Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Clare Flynn Levy is the Founder and CEO of Essentia Analytics, a behavioral data analytics service that helps professional investors make measurably better investment decisions.
At the 2019 Annual Symposium, Clare will be presenting on Behavioral Feedback and Control, with a focus on equipping attendees with the skill to recognize their own behavioral biases and mitigate the effects of those biases on their investment strategy. Key elements of this recognition include the ability to see the world for what it is, not what we would prefer it to be; the ability to be decisive with this understanding; and the ability to learn from performing this process.
Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and Chief Investment Officer of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A.
She also serves as a non-executive director of Leathwaite, a global financial services human capital search and consulting practice. Clare holds a BA from Barnard College.