MANSHARAMANI Vikram Mansharamni
Trend Watcher, Yale Lecturer and author,BOOMBUSTOLOGY: SPOTTING FINANCIAL BUBBLES BEFORE THEY BURST
Vikram Mansharamani first gained widespread attention with his book Boombustology: Spotting Financial Bubbles Before They Burst. Since then he’s gone on to show business leaders and investors how to look at the world differently in order to manage risk and navigate uncertainty. He helps them peer into the future on crucial areas like China, food, the global economy, Africa, housing, investing, financial cycles, energy and much more. So valuable are his insights that LinkedIn named Vikram #1 their 10 Top Voices in Money & Finance for 2015.
Vikram believes that the future doesn’t have to surprise us – and won’t – if we adopt a generalist’s mindset. His speeches show audiences how to develop a broader view of the world by embracing a generalist mindset. When encountering information that seems irrelevant most people think, “So what?!” Instead, generalists think, “Isn’t that interesting,” and look to connect disparate dots. When they do, the conclusions they draw and decisions they make may be very different from the more narrow-focused “experts.” Vikram shows audiences practical ways to use this approach to spot opportunities and reduce risk.
Vikram Mansharamani is a global equity investor with more than 20 years’ experience investing in public and private markets. He served as Managing Director of SDK Capital (and its predecessors). He was a Lecturer in the Program on Ethics, Politics, & Economics at Yale University where he taught three popular classes: “Investment Management”, “Financial Booms and Busts” and “Adventures in Business Ethics.” His current research interests include bubbles in both financial and non-financial markets, the unsustainable dynamics of food and fuel, and the relative value of experts vs. generalists in navigating complex uncertainties and risk.
Vikram is currently regular contributor to Worth magazine and PBS NewsHour. He has also contributed to Bloomberg, MarketWatch, CNBC, Forbes, Fortune, The New York Times, The Wall Street Journal, The Atlantic, Yale Global, The South China Morning Post, The Korea Times, The Khaleej Times, and The Daily Beast, among others. Vikram contributed the summary chapter for the book A Force for Good (2015) synthesizing lessons drawn from the collection of essays written by the world’s most prominent thinkers on the role of finance and capitalism in today’s increasingly interconnected and unequal world.
Vikram Mansharamani is a frequently sought-after speaker by a wide range of organizations. And while corporations from virtually every industry have sought his insights, he continues to have a very strong following in the investment community. He regularly speaks with those focused on allocating large pools of capital. Audiences of sovereign wealth funds, family offices, endowments, foundations, and registered investment advisors have found tremendous value in his unconventional thinking.
Vikram’s consulting work builds on these speaking and advisory roles and focuses on thematic analysis and risk management. He is a paid advisor to several leading endowments and currently serves on the board of the Africa Opportunity Fund (LSE: AOF). He is also a strategic advisor to Peter Kiewit & Sons, a leading construction company based in Omaha, and regularly helps the National Bank of Abu Dhabi.
He previously served on the boards of the Association of Yale Alumni, the U.S.-Pakistan Business Council, Interelate, and ManagedOps. He earned a Ph.D and MS from the Sloan School of Management at MIT, an MS in Political Science from MIT, and a BA from Yale University, where he was elected to Phi Beta Kappa.
SPEECH TITLES AND DESCRIPTIONS
Winning In A Complex World – The Generalist Advantage
Every day, we are confronted with radical uncertainty. To cut through the noise of our complex, interconnected world, we have increasingly come to rely on hyper-specialized experts. The trend toward specialization has helped us to solve important problems, but what if the pendulum has swung too far? Vikram Mansharamani thinks it has and offers scores of compelling real-life examples showing how focused vision can lead us to miss the most important signals – the ones we’re least primed to see. Instead, Vikram advocates cultivating a broader view – a generalist’s mindset. When most people encounter seemingly irrelevant information, they think, “So what?!” Generalists think “isn’t that interesting!” and look to connect the dots – often arriving at very different conclusions from the “experts.” Vikram’s real life examples reveal an effective approach to anticipate the future.
Global Dis-Integration: Threat Or Opportunity?
Political upheavals are signaling a widespread rejection of globalization. And it’s not just happening in the North Atlantic. Nationalist figures are popping up the world over. Meanwhile, global trade growth has been slowing. What’s driving these seismic shifts, and how should we navigate the great uncertainty they generate? Global trend-spotter Vikram Mansharamani takes audiences on a tour of global economic and political chaos, outlining the deeper forces—demographic, cultural, and technological – driving the unrest. In doing so, he gives audiences the tools to identify both risks and opportunities in a world of dis-integrating business. And, challenging the pessimism that this story might prompt, Mansharamani concludes by describing a long-run reason for hope: the rise of the global middle class.
The Global Consumption Boom – Why Everything Is About To Change
As the middle-class balloons in emerging nations, a global consumption boom will have an unprecedented
impact on food, fuel, precious metals and other commodities. The likely impact on the global standard of living will drive geopolitical and economic uncertainty. Vikram Mansharamani untangles the dynamics and helps audiences think differently about the nature of global prosperity and how it will shape their business.
The End of Cheap Food – A Forecast
Food is emerging as one of the future’s most volatile assets. Shifting political, economic, climatic and societal change all factor into the equation. Vikram Mansharamani shows that the era of cheap food is over and describes the geo-political and geo-economic ramifications – from Wall Street to Pudong. The implications of land grabs, fertilizer availability, climate change, water scarcity, and price-related food (in)security will have profound impact on our world.
Spotting Bubbles Before They Burst
Vikram contends the ability to identify financial (and other) bubbles before they burst is easier if you step outside your expertise. Narrow focus can lead to tunnel vision. Instead, look broadly through multiple lenses – to art markets, architecture, popular culture, economics, politics and more. Vikram empowers audiences with practical toll and assured them that they don’t need to be an expert to effectively anticipate the future.