Jim O’Shaughnessy

O’Shaughnessy, featured speaker for our topic, “From Main Street to Wall Street – What to Expect from the Economy and Stock Market over the Next 10 Years”, is the author of the national bestseller “What Works on Wall Street”, as well as three other books on investing. Long recognized as one of America’s leading financial experts and a pioneer in quantitative equity analysis, he has been called a “world beater” and a “statistical guru” by Barron’s. In February 2009, Forbes.com included O’Shaughnessy in a series on “Legendary Investors” along with Benjamin Graham, Warren Buffet, and Peter Lynch.

Jim O’Shaughnessy is the Chairman and CEO of O’Shaughnessy Asset Management (OSAM). He is the Chief Investment Officer of the firm, formulates the investment strategies, and directs the Senior Portfolio Manager, the Director of Research, and the Portfolio Management Team. He is also responsible for the development of OSAM’s existing strategies and directs the team on idea generation and specific initiatives to improve the models and develop new factors and products. Prior to founding OSAM, he was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Prior to Bear Stearns, he was the CEO and Chairman of O’Shaughnessy Capital Management (Netfolio).

He has been written up in Barron’s, Forbes.com and others. O’Shaughnessy is the author of four books on investing. Forbes pronounced his first book Invest Like the Best “awesome” and named it one of the best financial books of the year. His next book, What Works on Wall Street, is a BusinessWeek and New York Times Business bestseller and has been called “An indisputable classic…downright momentous” by TheStreet.com. Financial Analysts’Journal said it was “indisputably a major contribution to empirical research on the behavior of common stocks in the United States…conceivably, the influence of What Works on Wall Street will prove immense.” His third book, How to Retire Rich, was a New York Times Business and BusinessWeek bestseller. O’Shaughnessy’s most recent book, Predicting the Markets of Tomorrow, was published in 2006. He was named “manager of the year” in Gordon Pape’s 2004 Buyer’s Guide to Mutual Funds for his management of the Royal Bank (RBC) of Canada’s O’Shaughnessy Funds. He has a B.A. in Economics from the University of Minnesota.