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Building High Performance Investment Teams

Presentation by Mike Ervolini
A workshop for Wells Capital Management, Newport Beach
February 29, 2016

Behavioral Finance: Even the Pros are Human

Presentation by Mike Ervolini
Merrill Lynch National Specialists Meeting, Boca Raton
January 27, 2016

Managing Your Investment Portfolio to Improve Results

Presentation by Mike Ervolini
Stonegate Private Council, Boston
October 21, 2015

Behavioral Finance and Deliberate Improvement for Equity Managers

Presentation by Mike Ervolini
CFA Society of Portland, Maine
October 20, 2015

How Equity Managers Learn to Improve

Presentation by Mike Ervolini
Bivium Capital Partners, LLC Client Conference, San Francisco
October 14, 2015

Innovations in Behavioral Finance for Equity Managers

Presentation by Mike Ervolini
Principal Global Investors 2015 Summit Series Forums, Chicago
October 13, 2015

The Future of Finance

Mike Ervolini, Panelist
CFA Institute, Online Form
June 25, 2015

Integrating Cabot Analysis

Presentation by Professor Andrew Clare
Nomura Global Quantitative Equity Conference, London
June 6, 2015

Improve Deliberately: Conquer the Performance Peal with Mathematical Rigor

Keynote Presentation by Mike Ervolini
NECINE Financial Innovation Conference, Boston
April 18, 2015

Are you hot or not? For Investors, it's hard to tell

Article by Jason Zweig, The Wall Street Journal
Interview with Mike Ervolini
April 17, 2015

The Folklore of Finance

Presentation by Mike Ervolini
Boston Security Analysts Society, Boston
April 8, 2015

Managing your Investment Portfolio to Improve Results

Presentation by Mike Ervolini
Boston Investor’s Group, Cambridge, MA
March 25, 2015

Innovations in Behavioral Finance for Equity Managers

Presentation by Mike Ervolini
Franklin Templeton AIR Summit, Fort Lauderdale
March 4, 2015

To get rich, tell your emotions to shut up

Article by Stephen Butler, www.ozy.com
Includes quotes by Mike Ervolini
January 19, 2015

Effective Active Equity Management for family offices

Presentation by Mike Ervolini
CCC Alliance, Boston
January 14, 2015

Managing Equity Portfolios: A behavioral approach to improving skills and investment processes

By Mike Ervolini
Book Reviews, www.ValueWalk.com
January 1, 2015

Managing Equity Portfolios: A behavioral approach to improving skills and investment processes

By Mike Ervolini
Book Reviews, Value Investor Newsletter
December 30, 2014

Managing Equity Portfolios: A behavioral approach to improving skills and investment processes

By Mike Ervolini
Book Reviews, www.SeekingAlpha.com
December 24, 2014

Investment: Loser’s Game

Article by John Authers, The Financial Times
Includes quotes from Mike Ervolini
December 21, 2014

Reviving Active Equity Management through Deliberate Improvement

Presentation by Mike Ervolini
Boston Security Analysts Society, Boston
December 3, 2014

Deliberate Improvement for Equity Managers and Analysts

Presentation by Mike Ervolini
Monument Group, Boston
December 2, 2014

Skill or Be Skilled

Article by Mike Ervolini
CFA Institute Magazine, www.cfapubs.org
November/December 2014

Investor Insight: Mariko Gordon, Daruma Capital Management

Article by John Heins
Value Investor Insight, www.valueinvestorinsight.com
November 30 2014

Active Management: Alpha? Bravo!

Article by Martin Steward
Investment & Pensions Europe, www.ipe.com
November 14, 2014

Active Management: Understanding investment skill

Article by Mike Ervolini
Investment & Pensions Europe, www.ipe.com
November 14, 2014

The 'Folklore of Finance' - How beliefs and behaviors sabotage success in the investment management industry

Blog post by Mike Abbott
Sable Group, www.sable-group.com
Includes interview with Mike Ervolini
November 11, 2014

Managing Equity Portfolios: a Behavioral Approach to Improving Skills and Investment Processes

Book by Mike Ervolini
Book launch, Bloomberg Headquarters, New York City
November 11, 2014
A video of this event is available at http://youtu.be/KDequtez4fk

Wanted: personal coach for investing drop shots

Article by John Authers, The Financial Times
November 6, 2014

Managing Equity Portfolios: A behavioral approach to improving skills and investment processes

By Mike Ervolini
Book Review by Brenda Jubin, www.investing.com
November 3, 2014

Copycat fund managers cannot beat the market

Article by John Authers, The Financial Times
October 22, 2014

Managing your Investment Portfolio to Improve Results

Presentation by Mike Ervolini
Stonegate Private Council, Boston
October 22, 2014

Managing Equity Portfolios: A Behavioral Approach to Improving Skills and Investment Processes

Book by Mike Ervolini
Cambridge, MA: The MIT Press
Publication, October 17, 2014
Video introducing the book is available at: http://youtu.be/Z2BnhExPcAc

Behavioural Finance: Coaching for Fund Managers

Article by Valentin Ursa
The Market Mogul, www.themarketmogul.com
July 14, 2014

Coaching for Investors

Video interview with Mike Ervolini and John Authers, The Financial Times
June 14, 2014
This video is available at: https://www.youtube.com/watch?v=77SKrysOfzs

Wanted: personal coach for investing drop shots

Article by John Authers, The Financial Times
June 6, 2014

Five Good Questions with Terry Odean

Article by Bob Seawright
Think Advisor, www.thinkadvisor.com
April 16, 2014

How Money Managers Fight Their Emotions and Sometimes Lose

Article by Lewis Braham, Bloomberg News
April 7, 2014

Active Management: Understanding investment skill

Presentation by Mike Ervolini
Stonegate Private Council, Boston
November 13, 2013

Real-World Applications of Behavioral Finance

Article by John Kuo, NerdWallet, www.nerdwallet.com
September 2, 2013

Lesson From Buffett: Doubt Yourself

Article by Jason Zweig, The Wall Street Journal
May 15, 2013

Self-awareness Drives Deliberate Improvement

Presentation by Mike Ervolini
CFA Society of Iowa
April 10, 2013

Tuning in to the art of offloading shares

Article by Eric Uhlfelder, The Financial Times
March 10, 2013

Feedback: New Analytics for Improvement

Presentation by Mike Ervolini
Qwafafew Meeting, Boston
February 19, 2013

Quest for test of investment skill persists

Article by John Authers, The Financial Times
January 11, 2013