29 September 2016: EuroMoney – The collective struggle for better bank ethics

Jason Apollo Voss, CFA is interviewed for an important piece on bank ethics in EuroMoney, entitled, “The collective struggle for better bank ethics.”


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Is Active Management Dead? Not Even Close

Several years ago, I interviewed C. Thomas Howard of AthenaInvest to learn more about his firm’s unique implementation of behavioral finance. This turned out to be one of the best performing pieces of content Enterprising Investor has ever run. But it isn’t just AthenaInvest’s originality that’s so compelling, so too is its strong performance. Howard also has an interesting...
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Alpha Wounds: Lack of Independent Judgment

My entire series on Alpha Wounds is intended to provide solutions that can be implemented by anyone in the investment community to improve the returns of active investment managers for the benefit of clients. This month I focus on the lack of independent judgment and due diligence among active managers. Unfortunately, I need to rely on my own personal experience and anecdotes rather than...
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26 May 2016: Fintech O-2-O – Digital Disruption in Asset Management

Jason Apollo Voss, CFA delivers the keynote address at Nexchange’s event: Fintech O-2-O: Digital Disruption in Asset Management in New York City 26 May 2016.


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Defensive Anti-Takeover Board Measures

In the heart of the 1980s, so-called “corporate raiders” making their hostile takeover bids for publicly traded firms struck fear into the hearts of management and boards of directors. This was the era of Barbarians at the Gate and The Art of the Deal. In response to the wave of unwanted corporate suitors, boards throughout the United States began adopting anti-takeover provisions carefully...
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Alpha Wounds: Culture vs. Philosophy Mismatch

My entire series on Alpha Wounds is intended to provide solutions that can be implemented by anyone in the investment community to improve the returns of active investment managers for the benefit of clients. This month’s post focuses on choices over which the investment adviser has nearly full control. Specifically, I am talking about matching the culture of an investment management firm with...
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Meditation for Investment Professionals

There has been an explosion of interest in meditation among the business community over the past several years. What most in the finance industry do not realize, however, is that meditation provides unique benefits that directly address many of the obstacles we all face each day. More on that in a moment. But first, just who in finance and business pursues the practice? Who in Investing...
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