Jason Voss

An interactive session to demonstrate the power of meditation and mindfulness for investment professionals. In short, meditation is a hardware upgrade for the mind, not a software upgrade. Improve the hardware, and all of the software works better. Here is what attendees will learn: • The four biggest personal obstacles investment professionals face • How meditation and mindfulness are powerful means to overcome these obstacles • The difference between mediation and mindfulness • The two key meditation skills The major meditation styles, including everyday activities that increase mindfulness.

Active investment managers are constantly on a quest to deliver alpha. Increasingly this is harder and harder to do with the success of passive investment strategies; increased competition in active strategies; increased amounts of, and access to, data; and unsympathetic clients. Yet, few investors realize that the definition of alpha is nearly identical to that of creativity. This presentation demonstrates that creativity is not the exclusive purview of a gifted few. Specifically it covers the well-established neuroscience of creativity, and shares how investment professionals can implement the necessary conditions leading to more creative, alpha-enhancing performance.

The investment industry has evolved in such a way that generating alpha is increasingly difficult for active investment managers. This presentation describes in detail how each of the major players in the investment ecosystem - from asset managers to asset owners to intermediaries to end clients - wound the ability of active managers to generate alpha. Equipped with this knowledge, active investment firms can implement changes to improve their performance.