May 26, 2016 - Ashvin Chhabra

Join Us For a Lunch With Speaker Ashvin Chhabra


Beyond Modern Portfolio Theory – Goals Oriented Investing

Date Thursday, May 26, 2016

Networking/Registration – 11:30am – 12:00pm
Presentation – 12:00pm – 1:00pm

Location UT Club
Speaker Ashvin Chhabra – President of Euclidean Capital

Join us at the UT Club with speaker Ashvin Chhabra, President of Euclidean Capital, to speak “Beyond Modern Portfolio Theory”. All attendees will receive a copy of Ashvin Chhabra’s latest book The Aspirational Investor; Taming the Markets to Achieve your LIfe’s Goals published in June 2015.

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Beyond Modern Portfolio Theory

Ashvin Chhabra introduces a “Wealth Allocation Framework” explaining why goals, not markets, should be the primary focus of an investment strategy and offering a practical, innovative framework for making smarter choices based on key goals and the careful allocation of risks rather than responding to the whims of the financial markets.

About Ashvin B. Chhabra

Ashvin Chhabra is President of Euclidean Capital.

Euclidean Capital is responsible for the management of investments for James H. Simons & Marilyn Simons and their associated foundations. The Simons Foundation is dedicated to advancing research in basic science and mathematics. It is currently one of America’s two or three largest private funders of these areas. Other major initiatives include the Autism research initiative to improve understanding, diagnosis and treatment of autism spectrum disorders, as well as Math for America whose mission is to upgrade the quality of math and science teachers in our public schools.

Dr. Chhabra was Chief Investment Officer and head of investment management and guidance at Merrill Lynch Wealth Management from 2013-2015. He was the Chief Investment Officer at the Institute for Advanced Study from 2007-2013 and Managing Director and head of wealth management strategies and analytics for Merrill Lynch’s Global Private Client Group from 2001-2007. Prior to that, he was head of quantitative research at J.P. Morgan Private Bank.

Ashvin is also the author of The Aspirational Investor, published by Harper Collins in 2015. He is widely recognized as one of the founders of goals based wealth management and for his seminal work “Beyond Markowitz” which integrates Modern Portfolio Theory with Behavioral Finance and proposes a novel Wealth Allocation framework.

Dr. Chhabra is the immediate past-chair of the Board of Regents for the Financial Analysts Seminar of CFA Institute. He is also member of the international advisory board of EDHEC-Risk Institute, the Board of Trustees of the Stony Brook Foundation, and the investment committee of the Institute for Advanced Study. Dr. Chhabra has lectured at Yale University, Carnegie Mellon University, Columbia Business School, Baruch College CUNY, and the University of Chicago. He holds a PhD in applied physics from Yale University in the field of non-linear dynamics (Chaos theory).

Members of CFA Society Austin are invited at no charge. Members of other Texas CFA Societies may attend as members – please indicate the society you are a member of on the registration page. Non-members and guests – fee is $25.00.

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