Greg Jensen - CIO in Bridgewater | Investment Conference 2024 | Norges Bank Investment Management
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- เผยแพร่เมื่อ 27 เม.ย. 2024
- Greg Jensen is Co-Chief Investment Officer at Bridgewater Associates and is a Director on Bridgewater’s Operating Board of Directors. He joined Bridgewater in 1996 after graduating from Dartmouth College with a degree in Economics and Applied Mathematics. As Co-Chief Investment Officer, Greg oversees Bridgewater’s investment strategies and research efforts, and is integrally involved in overseeing Bridgewater’s investment engine and investment talent. Greg has been a key author of the Bridgewater’s Daily Observations since joining the Firm in 1996. In 2010, 2011, and 2012, Greg was named one of business’s rising stars in Fortune Magazine’s “Top 40 Under 40.” Greg is dedicated to building a community of market thinkers and investment managers who can develop, systemize, and compound market understanding better than anyone else in the world. Over the past fifteen years, he has designed training, developed new research methods, and invested in cutting edge technology to make this vision a reality. Greg also won a gold bracelet at the 2022 World Series of Poker and is involved in charitable missions around effective altruism and the safe development and use of AI.
Annual Investment Conference 2024 - How to become a better investor
To answer this question, we have some of the world’s leading experts, including Marc Andreessen, Angela Duckworth, Annie Duke, Amy Edmondson, Adam Grant, Ole Andreas Halvorsen, Kristin Harila, Greg Jensen, Howard Marks, Michael Mauboussin, Marc Rowan, Robert Wallace, Jean Hynes and Patrick Healy.
We invest on behalf of the Norwegian people. Our goal is to maximise financial return on behalf of both current and future generations. We also want to contribute to the Norwegian asset management industry, so what better topic for our annual conference than: How to become a better investor?
Investment philosophy and strategy
“ Are you confident enough to do contrarian bets and follow your conviction even when they go against the market? Popular opinion is not always correct, but you need to be aware of the ego-pitfall” Malin Norberg, Co-chief Investment Officer Asset Strategies, Norges Bank Investment Management
Building successful investment organisations
“ Talking about psychological safety is easy, especially when things are going smoothly. But when the chips are down and you feel like you are in the storm, that is when you as an individual and we as an organisation are really tested.’’ Patrick du Plessis, Global Head of Risk Management, Norges Bank Investment Management
What characterises the best investors? Psychology
“A good investor combines passionate curiosity with a relentless pursuit of truth, integrating diverse information to gain unique insights. They continuously seek knowledge and creatively connect unrelated data. Be a learning machine.” Andreas Sæle Helland, Associate Portfolio Manager Equities, Norges Bank Investment Management
What characterises the best investors? Behavioural
“ I don’t believe in miracles. Even though they sometimes happen. Great performance comes from working hard, doing the right things, and stop doing the wrong ones. Sounds easy, right?” Bjørn Mannsverk, Mental Coach and Head of the Team Performance Programme, Norges Bank Investment Management
Some speakers have requested not to be included in the recording.
#MarcAndreessen #AngelaDuckworth #AnnieDuke #AmyEdmondson #GregJensen #HowardMarks #MichaelMauboussin #MarcRowan #RobertWallace #JeanHynes #PatrickHealy
#NBIM #NorgesBankInvestmentManagement #oljefondet #annualinvestmentconference #investmentconference #investment #howto
Interesting to watch this after having just finished reading The Fund.
This is beautiful ..The systemization of a vision, a philosophy.
it's only beautiful if it translates into returns.
This is beautiful, thanks for sharing
By YouSum Live
00:00:09 Philosophy of continuous improvement for excellence.
00:01:01 Focus on deeply understanding economic systems for portfolios.
00:01:23 Importance of fundamental understanding in market decisions.
00:02:25 Systemizing reasoning processes for decision-making discipline.
00:02:30 Strategy for diversification as a key element in decision-making.
00:10:13 Seeking uncorrelated return streams for investment reliability.
00:11:34 Balancing and diversifying risk for effective portfolio management.
00:17:01 Compounding organizational understanding through constant improvement.
00:18:42 Rule book from idea to data to visualizations.
00:19:01 Constant learning process, making predictions, and adapting.
00:19:31 Systematic process allows focus on new problems.
00:19:55 Compounding understanding in organization like investments.
By YouSum Live
So powerfull!!!
👏🏻👏🏻👏🏻👏🏻👏🏻
After reading the book The Fund….. I take everything that Bridgewater espouses with a grain of salt
this is a lot of marketing, compare their returns to say citadel, theirs is full of beta or negative alpha
Old wine (read: KAIZEN) in a new bottle! 😆#Bridgewater
Less BS philosophy and more real world facts on making good investments. This conference shouldn't be a let's all feel good comfort thingy Teddy Talk.
seems like they started an AI system that keeps learning.
Call for this bank to Divest from Mobileye, it has a majority stake in this Israeli company. 10million shares equivalent to 280 million USD. The company loses money with a lower than -100 PE ratio. Meaning it's a total loss. Divest now.