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Charles Ellis, Guest Speaker



Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families.

His professional career centered on three decades with Greenwich Associates, the international strategy consulting firm he founded in 1972. Recognized worldwide for the proprietary research which informs its consulting, the firm grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world. Services to the investment profession include: Chair and two terms as governor of the profession’s CFA Institute and an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal. He is one of only 12 individuals honored for lifetime contributions to the investment profession.

Mr. Ellis chairs the Whitehead Institute for Biomedical Research, where he also chairs the investment committee. A director of the Vanguard group of mutual funds and several business ventures. He has previously served as a successor trustee of Yale University, where he chaired the investment committee. Trustee of the Robert Wood Johnson Foundation, where he chairs the finance committee. As trustee of Phillips Exeter Academy and Eagle Hill School, and as an Overseer of the Stern Schools of Business at New York University. He has also served on the Visiting Committee and as a member of the Board of Directors of the Associates of the Harvard Business School, where he received the Alumni Achievement Award.

The author of 16 books, including Falling Short (Oxford), What It Takes (John Wiley), The Partnership: The Making of Goldman Sachs (Penguin), Joe Wilson and the Creation of Xerox, CAPITAL, and Winning the Loser’s Game (McGraw-Hill), and with Burt Malkiel, Elements of Investing (all John Wiley & Sons), Mr. Ellis has written over 100 articles for business and professional journals. His article “The Loser’s Game” won the investment profession’s Graham & Dodd award. Joe Wilson was selected as one of the best business books of 2006.

A graduate of Exeter and Yale College, Ellis earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University. He has taught the advanced course on investments at Harvard Business School and at Yale School of Management. He is married to his best friend, Linda Koch Lorimer, Yale Vice President for Global and Strategic Initiatives, and they have four children.




Investment Decisions and Behavioral Finance

Designed to help participants understand the common biases and irrational investment behaviors that significantly influence the behavior of financial markets and produce suboptimal outcomes for investors.  Click for Details.



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