look at how so many recent disasters traced their origins back to McKinsey & Co. Which brings us to the latest issue negatively affecting the United States, skyrocketing CEO pay…Read More

Category: Crony Capitalists, Philosophy, Really, really bad calls, Wages & Income

On the Value of Not Knowing

Its Philosophy Phriday, and as such, I want to discuss my ignorance. Or rather, my justifiable pride in my willingness to say “I don’t know.” I use this phrase frequently, for there are a wealth of subjects I know very, very little about. Sometimes I am asked things I could not possibly know, particularly about…Read More

Category: Investing, Philosophy, Psychology

The Best (Non-Financial) Financial Books

From time to time people ask me to give them recommendations on good finance books. When I respond, I either get blank stares or laughs… What’s so funny about the Tao Te Ching, Thoreau’s Walden, or Daniel Gilbert’s Stumbling On Happiness? Were they expecting something like Dave Ramsey’s Financial Peace, Kiyosaki’s Poor Dad / Rich…Read More

Category: Books, Philosophy

“What’s Your NFP Number?” [Don't have one]

This morning, the single most asked question I hear is “So what’s Your NFP Number?” That’s one of the more interesting side issues about this Maine event/fishing trip/conference. Its overrun with economists and Fed folk, who are the fairly focused on short term data. Regular readers number I have little interest in making bad predictions…Read More

Category: Data Analysis, Employment, Philosophy

Third Dynasty, 2005 B.C. (before crisis)

Tom Keene says some astonishingly nice things about your humble blogger. Its based in part on our prior discussion of “our god-given right to be wrong in picking stocks,” and what that means for investor psychology as well as portfolio decisions:   click for full article   Much more of this and I will become…Read More

Category: Media, Philosophy